NUANCE INVESTMENTS, LLC — 13F Holdings & Portfolio
CIK 1473182 · latest 13F-HR filed 2026-08-07
NUANCE INVESTMENTS, LLC manages $587.7M in 13F-reported U.S. long-equity assets across 52 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QGEN (10.62%), CWT (9.07%), CLX (8.59%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions and exited 4; 13 existing positions rose in reported value and 21 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-07
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 58.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jul 1, 2026.
SUITE 220
KANSAS CITY, MO 64112
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| MCENANEY, KIMBERLY, IRENE Control | CHIEF COMPLIANCE OFFICER & CHIEF OF STAFF since Jan 2026 | Less than 5% | Individual |
| MOORE, SCOTT, ANTHONY Control | PRESIDENT, CHIEF INVESTMENT OFFICER since Nov 2008 | Less than 5% | Individual |
| Meurer, Jack, Anthony Control | VICE PRESIDENT, PORTFOLIO MANAGER since Jul 2024 | Less than 5% | Individual |
| S. A. MOORE FAMILY CORPORATION Control | MEMBER since Jan 2019 | 75% or more | Domestic Entity |
| BECKER, BENJAMIN, CLARK | VICE PRESIDENT, DIRECTOR OF DATA AND QUANTITATIVE RESEARCH since Jul 2024 | Less than 5% | Individual |
| GREENE, GEOFFRIE, CLAYTON | VICE PRESIDENT, DIRECTOR OF TRADING AND PORTFOLIO OPERATIONS since Jul 2024 | Less than 5% | Individual |
| West, David, Adam | VICE PRESIDENT, PORTFOLIO MANAGER since Jul 2024 | Less than 5% | Individual |
| MOORE, SCOTT, ANTHONY Control Indirect owner via SCOTT A. MOORE REVOCABLE TRUST | TRUSTEE since Dec 2002 | 75% or more | Individual |
| SCOTT A. MOORE REVOCABLE TRUST Control Indirect owner via S. A. MOORE FAMILY CORPORATION | OWNER since Mar 2020 | 75% or more | Domestic Entity |
Ownership & leadership changes · 20 filings with changes since Dec 20, 2011
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedCARVER, KATHRYN, SUZANNE · VICE PRESIDENT, CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Oct 2021
- No longer listedSCHWARTZ, LAURIE, KAY · OWNER · Less than 5% · listed since Jul 2024
- No longer listedESENBERG, ROSITSA, ANGELOVA · VICE PRESIDENT, CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2014
- No longer listedGILLESPIE, PAUL, TROWBRIDGE · SENIOR VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER · 5–10% · control person · listed since Jan 2019
- No longer listedLEWIS, ANDREA, LOUISE · VICE PRESIDENT, DIRECTOR OF HUMAN RESOURCES AND ADMINISTRATION · Less than 5% · listed since Jul 2024
- No longer listedMCBEE, JENNIFER, LYNN · VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER · Less than 5% · listed since Jul 2024
- Listed againMCENANEY, KIMBERLY, IRENE · CHIEF COMPLIANCE OFFICER & CHIEF OF STAFF · Less than 5% · control person
- No longer listedSCHRYER, DARREN, ROBERT · VICE PRESIDENT, PORTFOLIO MANAGER · Less than 5% · control person · listed since Jul 2024
- AddedMCBEE, JENNIFER, LYNN · VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER · Less than 5%
- AddedWest, David, Adam · VICE PRESIDENT, PORTFOLIO MANAGER · Less than 5%
