13F HOLDINGS REPORT
NUANCE INVESTMENTS, LLC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001085146-25-004661
Total Value
$1.28B
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CLOROX CO DEL | CLX | 848,106 | $101.8M | 7.93% |
| 2 | HOLOGIC INC | HOLX | 1,378,859 | $89.8M | 7.00% |
| 3 | LAUDER ESTEE COS INC | 518439104 | 1,100,746 | $88.9M | 6.93% |
| 4 | CALIFORNIA WTR SVC GROUP | 130788102 | 1,728,615 | $78.6M | 6.12% |
| 5 | MARTEN TRANS LTD | MRTN | 5,745,928 | $74.6M | 5.81% |
| 6 | GLOBE LIFE INC | GL-PD | 571,567 | $71.0M | 5.53% |
| 7 | WERNER ENTERPRISES INC | WERN | 2,589,790 | $70.9M | 5.52% |
| 8 | SOLVENTUM CORP | SOLV | 883,392 | $67.0M | 5.22% |
| 9 | QIAGEN NV | QGEN | 1,357,839 | $65.3M | 5.08% |
| 10 | HENRY SCHEIN INC | HSIC | 808,457 | $59.1M | 4.60% |
| 11 | H2O AMERICA | HTO | 964,800 | $50.1M | 3.91% |
| 12 | NORTHERN TR CORP | NTRSO | 385,284 | $48.9M | 3.81% |
| 13 | INFORMATICA INC | 45674M101 | 1,788,876 | $43.6M | 3.39% |
| 14 | BECTON DICKINSON & CO | BDX | 251,889 | $43.4M | 3.38% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 87,895 | $35.6M | 2.78% |
| 16 | ROGERS CORP | ROG | 403,566 | $27.6M | 2.15% |
| 17 | NORTHROP GRUMMAN CORP | NOC | 49,737 | $24.9M | 1.94% |
| 18 | KIMBERLY-CLARK CORP | KMB | 149,384 | $19.3M | 1.50% |
| 19 | AMERICAN WTR WKS CO INC NEW | 030420103 | 130,461 | $18.1M | 1.41% |
| 20 | CALAVO GROWERS INC | CVGW | 653,633 | $17.4M | 1.35% |
| 21 | IDEX CORP | 45167R104 | 80,371 | $14.1M | 1.10% |
| 22 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 304,758 | $13.5M | 1.05% |
| 23 | NIKE INC | NKE | 173,853 | $12.4M | 0.96% |
| 24 | TORO CO | TORO | 172,162 | $12.2M | 0.95% |
| 25 | APTARGROUP INC | ATR | 72,880 | $11.4M | 0.89% |
| 26 | MISSION PRODUCE INC | AVO | 971,056 | $11.4M | 0.89% |
| 27 | AGILENT TECHNOLOGIES INC | A | 80,698 | $9.5M | 0.74% |
| 28 | NORDSON CORP | NDSN | 35,595 | $7.6M | 0.59% |
| 29 | GRACO INC | GGG | 87,659 | $7.5M | 0.59% |
| 30 | LINDSAY CORP | LNN | 52,214 | $7.5M | 0.59% |
| 31 | CNH INDL N V | N20944109 | 570,765 | $7.4M | 0.58% |
| 32 | WATERS CORP | 941848103 | 21,032 | $7.3M | 0.57% |
| 33 | AVISTA CORP | AVA | 191,671 | $7.3M | 0.57% |
| 34 | REINSURANCE GRP OF AMERICA I | 759351604 | 36,239 | $7.2M | 0.56% |
| 35 | EVEREST GROUP LTD | EG | 21,036 | $7.1M | 0.56% |
| 36 | TARGET CORP | TGT | 52,568 | $5.2M | 0.40% |
| 37 | PORTLAND GEN ELEC CO | 736508847 | 126,885 | $5.2M | 0.40% |
| 38 | GENTHERM INC | THRM | 180,879 | $5.1M | 0.40% |
| 39 | APPLIED MATLS INC | 038222105 | 22,420 | $4.1M | 0.32% |
| 40 | RAYMOND JAMES FINL INC | 754730109 | 26,418 | $4.1M | 0.32% |
| 41 | M & T BK CORP | 55261F104 | 20,025 | $3.9M | 0.30% |
| 42 | IDACORP INC | IDA | 33,562 | $3.9M | 0.30% |
| 43 | HEALTHPEAK PROPERTIES INC | DOC | 211,636 | $3.7M | 0.29% |
| 44 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 50,573 | $3.7M | 0.29% |
| 45 | INDEPENDENT BK CORP MASS | 453836108 | 56,138 | $3.5M | 0.28% |
| 46 | ISHARES TR | 464287473 | 15,045 | $2.0M | 0.15% |