Nuance Investments, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Nuance Investments, LLC reported 52 stock positions worth $587.7 million. Its top holding was Qiagen (QGEN) at 10.6% of the portfolio, followed by California Water Service Grp (CWT, 9.1%) and Clorox (CLX, 8.6%). Compared with Q1 2026, it opened 13 new positions, sold out of 4, added to 14 and reduced 25. The biggest buy was a new position in Taylor Morrison Home (TMHC) and the biggest sale Marten Transport (MRTN, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0001473182
- Portfolio Value
- $587.7M (Q2 2026)
- SEC Filing
- 0001473182-26-000008 ↗ filed Aug 7, 2026
Holdings Value
Holdings 52 stocks · $587.7M
| QGEN Qiagen N.V. | 10.62% | 1,595,726 | $62.4M | Add +20.9% |
| CWT California Water Service Grp | 9.07% | 1,096,077 | $53.3M | Reduce -31.7% |
| CLX Clorox Company | 8.59% | 528,738 | $50.5M | Add +4.0% |
| TMHC Taylor Morrison Home Corp. | 6.45% | 528,263 | $37.9M | New |
| SOLV Solventum Corp. | 4.79% | 364,530 | $28.1M | Reduce -45.7% |
| KVUE Kenvue Inc. | 4.71% | 1,448,488 | $27.7M | Reduce -12.5% |
| ATR Aptargroup Inc. | 3.90% | 183,170 | $22.9M | Add +17.9% |
| KMB Kimberly-Clark Corp. | 3.88% | 207,780 | $22.8M | Reduce -32.5% |
| LNN Lindsay Corp. | 3.78% | 179,283 | $22.2M | Add +10.9% |
| TMO Thermo Fisher Scientific Inc. | 3.04% | 35,664 | $17.9M | Add +17.6% |
| ACN Accenture PLC Class A | 2.88% | 136,204 | $16.9M | New |
| BDX Becton Dickinson and Co. | 2.49% | 96,615 | $14.6M | Reduce -9.5% |
| POR Portland General Electric Co. | 2.42% | 274,376 | $14.2M | Add +113.6% |
| HSIC Henry Schein Inc. filed as SCHEIN HENRY INC | 2.39% | 168,165 | $14.0M | Reduce -13.3% |
| AVA Avista Corp. | 2.01% | 289,030 | $11.8M | Reduce -20.4% |
| EG Everest Group Ltd. | 1.73% | 28,398 | $10.1M | Reduce -47.0% |
| MRTN Marten Transport Ltd. | 1.61% | 546,871 | $9.5M | Reduce -88.6% |
| HTO H2O America | 1.60% | 154,446 | $9.4M | Reduce -60.6% |
| WTRG Essential Utilities Inc. | 1.56% | 238,896 | $9.2M | Add +22.6% |
| NKE Nike Inc. Class B | 1.54% | 220,836 | $9.1M | Add +71.2% |
| WERN Werner Enterprises Inc. | 1.41% | 189,945 | $8.3M | Reduce -87.5% |
| TECH Bio-Techne Corp. | 1.27% | 105,796 | $7.5M | New |
| ALC Alcon Inc. filed as ALCON AG | 1.26% | 110,772 | $7.4M | New |
| ARE Alexandria Real Estate Equit | 1.14% | 126,634 | $6.7M | Reduce -10.0% |
| CNH CNH Industrial NV | 1.09% | 572,723 | $6.4M | Reduce -12.3% |
| AVO Mission Produce Inc. | 1.01% | 501,087 | $5.9M | Add +66.2% |
| GGG Graco Inc. | 1.00% | 77,729 | $5.9M | Add +232.6% |
| DGX Quest Diagnostics Inc. | 0.99% | 27,470 | $5.8M | Add +11.9% |
| MSEX Middlesex Water Co. | 0.82% | 85,830 | $4.8M | Add +50.1% |
