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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $369.3B AUM 7,665 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 1641 Added 1084 Reduced 100 Exited
Page 18 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FTDR FRONTDOOR INC Consumer Cyclical 615,884.0 $32.6M 0.01% -40K -6.0% $52.86 +16.3%
342 SFM SPROUTS FMRS MKT INC Consumer Defensive 421,795.0 $32.5M 0.01% -58K -12.1% $77.13 +10.9%
343 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 62,060.0 $32.5M 0.01% -56K -47.6% $523.47 +0.0%
344 ZD ZIFF DAVIS INC Communication Services 771,782.0 $32.4M 0.01% -37K -4.5% $41.96 -3.5%
345 MOS MOSAIC CO Basic Materials 1,261,836.0 $32.2M 0.01% -115K -8.4% $25.50 -14.7%
346 NWE NORTHWESTERN ENERGY GROUP IN Utilities 487,039.0 $32.1M 0.01% -16K -3.1% $65.94 +6.5%
347 BANK AMERICA CORP 26,948.0 $32.1M 0.01% -7K -21.6% $1191.56
348 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 556,512.0 $32.0M 0.01% -41K -6.9% $57.58 +19.9%
349 ACADIAN ASSET MANAGEMENT INC 588,464.0 $32.0M 0.01% -64K -9.8% $54.42
350 COGT COGENT BIOSCIENCES INC Healthcare 831,602.0 $32.0M 0.01% -101K -10.8% $38.49 -18.5%
351 WESTERN DIGITAL CORP 4,450,000.0 $31.9M 0.01% -1.6M -26.1% $7.16
352 IDA IDACORP INC Utilities 222,546.0 $31.8M 0.01% -11K -4.6% $142.97 -2.1%
353 ADC AGREE RLTY CORP Real Estate 421,183.0 $31.7M 0.01% -799K -65.5% $75.38 +0.5%
354 SCI SERVICE CORP INTL Consumer Cyclical 384,024.0 $31.7M 0.01% -3K -0.8% $82.51 -5.8%
355 BOOT BOOT BARN HLDGS INC Consumer Cyclical 215,176.0 $31.5M 0.01% -12K -5.4% $146.36 -3.6%
356 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 698,806.0 $31.3M 0.01% -35K -4.7% $44.84 +7.2%
357 SMCI SUPER MICRO COMPUTER INC Technology 1,370,047.0 $31.2M 0.01% -44K -3.1% $22.77 +36.3%
358 ATEC ALPHATEC HLDGS INC Healthcare 2,849,413.0 $31.0M 0.01% -24K -0.8% $10.88 -25.6%
359 SKT TANGER INC Real Estate 908,380.0 $30.9M 0.01% -762K -45.6% $33.98 +3.8%
360 SEI SOLARIS ENERGY INFRAS INC Energy 545,259.0 $30.8M 0.01% -172K -23.9% $56.51 +39.1%
Page 18 of 55  ·  1,084 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 32.2%
Financial Services 11.2%
Consumer Cyclical 10.2%
Healthcare 9.8%
Industrials 9.6%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.3%
Utilities 3.0%