13FBOX
NUANCE INVESTMENTS, LLC · 13F Holdings
Options Calculator Rankings

NUANCE INVESTMENTS, LLC

No.3843 Data as of 2026Q2
Latest AUM (Q2 2026)
$587.7M
QoQ Change Q1 2026
-$129.4M-18.0%
Holdings
52
New Buys
13
Adds
14
Reduces
25
Exits
4
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
QQIAGEN NVQGEN
10.62%7.37%$62.4M1.6M$52.9M1.3M+275,476+20.87%Add
CALIFORNIA WTR SVC GROUP COMCWT
9.07%10.14%$53.3M1.1M$72.7M1.6M-507,671-31.66%Reduce
CLOROX CO DELCLX
8.59%7.34%$50.5M528,738$52.7M508,145+20,593+4.05%Add
TTAYLOR MORRISON HOME CORPTMHC*
6.45%$37.9M528,263$00+528,263New Buy
SSOLVENTUM CORP COM SHSSOLV
4.79%6.11%$28.1M364,530$43.8M671,153-306,623-45.69%Reduce
KENVUE INC COMKVUE
4.71%3.98%$27.7M1.4M$28.5M1.7M-207,036-12.51%Reduce
APTARGROUP INCATR
3.9%2.73%$22.9M183,170$19.6M155,423+27,747+17.85%Add
KIMBERLY-CLARK CORPKMB
3.88%4.14%$22.8M207,780$29.7M307,915-100,135-32.52%Reduce
LINDSAY CORPLNN
3.78%2.69%$22.2M179,283$19.3M161,722+17,561+10.86%Add
TTHERMO FISHER SCIENTIFIC INCTMO
3.04%2.08%$17.9M35,664$14.9M30,321+5,343+17.62%Add
ACCENTURE PLC IRELANDACN
2.88%$16.9M136,204$00+136,204New Buy
BBECTON DICKINSON & CO COMBDX
2.49%2.34%$14.6M96,615$16.8M106,783-10,168-9.52%Reduce
PPORTLAND GEN ELEC CO COM NEWPOR
2.42%0.95%$14.2M274,376$6.8M128,448+145,928+113.61%Add
SCHEIN HENRY INCHSIC
2.39%1.99%$14.0M168,165$14.3M193,856-25,691-13.25%Reduce
AVISTA CORP COMAVA
2.01%2.03%$11.8M289,030$14.6M363,217-74,187-20.42%Reduce
EVEREST GROUP LTDEG
1.73%2.44%$10.1M28,398$17.5M53,568-25,170-46.99%Reduce
MMARTEN TRANS LTDMRTN
1.61%8.81%$9.5M546,871$63.2M4.8M-4.3M-88.63%Reduce
HH2O AMERICA COMHTO
1.6%3.2%$9.4M154,446$23.0M391,646-237,200-60.56%Reduce
ESSENTIAL UTILS INCWTRG
1.56%1.09%$9.2M238,896$7.8M194,800+44,096+22.64%Add
NIKE INCNKE
1.54%0.95%$9.1M220,836$6.8M129,003+91,833+71.19%Add
WERNER ENTERPRISES INCWERN
1.41%6.24%$8.3M189,945$44.7M1.5M-1.3M-87.51%Reduce
BIO-TECHNE CORPTECH
1.27%$7.5M105,796$00+105,796New Buy
ALCON AG ORD SHSALC
1.26%$7.4M110,772$00+110,772New Buy
AALEXANDRIA REAL ESTATE EQ INARE
1.14%0.91%$6.7M126,634$6.5M140,637-14,003-9.96%Reduce
CNH INDL N VCNH
1.09%1%$6.4M572,723$7.2M653,123-80,400-12.31%Reduce
MMISSION PRODUCE INCAVO
1.01%0.58%$5.9M501,087$4.1M301,576+199,511+66.16%Add
GRACO INCGGG
1%0.28%$5.9M77,729$2.0M23,367+54,362+232.64%Add
QUEST DIAGNOSTICS INCDGX
0.99%0.67%$5.8M27,470$4.8M24,540+2,930+11.94%Add
MIDDLESEX WTR COMSEX
0.82%0.42%$4.8M85,830$3.0M57,187+28,643+50.09%Add
AMERICAN WTR WKS CO INC NEWAWK
0.81%0.27%$4.7M35,967$1.9M14,256+21,711+152.29%Add
NORTHROP GRUMMAN CORP COMNOC
0.79%$4.6M9,113$00+9,113New Buy
CAL MAINE FOODS INC COM NEWCALM
0.71%$4.2M51,918$00+51,918New Buy
WATERS CORPWAT
0.69%1.68%$4.0M10,762$12.1M40,500-29,738-73.43%Reduce
IISHARES TRIWS
0.64%0.52%$3.8M22,856$3.7M25,440-2,584-10.16%Reduce
3M CO COMMMM
0.57%0.54%$3.3M20,612$3.8M26,446-5,834-22.06%Reduce
DANAHER CORP DEL COMDHR
0.56%0.26%$3.3M17,162$1.9M9,961+7,201+72.29%Add
ALAMO GROUP INCALG
0.55%$3.2M19,651$00+19,651New Buy
HEALTHPEAK PROPERTIES INCDOC
0.54%0.52%$3.1M147,135$3.8M228,769-81,634-35.68%Reduce
RREINSURANCE GROUP AMER INCRGA
0.53%0.55%$3.1M14,675$3.9M19,304-4,629-23.98%Reduce
TOWNEBANK PORTSMOUTH VATOWN
0.53%$3.1M85,643$00+85,643New Buy
LIVERAMP HLDGS INCRAMP
0.52%$3.0M80,575$00+80,575New Buy
AMERICAN INTL GROUP INC COM NEWAIG
0.51%0.54%$3.0M40,045$3.9M51,716-11,671-22.57%Reduce
STERIS PLCSTE
0.5%$3.0M14,072$00+14,072New Buy
WORKDAY INCWDAY
0.49%$2.9M23,357$00+23,357New Buy
GLOBE LIFE INCGL
0.33%3.05%$1.9M10,760$21.8M156,919-146,159-93.14%Reduce
AGILENT TECHNOLOGIES INC COMA
0.3%0.52%$1.8M13,235$3.8M32,921-19,686-59.80%Reduce
IDEX CORPIEX
0.29%1.18%$1.7M7,459$8.5M44,820-37,361-83.36%Reduce
XYLEM INCXYL
0.27%$1.6M13,576$00+13,576New Buy
LAUDER ESTEE COS INC CL AEL
0.27%0.36%$1.6M20,227$2.6M35,848-15,621-43.58%Reduce
CONSOLIDATED EDISON INCED
0.26%$1.6M14,030$00+14,030New Buy

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