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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 46 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 524,263.0 $30.5M 0.01% -286K -35.3% $58.24 -1.3%
902 ZETA ZETA GLOBAL HOLDINGS CORP Technology 1,914,728.0 $30.5M 0.01% +56K +3.0% $15.92 +15.2%
903 DCO DUCOMMUN INC DEL Industrials 249,658.0 $30.5M 0.01% +192K +333.4% $122.00 +17.1%
904 TRU TRANSUNION Industrials 439,722.0 $30.4M 0.01% -161K -26.8% $69.19 -0.4%
905 YUMC YUM CHINA HLDGS INC Consumer Cyclical 621,528.0 $30.4M 0.01% -49K -7.3% $48.91 -6.9%
906 TRIPLE FLAG PRECIOUS METAL 874,121.0 $30.3M 0.01% $34.61
907 PFBC PREFERRED BK LOS ANGELES CA Financial Services 333,462.0 $30.2M 0.01% -23K -6.3% $90.69 +4.4%
908 ONTO ONTO INNOVATION INC Technology 147,328.0 $30.2M 0.01% +37K +33.4% $205.07 +27.5%
909 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 2,776,811.0 $30.0M 0.01% +464K +20.1% $10.80 +27.2%
910 RPM RPM INTL INC Basic Materials 300,747.0 $29.9M 0.01% +45K +17.6% $99.40 -0.9%
911 ALGM ALLEGRO MICROSYSTEMS INC Technology 947,502.0 $29.9M 0.01% +706K +291.6% $31.53 +41.8%
912 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 1,580,639.0 $29.8M 0.01% +47K +3.1% $18.83 +19.8%
913 GTLS CHART INDS INC Industrials 143,528.0 $29.7M 0.01% -4K -2.6% $206.75 +0.7%
914 RIG TRANSOCEAN LTD Energy 4,475,271.0 $29.7M 0.01% +1.7M +62.4% $6.63 +10.7%
915 SWK STANLEY BLACK & DECKER INC Industrials 415,992.0 $29.6M 0.01% +33K +8.5% $71.06 +5.5%
916 OR OR ROYALTIES INC. Basic Materials 777,806.0 $29.5M 0.01% +439K +129.3% $37.96 -6.3%
917 BXP BXP INC Real Estate 565,092.0 $29.3M 0.01% -399K -41.4% $51.90 +15.9%
918 CACI CACI INTL INC Technology 53,794.0 $29.3M 0.01% +5K +9.6% $543.87 -9.9%
919 AFRM AFFIRM HLDGS INC Technology 637,280.0 $29.2M 0.01% +9K +1.4% $45.82 +46.6%
920 NAT NORDIC AMERICAN TANKERS LIMI Industrials 4,982,910.0 $29.2M 0.01% +4.5M +1002.6% $5.86 -6.1%
Page 46 of 162  ·  3,224 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%