Nuance Investments as of Sept. 30, 2025
Portfolio Holdings for Nuance Investments
Nuance Investments holds 46 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clorox Company (CLX) | 8.7 | $86M | 695k | 123.30 | |
| California Water Service (CWT) | 8.2 | $81M | 1.8M | 45.89 | |
| Marten Transport (MRTN) | 6.6 | $65M | 6.1M | 10.66 | |
| Informatica Com Cl A (INFA) | 6.2 | $61M | 2.5M | 24.84 | |
| Werner Enterprises (WERN) | 5.2 | $52M | 2.0M | 26.32 | |
| Solventum Corp Com Shs (SOLV) | 5.2 | $51M | 697k | 73.00 | |
| SJW (HTO) | 5.1 | $50M | 1.0M | 48.70 | |
| Waters Corporation (WAT) | 4.5 | $44M | 147k | 299.81 | |
| Aspen Insurance Holdings Ord Shs Cl A (AHL) | 4.5 | $44M | 1.2M | 36.71 | |
| Globe Life (GL) | 3.8 | $37M | 260k | 142.97 | |
| Becton, Dickinson and (BDX) | 3.2 | $31M | 167k | 187.17 | |
| IDEX Corporation (IEX) | 2.7 | $27M | 163k | 162.76 | |
| Thermo Fisher Scientific (TMO) | 2.6 | $26M | 53k | 485.02 | |
| Kimberly-Clark Corporation (KMB) | 2.6 | $26M | 205k | 124.34 | |
| Hologic (HOLX) | 2.5 | $24M | 361k | 67.49 | |
| Qiagen Nv Com Shs (QGEN) | 2.5 | $24M | 539k | 44.68 | |
| Henry Schein (HSIC) | 2.1 | $21M | 314k | 66.37 | |
| Northern Trust Corporation (NTRS) | 1.9 | $19M | 141k | 134.60 | |
| Portland Gen Elec Com New (POR) | 1.8 | $17M | 396k | 44.00 | |
| Mccormick & Co Com Non Vtg (MKC) | 1.6 | $15M | 230k | 66.91 | |
| American Water Works (AWK) | 1.4 | $14M | 100k | 139.19 | |
| Aptar (ATR) | 1.4 | $14M | 103k | 133.66 | |
| Lauder Estee Cos Cl A (EL) | 1.3 | $13M | 143k | 88.12 | |
| Everest Re Group (EG) | 1.2 | $12M | 34k | 350.23 | |
| Kenvue (KVUE) | 1.2 | $12M | 713k | 16.23 | |
| Avista Corporation (AVA) | 1.1 | $11M | 288k | 37.81 | |
| Rogers Corporation (ROG) | 1.0 | $9.8M | 122k | 80.46 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.9 | $9.3M | 235k | 39.51 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.9 | $9.1M | 47k | 192.13 | |
| Cnh Indl N V SHS (CNH) | 0.7 | $6.9M | 633k | 10.85 | |
| Toro Company (TTC) | 0.7 | $6.7M | 88k | 76.20 | |
| Lindsay Corporation (LNN) | 0.6 | $6.4M | 45k | 140.56 | |
| Calavo Growers (CVGW) | 0.6 | $6.0M | 232k | 25.74 | |
| Quest Diagnostics Incorporated (DGX) | 0.6 | $5.8M | 30k | 190.58 | |
| Northrop Grumman Corporation (NOC) | 0.6 | $5.7M | 9.4k | 609.31 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $5.6M | 40k | 139.67 | |
| Gra (GGG) | 0.6 | $5.6M | 66k | 84.96 | |
| Nike CL B (NKE) | 0.6 | $5.4M | 78k | 69.73 | |
| Mission Produce (AVO) | 0.5 | $5.3M | 444k | 12.02 | |
| Consolidated Edison (ED) | 0.4 | $4.0M | 40k | 100.52 | |
| Travelers Companies (TRV) | 0.3 | $3.1M | 11k | 279.22 | |
| Peak (DOC) | 0.3 | $3.1M | 162k | 19.15 | |
| Alexandria Real Estate Equities (ARE) | 0.3 | $3.0M | 36k | 83.34 | |
| Nordson Corporation (NDSN) | 0.3 | $2.9M | 13k | 226.95 | |
| FactSet Research Systems (FDS) | 0.3 | $2.7M | 9.5k | 286.48 | |
| Gentherm (THRM) | 0.1 | $721k | 21k | 34.06 |
