NUANCE INVESTMENTS, LLC

Kansas City, MO · CIK 1473182 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 2008 · limited liability company

Assets managed$984.3m
Staff11 · 3 in investment roles
Main clients (by assets)Mutual funds and ETFs 45%, Pension plans 19%, Individuals 9%
Websitenuanceinvestments.com
Form ADV · 2026-07-01SEC adviser record

Legal entityNUANCE INVESTMENTS, LLC (US)

Kindmutual funds
Others nearbyKansas City, MO

As an employer

Offices in1 country

US visa salary filings

Filings FY20242
Median salary offered$95,000
Middle half$85,000 – $105,000
Job titles2

Job title	Filings	Median	Range
Investment AnalystKansas City, MO	1	$115,000
Associate Data And Quantitative AnalystKansas City, MO	1	$75,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Nuance Investments, LLC.

$587.7m reported value -18.0% vs Q1 2026

52positions

58.8%in top 10

13 new 14 added 25 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	QIAGEN NV ORD SHARES QGEN	QGEN	1,595,726	$62.4m10.62%	10.62%	Added +275.5k	+275,476 20.9%
2	CALIFORNIA WTR SVC GROUP COM CWT	CWT	1,096,077	$53.3m9.07%	9.07%	Reduced -507.7k	-507,671 -31.7%
3	CLOROX CO DEL COM CLX	CLX	528,738	$50.5m8.59%	8.59%	Added +20.6k	+20,593 4.0%
4	TAYLOR MORRISON HOME CORP COM TMHC	TMHC	528,263	$37.9m6.45%	6.45%	New
5	SOLVENTUM CORP COM SHS SOLV	SOLV	364,530	$28.1m4.79%	4.79%	Reduced -306.6k	-306,623 -45.7%
6	KENVUE INC COM KVUE	KVUE	1,448,488	$27.7m4.71%	4.71%	Reduced -207.0k	-207,036 -12.5%
7	APTARGROUP INC COM ATR	ATR	183,170	$22.9m3.90%	3.90%	Added +27.7k	+27,747 17.9%
8	KIMBERLY-CLARK CORP COM KMB	KMB	207,780	$22.8m3.88%	3.88%	Reduced -100.1k	-100,135 -32.5%
9	LINDSAY CORP COM LNN	LNN	179,283	$22.2m3.78%	3.78%	Added +17.6k	+17,561 10.9%
10	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	35,664	$17.9m3.04%	3.04%	Added +5.3k	+5,343 17.6%
11	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	136,204	$16.9m2.88%	2.88%	New
12	BECTON DICKINSON & CO COM BDX	BDX	96,615	$14.6m2.49%	2.49%	Reduced -10.2k	-10,168 -9.5%
13	PORTLAND GEN ELEC CO COM NEW POR	POR	274,376	$14.2m2.42%	2.42%	Added +145.9k	+145,928 113.6%
14	HENRY SCHEIN INC COM HSIC	HSIC	168,165	$14.0m2.39%	2.39%	Reduced -25.7k	-25,691 -13.2%
15	AVISTA CORP COM AVA	AVA	289,030	$11.8m2.01%	2.01%	Reduced -74.2k	-74,187 -20.4%
16	EVEREST GROUP LTD COM EG	EG	28,398	$10.1m1.73%	1.73%	Reduced -25.2k	-25,170 -47.0%
17	MARTEN TRANS LTD COM MRTN	MRTN	546,871	$9.5m1.61%	1.61%	Reduced -4.3m	-4,263,549 -88.6%
18	SJW GROUP COM HTO	HTO	154,446	$9.4m1.60%	1.60%	Reduced -237.2k	-237,200 -60.6%
19	ESSENTIAL UTILS INC COM WTRG	WTRG	238,896	$9.2m1.56%	1.56%	Added +44.1k	+44,096 22.6%
20	NIKE INC CL B NKE	NKE	220,836	$9.1m1.54%	1.54%	Added +91.8k	+91,833 71.2%
