Holders — by stockHoldings — by fund
NUANCE INVESTMENTS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1473182
$587.7M
disclosed book value
52
positions
10.6%
largest position share
Positions, as of 2026-06-30
top 52 of 52 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | QIAGEN NV | 1.6M | $62.4M | 10.6% |
| 2 | CWTCALIFORNIA WTR SVC GROUP | 1.1M | $53.3M | 9.1% |
| 3 | CLXCLOROX CO DEL | 528,738 | $50.5M | 8.6% |
| 4 | TMHC*TAYLOR MORRISON HOME CORP | 528,263 | $37.9M | 6.4% |
| 5 | SOLVSOLVENTUM CORP | 364,530 | $28.1M | 4.8% |
| 6 | KVUEKENVUE INC | 1.4M | $27.7M | 4.7% |
| 7 | ATRAPTARGROUP INC | 183,170 | $22.9M | 3.9% |
| 8 | KMBKIMBERLY-CLARK CORP | 207,780 | $22.8M | 3.9% |
| 9 | LNNLINDSAY CORP | 179,283 | $22.2M | 3.8% |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 35,664 | $17.9M | 3% |
| 11 | ACCENTURE PLC IRELAND | 136,204 | $16.9M | 2.9% |
| 12 | BDXBECTON DICKINSON & CO | 96,615 | $14.6M | 2.5% |
| 13 | PORPORTLAND GEN ELEC CO | 274,376 | $14.2M | 2.4% |
| 14 | HSICSCHEIN HENRY INC | 168,165 | $14.0M | 2.4% |
| 15 | AVAAVISTA CORP | 289,030 | $11.8M | 2% |
| 16 | EVEREST GROUP LTD | 28,398 | $10.1M | 1.7% |
| 17 | MRTNMARTEN TRANS LTD | 546,871 | $9.5M | 1.6% |
| 18 | HTOH2O AMERICA | 154,446 | $9.4M | 1.6% |
| 19 | WTRGESSENTIAL UTILS INC | 238,896 | $9.2M | 1.6% |
| 20 | NKENIKE INC | 220,836 | $9.1M | 1.5% |
| 21 | WERNWERNER ENTERPRISES INC | 189,945 | $8.3M | 1.4% |
| 22 | TECHBIO-TECHNE CORP | 105,796 | $7.5M | 1.3% |
| 23 | ALCON AG | 110,772 | $7.4M | 1.3% |
| 24 | AREALEXANDRIA REAL ESTATE EQ IN | 126,634 | $6.7M | 1.1% |
| 25 | CNH INDL N V | 572,723 | $6.4M | 1.1% |
| 26 | AVOMISSION PRODUCE INC | 501,087 | $5.9M | 1% |
| 27 | GGGGRACO INC | 77,729 | $5.9M | 1% |
| 28 | DGXQUEST DIAGNOSTICS INC | 27,470 | $5.8M | 1% |
| 29 | MSEXMIDDLESEX WTR CO | 85,830 | $4.8M | 0.8% |
| 30 | AWKAMERICAN WTR WKS CO INC NEW | 35,967 | $4.7M | 0.8% |
| 31 | NOCNORTHROP GRUMMAN CORP | 9,113 | $4.6M | 0.8% |
| 32 | CALMCAL MAINE FOODS INC | 51,918 | $4.2M | 0.7% |
| 33 | WATWATERS CORP | 10,762 | $4.0M | 0.7% |
| 34 | IWSISHARES TR | 22,856 | $3.8M | 0.6% |
| 35 | MMM3M CO | 20,612 | $3.3M | 0.6% |
| 36 | DHRDANAHER CORP DEL | 17,162 | $3.3M | 0.6% |
| 37 | ALGALAMO GROUP INC | 19,651 | $3.2M | 0.6% |
| 38 | DOCHEALTHPEAK PROPERTIES INC | 147,135 | $3.1M | 0.5% |
| 39 | RGAREINSURANCE GROUP AMER INC | 14,675 | $3.1M | 0.5% |
| 40 | TOWNTOWNEBANK PORTSMOUTH VA | 85,643 | $3.1M | 0.5% |
| 41 | RAMPLIVERAMP HLDGS INC | 80,575 | $3.0M | 0.5% |
| 42 | AIGAMERICAN INTL GROUP INC | 40,045 | $3.0M | 0.5% |
| 43 | STERIS PLC | 14,072 | $3.0M | 0.5% |
| 44 | WDAYWORKDAY INC | 23,357 | $2.9M | 0.5% |
| 45 | GLGLOBE LIFE INC | 10,760 | $1.9M | 0.3% |
| 46 | AAGILENT TECHNOLOGIES INC | 13,235 | $1.8M | 0.3% |
| 47 | IEXIDEX CORP | 7,459 | $1.7M | 0.3% |
| 48 | XYLXYLEM INC | 13,576 | $1.6M | 0.3% |
| 49 | ELLAUDER ESTEE COS INC | 20,227 | $1.6M | 0.3% |
| 50 | EDCONSOLIDATED EDISON INC | 14,030 | $1.6M | 0.3% |
| 51 | ABTABBOTT LABORATORIES | 17,002 | $1.5M | 0.3% |
| 52 | NTRSNORTHERN TR CORP | 1,457 | $253,325 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.