Dudley & Shanley, Inc. Portfolio Holdings by Sector
Dudley & Shanley, Inc.
- $614 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Specialty Industrial Machinery | Industrials
AME DCI FELE KAI KRNT GNRC ROP 7 stocks |
$84,888
13.82% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM 1 stocks |
$65,746
10.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI ROL 2 stocks |
$50,901
8.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL AVTR 2 stocks |
$47,453
7.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$33,698
5.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR A 2 stocks |
$31,688
5.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$30,856
5.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$30,485
4.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$29,602
4.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI 1 stocks |
$26,059
4.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$25,766
4.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
DOX MSFT 2 stocks |
$24,058
3.92% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$22,113
3.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$20,237
3.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$20,029
3.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$17,790
2.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN 1 stocks |
$17,732
2.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$12,038
1.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
NXE 1 stocks |
$8,160
1.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
GRID PHO 2 stocks |
$7,753
1.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$4,647
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$2,092
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$467
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
OCUL 1 stocks |
$138
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|