DUDLEY & SHANLEY, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DS DUDLEY & SHANLEY, INC. | Institutional Filer | ▲ 8.35% | $611.2M | 37 |
Current Portfolio Holdings
Showing all 37 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Metals Corp. | Basic Materials | 459K | $60.2M | 9.09% |
| 2 | APH | Amphenol Corporation | Technology | 246K | $31.1M | 4.69% |
| 3 | SCI | Service Corporation International | Consumer Cyclical | 368K | $30.3M | 4.58% |
| 4 | ADI | Analog Devices, Inc. | Technology | 95K | $30.3M | 4.57% |
| 5 | AME | AMETEK, Inc. | Industrials | 140K | $30.0M | 4.52% |
| 6 | V | Visa Inc. | Financial Services | 97K | $29.4M | 4.43% |
| 7 | NaN | Aon plc | — | 89K | $28.7M | 4.33% |
| 8 | ECL | Ecolab Inc. | Basic Materials | 105K | $27.9M | 4.22% |
| 9 | ROL | Rollins, Inc. | Consumer Cyclical | 456K | $24.3M | 3.68% |
| 10 | FERG | Ferguson plc | Industrials | 104K | $24.3M | 3.67% |
| 11 | AWK | American Water Works Company, Inc. | Utilities | 169K | $23.0M | 3.47% |
| 12 | DCI | Donaldson Company, Inc. | Industrials | 270K | $22.9M | 3.47% |
| 13 | SCHW | The Charles Schwab Corporation | Financial Services | 241K | $22.6M | 3.42% |
| 14 | KAI | Kadant Inc. | Industrials | 76K | $22.1M | 3.34% |
| 15 | DHR | Danaher Corporation | Healthcare | 115K | $21.8M | 3.29% |
Showing 1 to 15 of 37 holdings