- ChangedSCHWARTZ, LAURIE, KAY · title SECRETARY TO THE BOARD → OWNER; no longer a control person
- No longer listedBAUMLER FAMILY CORPORATION · MEMBER · 10–25% · listed since Jan 2019
- No longer listedBAUMLER, CHAD, MICHAEL · VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Jul 2016
- AddedBECKER, BENJAMIN, CLARK · VICE PRESIDENT, DIRECTOR OF DATA AND QUANTITATIVE RESEARCH · Less than 5%
- AddedLEWIS, ANDREA, LOUISE · VICE PRESIDENT, DIRECTOR OF HUMAN RESOURCES AND ADMINISTRATION · Less than 5%
- AddedMeurer, Jack, Anthony · VICE PRESIDENT, PORTFOLIO MANAGER · Less than 5% · control person
- AddedSCHRYER, DARREN, ROBERT · VICE PRESIDENT, PORTFOLIO MANAGER · Less than 5% · control person
- AddedSCHWARTZ, LAURIE, KAY · SECRETARY TO THE BOARD · Less than 5% · control person
- Listed againGREENE, GEOFFRIE, CLAYTON · VICE PRESIDENT, DIRECTOR OF TRADING AND PORTFOLIO OPERATIONS · Less than 5%
- ChangedMOORE, SCOTT, ANTHONY · title PRESIDENT, CO-CHIEF INVESTMENT OFFICER → PRESIDENT, CHIEF INVESTMENT OFFICER
- ChangedCARVER, KATHRYN, SUZANNE · title CHIEF OPERATING OFFICER → VICE PRESIDENT, CHIEF OPERATING OFFICER
- ChangedGILLESPIE, PAUL, TROWBRIDGE · title VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER → SENIOR VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER
- ChangedESENBERG, ROSITSA, ANGELOVA · title CHIEF COMPLIANCE OFFICER → VICE PRESIDENT, CHIEF COMPLIANCE OFFICER
- No longer listedGREENE, GEOFFRIE, CLAYTON · DIRECTOR OF TRADING & ANALYTICS · Less than 5% · control person · listed since Jul 2020
- AddedCARVER, KATHRYN, SUZANNE · CHIEF OPERATING OFFICER · Less than 5% · control person
- No longer listedBAUMLER FAMILY C CORP · MEMBER · 10–25% · listed since Jan 2019
- No longer listedMOORE FAMILY C CORP · MEMBER · 75% or more · control person · listed since Jan 2019
- No longer listedMOORE, SCOTT, ANTHONY · OWNER · 75% or more · indirect via MOORE FAMILY C CORP · control person · listed since Jan 2019
- AddedBAUMLER FAMILY CORPORATION · MEMBER · 10–25%
- AddedMOORE, SCOTT, ANTHONY · TRUSTEE · 75% or more · indirect via SCOTT A. MOORE REVOCABLE TRUST · control person
- AddedS. A. MOORE FAMILY CORPORATION · MEMBER · 75% or more · control person
- AddedSCOTT A. MOORE REVOCABLE TRUST · OWNER · 75% or more · indirect via S. A. MOORE FAMILY CORPORATION · control person
- AddedGREENE, GEOFFRIE, CLAYTON · DIRECTOR OF TRADING & ANALYTICS · Less than 5% · control person
- ChangedBAUMLER, CHAD, MICHAEL · title VICE PRESIDENT, SENIOR PORTFOLIO MANAGER → VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER
- ChangedGILLESPIE, PAUL, TROWBRIDGE · ownership Less than 5% → 5–10%
- ChangedMOORE, SCOTT, ANTHONY · title PRESIDENT, CHIEF INVESTMENT OFFICER → PRESIDENT, CO-CHIEF INVESTMENT OFFICER
Older changes (11 more filings)
- AddedBAUMLER FAMILY C CORP · MEMBER · 10–25%
- AddedGILLESPIE, PAUL, TROWBRIDGE · VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER · Less than 5% · control person
- AddedMOORE FAMILY C CORP · MEMBER · 75% or more · control person
- AddedMOORE, SCOTT, ANTHONY · OWNER · 75% or more · indirect via MOORE FAMILY C CORP · control person