| AWK American Water Works Co. Inc. | 0.81% | 35,967 | $4.7M | Add +152.3% |
| NOC Northrop Grumman Corp. | 0.79% | 9,113 | $4.6M | New |
| CALM Cal-Maine Foods Inc. | 0.71% | 51,918 | $4.2M | New |
| WAT Waters Corp. | 0.69% | 10,762 | $4.0M | Reduce -73.4% |
| IWS iShares Russell Mid-Cap Valu | 0.64% | 22,856 | $3.8M | Reduce -10.2% |
| MMM 3M Co. | 0.57% | 20,612 | $3.3M | Reduce -22.1% |
| DHR Danaher Corp. | 0.56% | 17,162 | $3.3M | Add +72.3% |
| ALG Alamo Group Inc. | 0.55% | 19,651 | $3.2M | New |
| DOC Healthpeak Properties Inc. | 0.54% | 147,135 | $3.1M | Reduce -35.7% |
| RGA Reinsurance Group of America | 0.53% | 14,675 | $3.1M | Reduce -24.0% |
| TOWN Towne Bank | 0.53% | 85,643 | $3.1M | New |
| RAMP Liveramp Holdings Inc. | 0.52% | 80,575 | $3.0M | New |
| AIG American International Group | 0.51% | 40,045 | $3.0M | Reduce -22.6% |
| STE Steris PLC | 0.50% | 14,072 | $3.0M | New |
| WDAY Workday Inc. Class A | 0.49% | 23,357 | $2.9M | New |
| GL Globe Life Inc. | 0.33% | 10,760 | $1.9M | Reduce -93.1% |
| A Agilent Technologies Inc. | 0.30% | 13,235 | $1.8M | Reduce -59.8% |
| IEX Idex Corp. | 0.29% | 7,459 | $1.7M | Reduce -83.4% |
| XYL Xylem Inc. | 0.27% | 13,576 | $1.6M | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.27% | 20,227 | $1.6M | Reduce -43.6% |
| ED Consolidated Edison Inc. | 0.26% | 14,030 | $1.6M | New |
| ABT Abbott Laboratories | 0.26% | 17,002 | $1.5M | Reduce -8.3% |
| NTRS Northern Trust Corp. | 0.04% | 1,457 | $253K | Reduce -90.8% |
Portfolio Sells Q1 2026 → Q2 2026
| MRTN Marten Transport Ltd. | Reduce -88.6% | 1.61% | −7.19 |
| MASI Masimo Corp. | Sold out | 0.00% | −6.07 |
| WERN Werner Enterprises Inc. | Reduce -87.5% | 1.41% | −4.83 |
| GL Globe Life Inc. | Reduce -93.1% | 0.33% | −2.72 |
| CVGW Calavo Growers Inc. | Sold out | 0.00% | −2.05 |
| HTO H2O America | Reduce -60.6% | 1.60% | −1.61 |
| SOLV Solventum Corp. | Reduce -45.7% | 4.79% | −1.33 |
| CWT California Water Service Grp | Reduce -31.7% | 9.07% | −1.07 |
| WAT Waters Corp. | Reduce -73.4% | 0.69% | −1.00 |
| IEX Idex Corp. | Reduce -83.4% | 0.29% | −0.90 |
| EG Everest Group Ltd. | Reduce -47.0% | 1.73% | −0.72 |
| SEMR Semrush Holdings Inc. Class A | Sold out | 0.00% | −0.56 |
| AWR American States Water Co. | Sold out | 0.00% | −0.27 |
| NTRS Northern Trust Corp. | Reduce -90.8% | 0.04% | −0.26 |
| KMB Kimberly-Clark Corp. | Reduce -32.5% | 3.88% | −0.26 |
| A Agilent Technologies Inc. | Reduce -59.8% | 0.30% | −0.22 |
| EL Estee Lauder Companies Class A | Reduce -43.6% | 0.27% | −0.09 |
| AIG American International Group | Reduce -22.6% | 0.51% | −0.03 |
| AVA Avista Corp. | Reduce -20.4% | 2.01% | −0.02 |
