Nuance Investments, LLC Top Holdings and 13F Report (2026) About Nuance Investments, LLCInvestment ActivityNuance Investments, LLC has $544.37 million in total holdings as of September 30, 2026.Nuance Investments, LLC owns shares of 54 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 20.30% of the portfolio was purchased this quarter.About 28.65% of the portfolio was sold this quarter.This quarter, Nuance Investments, LLC has purchased 52 new stocks and bought additional shares in 16 stocks.Nuance Investments, LLC sold shares of 30 stocks and completely divested from 6 stocks this quarter.Largest Holdings QIAGEN NV $59,135,521Clorox $53,887,720California Water Service Group $39,690,042Bio-Techne $31,044,608SOLVENTUM CORP $23,911,131 Largest New Holdings this Quarter 039653100 - Arcosa $13,817,157 Holding78648T100 - Safety Insurance Group $4,315,680 Holding57060D108 - MarketAxess $4,211,118 Holding047649108 - Atkore $2,899,308 Holding624758108 - Mueller Water Products $2,741,780 Holding Largest Purchases this Quarter Bio-Techne 322,583 shares (about $23.38M)Arcosa 94,541 shares (about $13.82M)Clorox 136,460 shares (about $11.05M)American International Group 109,827 shares (about $8.17M)Danaher 28,119 shares (about $6.23M) Largest Sales this Quarter Thermo Fisher Scientific 33,119 shares (about $22.35M)California Water Service Group 238,285 shares (about $11.03M)QIAGEN NV 244,366 shares (about $10.69M)Accenture 47,008 shares (about $8.62M)SOLVENTUM CORP 93,275 shares (about $8.22M) 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$59,135,521$10,693,457 ▼-15.3%1,351,36010.9%ORD SHARESCLXClorox$53,887,720$11,054,631 ▲25.8%665,1989.9%Consumer StaplesCWTCalifornia Water Service Group$39,690,042$11,025,449 ▼-21.7%857,7927.3%UtilitiesTECHBio-Techne$31,044,608$23,377,576 ▲304.9%428,3795.7%HealthcareSOLVENTUM CORP$23,911,131$8,222,192 ▼-25.6%271,2554.4%COM SHSKVUEKenvue$22,992,989$2,587,314 ▼-10.1%1,301,9814.2%Consumer StaplesKIMBERLY-CLARK CORP$20,921,866$677,822 ▲3.3%214,7373.8%COMLNNLindsay$20,042,683$26,306 ▼-0.1%179,0483.7%IndustrialsATRAptarGroup$18,377,254$3,815,560 ▼-17.2%151,6783.4%MaterialsPORPortland General Electric$16,856,872$4,611,480 ▲37.7%377,7033.1%UtilitiesACNAccenture$16,355,874$8,619,859 ▼-34.5%89,1963.0%TechnologyAVAAvista$16,330,890$6,188,825 ▲61.0%465,4003.0%UtilitiesACAArcosa$13,817,157$13,817,157 ▲New Holding94,5412.5%MaterialsMRTNMarten Transport$11,407,612$4,342,038 ▲61.5%882,9422.1%IndustrialsBDXBecton, Dickinson and Company$11,388,968$5,904,986 ▼-34.1%63,6262.1%HealthcareAIGAmerican International Group$11,153,511$8,173,352 ▲274.3%149,8722.0%FinanceDHRDanaher$10,031,904$6,229,701 ▲163.8%45,2811.8%HealthcareWERNWerner Enterprises$9,411,834$2,957,513 ▲45.8%276,9821.7%IndustrialsHSICHenry