13F HOLDINGS REPORT
NUANCE INVESTMENTS, LLC
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001473182-26-000005
Total Value
$907.6M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CLOROX CO DEL | CLX | 786,789 | $79.3M | 8.74% |
| 2 | CALIFORNIA WTR SVC GROUP | 130788102 | 1,825,390 | $79.1M | 8.71% |
| 3 | MARTEN TRANS LTD | MRTN | 6,267,340 | $71.3M | 7.86% |
| 4 | WERNER ENTERPRISES INC | WERN | 1,948,964 | $58.5M | 6.44% |
| 5 | ASPEN INSURANCE HOLDINGS LTD | AHL-PF | 1,541,315 | $57.2M | 6.30% |
| 6 | SOLVENTUM CORP | SOLV | 642,073 | $50.9M | 5.61% |
| 7 | KENVUE INC | KVUE | 2,813,985 | $48.5M | 5.35% |
| 8 | H2O AMERICA | HTO | 906,724 | $44.4M | 4.89% |
| 9 | QIAGEN NV | QGEN | 803,588 | $36.1M | 3.98% |
| 10 | GLOBE LIFE INC | GL-PD | 231,637 | $32.4M | 3.57% |
| 11 | APTARGROUP INC | ATR | 248,193 | $30.3M | 3.34% |
| 12 | HOLOGIC INC | HOLX | 360,824 | $26.9M | 2.96% |
| 13 | BECTON DICKINSON & CO | BDX | 125,213 | $24.3M | 2.68% |
| 14 | HENRY SCHEIN INC | HSIC | 282,287 | $21.3M | 2.35% |
| 15 | LINDSAY CORP | LNN | 178,571 | $21.0M | 2.32% |
| 16 | IDEX CORP | 45167R104 | 117,447 | $20.9M | 2.30% |
| 17 | EVEREST GROUP LTD | EG | 55,966 | $19.0M | 2.09% |
| 18 | PORTLAND GEN ELEC CO | 736508847 | 306,217 | $14.7M | 1.62% |
| 19 | AVISTA CORP | AVA | 319,020 | $12.3M | 1.35% |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 21,010 | $12.2M | 1.34% |
| 21 | CALAVO GROWERS INC | CVGW | 546,933 | $11.9M | 1.31% |
| 22 | KIMBERLY-CLARK CORP | KMB | 109,060 | $11.0M | 1.21% |
| 23 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 184,670 | $9.7M | 1.06% |
| 24 | QUEST DIAGNOSTICS INC | DGX | 55,556 | $9.6M | 1.06% |
| 25 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 191,480 | $9.4M | 1.03% |
| 26 | NIKE INC | NKE | 143,086 | $9.1M | 1.00% |
| 27 | ISHARES TR | 464287473 | 60,199 | $8.5M | 0.94% |
| 28 | CNH INDL N V | N20944109 | 919,292 | $8.5M | 0.93% |
| 29 | REINSURANCE GRP OF AMERICA I | 759351604 | 38,428 | $7.8M | 0.86% |
| 30 | TORO CO | TORO | 81,373 | $6.4M | 0.71% |
| 31 | NORTHERN TR CORP | NTRSO | 46,300 | $6.3M | 0.70% |
| 32 | MISSION PRODUCE INC | AVO | 491,807 | $5.7M | 0.63% |
| 33 | NORTHROP GRUMMAN CORP | NOC | 8,973 | $5.1M | 0.56% |
| 34 | SEMRUSH HLDGS INC | SEMR | 419,560 | $5.0M | 0.55% |
| 35 | EXACT SCIENCES CORP | 30063P105 | 49,015 | $5.0M | 0.55% |
| 36 | AMERICAN WTR WKS CO INC NEW | 030420103 | 37,630 | $4.9M | 0.54% |
| 37 | CONSOLIDATED EDISON INC | ED | 49,246 | $4.9M | 0.54% |
| 38 | ESSENTIAL UTILS INC | 29670G102 | 126,035 | $4.8M | 0.53% |
| 39 | MCCORMICK & CO INC | MKC-V | 69,587 | $4.7M | 0.52% |
| 40 | GRACO INC | GGG | 31,213 | $2.6M | 0.28% |
| 41 | FACTSET RESH SYS INC | 303075105 | 8,596 | $2.5M | 0.27% |
| 42 | HEALTHPEAK PROPERTIES INC | DOC | 143,054 | $2.3M | 0.25% |
| 43 | ISHARES TR | 464287705 | 4,639 | $610,449 | 0.07% |
| 44 | LAUDER ESTEE COS INC | 518439104 | 3,260 | $341,443 | 0.04% |
| 45 | WATERS CORP | 941848103 | 581 | $220,746 | 0.02% |