Dudley & Shanley, Inc. Portfolio Holdings by Sector
Dudley & Shanley, Inc.
- $612 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Specialty Industrial Machinery | Industrials
AME KAI FELE DCI KRNT GNRC ROP 7 stocks |
$89,858
14.67% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM 1 stocks |
$68,560
11.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI ROL 2 stocks |
$55,817
9.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$42,265
6.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$34,514
5.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$31,620
5.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$31,416
5.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL AVTR 2 stocks |
$30,049
4.91% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI 1 stocks |
$29,270
4.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR A 2 stocks |
$28,154
4.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
DOX MSFT 2 stocks |
$27,834
4.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$22,438
3.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$21,985
3.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$21,201
3.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$17,591
2.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$17,147
2.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN 1 stocks |
$15,630
2.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
GRID PHO 2 stocks |
$8,809
1.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
NXE 1 stocks |
$8,584
1.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$6,412
1.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$2,512
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$539
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
OCUL 1 stocks |
$152
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|