NUANCE INVESTMENTS, LLC Q3 2025 Filing
Filed November 6, 2025
Portfolio Value
$982.1B
Holdings
46
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLXCLOROX CO DEL | 694,817 | $85.7B | 8.72% | |
| 2 | CWTCALIFORNIA WTR SVC GROUP | 1,764,459 | $81.0B | 8.24% | |
| 3 | MRTNMARTEN TRANS LTD | 6,122,415 | $65.3B | 6.65% | |
| 4 | INFA1EURINFORMATICA INC | 2,463,395 | $61.2B | 6.23% | |
| 5 | WERNWERNER ENTERPRISES INC | 1,957,825 | $51.5B | 5.25% | |
| 6 | SOLVSOLVENTUM CORP | 696,967 | $50.9B | 5.18% | |
| 7 | HTOH2O AMERICA | 1,021,922 | $49.8B | 5.07% | |
| 8 | WATWATERS CORP | 146,886 | $44.0B | 4.48% | |
| 9 | AHLASPEN INSURANCE HOLDINGS LTD | 1,198,155 | $44.0B | 4.48% | |
| 10 | GLGLOBE LIFE INC | 260,218 | $37.2B | 3.79% | |
| 11 | BDXBECTON DICKINSON & CO | 166,535 | $31.2B | 3.17% | |
| 12 | IEXIDEX CORP | 162,594 | $26.5B | 2.69% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 52,997 | $25.7B | 2.62% | |
| 14 | KMBKIMBERLY-CLARK CORP | 204,977 | $25.5B | 2.60% | |
| 15 | HOLXHOLOGIC INC | 361,449 | $24.4B | 2.48% | |
| 16 | QGENQIAGEN NV | 538,821 | $24.1B | 2.45% | |
| 17 | HSICHENRY SCHEIN INC | 314,208 | $20.9B | 2.12% | |
| 18 | NTRSNORTHERN TR CORP | 140,523 | $18.9B | 1.93% | |
| 19 | PORPORTLAND GEN ELEC CO | 396,173 | $17.4B | 1.77% | |
| 20 | MCXMCCORMICK & CO INC | 229,986 | $15.4B | 1.57% | |
| 21 | AWCAMERICAN WTR WKS CO INC NEW | 99,995 | $13.9B | 1.42% | |
| 22 | ATRAPTARGROUP INC | 102,960 | $13.8B | 1.40% | |
| 23 | ELLAUDER ESTEE COS INC | 143,008 | $12.6B | 1.28% | |
| 24 | REEVEREST GROUP LTD | 33,493 | $11.7B | 1.19% | |
| 25 | KVUEKENVUE INC | 713,402 | $11.6B | 1.18% | |
| 26 | AVAAVISTA CORP | 288,203 | $10.9B | 1.11% | |
| 27 | RG6ROGERS CORP | 122,411 | $9.8B | 1.00% | |
| 28 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 234,715 | $9.3B | 0.94% | |
| 29 | RGAREINSURANCE GRP OF AMERICA I | 47,334 | $9.1B | 0.93% | |
| 30 | CNHICNH INDL N V | 633,272 | $6.9B | 0.70% | |
| 31 | TTCTORO CO | 87,814 | $6.7B | 0.68% | |
| 32 | LNNLINDSAY CORP | 45,381 | $6.4B | 0.65% | |
| 33 | CVGWCALAVO GROWERS INC | 231,653 | $6.0B | 0.61% | |
| 34 | DGXQUEST DIAGNOSTICS INC | 30,207 | $5.8B | 0.59% | |
| 35 | NOCNORTHROP GRUMMAN CORP | 9,403 | $5.7B | 0.58% | |
| 36 | IWSISHARES TR | 40,300 | $5.6B | 0.57% | |
| 37 | GGGGRACO INC | 65,986 | $5.6B | 0.57% | |
| 38 | NKENIKE INC | 78,082 | $5.4B | 0.55% | |
| 39 | AVOMISSION PRODUCE INC | 444,288 | $5.3B | 0.54% | |
| 40 | EDCONSOLIDATED EDISON INC | 39,962 | $4.0B | 0.41% | |
| 41 | TRVTRAVELERS COMPANIES INC | 11,156 | $3.1B | 0.32% | |
| 42 | DOCHEALTHPEAK PROPERTIES INC | 161,536 | $3.1B | 0.31% | |
| 43 | AREALEXANDRIA REAL ESTATE EQ IN | 36,348 | $3.0B | 0.31% | |
| 44 | NDSNNORDSON CORP | 12,965 | $2.9B | 0.30% | |
| 45 | FDSFACTSET RESH SYS INC | 9,540 | $2.7B | 0.28% | |
| 46 | QA4AGENTHERM INC | 21,170 | $721.1M | 0.07% |