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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $381.9B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3250 New
Page 12 of 163  ·  3,250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MMM 3M CO Industrials 1,605,527.0 $257.0M 0.07% NEW $160.10 -0.2%
222 EOG EOG RES INC Energy 2,443,191.0 $256.6M 0.07% NEW $105.01 +23.8%
223 EA ELECTRONIC ARTS INC Communication Services 1,248,005.0 $255.0M 0.07% NEW $204.33 +0.8%
224 SHW SHERWIN WILLIAMS CO Basic Materials 785,291.0 $254.5M 0.07% NEW $324.03 +7.6%
225 EBAY EBAY INC. Consumer Cyclical 2,887,009.0 $251.5M 0.07% NEW $87.10 +31.6%
226 HPE HEWLETT PACKARD ENTERPRISE C Technology 10,374,678.0 $249.2M 0.07% NEW $24.02 +69.7%
227 FLEX FLEX LTD Technology 4,003,765.0 $241.9M 0.06% NEW $60.42 +123.6%
228 SYF SYNCHRONY FINANCIAL Financial Services 2,887,882.0 $240.9M 0.06% NEW $83.43 -9.6%
229 ACGL ARCH CAP GROUP LTD Financial Services 2,497,988.0 $239.6M 0.06% NEW $95.92 +5.8%
230 CSGP COSTAR GROUP INC Real Estate 3,560,896.0 $239.4M 0.06% NEW $67.24 -55.2%
231 GWW WW GRAINGER INC Industrials 236,724.0 $238.9M 0.06% NEW $1009.05 +32.6%
232 WCN WASTE CONNECTIONS INC Industrials 1,361,006.0 $238.7M 0.06% NEW $175.38 -3.9%
233 AEE AMEREN CORP Utilities 2,384,176.0 $238.1M 0.06% NEW $99.86 +14.7%
234 VICI VICI PPTYS INC Real Estate 8,445,561.0 $237.5M 0.06% NEW $28.12 -4.2%
235 FIS FIDELITY NATL INFORMATION SV Technology 3,541,533.0 $235.4M 0.06% NEW $66.46 -37.3%
236 INGERSOLL RAND INC 2,918,697.0 $231.2M 0.06% NEW $79.22
237 CSX CSX CORP Industrials 6,371,109.0 $231.0M 0.06% NEW $36.25 +34.3%
238 HEI HEICO CORP NEW Industrials 713,476.0 $230.9M 0.06% NEW $323.59 +10.6%
239 PR PERMIAN RESOURCES CORP Energy 16,386,918.0 $229.9M 0.06% NEW $14.03 +28.3%
240 THC TENET HEALTHCARE CORP Healthcare 1,155,677.0 $229.7M 0.06% NEW $198.72 +4.5%
Page 12 of 163  ·  3,250 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 34.5%
Financial Services 12.2%
Consumer Cyclical 10.8%
Healthcare 9.6%
Communication Services 9.4%
Industrials 8.8%
Consumer Defensive 4.1%
Real Estate 3.2%
Energy 2.8%
Utilities 2.7%