| RGA Reinsurance Group of America | Reduce -24.0% | 0.53% | −0.02 |
| ABT Abbott Laboratories | Reduce -8.3% | 0.26% | −0.00 |
| DOC Healthpeak Properties Inc. | Reduce -35.7% | 0.54% | +0.01 |
| MMM 3M Co. | Reduce -22.1% | 0.57% | +0.03 |
| CNH CNH Industrial NV | Reduce -12.3% | 1.09% | +0.09 |
| IWS iShares Russell Mid-Cap Valu | Reduce -10.2% | 0.64% | +0.12 |
| BDX Becton Dickinson and Co. | Reduce -9.5% | 2.49% | +0.15 |
| ARE Alexandria Real Estate Equit | Reduce -10.0% | 1.14% | +0.23 |
| HSIC Henry Schein Inc. | Reduce -13.3% | 2.39% | +0.40 |
| KVUE Kenvue Inc. | Reduce -12.5% | 4.71% | +0.73 |
Portfolio Buys Q1 2026 → Q2 2026
| TMHC Taylor Morrison Home Corp. | New | 6.45% | +6.45 |
| QGEN Qiagen N.V. | Add +20.9% | 10.62% | +3.25 |
| ACN Accenture PLC Class A | New | 2.88% | +2.88 |
| POR Portland General Electric Co. | Add +113.6% | 2.42% | +1.47 |
| TECH Bio-Techne Corp. | New | 1.27% | +1.27 |
| ALC Alcon Inc. | New | 1.26% | +1.26 |
| CLX Clorox Company | Add +4.0% | 8.59% | +1.24 |
| ATR Aptargroup Inc. | Add +17.9% | 3.90% | +1.17 |
| LNN Lindsay Corp. | Add +10.9% | 3.78% | +1.09 |
| TMO Thermo Fisher Scientific Inc. | Add +17.6% | 3.04% | +0.96 |
| NOC Northrop Grumman Corp. | New | 0.79% | +0.79 |
| GGG Graco Inc. | Add +232.6% | 1.00% | +0.72 |
| CALM Cal-Maine Foods Inc. | New | 0.71% | +0.71 |
| NKE Nike Inc. Class B | Add +71.2% | 1.54% | +0.59 |
| ALG Alamo Group Inc. | New | 0.55% | +0.55 |
| AWK American Water Works Co. Inc. | Add +152.3% | 0.81% | +0.53 |
| TOWN Towne Bank | New | 0.53% | +0.53 |
| RAMP Liveramp Holdings Inc. | New | 0.52% | +0.52 |
| STE Steris PLC | New | 0.50% | +0.50 |
| WDAY Workday Inc. Class A | New | 0.49% | +0.49 |
| WTRG Essential Utilities Inc. | Add +22.6% | 1.56% | +0.46 |
| AVO Mission Produce Inc. | Add +66.2% | 1.01% | +0.43 |
| MSEX Middlesex Water Co. | Add +50.1% | 0.82% | +0.41 |
| DGX Quest Diagnostics Inc. | Add +11.9% | 0.99% | +0.32 |
| DHR Danaher Corp. | Add +72.3% | 0.56% | +0.29 |
| XYL Xylem Inc. | New | 0.27% | +0.27 |
| ED Consolidated Edison Inc. | New | 0.26% | +0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $587.7M | QGEN, CWT, CLX, TMHC, SOLV |
| Q1 2026 | 43 | $717.1M | CWT, MRTN, QGEN, CLX, WERN |
| Q4 2025 | 45 | $907.6M | CLX, CWT, MRTN, WERN, AHL |
| Q3 2025 | 46 | $982.1M | CLX, CWT, MRTN, INFA, WERN |
| Q2 2025 | 46 | $1.3B | CLX, HOLX, EL, CWT, MRTN |
| Q1 2025 | 48 | $1.5B | EL, XRAY, QGEN, CWT, WERN |
| Q4 2024 | 52 | $2.5B | XRAY, EL, QGEN, GL, HSIC |
| Q3 2024 | 47 | $3.0B | XRAY, QGEN, HSIC, NTRS, WERN |
| Q2 2024 | 48 | $3.3B | XRAY, MMM, CLX, QGEN, NTRS |
| Q1 2024 | 49 | $3.8B | MMM, XRAY, KMB, NTRS, QGEN |