21	WERNER ENTERPRISES INC COM WERN	WERN	189,945	$8.3m1.41%	1.41%	Reduced -1.3m	-1,330,580 -87.5%
22	BIO-TECHNE CORP COM TECH	TECH	105,796	$7.5m1.27%	1.27%	New
23	ALCON AG ORD SHS ALC	ALC	110,772	$7.4m1.26%	1.26%	New
24	ALEXANDRIA REAL ESTATE EQ IN COM ARE	ARE	126,634	$6.7m1.14%	1.14%	Reduced -14.0k	-14,003 -10.0%
25	CNH INDL N V SHS CNH	CNH	572,723	$6.4m1.09%	1.09%	Reduced -80.4k	-80,400 -12.3%
26	MISSION PRODUCE INC COM AVO	AVO	501,087	$5.9m1.01%	1.01%	Added +199.5k	+199,511 66.2%
27	GRACO INC COM GGG	GGG	77,729	$5.9m1.00%	1.00%	Added +54.4k	+54,362 232.6%
28	QUEST DIAGNOSTICS INC COM DGX	DGX	27,470	$5.8m0.99%	0.99%	Added +2.9k	+2,930 11.9%
29	MIDDLESEX WTR CO COM MSEX	MSEX	85,830	$4.8m0.82%	0.82%	Added +28.6k	+28,643 50.1%
30	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	35,967	$4.7m0.81%	0.81%	Added +21.7k	+21,711 152.3%
31	NORTHROP GRUMMAN CORP COM NOC	NOC	9,113	$4.6m0.79%	0.79%	New
32	CAL MAINE FOODS INC COM NEW CALM	CALM	51,918	$4.2m0.71%	0.71%	New
33	WATERS CORP COM WAT	WAT	10,762	$4.0m0.69%	0.69%	Reduced -29.7k	-29,738 -73.4%
34	ISHARES TR RUS MDCP VAL ETF IWS	IWS	22,856	$3.8m0.64%	0.64%	Reduced -2.6k	-2,584 -10.2%
35	3M CO COM MMM	MMM	20,612	$3.3m0.57%	0.57%	Reduced -5.8k	-5,834 -22.1%
36	DANAHER CORPORATION COM DHR	DHR	17,162	$3.3m0.56%	0.56%	Added +7.2k	+7,201 72.3%
37	ALAMO GROUP INC COM ALG	ALG	19,651	$3.2m0.55%	0.55%	New
38	HEALTHPEAK PROPERTIES INC COM DOC	DOC	147,135	$3.1m0.54%	0.54%	Reduced -81.6k	-81,634 -35.7%
39	REINSURANCE GRP OF AMERICA I COM NEW RGA	RGA	14,675	$3.1m0.53%	0.53%	Reduced -4.6k	-4,629 -24.0%
40	TOWNEBANK PORTSMOUTH VA COM TOWN	TOWN	85,643	$3.1m0.53%	0.53%	New
41	LIVERAMP HLDGS INC COM RAMP	RAMP	80,575	$3.0m0.52%	0.52%	New
42	AMERICAN INTL GROUP INC COM NEW AIG	AIG	40,045	$3.0m0.51%	0.51%	Reduced -11.7k	-11,671 -22.6%
43	STERIS PLC SHS USD STE	STE	14,072	$3.0m0.50%	0.50%	New
44	WORKDAY INC CL A WDAY	WDAY	23,357	$2.9m0.49%	0.49%	New
45	GLOBE LIFE INC COM GL	GL	10,760	$1.9m0.33%	0.33%	Reduced -146.2k	-146,159 -93.1%
46	AGILENT TECHNOLOGIES INC COM A	A	13,235	$1.8m0.30%	0.30%	Reduced -19.7k	-19,686 -59.8%
47	IDEX CORP COM IEX	IEX	7,459	$1.7m0.29%	0.29%	Reduced -37.4k	-37,361 -83.4%
48	XYLEM INC COM XYL	XYL	13,576	$1.6m0.27%	0.27%	New
49	LAUDER ESTEE COS INC CL A EL	EL	20,227	$1.6m0.27%	0.27%	Reduced -15.6k	-15,621 -43.6%
50	CONSOLIDATED EDISON INC COM ED	ED	14,030	$1.6m0.26%	0.26%	New
51	ABBOTT LABS COM ABT	ABT	17,002	$1.5m0.26%	0.26%	Reduced -1.5k	-1,536 -8.3%
52	NORTHERN TR CORP COM NTRS	NTRS	1,457	$253.3k0.04%	0.04%	Reduced -14.3k	-14,287 -90.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MASIMO CORP MASI	MASI	244,704	$43.5m244.7k shares
CALAVO GROWERS INC		569,627	$14.7m569.6k shares
SEMRUSH HLDGS INC SEMR	SEMR	335,139	$4.0m335.1k shares
AMER STATES WTR CO AWR	AWR	25,872	$2.0m25.9k shares