Nuance Investments, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Nuance Investments, Llc disclosed 52 stock positions valued at approximately $587.67M as of quarter-end June 30, 2026. The largest holdings include QIAGEN NV, CALIFORNIA WTR SVC GROUP, and CLOROX CO DEL.
- Report Period
- June 30, 2026
- No. of Stocks
- 52
- Portfolio Value
- $587.67M
Holdings by Sector
Nuance Investments, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| QIAGEN NV | QGEN | Healthcare | 10.62% | 1,595,726 | +275,476 | +20.87% | $62,392,891 |
| CALIFORNIA WTR SVC GROUP | CWT | Utilities | 9.07% | 1,096,077 | -507,671 | -31.66% | $53,324,128 |
| CLOROX CO DEL | CLX | Consumer Defensive | 8.59% | 528,738 | +20,593 | +4.05% | $50,462,720 |
| TAYLOR MORRISON HOME CORP | TMHC | Consumer Cyclical | 6.45% | 528,263 | +528,263 | +100.00% | $37,897,580 |
| SOLVENTUM CORP | SOLV | Healthcare | 4.79% | 364,530 | -306,623 | -45.69% | $28,123,462 |
| KENVUE INC | KVUE | Consumer Defensive | 4.71% | 1,448,488 | -207,036 | -12.51% | $27,680,615 |
| APTARGROUP INC | ATR | Healthcare | 3.90% | 183,170 | +27,747 | +17.85% | $22,932,925 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 3.88% | 207,780 | -100,135 | -32.52% | $22,807,967 |
| LINDSAY CORP | LNN | Industrials | 3.78% | 179,283 | +17,561 | +10.86% | $22,195,233 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 3.04% | 35,664 | +5,343 | +17.62% | $17,880,466 |
| ACCENTURE PLC IRELAND | ACN | Technology | 2.88% | 136,204 | +136,204 | +100.00% | $16,949,191 |
| BECTON DICKINSON & CO | BDX | Healthcare | 2.49% | 96,615 | -10,168 | -9.52% | $14,620,742 |
| PORTLAND GEN ELEC CO | POR | Utilities | 2.42% | 274,376 | +145,928 | +113.61% | $14,220,934 |
| SCHEIN HENRY INC | HSIC | Healthcare | 2.39% | 168,165 | -25,691 | -13.25% | $14,045,116 |
| AVISTA CORP | AVA | Utilities | 2.01% | 289,030 | -74,187 | -20.42% | $11,824,232 |
| EVEREST GROUP LTD | EG | Financial Services | 1.73% | 28,398 | -25,170 | -46.99% | $10,144,603 |
| MARTEN TRANS LTD | MRTN | Industrials | 1.61% | 546,871 | -4,263,549 | -88.63% | $9,488,211 |
| H2O AMERICA | SJW | Utilities | 1.60% | 154,446 | -237,200 | -60.56% | $9,385,686 |
| ESSENTIAL UTILS INC | WTRG | Utilities | 1.56% | 238,896 | +44,096 | +22.64% | $9,152,115 |
| NIKE INC | NKE | Consumer Cyclical | 1.54% | 220,836 | +91,833 | +71.19% | $9,065,315 |
| WERNER ENTERPRISES INC | WERN | Industrials | 1.41% | 189,945 | -1,330,580 | -87.51% | $8,283,484 |
| BIO-TECHNE CORP | TECH | Healthcare | 1.27% | 105,796 | +105,796 | +100.00% | $7,474,485 |
| ALCON AG | ALC | Healthcare | 1.26% | 110,772 | +110,772 | +100.00% | $7,432,815 |
| ALEXANDRIA REAL ESTATE EQ IN | ARE | Real Estate | 1.14% | 126,634 | -14,003 | -9.96% | $6,692,602 |
| CNH INDL N V | CNH | Industrials | 1.09% | 572,723 | -80,400 | -12.31% | $6,431,682 |
| MISSION PRODUCE INC | AVO | Consumer Defensive | 1.01% | 501,087 | +199,511 | +66.16% | $5,907,820 |
| GRACO INC | GGG | Industrials | 1.00% | 77,729 | +54,362 | +232.64% | $5,877,059 |
| QUEST DIAGNOSTICS INC | DGX | Healthcare | 0.99% | 27,470 | +2,930 | +11.94% | $5,822,313 |
| MIDDLESEX WTR CO | MSEX | Utilities | 0.82% | 85,830 | +28,643 | +50.09% | $4,820,229 |
| AMERICAN WTR WKS CO INC NEW | AWK | Utilities | 0.81% | 35,967 | +21,711 | +152.29% | $4,732,510 |
Showing 30 of 52 holdings in the latest reporting period.