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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 67 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 SPIRIT AEROSYSTEMS INC 10,000,000.0 $14.7M 0.00% -2.5M -20.3% $1.47
1322 BKE BUCKLE INC Consumer Cyclical 290,979.0 $14.7M 0.00% -106K -26.7% $50.36 -2.0%
1323 XENE XENON PHARMACEUTICALS INC Healthcare 250,036.0 $14.5M 0.00% +34K +15.6% $58.15 -6.8%
1324 VRRM VERRA MOBILITY CORP Technology 1,016,048.0 $14.5M 0.00% -443K -30.4% $14.29 -5.6%
1325 AVT AVNET INC Technology 235,302.0 $14.5M 0.00% +99K +72.5% $61.62 +39.4%
1326 OSK OSHKOSH CORP Industrials 98,376.0 $14.5M 0.00% +3K +3.2% $147.21 -12.7%
1327 HLMN HILLMAN SOLUTIONS CORP Industrials 1,739,132.0 $14.5M 0.00% -25K -1.4% $8.32 -11.5%
1328 EXPO EXPONENT INC Industrials 221,632.0 $14.5M 0.00% +2K +0.9% $65.25 -11.5%
1329 INVA INNOVIVA INC Healthcare 620,482.0 $14.5M 0.00% -27K -4.2% $23.30 -3.6%
1330 ORA ORMAT TECHNOLOGIES INC Utilities 128,897.0 $14.4M 0.00% -185K -59.0% $111.92 +19.2%
1331 BRKR BRUKER CORP Healthcare 399,178.0 $14.4M 0.00% -517K -56.4% $36.12 +26.5%
1332 MGP INGREDIENTS INC NEW 15,000,000.0 $14.4M 0.00% NEW $0.96
1333 MGEE MGE ENERGY INC Utilities 185,454.0 $14.3M 0.00% +26K +16.3% $77.29 -1.6%
1334 FG F&G ANNUITIES & LIFE INC Financial Services 565,518.0 $14.3M 0.00% +272K +92.8% $25.32 +9.8%
1335 LKQ LKQ CORP Consumer Cyclical 487,253.0 $14.3M 0.00% -7K -1.4% $29.37 -7.6%
1336 CE CELANESE CORP DEL Basic Materials 217,403.0 $14.3M 0.00% +26K +13.3% $65.77 -20.3%
1337 STEP STEPSTONE GROUP INC Financial Services 299,437.0 $14.3M 0.00% $47.72 +12.6%
1338 VVV VALVOLINE INC Energy 423,094.0 $14.2M 0.00% -62K -12.7% $33.68 -0.3%
1339 MICROCHIP TECHNOLOGY INC. 250,000.0 $14.2M 0.00% NEW $56.97
1340 CELH CELSIUS HLDGS INC Consumer Defensive 400,934.0 $14.2M 0.00% -111K -21.8% $35.48 -15.1%
Page 67 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%