13F-HR filed by NUANCE INVESTMENTS, LLC
NUANCE INVESTMENTS, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-11, with 45 holding rows worth $907,565,960.
- Accession
- 0001473182-26-000005
- Filer
- CIK 1473182
- Filed
- 2026-02-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 45 entries on the cover page, a total value of $907,565,960 stated on the cover page (in dollars after the unit check, H1), rows summing to $907,565,960 with VALUE read as dollars as filed, 13F file number 028-13833. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CLOROX CO DEL | 189054109 | COM | 786,789 | $79,331,934 | dollars as filed | |
| CALIFORNIA WTR SVC GROUP | 130788102 | COM | 1,825,390 | $79,094,145 | dollars as filed | |
| MARTEN TRANSPORT LTD | 573075108 | COM | 6,267,340 | $71,322,324 | dollars as filed | |
| WERNER ENTERPRISES INC | 950755108 | COM | 1,948,964 | $58,488,397 | dollars as filed | |
| ASPEN INSURANCE HOLDINGS LTD | G05384501 | ORD SHS CL A | 1,541,315 | $57,182,793 | dollars as filed | |
| SOLVENTUM CORP COM SHS | 83444M101 | Stock | 642,073 | $50,877,850 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 2,813,985 | $48,541,237 | dollars as filed | |
| H2O AMERICA | 784305104 | COM | 906,724 | $44,420,404 | dollars as filed | |
| QIAGEN NV | N72482206 | COM SHS | 803,588 | $36,137,350 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 231,637 | $32,396,752 | dollars as filed | |
| APTARGROUP INC COM | 038336103 | Stock | 248,193 | $30,269,584 | dollars as filed | |
| HOLOGIC INC | 436440101 | COM | 360,824 | $26,877,774 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 125,213 | $24,300,055 | dollars as filed | |
| SCHEIN HENRY INC | 806407102 | COM | 282,287 | $21,335,279 | dollars as filed | |
| LINDSAY CORPORATION | 535555106 | COM | 178,571 | $21,048,139 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 117,447 | $20,898,547 | dollars as filed | |
| EVEREST GROUP LTD COM | G3223R108 | Stock | 55,966 | $18,992,039 | dollars as filed | |
| PORTLAND GEN ELEC CO | 736508847 | COM NEW | 306,217 | $14,695,363 | dollars as filed | |
| AVISTA CORP COM | 05379B107 | Stock | 319,020 | $12,295,032 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 21,010 | $12,174,293 | dollars as filed | |
| CALAVO GROWERS INC | 128246105 | COM | 546,933 | $11,895,797 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 109,060 | $11,003,036 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 184,670 | $9,654,554 | dollars as filed | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 55,556 | $9,640,553 | dollars as filed | |
| ALEXANDRIA REAL ESTATE EQ INC COM | 015271109 | REIT | 191,480 | $9,371,053 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 143,086 | $9,116,022 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 60,199 | $8,491,318 | dollars as filed | |
| CNH INDL N V SHS | N20944109 | Stock | 919,292 | $8,475,873 | dollars as filed | |
| REINSURANCE GROUP AMER INC COM NEW | 759351604 | Stock | 38,428 | $7,818,569 | dollars as filed | |
| TORO CO | 891092108 | COM | 81,373 | $6,405,706 | dollars as filed | |
| NORTHERN TR CORP COM | 665859104 | Stock | 46,300 | $6,324,173 | dollars as filed | |
| MISSION PRODUCE INC | 60510V108 | COM | 491,807 | $5,704,963 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 8,973 | $5,116,546 | dollars as filed | |
| SEMRUSH HLDGS INC CL A COM | 81686C104 | Stock | 419,560 | $4,988,565 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 49,015 | $4,977,974 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 37,630 | $4,910,678 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 49,246 | $4,891,072 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 126,035 | $4,834,706 | dollars as filed | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 69,587 | $4,739,574 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 31,213 | $2,558,566 | dollars as filed | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 8,596 | $2,494,424 | dollars as filed | |
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 143,054 | $2,300,309 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 4,639 | $610,449 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 3,260 | $341,443 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 581 | $220,746 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001473182-26-000005 | this filing | 2026-02-11 | acceptance time not in the bulk data set |