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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $419.2B AUM 10,263 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 671 New 1862 Added 964 Reduced 160 Exited
Page 51 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 485,458.0 $8.7M 0.00% +330K +212.3% $17.96 -6.8%
1002 WAFD WAFD INC Financial Services 226,818.0 $8.7M 0.00% +35K +18.1% $38.37 -5.2%
1003 NIC NICOLET BANKSHARES INC Financial Services 52,521.0 $8.7M 0.00% +6K +13.6% $165.39 +4.7%
1004 SIRI SIRIUSXM HOLDINGS INC Communication Services 293,705.0 $8.7M 0.00% +7K +2.4% $29.54 -2.9%
1005 MGTX MEIRAGTX HLDGS PLC Healthcare 639,459.0 $8.6M 0.00% +507K +382.8% $13.51 +6.1%
1006 UTL UNITIL CORP Utilities 163,906.0 $8.6M 0.00% +27K +19.4% $52.69 +0.9%
1007 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 108,147.0 $8.6M 0.00% +14K +14.7% $79.54 +42.5%
1008 CENT CENTRAL GARDEN & PET CO 193,844.0 $8.6M 0.00% +174K +882.0% $44.34
1009 DORM DORMAN PRODS INC Consumer Cyclical 62,879.0 $8.6M 0.00% +5K +8.1% $136.45 -3.2%
1010 PDFS PDF SOLUTIONS INC Technology 121,122.0 $8.6M 0.00% +9K +8.2% $70.79 -35.5%
1011 PJT PJT PARTNERS INC Financial Services 56,780.0 $8.6M 0.00% +6K +12.6% $150.94 +15.9%
1012 BIOA BIOAGE LABS INC Healthcare 349,142.0 $8.6M 0.00% +300K +617.1% $24.51 -61.3%
1013 ASH ASHLAND GLOBAL HLDGS INC Basic Materials 129,056.0 $8.5M 0.00% +61K +88.5% $65.89 +10.3%
1014 STN STANTEC INC Industrials 122,094.0 $8.4M 0.00% +1K +1.0% $68.95 +7.4%
1015 BEAM BEAM THERAPEUTICS INC Healthcare 245,283.0 $8.4M 0.00% +13K +5.5% $34.32 -13.3%
1016 PENG PENGUIN SOLUTIONS INC Technology 110,676.0 $8.4M 0.00% +10K +9.9% $76.01 -30.8%
1017 VOYG VOYAGER TECHNOLOGIES INC Industrials 260,680.0 $8.4M 0.00% +136K +109.2% $32.25 +19.1%
1018 GAP GAP INC Consumer Cyclical 449,515.0 $8.4M 0.00% +31K +7.4% $18.68 +6.0%
1019 INN SUMMIT HOTEL PPTYS Real Estate 1,195,453.0 $8.4M 0.00% +576K +92.8% $7.01 -12.1%
1020 OZK BANK OZK Financial Services 160,379.0 $8.4M 0.00% +12K +8.4% $52.09 -5.1%
Page 51 of 94  ·  1,862 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.9%
Financial Services 10.8%
Industrials 10.2%
Consumer Cyclical 9.8%
Healthcare 9.5%
Communication Services 6.4%
Consumer Defensive 4.3%
Energy 3.2%
Real Estate 3.1%
Utilities 2.8%