Sponsored

The Analysis of NUANCE INVESTMENTS, LLC's Holdings & P&L

Currently, NUANCE INVESTMENTS, LLC holds 52 types of securities in its portfolio with a total value $587.7M. In the most recent quarter, they have increased their positions in QGEN (+1.6M shares, valued at $62.4M), CWT (+1.1M shares, valued at $53.3M), CLX (+528.7K shares, valued at $50.5M); initiated new positions in QGEN (+1.6M shares, valued at $62.4M), CWT (+1.1M shares, valued at $53.3M), CLX (+528.7K shares, valued at $50.5M).

1M P&L

+15.2M+2.78%

3M P&L

+61.6M+12.36%

HY P&L

-9.3M-1.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Household & Personal Products102.5M

18.1%

2Diagnostics & Research93.4M

16.5%

3Utilities - Regulated Water81.4M

14.4%

Top Industries by Stock Count

1Utilities - Regulated Water5 stocks

10.2%

2Diagnostics & Research5 stocks

10.2%

3Medical Instruments & Supplies4 stocks

8.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QGEN QIAGEN NV1.6M sharesnew addition2026-06-302026-08-07

CWT CALIFORNIA WTR SVC GROUP1.1M sharesnew addition2026-06-302026-08-07

CLX CLOROX CO DEL528.7K sharesnew addition2026-06-302026-08-07

TMHC TAYLOR MORRISON HOME CORP528.3K sharesnew addition2026-06-302026-08-07

SOLV SOLVENTUM CORP364.5K sharesnew addition2026-06-302026-08-07

KVUE KENVUE INC1.4M sharesnew addition2026-06-302026-08-07

ATR APTARGROUP INC183.2K sharesnew addition2026-06-302026-08-07

KMB KIMBERLY-CLARK CORP207.8K sharesnew addition2026-06-302026-08-07

Sponsored

LNN LINDSAY CORP179.3K sharesnew addition2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC35.7K sharesnew addition2026-06-302026-08-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND136.2K sharesnew addition2026-06-302026-08-07