Schein$9,101,337$5,019,473 ▼-35.5%108,3881.7%HealthcareAVOMission Produce$8,926,533$2,357,283 ▲35.9%680,8951.6%Consumer StaplesRAMPLiveRamp$8,240,142$5,216,968 ▲172.6%219,6201.5%TechnologyWTRGEssential Utilities$8,073,773$1,288,568 ▼-13.8%206,0161.5%UtilitiesEGEverest Group$7,507,307$2,862,987 ▼-27.6%20,5581.4%FinanceNKENIKE$7,092,130$725,451 ▼-9.3%200,3431.3%Consumer DiscretionaryGGGGraco$6,938,047$965,342 ▲16.2%90,2921.3%IndustrialsALCAlcon$6,478,155$694,312 ▼-9.7%100,0491.2%HealthcareH2O AMERICA$5,735,793$3,782,734 ▼-39.7%93,0681.1%COMAREAlexandria Real Estate Equities$5,345,803$664,251 ▼-11.1%112,6381.0%Real EstateDGXQuest Diagnostics$5,310,298$1,092,172 ▼-17.1%22,7841.0%HealthcareAWKAmerican Water Works$5,198,017$541,320 ▲11.6%40,1481.0%UtilitiesSTESTERIS$5,174,268$2,218,984 ▲75.1%24,6381.0%HealthcareSAFTSafety Insurance Group$4,315,680$4,315,680 ▲New Holding41,6650.8%FinanceMKTXMarketAxess$4,211,118$4,211,118 ▲New Holding25,6900.8%FinanceNOCNorthrop Grumman$3,834,959$570,989 ▼-13.0%7,9320.7%IndustrialsCALMCal-Maine Foods$3,190,320$343,227 ▼-9.7%46,8750.6%Consumer StaplesATKRAtkore$2,899,308$2,899,308 ▲New Holding30,6000.5%IndustrialsMWAMueller Water Products$2,741,780$2,741,780 ▲New Holding129,0860.5%IndustrialsEDConsolidated Edison$2,703,607$1,269,574 ▲88.5%26,4510.5%UtilitiesTOWNTowne Bank$2,687,404$365,769 ▼-12.0%75,3830.5%FinanceMSEXMiddlesex Water$2,674,169$1,872,210 ▼-41.2%50,4850.5%UtilitiesALGAlamo Group$2,622,581$418,808 ▼-13.8%16,9450.5%IndustrialsXYLXylem$2,594,655$1,219,805 ▲88.7%25,6210.5%IndustrialsIWSiShares Russell Mid-Cap Value ETF$1,758,514$1,915,734 ▼-52.1%10,9390.3%ETFTMOThermo Fisher Scientific$1,717,820$22,354,609 ▼-92.9%2,5450.3%HealthcareWATWaters$1,673,975$3,054,455 ▼-64.6%3,8100.3%HealthcareGLGlobe Life$1,649,909$132,523 ▼-7.4%9,9600.3%FinanceIEXIDEX$1,585,941$114,682 ▼-6.7%6,9560.3%IndustrialsMMM3M$1,488,873$1,894,661 ▼-56.0%9,0700.3%IndustrialsAAgilent Technologies$1,404,575$876,072 ▼-38.4%8,1510.3%HealthcareHEALTHPEAK PROPERTIES INC$1,358,643$1,579,652 ▼-53.8%68,0340.2%COMRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$507,529$507,529 ▲New Holding17,6840.1%ETFITBiShares U.S. Home Construction ETF$422,871$422,871 ▲New Holding4,8580.1%ETFNTRSNorthern Trust$237,945$8,807 ▼-3.6%1,4050.0%FinanceVPUVanguard Utilities ETF$212,557$212,557 ▲New Holding1,2430.0%ETFTMHCTaylor Morrison Home$0$37,897,580 ▼-100.0%00.0%Consumer DiscretionaryCNH INDL N V$0$6,431,682 ▼-100.0%00.0%SHSRGAReinsurance Group of America$0$3,120,679 ▼-100.0%00.0%FinanceWDAYWorkday$0$2,859,308 ▼-100.0%00.0%TechnologyELEstee Lauder Companies$0$1,596,907 ▼-100.0%00.0%Consumer StaplesABTAbbott Laboratories$0$1,542,762 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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