- ChangedBAUMLER, CHAD, MICHAEL · title VICE PRESIDENT, PORTFOLIO MANAGER → VICE PRESIDENT, SENIOR PORTFOLIO MANAGER; ownership 10–25% → Less than 5%
- ChangedMOORE, SCOTT, ANTHONY · ownership 75% or more → Less than 5%
- No longer listedBICKNELL FAMILY HOLDING CO., LLC · MANAGER · 75% or more · indirect via MONTAGE INVESTMENTS, LLC · control person · listed since Feb 2015
- No longer listedBICKNELL, MARTIN, CHRISTOPHER · ELECTED MANAGER · General partner, trustee or manager · indirect via BICKNELL FAMILY HOLDING CO., LLC · control person · listed since Jul 2007
- No longer listedMONTAGE INVESTMENTS, LLC · MANAGING MEMBER · 50–75% · control person · listed since Jan 2010
- ChangedBAUMLER, CHAD, MICHAEL · title VICE PRESIDENT → VICE PRESIDENT, PORTFOLIO MANAGER; ownership Less than 5% → 10–25%
- ChangedMOORE, SCOTT, ANTHONY · title CHIEF INVESTMENT OFFICER → PRESIDENT, CHIEF INVESTMENT OFFICER; ownership 25–50% → 75% or more
- No longer listedBICKNELL FAMILY HOLDING CO., LLC · MANAGER · 75% or more · indirect via MARINER HOLDINGS, LLC · control person · listed since Feb 2015
- No longer listedBICKNELL, MARTIN, CHRISTOPHER · CEO · Less than 5% · control person · listed since Sep 2008
- No longer listedBICKNELL, MARTIN, CHRISTOPHER · ELECTED MANAGER · General partner, trustee or manager · indirect via BICKNELL FAMILY HOLDING COMPANY, LLC · control person · listed since Jul 2007
- No longer listedMARINER HOLDINGS, LLC · MANAGING MEMBER · 75% or more · indirect via MONTAGE INVESTMENTS, LLC · control person · listed since Jan 2010
- AddedBICKNELL FAMILY HOLDING CO., LLC · MANAGER · 75% or more · indirect via MONTAGE INVESTMENTS, LLC · control person
- AddedBICKNELL, MARTIN, CHRISTOPHER · ELECTED MANAGER · General partner, trustee or manager · indirect via BICKNELL FAMILY HOLDING CO., LLC · control person
- No longer listedMONTAGE INVESTMENTS, LLC · MANAGING MEMBER · 50–75% · control person · listed since Jan 2010
- AddedMONTAGE INVESTMENTS, LLC · MANAGING MEMBER · 50–75% · control person
- ChangedBAUMLER, CHAD, MICHAEL · ownership 5–10% → Less than 5%
- AddedBAUMLER, CHAD, MICHAEL · VICE PRESIDENT · 5–10% · control person
- ChangedBICKNELL FAMILY HOLDING CO., LLC · indirect via MARINER HOLDINGS, LLC: title OWNER → MANAGER
- ChangedMARINER HOLDINGS, LLC · indirect via MONTAGE INVESTMENTS, LLC: title MEMBER → MANAGING MEMBER
- No longer listedBICKNELL FAMILY MANAGEMENT COMPANY TRUST · OWNER · 50–75% · indirect via BICKNELL FAMILY HOLDING CO., LLC · control person · listed since Jun 2009
- No longer listedBICKNELL, MARTIN, CHRISTOPHER · TRUSTEE · General partner, trustee or manager · indirect via BICKNELL FAMILY MANAGEMENT COMPANY TRUST · control person · listed since Jun 2009
- No longer listedFREEMAN, WILLIAM, ALLEN · TRUSTEE · General partner, trustee or manager · indirect via BICKNELL FAMILY MANAGEMENT COMPANY TRUST · control person · listed since Jun 2009
- AddedBICKNELL, MARTIN, CHRISTOPHER · ELECTED MANAGER · General partner, trustee or manager · indirect via BICKNELL FAMILY HOLDING COMPANY, LLC · control person