BDX BECTON DICKINSON & CO96.6K sharesnew addition2026-06-302026-08-07

POR PORTLAND GEN ELEC CO274.4K sharesnew addition2026-06-302026-08-07

HSIC SCHEIN HENRY INC168.2K sharesnew addition2026-06-302026-08-07

AVA AVISTA CORP289.0K sharesnew addition2026-06-302026-08-07

EG EVEREST GROUP LTD28.4K sharesnew addition2026-06-302026-08-07

Sponsored

MRTN MARTEN TRANS LTD546.9K sharesnew addition2026-06-302026-08-07

HTO H2O AMERICA154.4K sharesnew addition2026-06-302026-08-07

WTRG ESSENTIAL UTILS INC238.9K sharesnew addition2026-06-302026-08-07

NKE NIKE INC220.8K sharesnew addition2026-06-302026-08-07

WERN WERNER ENTERPRISES INC189.9K sharesnew addition2026-06-302026-08-07

TECH BIO-TECHNE CORP105.8K sharesnew addition2026-06-302026-08-07

ALC ALCON AG110.8K sharesnew addition2026-06-302026-08-07

ARE ALEXANDRIA REAL ESTATE EQ IN126.6K sharesnew addition2026-06-302026-08-07

Sponsored

CNH CNH INDL N V572.7K sharesnew addition2026-06-302026-08-07

AVO MISSION PRODUCE INC501.1K sharesnew addition2026-06-302026-08-07

GGG GRACO INC77.7K sharesnew addition2026-06-302026-08-07

DGX QUEST DIAGNOSTICS INC27.5K sharesnew addition2026-06-302026-08-07

MSEX MIDDLESEX WTR CO85.8K sharesnew addition2026-06-302026-08-07

AWK AMERICAN WTR WKS CO INC NEW36.0K sharesnew addition2026-06-302026-08-07

NOC NORTHROP GRUMMAN CORP9.1K sharesnew addition2026-06-302026-08-07

CALM CAL MAINE FOODS INC51.9K sharesnew addition2026-06-302026-08-07

Sponsored

WAT WATERS CORP10.8K sharesnew addition2026-06-302026-08-07

IWS ISHARES TR22.9K sharesnew addition2026-06-302026-08-07

3M CO 3M CO20.6K sharesnew addition2026-06-302026-08-07

DHR DANAHER CORP DEL17.2K sharesnew addition2026-06-302026-08-07

ALG ALAMO GROUP INC19.7K sharesnew addition2026-06-302026-08-07

DOC HEALTHPEAK PROPERTIES INC147.1K sharesnew addition2026-06-302026-08-07

RGA REINSURANCE GROUP AMER INC14.7K sharesnew addition2026-06-302026-08-07

TOWN TOWNEBANK PORTSMOUTH VA85.6K sharesnew addition2026-06-302026-08-07

Sponsored

RAMP LIVERAMP HLDGS INC80.6K sharesnew addition2026-06-302026-08-07

AIG AMERICAN INTL GROUP INC40.0K sharesnew addition2026-06-302026-08-07

STE STERIS PLC14.1K sharesnew addition2026-06-302026-08-07

WDAY WORKDAY INC23.4K sharesnew addition2026-06-302026-08-07

GL GLOBE LIFE INC10.8K sharesnew addition2026-06-302026-08-07

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC13.2K sharesnew addition2026-06-302026-08-07

