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NUANCE INVESTMENTS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

NUANCE INVESTMENTS, LLC

报告期 2026-03-31 · CIK 0001473182

持仓数

43

前50大市值合计

$717.1M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 58 项建仓 3增持 17减持 34清仓 4

方向

标的

Δ市值

现股数(环比)

建仓

— BECTON DICKINSON & CO

+$213.7M

4,051,705

减持

ICUI ICU MED INC

-$183.6M

521,873 -60%

增持

UHS UNIVERSAL HLTH SVCS INC

+$130.3M

1,750,343 +151%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

KMB KIMBERLY-CLARK CORP

+$121.3M

2,335,822 +46%

增持

— GCP APPLIED TECHNOLOGIES INC

+$96.8M

3,525,785 +422%

减持

— SANDERSON FARMS INC

-$90.9M

1,369,720 -27%

增持

ZBH ZIMMER BIOMET HOLDINGS INC

+$66.3M

2,014,412 +55%

减持

MET METLIFE INC

-$56.5M

256,363 -78%

减持

— CHUBB LIMITED

-$47.2M

709,658 -33%

增持

CLX CLOROX CO DEL

+$44.7M

351,858 +251%

减持

WTRG ESSENTIAL UTILS INC

-$44.2M

583,668 -64%

减持

NOC NORTHROP GRUMMAN CORP

-$44.2M

205,206 -40%

增持

AVA AVISTA CORP

+$30.0M

2,632,342 +26%

增持

WRB BERKLEY W R CORP

+$22.0M

962,400 +23%

减持

JNJ JOHNSON & JOHNSON

-$16.2M

4,501 -96%

增持

IWS ISHARES TR

+$16.0M

169,635 +304%

减持

— EQUITY COMWLTH

-$15.8M

13,757,319 -4%

减持

APH AMPHENOL CORP NEW

-$14.7M

940,620 -29%

减持

— ESSENTIAL UTILS INC

+$14.5M

2,017,381 -1%

清仓

BF/B BROWN FORMAN CORP

-$13.3M

0 -100%

增持

WERN WERNER ENTERPRISES INC

+$12.9M

599,268 +70%

减持

AVO MISSION PRODUCE INC

-$10.8M

1,141,699 -27%

增持

SNN SMITH & NEPHEW PLC

+$10.1M

9,890,006 +2%

减持

TRV TRAVELERS COMPANIES INC

-$9.6M

2,552,380 -5%

增持

— CALAVO GROWERS INC

+$7.8M

1,112,428 +8%

减持

NTRS NORTHERN TR CORP

-$6.8M

2,081,674 -12%

减持

— HEALTHCARE RLTY TR

-$6.5M

4,785,794 -10%

减持

MWA MUELLER WTR PRODS INC

-$6.1M

4,476,259 -3%

清仓

DEO DIAGEO PLC

-$5.3M

0 -100%

增持

RGA REINSURANCE GRP OF AMERICA I

+$5.1M

545,233 +11%

减持

BDX BECTON DICKINSON & CO

-$5.1M

64,222 -26%

减持

BAX BAXTER INTL INC

-$4.4M

4,084,218 -7%

减持

CWT CALIFORNIA WTR SVC GROUP

-$4.2M

702,550 -24%

增持

— INTERSECT ENT INC

+$3.0M

576,992 +23%

减持

UMBF UMB FINL CORP

+$2.2M

445,987 -4%

增持

BVS BIOVENTUS INC

+$2.2M

1,275,040 +11%

减持

— EVEREST RE GROUP LTD

+$1.9M

873,845 -8%

减持

— AEROJET ROCKETDYNE HLDGS INC

+$1.9M

1,072,344 -3%

减持

HIG HARTFORD FINL SVCS GROUP INC

-$1.8M

892,313 -1%

建仓

IJJ ISHARES TR

+$1.7M

15,154

减持

HTO SJW GROUP

+$1.7M

2,978,532 -9%

增持

XRAY DENTSPLY SIRONA INC

+$1.7M

1,422,743 +6%

减持

IDA IDACORP INC

+$1.4M

152,902 -1%

减持

VLY VALLEY NATL BANCORP

+$961.0K

3,422,199 -1%

清仓

SCHW SCHWAB CHARLES CORP

-$877.0K

0 -100%

减持

BXP BOSTON PROPERTIES INC

+$789.0K

143,369 -1%

减持

TOWN TOWNEBANK PORTSMOUTH VA

-$774.0K

573,011 -6%

减持

CUZ COUSINS PPTYS INC

+$696.0K

1,565,144 -6%

增持

ATR APTARGROUP INC

+$418.0K

123,736 +0%

减持

— MONMOUTH REAL ESTATE INVT CO

+$351.0K

1,529,405 -10%

清仓

RTX RAYTHEON TECHNOLOGIES CORP

-$290.0K

0 -100%

减持

MMM 3M CO

-$285.0K

101,506 -3%

建仓

LMT LOCKHEED MARTIN CORP

+$263.0K

739

减持

— ALLEGHANY CORP MD

-$249.0K

139,811 -7%

减持

CALM CAL MAINE FOODS INC

+$245.0K

5,380,745 -2%

减持

GOOGL ALPHABET INC

-$203.0K

669 -16%

减持

INDB INDEPENDENT BK CORP MASS

-$89.0K

188,106 -7%

增持

— WHITE MTNS INS GROUP LTD

+$69.0K

1,431 +11%