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.

Loading holdings…
AUM
$587.7M

Long-equity book

Holdings
52

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+13 / −4 / ↑13 / ↓21

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

Box 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 value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated 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 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The 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.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 1, 2026.

Assets Under Management
$984.3M
Discretionary
$984.3M
Employees
11
Accounts
257
Name Title / Status Ownership Type
MCENANEY, KIMBERLY, IRENE ControlCHIEF COMPLIANCE OFFICER & CHIEF OF STAFF
since Jan 2026
Less than 5%Individual
MOORE, SCOTT, ANTHONY ControlPRESIDENT, CHIEF INVESTMENT OFFICER
since Nov 2008
Less than 5%Individual
Meurer, Jack, Anthony ControlVICE PRESIDENT, PORTFOLIO MANAGER
since Jul 2024
Less than 5%Individual
S. A. MOORE FAMILY CORPORATION ControlMEMBER
since Jan 2019
75% or moreDomestic Entity
BECKER, BENJAMIN, CLARKVICE PRESIDENT, DIRECTOR OF DATA AND QUANTITATIVE RESEARCH
since Jul 2024
Less than 5%Individual
GREENE, GEOFFRIE, CLAYTONVICE PRESIDENT, DIRECTOR OF TRADING AND PORTFOLIO OPERATIONS
since Jul 2024
Less than 5%Individual
West, David, AdamVICE 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 moreIndividual
SCOTT A. MOORE REVOCABLE TRUST Control
Indirect owner via S. A. MOORE FAMILY CORPORATION
OWNER
since Mar 2020
75% or moreDomestic 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.

Jul 1, 2026 filing
  • 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
Jan 26, 2026 filing
  • 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
Jul 23, 2025 filing
  • No longer listedSCHRYER, DARREN, ROBERT · VICE PRESIDENT, PORTFOLIO MANAGER · Less than 5% · control person · listed since Jul 2024
Mar 21, 2025 filing
  • 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
Jul 29, 2024 filing
  • 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
Mar 28, 2024 filing
  • 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
Mar 29, 2023 filing
  • ChangedESENBERG, ROSITSA, ANGELOVA · title CHIEF COMPLIANCE OFFICER → VICE PRESIDENT, CHIEF COMPLIANCE OFFICER
Mar 30, 2022 filing
  • 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
Mar 29, 2021 filing
  • 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
Mar 30, 2020 filing
  • 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)
Jan 31, 2019 filing
  • 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%
Dec 19, 2018 filing
  • 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
Mar 28, 2018 filing
  • 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
Mar 20, 2017 filing
  • No longer listedMONTAGE INVESTMENTS, LLC · MANAGING MEMBER · 50–75% · control person · listed since Jan 2010
  • AddedMONTAGE INVESTMENTS, LLC · MANAGING MEMBER · 50–75% · control person
Aug 11, 2016 filing
  • ChangedBAUMLER, CHAD, MICHAEL · ownership 5–10% → Less than 5%
Aug 10, 2016 filing
  • AddedBAUMLER, CHAD, MICHAEL · VICE PRESIDENT · 5–10% · control person
Mar 23, 2016 filing
  • 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
Mar 23, 2015 filing
  • 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
Mar 26, 2014 filing
  • 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
Mar 30, 2012 filing
  • 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
Dec 20, 2011 filing (earliest on record)
  • 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)

Show all 13 →

Top Trims

Show all 21 →

Exited Positions

Show all 4 →

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
Filing History
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
Filer Information
Address
4900 MAIN STREET
SUITE 220
KANSAS CITY, MO 64112
Phone
(913) 647-9700
Filing Manager
NUANCE INVESTMENTS, LLC
Kansas City, MO
Signatory
Kimberly I. McEnaney
Chief of Staff & Chief Compliance Officer