account_balance
Investment manager · 13F filer · SEC CIK 1473182
Nuance Investments, LLC
Reported value$544Mas of Sep 30, 2026
Positions54 8 new, 6 sold out
Top 10 weight56.4%QGEN alone is 11%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QGENQiagen NV
10.9%Trimmed −15%
CLXClorox Co
9.9%Added +26%
CWTCalifornia WTR SVC Group
7.3%Trimmed −22%
TECHBio-techne Corp
5.7%Added +305%
SOLVSolventum Corp
4.4%Trimmed −26%
KVUEKenvue Inc
4.2%Trimmed −10%
KMBKimberly-clark Corp
3.8%Added +3%
LNNLindsay Corp
3.7%
ATRAptargroup Inc
3.4%Trimmed −17%
PORPortland Gen Elec Co
3.1%Added +38%
ACNAccenture PLC Ireland
3.0%Trimmed −35%
AVAAvista Corp
3.0%Added +61%
QGENQiagen NV
10.9%Trimmed −15%
CLXClorox Co
9.9%Added +26%
CWT7.3%TECH5.7%SOLV4.4%KVUE4.2%KMB3.8%LNN3.7%ATR3.4%POR3.1%ACN3.0%AVA3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QGEN Qiagen NV 10.9% Trimmed −15%CLX Clorox Co 9.9% Added +26%CWT California WTR SVC Group 7.3% Trimmed −22%TECH Bio-techne Corp 5.7% Added +305%SOLV Solventum Corp 4.4% Trimmed −26%KVUE Kenvue Inc 4.2% Trimmed −10%KMB Kimberly-clark Corp 3.8% Added +3%LNN Lindsay Corp 3.7% HeldATR Aptargroup Inc 3.4% Trimmed −17%POR Portland Gen Elec Co 3.1% Added +38%ACN Accenture PLC Ireland 3.0% Trimmed −35%AVA Avista Corp 3.0% Added +61%
What changed