Nuance Investments, LLC Top Holdings and 13F Report (2026) About Nuance Investments, LLCInvestment ActivityNuance Investments, LLC has $587.67 million in total holdings as of June 30, 2026.Nuance Investments, LLC owns shares of 52 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 24.49% of the portfolio was purchased this quarter.About 59.29% of the portfolio was sold this quarter.This quarter, Nuance Investments, LLC has purchased 43 new stocks and bought additional shares in 14 stocks.Nuance Investments, LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings QIAGEN NV $62,392,891California Water Service Group $53,324,128Clorox $50,462,720Taylor Morrison Home $37,897,580SOLVENTUM CORP $28,123,462 Largest New Holdings this Quarter 87724P106 - Taylor Morrison Home $37,897,580 HoldingG1151C101 - Accenture $16,949,191 Holding09073M104 - Bio-Techne $7,474,485 HoldingH01301128 - Alcon $7,432,815 Holding666807102 - Northrop Grumman $4,641,592 Holding Largest Purchases this Quarter Taylor Morrison Home 528,263 shares (about $37.90M)Accenture 136,204 shares (about $16.95M)QIAGEN NV 275,476 shares (about $10.77M)Portland General Electric 145,928 shares (about $7.56M)Bio-Techne 105,796 shares (about $7.47M) Largest Sales this Quarter Marten Transport 4,263,549 shares (about $73.97M)Werner Enterprises 1,330,580 shares (about $58.03M)Globe Life 146,159 shares (about $26.12M)California Water Service Group 507,671 shares (about $24.70M)SOLVENTUM CORP 306,623 shares (about $23.66M) 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 PortfolioSectorQIAGEN NV$62,392,891$10,771,112 â–²20.9%1,595,72610.6%ORD SHARESCWTCalifornia Water Service Group$53,324,128$24,698,186 â–¼-31.7%1,096,0779.1%UtilitiesCLXClorox$50,462,720$1,965,395 â–²4.1%528,7388.6%Consumer StaplesTMHCTaylor Morrison Home$37,897,580$37,897,580 â–²New Holding528,2636.4%Consumer DiscretionarySOLVENTUM CORP$28,123,462$23,655,941 â–¼-45.7%364,5304.8%COM SHSKVUEKenvue$27,680,615$3,956,459 â–¼-12.5%1,448,4884.7%Consumer StaplesATRAptarGroup$22,932,925$3,473,931 â–²17.9%183,1703.9%MaterialsKIMBERLY-CLARK CORP$22,807,967$10,991,798 â–¼-32.5%207,7803.9%COMLNNLindsay$22,195,233$2,174,052 â–²10.9%179,2833.8%IndustrialsTMOThermo Fisher Scientific$17,880,466$2,678,761 â–²17.6%35,6643.0%HealthcareACNAccenture$16,949,191$16,949,191 â–²New Holding136,2042.9%TechnologyBDXBecton, Dickinson and Company$14,620,742$1,538,723 â–¼-9.5%96,6152.5%HealthcarePORPortland General Electric$14,220,934$7,563,462 â–²113.6%274,3762.4%UtilitiesHSICHenry Schein$14,045,116$2,145,709 â–¼-13.3%168,1652.4%HealthcareAVAAvista$11,824,232$3,034,994 â–¼-20.4%289,0302.0%UtilitiesEGEverest Group$10,144,603$8,991,466 â–¼-47.0%28,3981.7%FinanceMRTNMarten Transport$9,488,211$73,972,569 â–¼-88.6%546,8711.6%IndustrialsH2O AMERICA$9,385,686$14,414,648 â–¼-60.6%154,4461.6%COMWTRGEssential Utilities$9,152,115$1,689,319 â–²22.6%238,8961.6%UtilitiesNKENIKE$9,065,315$3,769,743 â–²71.2%220,8361.5%Consumer DiscretionaryWERNWerner Enterprises$8,283,484$58,026,472 â–¼-87.5%189,9451.4%IndustrialsTECHBio-Techne$7,474,485$7,474,485 â–²New Holding105,7961.3%HealthcareALCAlcon$7,432,815$7,432,815 â–²New Holding110,7721.3%HealthcareAREAlexandria Real Estate Equities$6,692,602$740,058 â–¼-10.0%126,6341.1%Real EstateCNH INDL N V$6,431,682$902,892 â–¼-12.3%572,7231.1%SHSAVOMission Produce$5,907,820$2,352,236 â–²66.2%501,0871.0%Consumer StaplesGGGGraco$5,877,059$4,110,289 â–²232.6%77,7291.0%IndustrialsDGXQuest Diagnostics$5,822,313$621,018 â–²11.9%27,4701.0%HealthcareMSEXMiddlesex Water$4,820,229$1,608,596 â–²50.1%85,8300.8%UtilitiesAWKAmerican Water Works$4,732,510$2,856,717 â–²152.3%35,9670.8%UtilitiesNOCNorthrop Grumman$4,641,592$4,641,592 â–²New Holding9,1130.8%IndustrialsCALMCal-Maine Foods$4,182,519$4,182,519 â–²New Holding51,9180.7%Consumer StaplesWATWaters$4,036,050$11,152,579 â–¼-73.4%10,7620.7%HealthcareIWSiShares Russell Mid-Cap Value ETF$3,762,372$425,357 â–¼-10.2%22,8560.6%ETFMMM3M$3,337,271$944,578 â–¼-22.1%20,6120.6%IndustrialsDHRDanaher$3,269,020$1,371,647 â–²72.3%17,1620.6%HealthcareALGAlamo Group$3,232,342$3,232,342 â–²New Holding19,6510.6%IndustrialsHEALTHPEAK PROPERTIES INC$3,148,696$1,746,971 â–¼-35.7%147,1350.5%COMRGAReinsurance Group of America$3,120,679$984,370 â–¼-24.0%14,6750.5%FinanceTOWNTowne Bank$3,103,718$3,103,718 â–²New Holding85,6430.5%FinanceRAMPLiveRamp$3,032,849$3,032,849 â–²New Holding80,5750.5%TechnologyAIGAmerican International Group$2,984,521$869,830 â–¼-22.6%40,0450.5%FinanceSTESTERIS$2,963,074$2,963,074 â–²New Holding14,0720.5%HealthcareWDAYWorkday$2,859,308$2,859,308 â–²New Holding23,3570.5%TechnologyGLGlobe Life$1,922,549$26,115,041 â–¼-93.1%10,7600.3%FinanceAAgilent Technologies$1,757,982$2,614,857 â–¼-59.8%13,2350.3%HealthcareIEXIDEX$1,692,786$8,478,908 â–¼-83.4%7,4590.3%IndustrialsXYLXylem$1,604,852$1,604,852 â–²New Holding13,5760.3%IndustrialsELEstee Lauder Companies$1,596,907$1,233,267 â–¼-43.6%20,2270.3%Consumer StaplesEDConsolidated Edison$1,552,084$1,552,084 â–²New Holding14,0300.3%UtilitiesABTAbbott Laboratories$1,542,762$139,377 â–¼-8.3%17,0020.3%HealthcareNTRSNorthern Trust$253,325$2,484,045 â–¼-90.7%1,4570.0%FinanceMASIMasimo$0$43,525,500 â–¼-100.0%00.0%HealthcareCVGWCalavo Growers$0$14,690,672 â–¼-100.0%00.0%Consumer StaplesSEMRUSH HLDGS INC$0$4,001,555 â–¼-100.0%00.0%CL A COMAWRAmerican States Water$0$1,956,453 â–¼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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