Nuance Investments, LLC
52 holdingsFiling period: 2026-06-30Current AUM: $589.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Qiagen NV | 1.60M | $62.4M | $62.4M | 10.59% | +275.5K | 2026-06-30 |
| 2 | CWT | California Wtr Svc Group | 1.10M | $53.3M | $52.3M | 8.88% | -507,671 | 2026-06-30 |
| 3 | CLX | Clorox Co Del | 528.7K | $50.5M | $45.9M | 7.78% | +20.6K | 2026-06-30 |
| 4 | TMHC | Taylor Morrison Home Corp | 528.3K | $37.9M | $37.9M | 6.43% | -- | 2026-06-30 |
| 5 | SOLV | Solventum Corp | 364.5K | $28.1M | $31.3M | 5.31% | -306,623 | 2026-06-30 |
| 6 | KVUE | Kenvue Inc | 1.45M | $27.7M | $28.2M | 4.79% | -207,036 | 2026-06-30 |
| 7 | ATR | Aptargroup Inc | 183.2K | $22.9M | $23.3M | 3.95% | +27.7K | 2026-06-30 |
| 8 | KMB | Kimberly-Clark Corp | 207.8K | $22.8M | $22.8M | 3.86% | -100,135 | 2026-06-30 |
| 9 | LNN | Lindsay Corp | 179.3K | $22.2M | $19.0M | 3.22% | +17.6K | 2026-06-30 |
| 10 | TMO | Thermo Fisher Scientific Inc | 35.7K | $17.9M | $24.4M | 4.14% | +5.3K | 2026-06-30 |
| 11 | — | Accenture PLC Ireland | 136.2K | $16.9M | $16.9M | 2.88% | -- | 2026-06-30 |
| 12 | BDX | Becton Dickinson & Co | 96.6K | $14.6M | $19.0M | 3.22% | -10,168 | 2026-06-30 |
| 13 | POR | Portland Gen Elec Co | 274.4K | $14.2M | $12.1M | 2.05% | +145.9K | 2026-06-30 |
| 14 | HSIC | Schein Henry Inc | 168.2K | $14.0M | $14.2M | 2.41% | -25,691 | 2026-06-30 |
| 15 | AVA | Avista Corp | 289.0K | $11.8M | $10.8M | 1.83% | -74,187 | 2026-06-30 |
| 16 | — | Everest Group Ltd | 28.4K | $10.1M | $10.1M | 1.72% | -25,170 | 2026-06-30 |
| 17 | MRTN | Marten Trans Ltd | 546.9K | $9.5M | $6.5M | 1.10% | -4,263,549 | 2026-06-30 |
| 18 | HTO | H2O America | 154.4K | $9.4M | $9.0M | 1.53% | -237,200 | 2026-06-30 |
| 19 | WTRG | Essential Utils Inc | 238.9K | $9.2M | $10.2M | 1.73% | +44.1K | 2026-06-30 |
| 20 | NKE | Nike Inc | 220.8K | $9.1M | $8.4M | 1.42% | +91.8K | 2026-06-30 |
| 21 | WERN | Werner Enterprises Inc | 189.9K | $8.3M | $5.4M | 0.91% | -1,330,580 | 2026-06-30 |
| 22 | TECH | Bio-Techne Corp | 105.8K | $7.5M | $7.7M | 1.30% | -- | 2026-06-30 |
| 23 | — | Alcon AG | 110.8K | $7.4M | $7.4M | 1.26% | -- | 2026-06-30 |
| 24 | ARE | Alexandria Real Estate EQ in | 126.6K | $6.7M | $5.5M | 0.93% | -14,003 | 2026-06-30 |
| 25 | — | Cnh Indl N V | 572.7K | $6.4M | $6.4M | 1.09% | -80,400 | 2026-06-30 |
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