Institutions / Nuance Investments LLC / Holdings

Nuance Investments LLC

All holdings · as of Jun 30, 2026

Company	Class	Value	Shares	% of portfolio
QIAGEN N.V.	—	$62.39M	1,595,726	10.6%
California Water Service Group	—	$53.32M	1,096,077	9.1%
CLOROX CO /DE	—	$50.46M	528,738	8.6%
Taylor Morrison Home Corp	—	$37.90M	528,263	6.4%
Solventum Corp	—	$28.12M	364,530	4.8%
Kenvue Inc.	—	$27.68M	1,448,488	4.7%
APTARGROUP, INC.	—	$22.93M	183,170	3.9%
KIMBERLY CLARK CORP	—	$22.81M	207,780	3.9%
LINDSAY CORP	—	$22.20M	179,283	3.8%
THERMO FISHER SCIENTIFIC INC.	—	$17.88M	35,664	3.0%
Accenture plc	—	$16.95M	136,204	2.9%
Becton Dickinson & Co	—	$14.62M	96,615	2.5%
PORTLAND GENERAL ELECTRIC CO /OR	—	$14.22M	274,376	2.4%
Henry Schein Inc	—	$14.05M	168,165	2.4%
Avista Corp	—	$11.82M	289,030	2.0%
EVEREST GROUP, LTD.	—	$10.14M	28,398	1.7%
MARTEN TRANSPORT LTDMRTN	Common Stock	$9.49M	546,871	1.6%
H2O AMERICA	—	$9.39M	154,446	1.6%
Essential Utilities, Inc.	—	$9.15M	238,896	1.6%
NIKE, Inc.	—	$9.07M	220,836	1.5%
WERNER ENTERPRISES INC	—	$8.28M	189,945	1.4%
BIO-TECHNE Corp	—	$7.47M	105,796	1.3%
ALCON AG	—	$7.43M	110,772	1.3%
Alexandria Real Estate Equities Inc	—	$6.69M	126,634	1.1%
CNH Industrial N.V.	—	$6.43M	572,723	1.1%
Mission Produce, Inc.AVO	Common Stock	$5.91M	501,087	1.0%
GRACO INC	—	$5.88M	77,729	1.0%
Quest Diagnostics Inc	—	$5.82M	27,470	1.0%
MIDDLESEX WATER CO	—	$4.82M	85,830	0.8%
American Water Works Company, Inc.	—	$4.73M	35,967	0.8%
Northrop Grumman Corp	—	$4.64M	9,113	0.8%
Cal-Maine Foods Inc	—	$4.18M	51,918	0.7%
Waters Corp	—	$4.04M	10,762	0.7%
ISHARES TR	—	$3.76M	22,856	0.6%
3M CO	—	$3.34M	20,612	0.6%
DANAHER CORP /DE	—	$3.27M	17,162	0.6%
ALAMO GROUP INC	—	$3.23M	19,651	0.6%
HEALTHPEAK PROPERTIES, INC.	—	$3.15M	147,135	0.5%
REINSURANCE GROUP OF AMERICA INC	—	$3.12M	14,675	0.5%
TOWNEBANK PORTSMOUTH VA	—	$3.10M	85,643	0.5%
LiveRamp Holdings, Inc.	—	$3.03M	80,575	0.5%
AMERICAN INTERNATIONAL GROUP, INC.	—	$2.98M	40,045	0.5%
STERIS plc	—	$2.96M	14,072	0.5%
Workday Inc	—	$2.86M	23,357	0.5%
GLOBE LIFE INC.	—	$1.92M	10,760	0.3%
Agilent Technologies Inc	—	$1.76M	13,235	0.3%
IDEX CORP /DE	—	$1.69M	7,459	0.3%
Xylem Inc.	—	$1.60M	13,576	0.3%
Estee Lauder Cos Inc/The	—	$1.60M	20,227	0.3%
Consolidated Edison Inc	—	$1.55M	14,030	0.3%