- ChangedBICKNELL FAMILY HOLDING CO., LLC · indirect via MARINER HOLDINGS, LLC: ownership 50–75% → 75% or more
- No longer listedMCENANEY, KIMBERLY, IRENE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2012
- AddedESENBERG, ROSITSA, ANGELOVA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- No longer listedVOHLAND, CHERYL, RENEE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2011
- AddedMCENANEY, KIMBERLY, IRENE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedBICKNELL FAMILY HOLDING CO., LLC · OWNER · 50–75% · indirect via MARINER HOLDINGS, LLC · control person
- ListedBICKNELL FAMILY MANAGEMENT COMPANY TRUST · OWNER · 50–75% · indirect via BICKNELL FAMILY HOLDING CO., LLC · control person
- ListedBICKNELL, MARTIN, CHRISTOPHER · CEO · Less than 5% · control person
- ListedBICKNELL, MARTIN, CHRISTOPHER · TRUSTEE · General partner, trustee or manager · indirect via BICKNELL FAMILY MANAGEMENT COMPANY TRUST · control person
- ListedFREEMAN, WILLIAM, ALLEN · TRUSTEE · General partner, trustee or manager · indirect via BICKNELL FAMILY MANAGEMENT COMPANY TRUST · control person
- ListedMARINER HOLDINGS, LLC · MEMBER · 75% or more · indirect via MONTAGE INVESTMENTS, LLC · control person
- ListedMONTAGE INVESTMENTS, LLC · MANAGING MEMBER · 50–75% · control person
- ListedMOORE, SCOTT, ANTHONY · CHIEF INVESTMENT OFFICER · 25–50% · control person
- ListedVOHLAND, CHERYL, RENEE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- QIAGEN NV$9.5M +18.0%
- PORTLAND GEN ELEC CO$7.4M +109.8%
- GRACO INC$3.9M +197.1%
- APTARGROUP INC$3.3M +17.1%
- THERMO FISHER SCIENTIFIC INC$3.0M +20.0%
Top Trims
- MARTEN TRANS LTD-$53.7M -85.0%
- WERNER ENTERPRISES INC-$36.4M -81.5%
- GLOBE LIFE INC-$19.9M -91.2%
- CALIFORNIA WTR SVC GROUP-$19.4M -26.7%
- SOLVENTUM CORP-$15.7M -35.8%
New Positions
- TAYLOR MORRISON HOME CORP$37.9M
- ACCENTURE PLC IRELAND$16.9M
- BIO-TECHNE CORP$7.5M
- ALCON AG$7.4M
- NORTHROP GRUMMAN CORP$4.6M
Exited Positions
- MASIMO CORP$43.5M
- CALAVO GROWERS INC$14.7M
- SEMRUSH HLDGS INC$4.0M
- AMER STATES WTR CO$2.0M
NUANCE INVESTMENTS, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | QIAGEN NV | QGEN | N72482156 | $62.4M | 10.62% | 1,595,726 | SH |
| 2 | CALIFORNIA WTR SVC GROUP | CWT | 130788102 | $53.3M | 9.07% | 1,096,077 | SH |
| 3 | CLOROX CO DEL | CLX | 189054109 | $50.5M | 8.59% | 528,738 | SH |
| 4 | TAYLOR MORRISON HOME CORP | TMHC | 87724P106 | $37.9M | 6.45% | 528,263 | SH |
| 5 | SOLVENTUM CORP | SOLV | 83444M101 | $28.1M | 4.79% | 364,530 | SH |
| 6 | KENVUE INC | KVUE | 49177J102 | $27.7M | 4.71% | 1,448,488 | SH |
| 7 | APTARGROUP INC | ATR | 038336103 | $22.9M | 3.90% | 183,170 | SH |
| 8 | KIMBERLY-CLARK CORP | KMB | 494368103 | $22.8M | 3.88% | 207,780 | SH |
| 9 | LINDSAY CORP | LNN | 535555106 | $22.2M | 3.78% | 179,283 | SH |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $17.9M | 3.04% | 35,664 | SH |
| 11 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $16.9M | 2.88% | 136,204 | SH |
| 12 | BECTON DICKINSON & CO | BDX | 075887109 | $14.6M | 2.49% | 96,615 | SH |
