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Holdings (Monthly) Guide ↗

Nuance Mid Cap Value Fund

· Managed Portfolio Series
Monthly Holdings $290M AUM 31 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds
All 13 New 11 Added 31 Reduced 8 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 First American Government Obli FGXXX Jan 2026 24,035,304 -4,799,172 $24.0M -16.6% 8.29% STIV
2 California Water Service Group CWT Jan 2026 445,037 -138,928 $18.8M -28.0% 6.49% EC
3 Marten Transport Ltd MRTN Jan 2026 1,111,207 -942,495 $16.8M -33.7% 5.78% EC
4 Clorox Co/The CLX Jan 2026 143,911 -67,421 $13.9M -41.8% 4.79% EC
5 Werner Enterprises Inc WERN Jan 2026 356,180 -163,612 $13.1M -26.2% 4.53% EC
6 Solventum Corp SOLV Jan 2026 191,962 -19,813 $12.9M -20.7% 4.46% EC
7 CHARLES SCHWAB CORP SCHW Jan 2026 418,300 -46,904 $10.4M -11.5% 3.60% EP
8 Kenvue Inc KVUE Jan 2026 511,744 -150,410 $9.0M -22.1% 3.09% EC
9 Henkel AG & Co KGaA HENKY Jan 2026 487,032 -281,055 $8.4M -47.2% 2.88% EC
10 Kimberly-Clark Corp KMB Jan 2026 83,757 -21,391 $8.2M -21.6% 2.84% EC
11 AptarGroup Inc ATR Jan 2026 52,102 -26,923 $6.4M -34.7% 2.22% EC
12 Globe Life Inc GL Jan 2026 37,887 -32,286 $5.8M -40.6% 2.02% EC
13 Becton Dickinson & Co BDX Jan 2026 32,988 -4,778 $4.9M -36.0% 1.70% EC
14 United Utilities Group PLC UUGRY Jan 2026 120,791 -89,135 $4.8M -33.7% 1.65% EC
15 Henry Schein Inc HSIC Jan 2026 59,411 -14,920 $4.4M -21.0% 1.53% EC
16 Avista Corp AVA Jan 2026 106,627 -13,988 $4.4M -12.0% 1.51% EC
17 H2O America HTO Jan 2026 74,469 -167,906 $4.2M -66.8% 1.44% EC
18 CHARLES SCHWAB CORP SCHW Jan 2026 199,338 -4,615 $3.7M -6.1% 1.26% EP
19 Portland General Electric Co POR Jan 2026 70,320 -26,674 $3.7M -25.1% 1.26% EC
20 Spirax Group PLC SPXSY Jan 2026 73,214 -7,538 $3.6M -11.2% 1.23% EC
21 IDEX Corp IEX Jan 2026 14,612 -5,112 $3.2M -18.7% 1.10% EC
22 Pennon Group PLC PEGRY Jan 2026 203,916 -127,286 $3.0M -39.4% 1.04% EC
23 Calavo Growers Inc CVGW Jan 2026 77,051 -73,244 $2.2M -43.3% 0.75% EC
24 Reinsurance Group of America I RGA Jan 2026 7,297 -6,952 $1.5M -46.6% 0.53% EC
25 Quest Diagnostics Inc DGX Jan 2026 7,460 -18,949 $1.4M -70.7% 0.50% EC
26 Mission Produce Inc AVO Jan 2026 95,316 -53,966 $1.3M -34.3% 0.46% EC
27 Cal-Maine Foods Inc CALM Jan 2026 9,783 -2,374 $756K -25.6% 0.26% EC
28 M&T BANK CORPORATION MTB Jan 2026 28,307 -8,149 $753K -23.2% 0.26% EP
29 American States Water Co AWR Jan 2026 9,635 -3,458 $725K -24.1% 0.25% EC
30 Graco Inc GGG Jan 2026 8,660 -2,509 $695K -28.7% 0.24% EC
31 American Water Works Co Inc AWK Jan 2026 5,282 -9,502 $678K -64.5% 0.23% EC