Nuance Investments, LLC holds a focused book of 52 stocks worth $587.7M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Taylor Morrison Home Corp and trimmed California Water Service Grp. Their largest long position is Qiagen NV at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Nuance Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 73 / 52 | $192.4B |
| MORGAN STANLEY | 73 / 52 | $43.9B |
| FMR LLC | 73 / 52 | $38.7B |
| JPMORGAN CHASE & CO | 73 / 52 | $31.8B |
| BANK OF AMERICA CORP /DE/ | 73 / 52 | $25.4B |
| UBS Group AG | 73 / 52 | $15.4B |
| AMERIPRISE FINANCIAL INC | 73 / 52 | $13.4B |
| ROYAL BANK OF CANADA | 73 / 52 | $11.0B |
Ranked by how many of Nuance Investments, LLC's top 52 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Qiagen NV ORD SHARES | $62.4M | 1.60M | 10.6% | ▲+21% Added · +275K sh | |
| 2 | California WTR SVC Group COM | $53.3M | 1.10M | 9.1% | ▼−32% Reduced · −508K sh | |
| 3 | Clorox Co Del COM | $50.5M | 528.7K | 8.6% | ▲+4.0% Added · +21K sh | |
| 4 | Taylor Morrison Home Corp COM | $37.9M | 528.3K | 6.4% | ▲New New position | |
| 5 | Solventum Corp COM SHS | $28.1M | 364.5K | 4.8% | ▼−46% Reduced · −307K sh | |
| 6 | Kenvue Inc COM | $27.7M | 1.45M | 4.7% | ▼−13% Reduced · −207K sh | |
| 7 | Aptargroup Inc COM | $22.9M | 183.2K | 3.9% | ▲+18% Added · +28K sh | |
| 8 | Kimberly-Clark Corp COM | $22.8M | 207.8K | 3.9% | ▼−33% Reduced · −100K sh | |
| 9 | Lindsay Corp COM | $22.2M | 179.3K | 3.8% | ▲+11% Added · +18K sh | |
| 10 | Thermo Fisher Scientific Inc COM | $17.9M | 35.7K | 3.0% | ▲+18% Added · +5K sh | |
| 11 | Accenture PLC Ireland SHS CLASS A | $16.9M | 136.2K | 2.9% | ▲New New position | |
| 12 | Becton Dickinson & Co COM | $14.6M | 96.6K | 2.5% | ▼−9.5% Reduced · −10K sh | |
| 13 | Portland Gen Elec Co COM NEW | $14.2M | 274.4K | 2.4% | ▲+114% Added · +146K sh | |
| 14 | Schein Henry Inc COM | $14.0M | 168.2K | 2.4% | ▼−13% Reduced · −26K sh | |
| 15 | Avista Corp COM | $11.8M | 289.0K | 2.0% | ▼−20% Reduced · −74K sh | |
| 16 | Everest Group Ltd COM | $10.1M | 28.4K | 1.7% | ▼−47% Reduced · −25K sh | |
| 17 | Marten Trans Ltd COM | $9.5M | 546.9K | 1.6% | ▼−89% Reduced · −4.3M sh | |
| 18 | H2o America COM | $9.4M | 154.4K | 1.6% | ▼−61% Reduced · −237K sh | |
| 19 | Essential Utils Inc COM | $9.2M | 238.9K | 1.6% | ▲+23% Added · +44K sh | |
| 20 | Nike Inc CL B | $9.1M | 220.8K | 1.5% | ▲+71% Added · +92K sh | |
| 21 | Werner Enterprises Inc COM | $8.3M | 189.9K | 1.4% | ▼−88% Reduced · −1.3M sh | |
| 22 | Bio-Techne Corp COM | $7.5M | 105.8K | 1.3% | ▲New New position | |
| 23 | Alcon AG ORD SHS | $7.4M | 110.8K | 1.3% | ▲New New position | |
| 24 | Alexandria Real Estate Eq In COM | $6.7M | 126.6K | 1.1% | ▼−9.9% Reduced · −14K sh | |
| 25 | CNH Indl N V SHS | $6.4M | 572.7K | 1.1% | ▼−12% Reduced · −80K sh | |
| 26 | Mission Produce Inc COM | $5.9M | 501.1K | 1.0% | ▲+66% Added · +200K sh | |
| 27 | Graco Inc COM | $5.9M | 77.7K | 1.0% | ▲+233% Added · +54K sh | |
| 28 | Quest Diagnostics Inc COM | $5.8M | 27.5K | 1.0% | ▲+12% Added · +3K sh | |
| 29 | Middlesex WTR Co COM | $4.8M | 85.8K | 0.8% | ▲+50% Added · +29K sh | |
| 30 | American WTR WKS Co Inc New COM | $4.7M | 36.0K | 0.8% | ▲+152% Added · +22K sh | |
| 31 | Northrop Grumman Corp COM | $4.6M | 9.1K | 0.8% | ▲New New position | |
| 32 | Cal Maine Foods Inc COM NEW | $4.2M | 51.9K | 0.7% | ▲New New position | |
| 33 | Waters Corp COM | $4.0M | 10.8K | 0.7% | ▼−73% Reduced · −30K sh | |
| 34 | Ishares TR RUS MDCP VAL ETF | $3.8M | 22.9K | 0.6% | ▼−10% Reduced · −3K sh | |
| 35 | 3M Co COM | $3.3M | 20.6K | 0.6% | ▼−22% Reduced · −6K sh | |
| 36 | Danaher Corp Del COM | $3.3M | 17.2K | 0.6% | ▲+72% Added · +7K sh | |
| 37 | Alamo Group Inc COM | $3.2M | 19.7K | 0.6% | ▲New New position | |
| 38 | Healthpeak Properties Inc COM | $3.1M | 147.1K | 0.5% | ▼−36% Reduced · −82K sh | |
| 39 | Reinsurance Group Amer Inc COM NEW | $3.1M | 14.7K | 0.5% | ▼−24% Reduced · −5K sh | |
| 40 | Townebank Portsmouth Va COM | $3.1M | 85.6K | 0.5% | ▲New New position | |
| 41 | Liveramp Hldgs Inc COM | $3.0M | 80.6K | 0.5% | ▲New New position | |
| 42 | American Intl Group Inc COM NEW | $3.0M | 40.0K | 0.5% | ▼−23% Reduced · −12K sh | |
| 43 | Steris PLC SHS USD | $3.0M | 14.1K | 0.5% | ▲New New position | |
| 44 | Workday Inc CL A | $2.9M | 23.4K | 0.5% | ▲New New position | |
| 45 | Globe Life Inc COM | $1.9M | 10.8K | 0.3% | ▼−93% Reduced · −146K sh | |
| 46 | Agilent Technologies Inc COM | $1.8M | 13.2K | 0.3% | ▼−60% Reduced · −20K sh | |
| 47 | Idex Corp COM | $1.7M | 7.5K | 0.3% | ▼−83% Reduced · −37K sh | |
| 48 | Xylem Inc COM | $1.6M | 13.6K | 0.3% | ▲New New position | |
| 49 | Lauder Estee Cos Inc CL A | $1.6M | 20.2K | 0.3% | ▼−44% Reduced · −16K sh | |
| 50 | Consolidated Edison Inc COM | $1.6M | 14.0K | 0.3% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1473182/holdings"
Use Arkolith to show NUANCE INVESTMENTS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 52 | $587.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 43 | $717.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 45 | $907.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 46 | $982.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 46 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 49 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 53 | $2.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 48 | $3.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.