NUANCE INVESTMENTS, LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$907.6B
Holdings
45
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLXCLOROX CO DEL | 786,789 | $79.3B | 8.74% | |
| 2 | CWTCALIFORNIA WTR SVC GROUP | 1,825,390 | $79.1B | 8.71% | |
| 3 | MRTNMARTEN TRANS LTD | 6,267,340 | $71.3B | 7.86% | |
| 4 | WERNWERNER ENTERPRISES INC | 1,948,964 | $58.5B | 6.44% | |
| 5 | AHLASPEN INSURANCE HOLDINGS LTD | 1,541,315 | $57.2B | 6.30% | |
| 6 | SOLVSOLVENTUM CORP | 642,073 | $50.9B | 5.61% | |
| 7 | KVUEKENVUE INC | 2,813,985 | $48.5B | 5.35% | |
| 8 | HTOH2O AMERICA | 906,724 | $44.4B | 4.89% | |
| 9 | QGENQIAGEN NV | 803,588 | $36.1B | 3.98% | |
| 10 | GLGLOBE LIFE INC | 231,637 | $32.4B | 3.57% | |
| 11 | ATRAPTARGROUP INC | 248,193 | $30.3B | 3.34% | |
| 12 | HOLXHOLOGIC INC | 360,824 | $26.9B | 2.96% | |
| 13 | BDXBECTON DICKINSON & CO | 125,213 | $24.3B | 2.68% | |
| 14 | HSICHENRY SCHEIN INC | 282,287 | $21.3B | 2.35% | |
| 15 | LNNLINDSAY CORP | 178,571 | $21.0B | 2.32% | |
| 16 | IEXIDEX CORP | 117,447 | $20.9B | 2.30% | |
| 17 | REEVEREST GROUP LTD | 55,966 | $19.0B | 2.09% | |
| 18 | PORPORTLAND GEN ELEC CO | 306,217 | $14.7B | 1.62% | |
| 19 | AVAAVISTA CORP | 319,020 | $12.3B | 1.35% | |
| 20 | TMOTHERMO FISHER SCIENTIFIC INC | 21,010 | $12.2B | 1.34% | |
| 21 | CVGWCALAVO GROWERS INC | 546,933 | $11.9B | 1.31% | |
| 22 | KMBKIMBERLY-CLARK CORP | 109,060 | $11.0B | 1.21% | |
| 23 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 184,670 | $9.7B | 1.06% | |
| 24 | DGXQUEST DIAGNOSTICS INC | 55,556 | $9.6B | 1.06% | |
| 25 | AREALEXANDRIA REAL ESTATE EQ IN | 191,480 | $9.4B | 1.03% | |
| 26 | NKENIKE INC | 143,086 | $9.1B | 1.00% | |
| 27 | IWSISHARES TR | 60,199 | $8.5B | 0.94% | |
| 28 | CNHICNH INDL N V | 919,292 | $8.5B | 0.93% | |
| 29 | RGAREINSURANCE GRP OF AMERICA I | 38,428 | $7.8B | 0.86% | |
| 30 | TTCTORO CO | 81,373 | $6.4B | 0.71% | |
| 31 | NTRSNORTHERN TR CORP | 46,300 | $6.3B | 0.70% | |
| 32 | AVOMISSION PRODUCE INC | 491,807 | $5.7B | 0.63% | |
| 33 | NOCNORTHROP GRUMMAN CORP | 8,973 | $5.1B | 0.56% | |
| 34 | SEMRSEMRUSH HLDGS INC | 419,560 | $5.0B | 0.55% | |
| 35 | EXASEXACT SCIENCES CORP | 49,015 | $5.0B | 0.55% | |
| 36 | AWCAMERICAN WTR WKS CO INC NEW | 37,630 | $4.9B | 0.54% | |
| 37 | EDCONSOLIDATED EDISON INC | 49,246 | $4.9B | 0.54% | |
| 38 | WTRGESSENTIAL UTILS INC | 126,035 | $4.8B | 0.53% | |
| 39 | MCXMCCORMICK & CO INC | 69,587 | $4.7B | 0.52% | |
| 40 | GGGGRACO INC | 31,213 | $2.6B | 0.28% | |
| 41 | FDSFACTSET RESH SYS INC | 8,596 | $2.5B | 0.27% | |
| 42 | DOCHEALTHPEAK PROPERTIES INC | 143,054 | $2.3B | 0.25% | |
| 43 | IJJISHARES TR | 4,639 | $610.0M | 0.07% | |
| 44 | ELLAUDER ESTEE COS INC | 3,260 | $341.0M | 0.04% | |
| 45 | WATWATERS CORP | 581 | $220.0M | 0.02% |