Dudley & Shanley, Inc. Portfolio Holdings by Sector
Dudley & Shanley, Inc.
- $604 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Gold | Basic Materials
WPM 1 stocks |
$78,484
13.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME FELE DCI KAI KRNT GNRC ROP 7 stocks |
$78,192
12.95% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI ROL 2 stocks |
$54,188
8.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL AVTR 2 stocks |
$45,900
7.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$35,374
5.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$34,080
5.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$33,648
5.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$28,790
4.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR A 2 stocks |
$28,170
4.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
DOX MSFT 2 stocks |
$26,529
4.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI 1 stocks |
$24,756
4.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$23,908
3.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$23,752
3.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$19,590
3.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$18,831
3.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN 1 stocks |
$15,777
2.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$12,925
2.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
GRID PHO 2 stocks |
$7,460
1.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
NXE 1 stocks |
$5,626
0.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$5,201
0.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$2,117
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$421
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
OCUL 1 stocks |
$122
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|