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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 20 of 49  ·  964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 2,697,966.0 $36.6M 0.01% -79K -2.8% $13.55 -4.2%
382 CHTR CHARTER COMMUNICATIONS INC Communication Services 256,877.0 $36.5M 0.01% -14K -5.3% $142.21 +9.0%
383 WBS WEBSTER FINL CORP Financial Services 475,539.0 $36.3M 0.01% -86K -15.3% $76.42 +1.9%
384 LULU LULULEMON ATHLETICA INC Consumer Cyclical 314,357.0 $35.9M 0.01% -76K -19.4% $114.18 +4.5%
385 UBSI UNITED BANKSHARES INC WEST V Financial Services 775,089.0 $35.5M 0.01% -127K -14.1% $45.83 +4.9%
386 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 856,000.0 $35.1M 0.01% -75K -8.1% $41.03 -4.2%
387 LOGI LOGITECH INTL S A Technology 373,933.0 $35.1M 0.01% -29K -7.3% $93.89 +6.9%
388 BOH BANK HAWAII CORP Financial Services 429,792.0 $35.0M 0.01% -68K -13.7% $81.49 -4.0%
389 MEDP MEDPACE HLDGS INC Healthcare 64,675.0 $34.3M 0.01% -24K -26.9% $529.59 +14.0%
390 NMIH NMI HLDGS INC Financial Services 832,172.0 $34.2M 0.01% -154K -15.6% $41.09 +11.5%
391 AGNC AGNC INVT CORP Real Estate 3,136,039.0 $34.2M 0.01% -65K -2.0% $10.90 +0.8%
392 AVY AVERY DENNISON CORP Industrials 209,432.0 $34.0M 0.01% -2K -0.7% $162.35 +12.3%
393 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 415,883.0 $33.9M 0.01% -84K -16.8% $81.51 +8.4%
394 DOC HEALTHPEAK PPTYS INC Real Estate 1,575,689.0 $33.7M 0.01% -180K -10.3% $21.40 -3.7%
395 PECO PHILLIPS EDISON & CO INC Real Estate 805,923.0 $33.5M 0.01% -187K -18.8% $41.62 -4.4%
396 FSLY FASTLY INC Technology 1,818,532.0 $33.4M 0.01% -45K -2.4% $18.36 +35.1%
397 FTDR FRONTDOOR INC Consumer Cyclical 429,935.0 $33.4M 0.01% -186K -30.2% $77.59 +7.7%
398 SOMNIGROUP INTERNATIONAL INC 423,480.0 $33.2M 0.01% -78K -15.5% $78.40
399 BANK OF AMER CORP 26,344.0 $33.0M 0.01% -604.0 -2.2% $1254.50
400 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 627,594.0 $33.0M 0.01% -149K -19.1% $52.65 +27.5%
Page 20 of 49  ·  964 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 36.8%
Financial Services 10.6%
Industrials 9.9%
Consumer Cyclical 9.5%
Healthcare 9.2%
Communication Services 9.1%
Consumer Defensive 4.2%
Energy 3.1%
Real Estate 3.0%
Utilities 2.7%