Nuance Investments as of March 31, 2025
Portfolio Holdings for Nuance Investments
Nuance Investments holds 49 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lauder Estee Cos Cl A (EL) | 10.6 | $162M | 2.4M | 66.00 | |
| Dentsply Sirona (XRAY) | 8.8 | $134M | 9.0M | 14.94 | |
| Qiagen Nv Com Shs (QGEN) | 7.3 | $112M | 2.8M | 40.15 | |
| California Water Service (CWT) | 6.4 | $98M | 2.0M | 48.46 | |
| Werner Enterprises (WERN) | 5.5 | $83M | 2.8M | 29.30 | |
| Globe Life (GL) | 4.8 | $73M | 555k | 131.72 | |
| Marten Transport (MRTN) | 4.7 | $72M | 5.2M | 13.72 | |
| Hologic (HOLX) | 4.4 | $67M | 1.1M | 61.77 | |
| SJW (HTO) | 4.2 | $64M | 1.2M | 54.69 | |
| Henry Schein (HSIC) | 4.1 | $62M | 911k | 68.49 | |
| Solventum Corp Com Shs (SOLV) | 3.5 | $53M | 700k | 76.04 | |
| Northern Trust Corporation (NTRS) | 3.0 | $46M | 469k | 98.65 | |
| Clorox Company (CLX) | 2.9 | $44M | 300k | 147.25 | |
| Calavo Growers (CVGW) | 2.8 | $43M | 1.8M | 23.99 | |
| Rogers Corporation (ROG) | 2.7 | $42M | 617k | 67.53 | |
| Paycor Hcm (PYCR) | 2.1 | $32M | 1.4M | 22.44 | |
| Envista Hldgs Corp (NVST) | 1.7 | $25M | 1.5M | 17.26 | |
| Aptar (ATR) | 1.4 | $22M | 145k | 148.38 | |
| American Water Works (AWK) | 1.4 | $21M | 143k | 147.52 | |
| Mission Produce (AVO) | 1.3 | $20M | 1.9M | 10.48 | |
| Toro Company (TTC) | 1.2 | $19M | 255k | 72.75 | |
| IDEX Corporation (IEX) | 1.1 | $17M | 95k | 180.97 | |
| Reinsurance Grp Of America I Com New (RGA) | 1.1 | $16M | 83k | 196.90 | |
| Kimberly-Clark Corporation (KMB) | 1.0 | $16M | 111k | 142.22 | |
| Applied Materials (AMAT) | 1.0 | $15M | 102k | 145.12 | |
| Becton, Dickinson and (BDX) | 1.0 | $15M | 64k | 229.06 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.9 | $14M | 331k | 43.49 | |
| Northrop Grumman Corporation (NOC) | 0.9 | $14M | 28k | 512.01 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.8 | $12M | 97k | 125.96 | |
| Gra (GGG) | 0.6 | $8.6M | 103k | 83.51 | |
| Portland Gen Elec Com New (POR) | 0.6 | $8.6M | 192k | 44.60 | |
| Lindsay Corporation (LNN) | 0.6 | $8.4M | 67k | 126.52 | |
| Nike CL B (NKE) | 0.6 | $8.4M | 132k | 63.48 | |
| Agilent Technologies Inc C ommon (A) | 0.5 | $8.3M | 71k | 116.98 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $8.1M | 18k | 446.70 | |
| M&T Bank Corporation (MTB) | 0.4 | $6.1M | 34k | 178.75 | |
| Target Corporation (TGT) | 0.4 | $6.0M | 58k | 104.36 | |
| Cnh Indl N V SHS (CNH) | 0.4 | $6.0M | 491k | 12.28 | |
| Nordson Corporation (NDSN) | 0.4 | $6.0M | 30k | 201.72 | |
| Everest Re Group (EG) | 0.4 | $6.0M | 16k | 363.34 | |
| Gentherm (THRM) | 0.4 | $5.6M | 208k | 26.74 | |
| Ida (IDA) | 0.3 | $4.9M | 42k | 116.22 | |
| Alexandria Real Estate Equities (ARE) | 0.3 | $4.4M | 47k | 92.51 | |
| Peak (DOC) | 0.3 | $4.3M | 215k | 20.22 | |
| Independent Bank (INDB) | 0.3 | $4.1M | 65k | 62.65 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $3.3M | 6.6k | 497.60 | |
| Albemarle Corp 7.25% Dep Shs A (ALB.PA) | 0.2 | $2.6M | 72k | 35.65 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $628k | 5.2k | 119.73 | |
| 3M Company (MMM) | 0.0 | $277k | 1.9k | 146.84 |
