Titelia

Holdings of Nuveen Equity Long/Short Fund

Nuveen Investment Trust II · 86 declared positions · as of Feb 28, 2026

Original filing · Net assets 149.2M $ · Ten largest lines: 29 % of the equity sleeve

Sector breakdown

  • Technology 25.3 %
  • Industrials 11.1 %
  • Communication 8.9 %
  • Consumer discretionary 8.7 %
  • Health care 7.7 %
  • Financials 7.3 %
  • Consumer staples 3.2 %
  • Energy 2.5 %
  • Materials 2.4 %
  • Utilities 2.1 %
  • Real estate 0.7 %
  • Unattributed 20.1 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 98.9 %
  • IE 1.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US85146.1M $98.92 %
IE11.6M $1.08 %

Positions

CompanySharesValueWeight
Apple Inc 29,2007.7M $5.17 %
NVIDIA Corp 36,5006.5M $4.34 %
Alphabet Inc 19,9006.2M $4.16 %
Microsoft Corp 15,3006M $4.03 %
Amazon.com Inc 21,4004.5M $3.01 %
Broadcom Inc 12,1003.9M $2.59 %
Johnson & Johnson 8,5002.1M $1.42 %
Linde PLC 4,0002M $1.36 %
RTX Corp 9,8002M $1.33 %
Meta Platforms Inc 3,0001.9M $1.30 %
Amphenol Corp 12,5001.8M $1.22 %
Walmart Inc 13,8001.8M $1.18 %
Walt Disney Co/The 16,4001.7M $1.17 %
Wells Fargo & Co 21,3001.7M $1.16 %
Intel Corp 38,0001.7M $1.16 %
Williams Cos Inc/The 23,0001.7M $1.15 %
Cisco Systems, Inc. 21,4001.7M $1.14 %
Gilead Sciences Inc 11,4001.7M $1.14 %
Cheniere Energy Inc 7,2001.7M $1.14 %
Costco Wholesale Corp 1,6751.7M $1.14 %
Quanta Services Inc 3,0001.7M $1.13 %
Citigroup Inc 15,3001.7M $1.13 %
Casey's General Stores Inc 2,4501.7M $1.13 %
L3Harris Technologies Inc 4,6001.7M $1.12 %
T-Mobile US Inc 7,7001.7M $1.12 %
Northrop Grumman Corp 2,3001.7M $1.12 %
FedEx Corp 4,3001.7M $1.12 %
Emerson Electric Co. 11,0001.7M $1.11 %
Trane Technologies PLC 3,5501.6M $1.10 %
Nasdaq Inc 18,6001.6M $1.09 %
O'Reilly Automotive Inc 17,3001.6M $1.09 %
Lam Research Corp 6,9001.6M $1.08 %
Entergy Corp 15,0001.6M $1.08 %
Regeneron Pharmaceuticals, Inc. 2,0501.6M $1.07 %
Performance Food Group Co 16,5001.6M $1.07 %
nVent Electric PLC 13,5001.6M $1.07 %
Eaton Corp PLC 4,2001.6M $1.06 %
American Express Co 5,1001.6M $1.06 %
BWX Technologies Inc 7,6001.6M $1.05 %
Alliant Energy Corp 21,6001.6M $1.05 %
International Business Machines Corp. 6,5001.6M $1.05 %
Home Depot Inc/The 4,1001.6M $1.05 %
CRH PLC 12,9001.5M $1.04 %
Netflix Inc 16,0001.5M $1.03 %
JPMorgan Chase & Co 5,1001.5M $1.03 %
Ralph Lauren Corp 4,2001.5M $1.02 %
Boston Scientific Corp 19,6001.5M $1.01 %
Copart Inc 39,5001.5M $1.01 %
Palo Alto Networks Inc 10,1001.5M $1.01 %
Arista Networks Inc 11,2001.5M $1.00 %
Tesla Inc 3,7001.5M $1.00 %
TJX Cos Inc/The 9,2001.5M $1.00 %
Globe Life Inc 10,2001.5M $0.99 %
American Electric Power Co Inc 10,8001.4M $0.97 %
Fifth Third Bancorp 29,0001.4M $0.96 %
Smurfit Westrock PLC 30,2001.4M $0.95 %
Parker-Hannifin Corp 1,4001.4M $0.95 %
Ameriprise Financial Inc 3,0001.4M $0.95 %
ConocoPhillips 12,2001.4M $0.93 %
Howmet Aerospace Inc 5,2001.4M $0.92 %
Hilton Worldwide Holdings Inc 4,3001.3M $0.90 %
Coca-Cola Co/The 16,1001.3M $0.88 %
CBRE Group Inc 8,5001.3M $0.84 %
Westinghouse Air Brake Technologies Corp 4,6001.2M $0.81 %
Thermo Fisher Scientific Inc 2,3001.2M $0.80 %
United Therapeutics Corp 2,3001.2M $0.78 %
Flowserve Corp 12,8001.1M $0.76 %
M&T Bank Corp 5,2001.1M $0.76 %
Cintas Corp 5,6001.1M $0.76 %
Mastercard Inc 2,1001.1M $0.73 %
Synopsys Inc 2,5501.1M $0.71 %
S&P Global Inc 2,3001M $0.68 %
Stryker Corp 2,6001M $0.68 %
Prologis Inc 7,000998K $0.67 %
Intuitive Surgical Inc 1,950981.8K $0.66 %
Eli Lilly & Co 900946.8K $0.63 %
Williams-Sonoma Inc 4,200863.7K $0.58 %
Intuit Inc 2,100859K $0.58 %
Chipotle Mexican Grill Inc 23,000856.1K $0.57 %
Boyd Gaming Corp 9,800815.7K $0.55 %
Exelixis Inc 18,000793.1K $0.53 %
KKR & Co Inc 8,780769.8K $0.52 %
Corpay Inc 2,300747.7K $0.50 %
Veeva Systems Inc 4,100746.2K $0.50 %
Exxon Mobil Corp 4,000610K $0.41 %
AbbVie Inc 1,431332.1K $0.22 %