| 13 | PORTLAND GEN ELEC CO | POR | 736508847 | $14.2M | 2.42% | 274,376 | SH |
| 14 | SCHEIN HENRY INC | HSIC | 806407102 | $14.0M | 2.39% | 168,165 | SH |
| 15 | AVISTA CORP | AVA | 05379B107 | $11.8M | 2.01% | 289,030 | SH |
| 16 | EVEREST GROUP LTD | EG | G3223R108 | $10.1M | 1.73% | 28,398 | SH |
| 17 | MARTEN TRANS LTD | MRTN | 573075108 | $9.5M | 1.61% | 546,871 | SH |
| 18 | H2O AMERICA | HTO | 784305104 | $9.4M | 1.60% | 154,446 | SH |
| 19 | ESSENTIAL UTILS INC | WTRG | 29670G102 | $9.2M | 1.56% | 238,896 | SH |
| 20 | NIKE INC | NKE | 654106103 | $9.1M | 1.54% | 220,836 | SH |
| 21 | WERNER ENTERPRISES INC | WERN | 950755108 | $8.3M | 1.41% | 189,945 | SH |
| 22 | BIO-TECHNE CORP | TECH | 09073M104 | $7.5M | 1.27% | 105,796 | SH |
| 23 | ALCON AG | ALC | H01301128 | $7.4M | 1.26% | 110,772 | SH |
| 24 | ALEXANDRIA REAL ESTATE EQ IN | ARE | 015271109 | $6.7M | 1.14% | 126,634 | SH |
| 25 | CNH INDL N V | CNH | N20944109 | $6.4M | 1.09% | 572,723 | SH |
| 26 | MISSION PRODUCE INC | AVO | 60510V108 | $5.9M | 1.01% | 501,087 | SH |
| 27 | GRACO INC | GGG | 384109104 | $5.9M | 1.00% | 77,729 | SH |
| 28 | QUEST DIAGNOSTICS INC | DGX | 74834L100 | $5.8M | 0.99% | 27,470 | SH |
| 29 | MIDDLESEX WTR CO | MSEX | 596680108 | $4.8M | 0.82% | 85,830 | SH |
| 30 | AMERICAN WTR WKS CO INC NEW | AWK | 030420103 | $4.7M | 0.81% | 35,967 | SH |
| 31 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $4.6M | 0.79% | 9,113 | SH |
| 32 | CAL MAINE FOODS INC | CALM | 128030202 | $4.2M | 0.71% | 51,918 | SH |
| 33 | WATERS CORP | WAT | 941848103 | $4.0M | 0.69% | 10,762 | SH |
| 34 | ISHARES TR | IWS | 464287473 | $3.8M | 0.64% | 22,856 | SH |
| 35 | 3M CO | MMM | 88579Y101 | $3.3M | 0.57% | 20,612 | SH |
| 36 | DANAHER CORP DEL | DHR | 235851102 | $3.3M | 0.56% | 17,162 | SH |
| 37 | ALAMO GROUP INC | ALG | 011311107 | $3.2M | 0.55% | 19,651 | SH |
| 38 | HEALTHPEAK PROPERTIES INC | DOC | 42250P103 | $3.1M | 0.54% | 147,135 | SH |
| 39 | REINSURANCE GROUP AMER INC | RGA | 759351604 | $3.1M | 0.53% | 14,675 | SH |
| 40 | TOWNEBANK PORTSMOUTH VA | TOWN | 89214P109 | $3.1M | 0.53% | 85,643 | SH |
| 41 | LIVERAMP HLDGS INC | RAMP | 53815P108 | $3.0M | 0.52% | 80,575 | SH |
| 42 | AMERICAN INTL GROUP INC | AIG | 026874784 | $3.0M | 0.51% | 40,045 | SH |
| 43 | STERIS PLC | STE | G8473T100 | $3.0M | 0.50% | 14,072 | SH |
| 44 | WORKDAY INC | WDAY | 98138H101 | $2.9M | 0.49% | 23,357 | SH |
| 45 | GLOBE LIFE INC | GL | 37959E102 | $1.9M | 0.33% | 10,760 | SH |
| 46 | AGILENT TECHNOLOGIES INC | A | 00846U101 | $1.8M | 0.30% | 13,235 | SH |
| 47 | IDEX CORP | IEX | 45167R104 | $1.7M | 0.29% | 7,459 | SH |
| 48 | XYLEM INC | XYL | 98419M100 | $1.6M | 0.27% | 13,576 | SH |
| 49 | LAUDER ESTEE COS INC | EL | 518439104 | $1.6M | 0.27% | 20,227 | SH |
| 50 | CONSOLIDATED EDISON INC | ED | 209115104 | $1.6M | 0.26% | 14,030 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $587.7M | 52 | 0001473182-26-000008 |
| 2026-03-31 | 2026-05-08 | $717.1M | 43 | 0001473182-26-000006 |
| 2025-12-31 | 2026-02-11 | $907.6M | 45 | 0001473182-26-000005 |
SUITE 220
KANSAS CITY, MO 64112