NUANCE INVESTMENTS, LLC Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$3812.3T

Holdings

49

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (49 positions)

#StockSharesValue% PortfolioType
1
MMM3M CO
3,655,973$387.7T10.17%
2
XRAYDENTSPLY SIRONA INC
10,477,587$347.8T9.12%
3
KMBKIMBERLY-CLARK CORP
1,955,488$252.9T6.63%
4
NTRSNORTHERN TR CORP
2,578,147$229.2T6.01%
5
QGENQIAGEN NV
4,493,489$193.2T5.07%
6
JT5MUELLER WTR PRODS INC
10,514,787$169.2T4.44%
7
RGAREINSURANCE GRP OF AMERICA I
775,295$149.5T3.92%
8
CWTCALIFORNIA WTR SVC GROUP
3,013,749$140.1T3.67%
9
HSICHENRY SCHEIN INC
1,755,190$132.6T3.48%
10
AWCAMERICAN WTR WKS CO INC NEW
958,309$117.1T3.07%
11
WERNWERNER ENTERPRISES INC
2,948,542$115.3T3.03%
12
NVSTENVISTA HOLDINGS CORPORATION
4,781,320$102.2T2.68%
13
CLXCLOROX CO DEL
637,580$97.6T2.56%
14
DGXQUEST DIAGNOSTICS INC
681,636$90.7T2.38%
15
IDAIDACORP INC
936,181$87.0T2.28%
16
CALMCAL MAINE FOODS INC
1,380,843$81.3T2.13%
17
HRHEALTHCARE RLTY TR
5,521,742$78.1T2.05%
18
HTOSJW GROUP
1,331,827$75.4T1.98%
19
MCXMCCORMICK & CO INC
952,479$73.2T1.92%
20
HP5AEQUITY COMWLTH
3,068,439$57.9T1.52%
21
ILMNILLUMINA INC
384,981$52.9T1.39%
22
HOLXHOLOGIC INC
665,447$51.9T1.36%
23
INDBINDEPENDENT BK CORP MASS
961,932$50.0T1.31%
24
AVOMISSION PRODUCE INC
3,972,841$47.2T1.24%
25
TOWNTOWNEBANK PORTSMOUTH VA
1,613,305$45.3T1.19%
26
AVAAVISTA CORP
1,292,053$45.2T1.19%
27
PORPORTLAND GEN ELEC CO
1,054,879$44.3T1.16%
28
ATRAPTARGROUP INC
306,514$44.1T1.16%
29
NOCNORTHROP GRUMMAN CORP
88,345$42.3T1.11%
30
CVGWCALAVO GROWERS INC
1,390,893$38.7T1.01%
31
DOCHEALTHPEAK PROPERTIES INC
2,011,096$37.7T0.99%
32
GLGLOBE LIFE INC
320,782$37.3T0.98%
33
LNNLINDSAY CORP
302,852$35.6T0.93%
34
DEODIAGEO PLC
183,602$27.3T0.72%
35
WATWATERS CORP
77,368$26.6T0.70%
36
MRTNMARTEN TRANS LTD
1,305,306$24.1T0.63%
37
GGGGRACO INC
255,359$23.9T0.63%
38
BDXBECTON DICKINSON & CO
93,248$23.1T0.61%
39
LMTLOCKHEED MARTIN CORP
39,957$18.2T0.48%
40
KVUEKENVUE INC
768,940$16.5T0.43%
41
TELTE CONNECTIVITY LTD
108,913$15.8T0.41%
42
IEXIDEX CORP
63,572$15.5T0.41%
43
AG8AGILENT TECHNOLOGIES INC
105,464$15.3T0.40%
44
DDDUPONT DE NEMOURS INC
162,365$12.4T0.33%
45
ALBALBEMARLE CORP
93,899$12.4T0.32%
46
TRVTRAVELERS COMPANIES INC
51,439$11.8T0.31%
47
TMOTHERMO FISHER SCIENTIFIC INC
18,443$10.7T0.28%
48
IWSISHARES TR
59,066$7.4T0.19%
49
ULUNILEVER PLC
10,987$551.5B0.01%