Nuance Investments as of Dec. 31, 2025
Portfolio Holdings for Nuance Investments
Nuance Investments holds 45 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clorox Company (CLX) | 8.7 | $79M | 787k | 100.83 | |
| California Water Service (CWT) | 8.7 | $79M | 1.8M | 43.33 | |
| Marten Transport (MRTN) | 7.9 | $71M | 6.3M | 11.38 | |
| Werner Enterprises (WERN) | 6.4 | $59M | 1.9M | 30.01 | |
| Aspen Insurance Holdings Ord Shs Cl A (AHL) | 6.3 | $57M | 1.5M | 37.10 | |
| Solventum Corp Com Shs (SOLV) | 5.6 | $51M | 642k | 79.24 | |
| Kenvue (KVUE) | 5.3 | $49M | 2.8M | 17.25 | |
| SJW (HTO) | 4.9 | $44M | 907k | 48.99 | |
| Qiagen Nv Com Shs | 4.0 | $36M | 804k | 44.97 | |
| Globe Life (GL) | 3.6 | $32M | 232k | 139.86 | |
| Aptar (ATR) | 3.3 | $30M | 248k | 121.96 | |
| Hologic (HOLX) | 3.0 | $27M | 361k | 74.49 | |
| Becton, Dickinson and (BDX) | 2.7 | $24M | 125k | 194.07 | |
| Henry Schein (HSIC) | 2.4 | $21M | 282k | 75.58 | |
| Lindsay Corporation (LNN) | 2.3 | $21M | 179k | 117.87 | |
| IDEX Corporation (IEX) | 2.3 | $21M | 117k | 177.94 | |
| Everest Re Group (EG) | 2.1 | $19M | 56k | 339.35 | |
| Portland Gen Elec Com New (POR) | 1.6 | $15M | 306k | 47.99 | |
| Avista Corporation (AVA) | 1.4 | $12M | 319k | 38.54 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $12M | 21k | 579.45 | |
| Calavo Growers (CVGW) | 1.3 | $12M | 547k | 21.75 | |
| Kimberly-Clark Corporation (KMB) | 1.2 | $11M | 109k | 100.89 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 1.1 | $9.7M | 185k | 52.28 | |
| Quest Diagnostics Incorporated (DGX) | 1.1 | $9.6M | 56k | 173.53 | |
| Alexandria Real Estate Equities (ARE) | 1.0 | $9.4M | 192k | 48.94 | |
| Nike CL B (NKE) | 1.0 | $9.1M | 143k | 63.71 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.9 | $8.5M | 60k | 141.05 | |
| Cnh Indl N V SHS (CNH) | 0.9 | $8.5M | 919k | 9.22 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.9 | $7.8M | 38k | 203.46 | |
| Toro Company (TTC) | 0.7 | $6.4M | 81k | 78.72 | |
| Northern Trust Corporation (NTRS) | 0.7 | $6.3M | 46k | 136.59 | |
| Mission Produce (AVO) | 0.6 | $5.7M | 492k | 11.60 | |
| Northrop Grumman Corporation (NOC) | 0.6 | $5.1M | 9.0k | 570.22 | |
| Semrush Hldgs Cl A Com (SEMR) | 0.5 | $5.0M | 420k | 11.89 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $5.0M | 49k | 101.56 | |
| American Water Works (AWK) | 0.5 | $4.9M | 38k | 130.50 | |
| Consolidated Edison (ED) | 0.5 | $4.9M | 49k | 99.32 | |
| Essential Utils (WTRG) | 0.5 | $4.8M | 126k | 38.36 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.5 | $4.7M | 70k | 68.11 | |
| Gra (GGG) | 0.3 | $2.6M | 31k | 81.97 | |
| FactSet Research Systems (FDS) | 0.3 | $2.5M | 8.6k | 290.18 | |
| Peak (DOC) | 0.3 | $2.3M | 143k | 16.08 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $610k | 4.6k | 131.59 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $341k | 3.3k | 104.74 | |
| Waters Corporation (WAT) | 0.0 | $221k | 581.00 | 379.94 |