IEX IDEX CORP7.5K sharesnew addition2026-06-302026-08-07

XYL XYLEM INC13.6K sharesnew addition2026-06-302026-08-07

Sponsored

EL LAUDER ESTEE COS INC20.2K sharesnew addition2026-06-302026-08-07

ED CONSOLIDATED EDISON INC14.0K sharesnew addition2026-06-302026-08-07

ABT ABBOTT LABORATORIES17.0K sharesnew addition2026-06-302026-08-07

NTRS NORTHERN TR CORP1.5K sharesnew addition2026-06-302026-08-07

QGEN

QIAGEN NV

New

Shares1.6M

Event2026-06-30

Filed2026-08-07

CWT

CALIFORNIA WTR SVC GROUP

New

Shares1.1M

Event2026-06-30

Filed2026-08-07

CLX

CLOROX CO DEL

New

Shares528.7K

Event2026-06-30

Filed2026-08-07

TMHC

TAYLOR MORRISON HOME CORP

New

Shares528.3K

Event2026-06-30

Filed2026-08-07

SOLV

SOLVENTUM CORP

New

Shares364.5K

Event2026-06-30

Filed2026-08-07

KVUE

KENVUE INC

New

Shares1.4M

Event2026-06-30

Filed2026-08-07

ATR

APTARGROUP INC

New

Shares183.2K

Event2026-06-30

Filed2026-08-07

KMB

KIMBERLY-CLARK CORP

New

Shares207.8K

Event2026-06-30

Filed2026-08-07

LNN

LINDSAY CORP

New

Shares179.3K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares35.7K

Event2026-06-30

Filed2026-08-07

ACCENTURE PLC IRELAND

New

Shares136.2K

Event2026-06-30

Filed2026-08-07

BDX

BECTON DICKINSON & CO

New

Shares96.6K

Event2026-06-30

Filed2026-08-07

POR

PORTLAND GEN ELEC CO

New

Shares274.4K

Event2026-06-30

Filed2026-08-07

HSIC

SCHEIN HENRY INC

New

Shares168.2K

Event2026-06-30

Filed2026-08-07

AVA

AVISTA CORP

New

Shares289.0K

Event2026-06-30

Filed2026-08-07

EVEREST GROUP LTD

New

Shares28.4K

Event2026-06-30

Filed2026-08-07

MRTN

MARTEN TRANS LTD

New

Shares546.9K

Event2026-06-30

Filed2026-08-07

HTO

H2O AMERICA

New

Shares154.4K

Event2026-06-30

Filed2026-08-07

WTRG

ESSENTIAL UTILS INC

New

Shares238.9K

Event2026-06-30

Filed2026-08-07

NKE

NIKE INC

New

Shares220.8K

Event2026-06-30

Filed2026-08-07

WERN

WERNER ENTERPRISES INC

New

Shares189.9K

Event2026-06-30

Filed2026-08-07

TECH

BIO-TECHNE CORP

New

Shares105.8K

Event2026-06-30

Filed2026-08-07

ALC

ALCON AG

New

Shares110.8K

Event2026-06-30

Filed2026-08-07

ARE

ALEXANDRIA REAL ESTATE EQ IN

New

Shares126.6K

Event2026-06-30

Filed2026-08-07

CNH

CNH INDL N V

New

Shares572.7K

Event2026-06-30

Filed2026-08-07

AVO

MISSION PRODUCE INC

New

Shares501.1K

Event2026-06-30

Filed2026-08-07

GGG

GRACO INC

New

Shares77.7K

Event2026-06-30

Filed2026-08-07

DGX

QUEST DIAGNOSTICS INC

New

Shares27.5K

Event2026-06-30

Filed2026-08-07

MSEX

MIDDLESEX WTR CO

New

Shares85.8K

Event2026-06-30

Filed2026-08-07

AWK

AMERICAN WTR WKS CO INC NEW

New

Shares36.0K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

New

Shares9.1K

Event2026-06-30

Filed2026-08-07

CALM

CAL MAINE FOODS INC

New

Shares51.9K

Event2026-06-30

Filed2026-08-07

WAT

WATERS CORP

New

Shares10.8K

Event2026-06-30

Filed2026-08-07

IWS

ISHARES TR

New

Shares22.9K

Event2026-06-30

Filed2026-08-07

3M CO

New

Shares20.6K

Event2026-06-30

Filed2026-08-07

DHR

DANAHER CORP DEL

New

Shares17.2K

Event2026-06-30

Filed2026-08-07

ALG

ALAMO GROUP INC

New

Shares19.7K

Event2026-06-30

Filed2026-08-07

DOC

HEALTHPEAK PROPERTIES INC

New

Shares147.1K

Event2026-06-30

Filed2026-08-07

RGA

REINSURANCE GROUP AMER INC

New

Shares14.7K

Event2026-06-30

Filed2026-08-07

TOWN

TOWNEBANK PORTSMOUTH VA

New

Shares85.6K

Event2026-06-30

Filed2026-08-07

RAMP

LIVERAMP HLDGS INC

New

Shares80.6K

Event2026-06-30

Filed2026-08-07

AIG

AMERICAN INTL GROUP INC

New

Shares40.0K

Event2026-06-30

Filed2026-08-07

STE

STERIS PLC

New

Shares14.1K

Event2026-06-30

Filed2026-08-07

WDAY

WORKDAY INC

New

Shares23.4K

Event2026-06-30

Filed2026-08-07

GLOBE LIFE INC

New

Shares10.8K

Event2026-06-30

Filed2026-08-07

AGILENT TECHNOLOGIES INC

New

Shares13.2K

Event2026-06-30

Filed2026-08-07

IEX

IDEX CORP

New

Shares7.5K

Event2026-06-30

Filed2026-08-07

XYL

XYLEM INC

New

Shares13.6K

Event2026-06-30

Filed2026-08-07

LAUDER ESTEE COS INC

New

Shares20.2K

Event2026-06-30

Filed2026-08-07

CONSOLIDATED EDISON INC

New

Shares14.0K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

New

Shares17.0K

Event2026-06-30

Filed2026-08-07

NTRS

NORTHERN TR CORP

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available