NUANCE INVESTMENTS, LLC
Top Portfolio Positions
42 positions ·
$713,395,360 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CWT |
California Water Service Group
Utilities
|
1,603,748 | $72,713,934 | 10.19% | |
| MRTN |
Marten Transport Ltd
Industrials
|
4,810,420 | $63,160,814 | 8.85% | |
| QGEN |
Qiagen N.V.
Healthcare
|
1,320,250 | $52,862,810 | 7.41% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
508,145 | $52,659,066 | 7.38% | |
| WERN |
Werner Enterprises Inc
Industrials
|
1,520,525 | $44,718,640 | 6.27% | |
| SOLV |
Solventum Corp
Healthcare
|
671,153 | $43,826,290 | 6.14% | |
| MASI |
Masimo Corp
Healthcare
|
244,704 | $43,525,500 | 6.10% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
307,915 | $29,704,560 | 4.16% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
1,655,524 | $28,541,233 | 4.00% | |
| HTO |
H2o America
Utilities
|
391,646 | $22,977,870 | 3.22% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CWT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,713,934 | 1,603,748 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $79,094,148 | 1,825,390 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $80,971,023 | 1,764,459 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $78,617,410 | 1,728,615 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $97,768,583 | 2,017,511 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $67,549,315 | 1,490,168 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $88,578,834 | 1,633,693 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $129,741,104 | 2,675,626 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $140,079,053 | 3,013,749 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $111,047,653 | 2,140,884 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $102,936,151 | 2,175,780 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $87,581,156 | 1,696,323 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $48,846,387 | 839,285 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $51,315,629 | 846,234 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $60,309,184 | 1,144,604 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $72,483,862 | 1,304,840 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $32,798,853 | 553,287 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $50,485,243 | 702,550 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $54,688,984 | 928,033 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $57,014,809 | 1,026,554 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $52,165,487 | 925,905 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $55,545,757 | 1,028,054 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $39,798,070 | 915,951 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $20,319,293 | 425,981 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $13,023,570 | 258,815 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||