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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 25 of 49  ·  964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 XMTR XOMETRY INC Industrials 230,398.0 $22.2M 0.01% -83K -26.4% $96.52 -12.4%
482 AXTA AXALTA COATING SYS LTD Basic Materials 648,806.0 $22.2M 0.01% -338K -34.3% $34.22 +6.0%
483 MTX MINERALS TECHNOLOGIES INC Basic Materials 299,921.0 $22.2M 0.01% -106K -26.1% $73.97 -3.4%
484 PINS PINTEREST INC Communication Services 1,052,547.0 $22.1M 0.01% -183K -14.8% $21.03 +11.2%
485 LC HAPPEN INC Financial Services 1,060,967.0 $22.0M 0.01% -399K -27.3% $20.74 -3.8%
486 MD MEDNAX INC Healthcare 868,272.0 $22.0M 0.01% -85K -8.9% $25.33 +3.5%
487 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 834,261.0 $21.9M 0.01% -68K -7.5% $26.22 +0.9%
488 SWKS SKYWORKS SOLUTIONS INC Technology 318,949.0 $21.6M 0.01% -8K -2.4% $67.80 +1.0%
489 BAX BAXTER INTL INC Healthcare 1,013,286.0 $21.6M 0.01% -204K -16.8% $21.32 +25.0%
490 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 725,465.0 $21.6M 0.01% -66K -8.3% $29.75 +16.9%
491 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 300,072.0 $21.3M 0.01% -130K -30.1% $70.88 +3.1%
492 DKNG DRAFTKINGS INC NEW Consumer Cyclical 837,184.0 $21.1M 0.01% -274K -24.6% $25.26 +0.2%
493 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,207,791.0 $21.0M 0.01% -521K -30.2% $17.42 +11.4%
494 AAON AAON INC Industrials 163,545.0 $20.7M 0.01% -29K -15.0% $126.86 -36.2%
495 LADR LADDER CAP CORP Real Estate 2,081,812.0 $20.7M 0.01% -26K -1.2% $9.95 +1.5%
496 EAT BRINKER INTL INC Consumer Cyclical 122,896.0 $20.6M 0.01% -37K -23.0% $168.00 +39.0%
497 ESTC ELASTIC N V Technology 360,645.0 $20.6M 0.01% -159K -30.7% $57.02 +53.2%
498 CNX CNX RES CORP Energy 603,931.0 $20.5M 0.01% -190K -24.0% $33.93 +5.6%
499 ARDX ARDELYX INC Healthcare 3,997,099.0 $20.4M 0.01% -1.2M -23.6% $5.10 -21.0%
500 AIN ALBANY INTL CORP Consumer Cyclical 272,550.0 $20.3M 0.01% -154K -36.0% $74.50 -19.6%
Page 25 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%