NUANCE INVESTMENTS, LLC 13F Holdings

CIK 0001473182 · LEAWOOD, KS

As of Sep 30, 2025, NUANCE INVESTMENTS, LLC reported 46 positions worth $982.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CLOROX COCLXConsumer Defensive694,817$85.7M8.72%
CALIFORNIA WATER SERVICE GROUPCWTUtilities1,764,459$81.0M8.24%
MARTEN TRANSPORT LTDMRTNIndustrials6,122,415$65.3M6.65%
INFORMATICA INCINFATechnology2,463,395$61.2M6.23%
WERNER ENTERPRISES INCWERNIndustrials1,957,825$51.5M5.25%
SOLVENTUM CORPSOLVHealthcare696,967$50.9M5.18%
H2O AMERICAHTOUtilities1,021,922$49.8M5.07%
WATERS CORPWATHealthcare146,886$44.0M4.48%
ASPEN INSURANCE HOLDINGS LTDAHLFinancial Services1,198,155$44.0M4.48%
GLOBE LIFE INCGLFinancial Services260,218$37.2M3.79%
BECTON DICKINSON & COBDXHealthcare166,535$31.2M3.17%
IDEX CORPIEXIndustrials162,594$26.5M2.69%
THERMO FISHER SCIENTIFIC INCTMOHealthcare52,997$25.7M2.62%
KIMBERLY CLARK CORPKMBConsumer Defensive204,977$25.5M2.60%
HOLOGIC INCHOLXHealthcare361,449$24.4M2.48%
QIAGEN NVQGENHealthcare538,821$24.1M2.45%
HENRY SCHEIN INCHSICHealthcare314,208$20.9M2.12%
NORTHERN TRUST CORPNTRSFinancial Services140,523 8.9M1.93%
PORTLAND GENERAL ELECTRIC COPORUtilities396,173 7.4M1.77%
MCCORMICK & CO INCMKCConsumer Defensive229,986 5.4M1.57%
AMERICAN WATER WORKS COMPANY INCAWKUtilities99,995 3.9M1.42%
APTARGROUP INCATRHealthcare102,960 3.8M1.40%
ESTEE LAUDER COMPANIES INCELConsumer Defensive143,008 2.6M1.28%
EVEREST GROUP LTDEGFinancial Services33,493 1.7M1.19%
KENVUE INCKVUEConsumer Defensive713,402 1.6M1.18%