Nuance Investments as of June 30, 2025
Portfolio Holdings for Nuance Investments
Nuance Investments holds 46 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clorox Company (CLX) | 7.9 | $102M | 848k | 120.07 | |
| Hologic (HOLX) | 7.0 | $90M | 1.4M | 65.16 | |
| Lauder Estee Cos Cl A (EL) | 6.9 | $89M | 1.1M | 80.80 | |
| California Water Service (CWT) | 6.1 | $79M | 1.7M | 45.48 | |
| Marten Transport (MRTN) | 5.8 | $75M | 5.7M | 12.99 | |
| Globe Life (GL) | 5.5 | $71M | 572k | 124.29 | |
| Werner Enterprises (WERN) | 5.5 | $71M | 2.6M | 27.36 | |
| Solventum Corp Com Shs (SOLV) | 5.2 | $67M | 883k | 75.84 | |
| Qiagen Nv Com Shs (QGEN) | 5.1 | $65M | 1.4M | 48.06 | |
| Henry Schein (HSIC) | 4.6 | $59M | 809k | 73.05 | |
| SJW (HTO) | 3.9 | $50M | 965k | 51.97 | |
| Northern Trust Corporation (NTRS) | 3.8 | $49M | 385k | 126.79 | |
| Informatica Com Cl A (INFA) | 3.4 | $44M | 1.8M | 24.35 | |
| Becton, Dickinson and (BDX) | 3.4 | $43M | 252k | 172.25 | |
| Thermo Fisher Scientific (TMO) | 2.8 | $36M | 88k | 405.46 | |
| Rogers Corporation (ROG) | 2.2 | $28M | 404k | 68.48 | |
| Northrop Grumman Corporation (NOC) | 1.9 | $25M | 50k | 499.98 | |
| Kimberly-Clark Corporation (KMB) | 1.5 | $19M | 149k | 128.92 | |
| American Water Works (AWK) | 1.4 | $18M | 131k | 139.11 | |
| Calavo Growers (CVGW) | 1.4 | $17M | 654k | 26.59 | |
| IDEX Corporation (IEX) | 1.1 | $14M | 80k | 175.57 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 1.1 | $14M | 305k | 44.23 | |
| Nike CL B (NKE) | 1.0 | $12M | 174k | 71.04 | |
| Toro Company (TTC) | 0.9 | $12M | 172k | 70.68 | |
| Aptar (ATR) | 0.9 | $11M | 73k | 156.43 | |
| Mission Produce (AVO) | 0.9 | $11M | 971k | 11.72 | |
| Agilent Technologies Inc C ommon (A) | 0.7 | $9.5M | 81k | 118.01 | |
| Nordson Corporation (NDSN) | 0.6 | $7.6M | 36k | 214.37 | |
| Gra (GGG) | 0.6 | $7.5M | 88k | 85.97 | |
| Lindsay Corporation (LNN) | 0.6 | $7.5M | 52k | 144.25 | |
| Cnh Indl N V SHS (CNH) | 0.6 | $7.4M | 571k | 12.96 | |
| Waters Corporation (WAT) | 0.6 | $7.3M | 21k | 349.04 | |
| Avista Corporation (AVA) | 0.6 | $7.3M | 192k | 37.95 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.6 | $7.2M | 36k | 198.36 | |
| Everest Re Group (EG) | 0.6 | $7.1M | 21k | 339.85 | |
| Target Corporation (TGT) | 0.4 | $5.2M | 53k | 98.65 | |
| Portland Gen Elec Com New (POR) | 0.4 | $5.2M | 127k | 40.63 | |
| Gentherm (THRM) | 0.4 | $5.1M | 181k | 28.29 | |
| Applied Materials (AMAT) | 0.3 | $4.1M | 22k | 183.07 | |
| Raymond James Financial (RJF) | 0.3 | $4.1M | 26k | 153.37 | |
| M&T Bank Corporation (MTB) | 0.3 | $3.9M | 20k | 193.99 | |
| Ida (IDA) | 0.3 | $3.9M | 34k | 115.45 | |
| Peak (DOC) | 0.3 | $3.7M | 212k | 17.51 | |
| Alexandria Real Estate Equities (ARE) | 0.3 | $3.7M | 51k | 72.63 | |
| Independent Bank (INDB) | 0.3 | $3.5M | 56k | 62.89 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $2.0M | 15k | 132.15 |
