Nuance Investments, LLC
Nuance Investments, LLC reported 52 holdings worth US$588M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Nuance Investments, LLC reported 52 holdings worth US$588M as of Jun 30, 2026. Largest: California Water Service Group, Clorox Company (the) and Taylor Morrison Home Corporation. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 52
- Value as reported
- US$588M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| California Water Service Group | 1.1M | US$53.3M | 9.1% |
| Clorox Company (the) | 529K | US$50.5M | 8.6% |
| Taylor Morrison Home Corporation | 528K | US$37.9M | 6.4% |
| Solventum Corporation | 365K | US$28.1M | 4.8% |
| Kenvue Inc. | 1.45M | US$27.7M | 4.7% |
| Aptargroup, Inc. | 183K | US$22.9M | 3.9% |
| Kimberly-clark Corporation | 208K | US$22.8M | 3.9% |
| Lindsay Corporation | 179K | US$22.2M | 3.8% |
| Thermo Fisher Scientific Inc | 35,664 | US$17.9M | 3.0% |
| Becton, Dickinson And Company | 96,615 | US$14.6M | 2.5% |
| Portland General Electric Co | 274K | US$14.2M | 2.4% |
| Henry Schein, Inc. | 168K | US$14M | 2.4% |
| Avista Corporation | 289K | US$11.8M | 2.0% |
| Everest Group, Ltd. | 28,398 | US$10.1M | 1.7% |
| Marten Transport, Ltd. | 547K | US$9.49M | 1.6% |
| H2o America | 154K | US$9.39M | 1.6% |
| Essential Utilities, Inc. | 239K | US$9.15M | 1.6% |
| Nike, Inc. | 221K | US$9.07M | 1.5% |
| Werner Enterprises, Inc. | 190K | US$8.28M | 1.4% |
| Bio-techne Corp | 106K | US$7.47M | 1.3% |
| Alexandria Real Estate Equities, Inc. | 127K | US$6.69M | 1.1% |
| Mission Produce, Inc. | 501K | US$5.91M | 1.0% |
| Graco Inc. | 77,729 | US$5.88M | 1.0% |
| Quest Diagnostics Incorporated | 27,470 | US$5.82M | 0.99% |
| Middlesex Water Company | 85,830 | US$4.82M | 0.82% |
| American Water Works Company, Inc. | 35,967 | US$4.73M | 0.81% |
| Northrop Grumman Corporation | 9,113 | US$4.64M | 0.79% |
| Cal-maine Foods, Inc. | 51,918 | US$4.18M | 0.71% |
| Waters Corporation | 10,762 | US$4.04M | 0.69% |
| 3m Company | 20,612 | US$3.34M | 0.57% |
| Danaher Corporation | 17,162 | US$3.27M | 0.56% |
| Alamo Group, Inc. | 19,651 | US$3.23M | 0.55% |
| Healthpeak Properties, Inc. | 147K | US$3.15M | 0.54% |
| Reinsurance Group Of America, Incorporated | 14,675 | US$3.12M | 0.53% |
| Towne Bank | 85,643 | US$3.1M | 0.53% |
| Liveramp Holdings, Inc. | 80,575 | US$3.03M | 0.52% |
| American International Group, Inc. New | 40,045 | US$2.98M | 0.51% |
| Workday, Inc. | 23,357 | US$2.86M | 0.49% |
| Globe Life Inc. | 10,760 | US$1.92M | 0.33% |
| Agilent Technologies, Inc. | 13,235 | US$1.76M | 0.30% |
| Idex Corporation | 7,459 | US$1.69M | 0.29% |
| Xylem Inc. | 13,576 | US$1.6M | 0.27% |
| Estee Lauder Companies, Inc. (the) | 20,227 | US$1.6M | 0.27% |
| Consolidated Edison, Inc. | 14,030 | US$1.55M | 0.26% |
| Abbott Laboratories | 17,002 | US$1.54M | 0.26% |
| Northern Trust Corporation | 1,457 | US$253K | 0.04% |
| American States Water Company | 0 | US$0 | 0.00% |
| Calavo Growers, Inc. | 0 | US$0 | 0.00% |
| Masimo Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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