Nuance Investments, LLC Top Holdings and 13F Report (2025) About Nuance Investments, LLCInvestment ActivityNuance Investments, LLC has $1.28 billion in total holdings as of June 30, 2025.Nuance Investments, LLC owns shares of 46 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 20.21% of the portfolio was purchased this quarter.About 43.07% of the portfolio was sold this quarter.This quarter, Nuance Investments, LLC has purchased 49 new stocks and bought additional shares in 15 stocks.Nuance Investments, LLC sold shares of 27 stocks and completely divested from 7 stocks this quarter.Largest Holdings Clorox $101,832,068Hologic $89,846,439Estee Lauder Companies $88,940,239California Water Service Group $78,617,405Marten Transport $74,639,608 Largest New Holdings this Quarter 45674M101 - INFORMATICA INC $43,559,131 Holding941848103 - Waters $7,340,912 Holding05379B107 - Avista $7,273,906 Holding754730109 - Raymond James Financial $4,051,672 Holding Largest Purchases this Quarter Clorox 547,839 shares (about $65.78M)INFORMATICA INC 1,788,876 shares (about $43.56M)Thermo Fisher Scientific 81,313 shares (about $32.97M)Becton, Dickinson and Company 188,338 shares (about $32.44M)Hologic 297,526 shares (about $19.39M) Largest Sales this Quarter Estee Lauder Companies 1,347,248 shares (about $108.86M)QIAGEN NV 1,420,510 shares (about $68.27M)Calavo Growers 1,116,618 shares (about $29.69M)Rogers 213,781 shares (about $14.64M)Applied Materials 79,391 shares (about $14.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNuance Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCLXClorox$101,832,068$65,779,016 ▲182.5%848,1067.9%Consumer StaplesHOLXHologic$89,846,439$19,386,791 ▲27.5%1,378,8597.0%MedicalELEstee Lauder Companies$88,940,239$108,857,592 ▼-55.0%1,100,7466.9%Consumer StaplesCWTCalifornia Water Service Group$78,617,405$13,138,989 ▼-14.3%1,728,6156.1%UtilitiesMRTNMarten Transport$74,639,608$6,605,233 ▲9.7%5,745,9285.8%TransportationGLGlobe Life$71,040,091$2,118,648 ▲3.1%571,5675.5%FinanceWERNWerner Enterprises$70,856,661$6,672,120 ▼-8.6%2,589,7905.5%TransportationSOLVENTUM CORP$66,996,446$13,880,388 ▲26.1%883,3925.2%COM SHSQIAGEN NV$65,257,766$68,269,735 ▼-51.1%1,357,8395.1%COM SHSHSICHenry Schein$59,057,754$7,451,535 ▼-11.2%808,4574.6%MedicalH2O AMERICA$50,140,644$10,558,638 ▼-17.4%964,8003.9%COMNTRSNorthern Trust$48,850,218$10,666,349 ▼-17.9%385,2843.8%FinanceINFORMATICA INC$43,559,131$43,559,131 ▲New Holding1,788,8763.4%COM CL ABDXBecton, Dickinson and Company$43,387,869$32,441,212 ▲296.4%251,8893.4%MedicalTMOThermo Fisher Scientific$35,638,093$32,969,341 ▲1,235.4%87,8952.8%MedicalROGRogers$27,636,178$14,639,711 ▼-34.6%403,5662.2%Computer and TechnologyNOCNorthrop Grumman$24,867,584$10,870,100 ▲77.7%49,7371.9%AerospaceKMBKimberly-Clark$19,258,639$5,000,692 ▲35.1%149,3841.5%Consumer StaplesAWKAmerican Water Works$18,148,490$1,751,818 ▼-8.8%130,4611.4%UtilitiesCVGWCalavo Growers$17,380,091$29,690,855 ▼-63.1%653,6331.4%Consumer StaplesIEXIDEX$14,110,749$2,617,575 ▼-15.6%80,3711.1%IndustrialsKNXKnight-Swift Transportation$13,479,461$1,142,816 ▼-7.8%304,7581.1%TransportationNKENIKE$12,350,492$2,942,116 ▲31.3%173,8531.0%Consumer DiscretionaryTTCToro$12,168,422$5,875,634 ▼-32.6%172,1620.9%Consumer DiscretionaryATRAptarGroup$11,400,550$11,236,299 ▼-49.6%72,8800.9%IndustrialsAVOMission Produce$11,380,775$11,347,314 ▼-49.9%971,0560.9%Consumer StaplesAAgilent Technologies$9,523,164$1,136,199 ▲13.5%80,6980.7%MedicalNDSNNordson$7,630,545$1,228,133 ▲19.2%35,5950.6%IndustrialsGGGGraco$7,536,025$1,301,153 ▼-14.7%87,6590.6%IndustrialsLNNLindsay$7,531,818$2,093,486 ▼-21.7%52,2140.6%IndustrialsCNH INDL N V$7,397,119$1,028,778 ▲16.2%570,7650.6%SHSWATWaters$7,340,912$7,340,912 ▲New Holding21,0320.6%MedicalAVAAvista$7,273,906$7,273,906 ▲New Holding191,6710.6%UtilitiesRGAReinsurance Group of America$7,188,404$9,360,854 ▼-56.6%36,2390.6%FinanceEGEverest Group$7,149,104$1,574,189 ▲28.2%21,0360.6%FinanceTGTTarget$5,185,834$524,621 ▼-9.2%52,5680.4%Retail/WholesalePORPortland General Electric$5,155,333$2,657,606 ▼-34.0%126,8850.4%UtilitiesTHRMGentherm$5,117,071$757,833 ▼-12.9%180,8790.4%Auto/Tires/TrucksAMATApplied Materials$4,104,387$14,533,960 ▼-78.0%22,4200.3%Computer and TechnologyRJFRaymond James Financial$4,051,672$4,051,672 ▲New Holding26,4180.3%FinanceMTBM&T Bank$3,884,702$2,720,358 ▼-41.2%20,0250.3%FinanceIDAIDACORP$3,874,683$985,815 ▼-20.3%33,5620.3%UtilitiesPEAKHealthpeak Properties$3,705,746$61,075 ▼-1.6%211,6360.3%FinanceAREAlexandria Real Estate Equities$3,673,140$257,330 ▲7.5%50,5730.3%FinanceINDBIndependent Bank$3,530,244$544,711 ▼-13.4%56,1380.3%FinanceIWSiShares Russell Mid-Cap Value ETF$1,988,218$10,831,526 ▼-84.5%15,0450.2%ETFXRAYDENTSPLY SIRONA$0$134,271,141 ▼-100.0%00.0%MedicalPYCRPaycor HCM$0$31,460,489 ▼-100.0%00.0%Computer and TechnologyNVSTEnvista$0$25,275,062 ▼-100.0%00.0%MedicalLMTLockheed Martin$0$8,124,200 ▼-100.0%00.0%AerospaceALBEMARLE CORP$0$2,572,654 ▼-100.0%00.0%7.25% DEP SHS AIJJiShares S&P Mid-Cap 400 Value ETF$0$628,205 ▼-100.0%00.0%ETFMMM3M$0$276,940 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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