Dundas Partners LLP Portfolio Holdings by Sector
Dundas Partners LLP
- $1.35 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$132,640
9.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO MMC 2 stocks |
$108,341
8.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
NDAQ FDS MSCI MORN 4 stocks |
$93,704
6.95% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM ADI POWI 3 stocks |
$88,138
6.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB SIGI 2 stocks |
$80,327
5.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK 2 stocks |
$79,466
5.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW AIT 2 stocks |
$73,212
5.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ALC RMD 2 stocks |
$72,652
5.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$69,998
5.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME NDSN GGG WTS 4 stocks |
$49,774
3.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$47,142
3.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH LFUS 2 stocks |
$40,700
3.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$39,503
2.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$38,632
2.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$37,395
2.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST 1 stocks |
$35,671
2.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$34,366
2.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$33,492
2.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX TRU 2 stocks |
$32,881
2.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$32,559
2.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$27,149
2.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$27,041
2.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$26,147
1.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU PAYC 2 stocks |
$23,184
1.72% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$22,663
1.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$804
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX 1 stocks |
$555
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ESAB 1 stocks |
$481
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI 1 stocks |
$302
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|