13F HOLDINGS REPORT
NUANCE INVESTMENTS, LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001473182-25-000003
Total Value
$982.1M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CLOROX CO DEL | CLX | 694,817 | $85.7M | 8.72% |
| 2 | CALIFORNIA WTR SVC GROUP | 130788102 | 1,764,459 | $81.0M | 8.24% |
| 3 | MARTEN TRANS LTD | MRTN | 6,122,415 | $65.3M | 6.65% |
| 4 | INFORMATICA INC | 45674M101 | 2,463,395 | $61.2M | 6.23% |
| 5 | WERNER ENTERPRISES INC | WERN | 1,957,825 | $51.5M | 5.25% |
| 6 | SOLVENTUM CORP | SOLV | 696,967 | $50.9M | 5.18% |
| 7 | H2O AMERICA | HTO | 1,021,922 | $49.8M | 5.07% |
| 8 | WATERS CORP | 941848103 | 146,886 | $44.0M | 4.48% |
| 9 | ASPEN INSURANCE HOLDINGS LTD | AHL-PF | 1,198,155 | $44.0M | 4.48% |
| 10 | GLOBE LIFE INC | GL-PD | 260,218 | $37.2M | 3.79% |
| 11 | BECTON DICKINSON & CO | BDX | 166,535 | $31.2M | 3.17% |
| 12 | IDEX CORP | 45167R104 | 162,594 | $26.5M | 2.69% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 52,997 | $25.7M | 2.62% |
| 14 | KIMBERLY-CLARK CORP | KMB | 204,977 | $25.5M | 2.60% |
| 15 | HOLOGIC INC | HOLX | 361,449 | $24.4M | 2.48% |
| 16 | QIAGEN NV | QGEN | 538,821 | $24.1M | 2.45% |
| 17 | HENRY SCHEIN INC | HSIC | 314,208 | $20.9M | 2.12% |
| 18 | NORTHERN TR CORP | NTRSO | 140,523 | $18.9M | 1.93% |
| 19 | PORTLAND GEN ELEC CO | 736508847 | 396,173 | $17.4M | 1.77% |
| 20 | MCCORMICK & CO INC | MKC-V | 229,986 | $15.4M | 1.57% |
| 21 | AMERICAN WTR WKS CO INC NEW | 030420103 | 99,995 | $13.9M | 1.42% |
| 22 | APTARGROUP INC | ATR | 102,960 | $13.8M | 1.40% |
| 23 | LAUDER ESTEE COS INC | 518439104 | 143,008 | $12.6M | 1.28% |
| 24 | EVEREST GROUP LTD | EG | 33,493 | $11.7M | 1.19% |
| 25 | KENVUE INC | KVUE | 713,402 | $11.6M | 1.18% |
| 26 | AVISTA CORP | AVA | 288,203 | $10.9M | 1.11% |
| 27 | ROGERS CORP | ROG | 122,411 | $9.8M | 1.00% |
| 28 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 234,715 | $9.3M | 0.94% |
| 29 | REINSURANCE GRP OF AMERICA I | 759351604 | 47,334 | $9.1M | 0.93% |
| 30 | CNH INDL N V | N20944109 | 633,272 | $6.9M | 0.70% |
| 31 | TORO CO | TORO | 87,814 | $6.7M | 0.68% |
| 32 | LINDSAY CORP | LNN | 45,381 | $6.4M | 0.65% |
| 33 | CALAVO GROWERS INC | CVGW | 231,653 | $6.0M | 0.61% |
| 34 | QUEST DIAGNOSTICS INC | DGX | 30,207 | $5.8M | 0.59% |
| 35 | NORTHROP GRUMMAN CORP | NOC | 9,403 | $5.7M | 0.58% |
| 36 | ISHARES TR | 464287473 | 40,300 | $5.6M | 0.57% |
| 37 | GRACO INC | GGG | 65,986 | $5.6M | 0.57% |
| 38 | NIKE INC | NKE | 78,082 | $5.4M | 0.55% |
| 39 | MISSION PRODUCE INC | AVO | 444,288 | $5.3M | 0.54% |
| 40 | CONSOLIDATED EDISON INC | ED | 39,962 | $4.0M | 0.41% |
| 41 | TRAVELERS COMPANIES INC | TRV | 11,156 | $3.1M | 0.32% |
| 42 | HEALTHPEAK PROPERTIES INC | DOC | 161,536 | $3.1M | 0.31% |
| 43 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 36,348 | $3.0M | 0.31% |
| 44 | NORDSON CORP | NDSN | 12,965 | $2.9M | 0.30% |
| 45 | FACTSET RESH SYS INC | 303075105 | 9,540 | $2.7M | 0.28% |
| 46 | GENTHERM INC | THRM | 21,170 | $721,064 | 0.07% |