Nuance Investments, LLC
Nuance Investments, LLC reported 52 US-listed holdings worth $587.7 million in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Qiagen NV Ord Shares (10.6%), California Water Service Group (9.1%) and Clorox Co. (8.6%). Against the quarter before, it opened 13 positions, added to 14, trimmed 25 and sold out of 4.
Reported holdings$587.7M-18.0% on Q1 2026
Positions52+9 on Q1 2026
The largest ten58.8%of its reported holdings
Latest 13FQ2 2026filed 7 August 2026
OpenedAdded toTrimmed
The 14 largest of its 52 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +7.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 13Added 14Trimmed 25Sold out 4
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 13
- Taylor Morrison Home Corp. TMHC$37.9 million
- Accenture plc ACN$16.9 million
- Bio-Techne Corp. TECH$7.5 million
- Alcon AG ALC$7.4 million
- Northrop Grumman Corp. NOC$4.6 million
- Cal-Maine Foods Inc. CALM$4.2 million
- Alamo Group Inc. ALG$3.2 million
- Townebank Portsmouth Va TOWN$3.1 million
and 5 more in the table below
Added to 14
- Qiagen NV Ord Shares QGEN+275,476 shares · +21%
- Portland General Electric Co. POR+145,928 shares · +114%
- Graco Inc. GGG+54,362 shares · +233%
- Nike, Inc. NKE+91,833 shares · +71%
- Aptargroup, Inc. ATR+27,747 shares · +18%
- American Water Works Company, Inc. AWK+21,711 shares · +152%
- Thermo Fisher Scientific Inc. TMO+5,343 shares · +18%
- Mission Produce Inc. AVO+199,511 shares · +66%
and 6 more in the table below
Trimmed 25
- Marten Transport Ltd. MRTN-4.3 million shares · -89%
- Werner Enterprises Inc. WERN-1.3 million shares · -88%
- Globe Life Inc. GL-146,159 shares · -93%
- California Water Service Group CWT-507,671 shares · -32%
- Solventum Corp. SOLV-306,623 shares · -46%
- H2O America HTO-237,200 shares · -61%
- Waters Corp. WAT-29,738 shares · -73%
- Kimberly Clark Corp. KMB-100,135 shares · -33%
and 17 more in the table below
Sold out of 4
- Masimo Corp. MASI$43.5 million last quarter
- Calavo Growers Inc. CVGW$14.7 million last quarter
- Semrush Holdings Inc-A SEMR$4.0 million last quarter
- American States Water Co. AWR$2.0 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Qiagen NV Ord Shares QGEN | 1.6M | $62.4 million | 10.62% | +275.5K |
| California Water Service Group CWT | 1.1M | $53.3 million | 9.07% | -507.7K |
| Clorox Co. CLX | 528.7K | $50.5 million | 8.59% | +20.6K |
| Taylor Morrison Home Corp. TMHC | 528.3K | $37.9 million | 6.45% | new |
| Solventum Corp. SOLV | 364.5K | $28.1 million | 4.79% | -306.6K |
| Kenvue Inc. KVUE | 1.4M | $27.7 million | 4.71% | -207.0K |
| Aptargroup, Inc. ATR | 183.2K | $22.9 million | 3.90% | +27.7K |
| Kimberly Clark Corp. KMB | 207.8K | $22.8 million | 3.88% | -100.1K |
| Lindsay Corp. LNN | 179.3K | $22.2 million | 3.78% | +17.6K |
| Thermo Fisher Scientific Inc. TMO | 35.7K | $17.9 million | 3.04% | +5.3K |
