Dudley & Shanley, Inc. Portfolio Holdings by Sector
Dudley & Shanley, Inc.
- $604 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Specialty Industrial Machinery | Industrials
AME DCI KRNT KAI GNRC ROP 6 stocks |
$86,399
14.31% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM 1 stocks |
$77,803
12.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI ROL 2 stocks |
$57,508
9.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$39,178
6.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$33,175
5.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$31,640
5.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI 1 stocks |
$30,711
5.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR A 2 stocks |
$29,872
4.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$28,750
4.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$26,033
4.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
DOX MSFT 2 stocks |
$25,849
4.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$23,545
3.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$22,995
3.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$21,900
3.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$15,917
2.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$15,867
2.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN 1 stocks |
$13,966
2.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
NXE 1 stocks |
$11,054
1.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$6,294
1.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$2,906
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
PHO 1 stocks |
$2,332
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
OCUL 1 stocks |
$151
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|