NUANCE INVESTMENTS, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$1.3T
Holdings
46
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLXCLOROX CO DEL | 848,106 | $101.8B | 7.93% | |
| 2 | HOLXHOLOGIC INC | 1,378,859 | $89.8B | 7.00% | |
| 3 | ELLAUDER ESTEE COS INC | 1,100,746 | $88.9B | 6.93% | |
| 4 | CWTCALIFORNIA WTR SVC GROUP | 1,728,615 | $78.6B | 6.12% | |
| 5 | MRTNMARTEN TRANS LTD | 5,745,928 | $74.6B | 5.81% | |
| 6 | GLGLOBE LIFE INC | 571,567 | $71.0B | 5.53% | |
| 7 | WERNWERNER ENTERPRISES INC | 2,589,790 | $70.9B | 5.52% | |
| 8 | SOLVSOLVENTUM CORP | 883,392 | $67.0B | 5.22% | |
| 9 | QGENQIAGEN NV | 1,357,839 | $65.3B | 5.08% | |
| 10 | HSICHENRY SCHEIN INC | 808,457 | $59.1B | 4.60% | |
| 11 | HTOH2O AMERICA | 964,800 | $50.1B | 3.91% | |
| 12 | NTRSNORTHERN TR CORP | 385,284 | $48.9B | 3.81% | |
| 13 | INFA1EURINFORMATICA INC | 1,788,876 | $43.6B | 3.39% | |
| 14 | BDXBECTON DICKINSON & CO | 251,889 | $43.4B | 3.38% | |
| 15 | TMOTHERMO FISHER SCIENTIFIC INC | 87,895 | $35.6B | 2.78% | |
| 16 | RG6ROGERS CORP | 403,566 | $27.6B | 2.15% | |
| 17 | NOCNORTHROP GRUMMAN CORP | 49,737 | $24.9B | 1.94% | |
| 18 | KMBKIMBERLY-CLARK CORP | 149,384 | $19.3B | 1.50% | |
| 19 | AWCAMERICAN WTR WKS CO INC NEW | 130,461 | $18.1B | 1.41% | |
| 20 | CVGWCALAVO GROWERS INC | 653,633 | $17.4B | 1.35% | |
| 21 | IEXIDEX CORP | 80,371 | $14.1B | 1.10% | |
| 22 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 304,758 | $13.5B | 1.05% | |
| 23 | NKENIKE INC | 173,853 | $12.4B | 0.96% | |
| 24 | TTCTORO CO | 172,162 | $12.2B | 0.95% | |
| 25 | ATRAPTARGROUP INC | 72,880 | $11.4B | 0.89% | |
| 26 | AVOMISSION PRODUCE INC | 971,056 | $11.4B | 0.89% | |
| 27 | AG8AGILENT TECHNOLOGIES INC | 80,698 | $9.5B | 0.74% | |
| 28 | NDSNNORDSON CORP | 35,595 | $7.6B | 0.59% | |
| 29 | GGGGRACO INC | 87,659 | $7.5B | 0.59% | |
| 30 | LNNLINDSAY CORP | 52,214 | $7.5B | 0.59% | |
| 31 | CNHICNH INDL N V | 570,765 | $7.4B | 0.58% | |
| 32 | WATWATERS CORP | 21,032 | $7.3B | 0.57% | |
| 33 | AVAAVISTA CORP | 191,671 | $7.3B | 0.57% | |
| 34 | RGAREINSURANCE GRP OF AMERICA I | 36,239 | $7.2B | 0.56% | |
| 35 | REEVEREST GROUP LTD | 21,036 | $7.1B | 0.56% | |
| 36 | DYHTARGET CORP | 52,568 | $5.2B | 0.40% | |
| 37 | PORPORTLAND GEN ELEC CO | 126,885 | $5.2B | 0.40% | |
| 38 | QA4AGENTHERM INC | 180,879 | $5.1B | 0.40% | |
| 39 | AMATAPPLIED MATLS INC | 22,420 | $4.1B | 0.32% | |
| 40 | RJFRAYMOND JAMES FINL INC | 26,418 | $4.1B | 0.32% | |
| 41 | MTBM & T BK CORP | 20,025 | $3.9B | 0.30% | |
| 42 | IDAIDACORP INC | 33,562 | $3.9B | 0.30% | |
| 43 | DOCHEALTHPEAK PROPERTIES INC | 211,636 | $3.7B | 0.29% | |
| 44 | AREALEXANDRIA REAL ESTATE EQ IN | 50,573 | $3.7B | 0.29% | |
| 45 | INDBINDEPENDENT BK CORP MASS | 56,138 | $3.5B | 0.28% | |
| 46 | IWSISHARES TR | 15,045 | $2.0B | 0.15% |