| Accenture plc ACN | 136.2K | $16.9 million | 2.88% | new |
| Becton Dickinson & Co. BDX | 96.6K | $14.6 million | 2.49% | -10.2K |
| Portland General Electric Co. POR | 274.4K | $14.2 million | 2.42% | +145.9K |
| Henry Schein Inc. HSIC | 168.2K | $14.0 million | 2.39% | -25.7K |
| Avista Corp. AVA | 289.0K | $11.8 million | 2.01% | -74.2K |
| Everest Group, Ltd. EG | 28.4K | $10.1 million | 1.73% | -25.2K |
| Marten Transport Ltd. MRTN | 546.9K | $9.5 million | 1.61% | -4.3M |
| H2O America HTO | 154.4K | $9.4 million | 1.60% | -237.2K |
| Essential Utilities, Inc. WTRG | 238.9K | $9.2 million | 1.56% | +44.1K |
| Nike, Inc. NKE | 220.8K | $9.1 million | 1.54% | +91.8K |
| Werner Enterprises Inc. WERN | 189.9K | $8.3 million | 1.41% | -1.3M |
| Bio-Techne Corp. TECH | 105.8K | $7.5 million | 1.27% | new |
| Alcon AG ALC | 110.8K | $7.4 million | 1.26% | new |
| Alexandria Real Estate Equities, Inc. ARE | 126.6K | $6.7 million | 1.14% | -14.0K |
| CNH Industrial N.V. CNH | 572.7K | $6.4 million | 1.09% | -80.4K |
| Mission Produce Inc. AVO | 501.1K | $5.9 million | 1.01% | +199.5K |
| Graco Inc. GGG | 77.7K | $5.9 million | 1.00% | +54.4K |
| Quest Diagnostics Inc. DGX | 27.5K | $5.8 million | 0.99% | +2.9K |
| Middlesex Water Co. MSEX | 85.8K | $4.8 million | 0.82% | +28.6K |
| American Water Works Company, Inc. AWK | 36.0K | $4.7 million | 0.81% | +21.7K |
| Northrop Grumman Corp. NOC | 9.1K | $4.6 million | 0.79% | new |
| Cal-Maine Foods Inc. CALM | 51.9K | $4.2 million | 0.71% | new |
| Waters Corp. WAT | 10.8K | $4.0 million | 0.69% | -29.7K |
| iShares Trust IWS | 22.9K | $3.8 million | 0.64% | -2.6K |
| 3M Co. MMM | 20.6K | $3.3 million | 0.57% | -5.8K |
| Danaher Corp. DHR | 17.2K | $3.3 million | 0.56% | +7.2K |
| Alamo Group Inc. ALG | 19.7K | $3.2 million | 0.55% | new |
| Healthpeak Properties, Inc. DOC | 147.1K | $3.1 million | 0.54% | -81.6K |
| Reinsurance Group of America Inc. RGA | 14.7K | $3.1 million | 0.53% | -4.6K |
| Townebank Portsmouth Va TOWN | 85.6K | $3.1 million | 0.53% | new |
| LiveRamp Holdings, Inc. RAMP | 80.6K | $3.0 million | 0.52% | new |
| American International Group, Inc. AIG | 40.0K | $3.0 million | 0.51% | -11.7K |
| Steris plc STE | 14.1K | $3.0 million | 0.50% | new |
| Workday, Inc. WDAY | 23.4K | $2.9 million | 0.49% | new |
| Globe Life Inc. GL | 10.8K | $1.9 million | 0.33% | -146.2K |
| Agilent Technologies, Inc. A | 13.2K | $1.8 million | 0.30% | -19.7K |
| Idex Corp. IEX | 7.5K | $1.7 million | 0.29% | -37.4K |
| Xylem Inc. XYL | 13.6K | $1.6 million | 0.27% | new |
| Estee Lauder Companies Inc. EL | 20.2K | $1.6 million | 0.27% | -15.6K |
| Consolidated Edison Inc. ED | 14.0K | $1.6 million | 0.26% | new |
| Abbott Laboratories ABT | 17.0K | $1.5 million | 0.26% | -1.5K |
| Northern Trust Corp. NTRS | 1.5K | $253,325 | 0.04% | -14.3K |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.