Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NUANCE INVESTMENTS, LLC (CIK 1473182) reported $587.7M across 52 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QGEN ($62.4M, 10.62%), CWT ($53.3M, 9.07%), CLX ($50.5M, 8.59%), TMHC ($37.9M, 6.45%), SOLV ($28.1M, 4.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QGEN | QIAGEN NV | $62.4M | 10.62% | 1.6M | Added |
| 2 | CWT | CALIFORNIA WTR SVC GROUP | $53.3M | 9.07% | 1.1M | Trimmed |
| 3 | CLX | CLOROX CO DEL | $50.5M | 8.59% | 528,738 | Added |
| 4 | TMHC | TAYLOR MORRISON HOME CORP | $37.9M | 6.45% | 528,263 | New |
| 5 | SOLV | SOLVENTUM CORP | $28.1M | 4.79% | 364,530 | Trimmed |
| 6 | KVUE | KENVUE INC | $27.7M | 4.71% | 1.4M | Trimmed |
| 7 | ATR | APTARGROUP INC | $22.9M | 3.90% | 183,170 | Added |
| 8 | KMB | KIMBERLY-CLARK CORP | $22.8M | 3.88% | 207,780 | Trimmed |
| 9 | LNN | LINDSAY CORP | $22.2M | 3.78% | 179,283 | Added |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $17.9M | 3.04% | 35,664 | Added |
| 11 | ACN | ACCENTURE PLC IRELAND | $16.9M | 2.88% | 136,204 | New |
| 12 | BDX | BECTON DICKINSON & CO | $14.6M | 2.49% | 96,615 | Trimmed |
| 13 | POR | PORTLAND GEN ELEC CO | $14.2M | 2.42% | 274,376 | Added |
| 14 | HSIC | SCHEIN HENRY INC | $14.0M | 2.39% | 168,165 | Trimmed |
| 15 | AVA | AVISTA CORP | $11.8M | 2.01% | 289,030 | Trimmed |
| 16 | EG | EVEREST GROUP LTD | $10.1M | 1.73% | 28,398 | Trimmed |
| 17 | MRTN | MARTEN TRANS LTD | $9.5M | 1.61% | 546,871 | Trimmed |
| 18 | HTO | H2O AMERICA | $9.4M | 1.60% | 154,446 | Trimmed |
| 19 | WTRG | ESSENTIAL UTILS INC | $9.2M | 1.56% | 238,896 | Added |
| 20 | NKE | NIKE INC | $9.1M | 1.54% | 220,836 | Added |
| 21 | WERN | WERNER ENTERPRISES INC | $8.3M | 1.41% | 189,945 | Trimmed |
| 22 | TECH | BIO-TECHNE CORP | $7.5M | 1.27% | 105,796 | New |
| 23 | ALC | ALCON AG | $7.4M | 1.26% | 110,772 | New |
| 24 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $6.7M | 1.14% | 126,634 | Trimmed |
| 25 | CNH | CNH INDL N V | $6.4M | 1.09% | 572,723 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30