Nuance Investments portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 7, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Nuance Investments reported a $588M portfolio of 52 positions to the SEC as of the end of Q2 2026. Its largest positions are QGEN, CWT, CLX. During the quarter it opened Taylor Morrison Home and Accenture.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Nuance Investments has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
Stake reported in the company · event of Apr 10, 2026 · filed Jul 6, 2026 · filing ↗
What changed this quarter
53 positions with a change (13 new, 14 added to, 25 trimmed, 1 sold); also, 3 exited through an acquisition or merger. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Marten Transport−89%fewer sharesReduced8.8% → 1.6%
- Werner Enterprises−88%fewer sharesReduced6.2% → 1.4%
- Taylor Morrison Home+5.3 ppof portfolioNew— → 6.4%
- California Water Service Group−32%fewer sharesReduced10.1% → 9.1%
- Solventum−46%fewer sharesReduced6.1% → 4.8%
- Globe Life−93%fewer sharesReduced3.0% → 0.3%
- Accenture+2.4 ppof portfolioNew— → 2.9%
- H2o America−61%fewer sharesReduced3.2% → 1.6%
- Waters−73%fewer sharesReduced1.7% → 0.7%
- Kimberly Clark−33%fewer sharesReduced4.1% → 3.9%
- Qiagen+21%more sharesIncreased7.4% → 10.6%
- Everest Group−47%fewer sharesReduced2.4% → 1.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- QiagenQGEN10.6%
- California Water Service GroupCWT9.1%
- CloroxCLX8.6%
- Taylor Morrison HomeTMHC6.4%
- SolventumSOLV4.8%
- KenvueKVUE4.7%
- AptarGroupATR3.9%
- Kimberly ClarkKMB3.9%
- LindsayLNN3.8%
- Thermo Fisher ScientificTMO3.0%
- AccentureACN2.9%
- Becton, DickinsonBDX2.5%
- Portland General ElectricPOR2.4%
- Henry ScheinHSIC2.4%
- AvistaAVA2.0%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Health Care 29%
- ● Consumer Staples 19%
- ● Utilities 19%
- ● Industrials 11%
- ● Consumer Discretionary 8%
- ● Materials 4%
- ● Information Technology 4%
- ● Financials 3%
- ● Real Estate 2%
- ● No sector 1%
How its portfolio changed (8 quarters)
Q2 2026: 52
Q2 2026: 59%
Q2 2026: 28.0%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Jul 1, 2026 (medium confidence).
The data, as reported: NUANCE INVESTMENTS, LLC (CRD 148534): Institutional mandates; 5.D assets by client type: registered funds 45%, pension plans 19%, individuals 9%, charities 9% (of $984M); 5.F 257 accounts, 0% non-discretionary; 5.D 257 clients, 236 individuals
The type comes from a rule applied to that data. If it looks wrong, tell us.
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