Dundas Partners LLP Portfolio Holdings by Sector
Dundas Partners LLP
- $1.43 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$142,768
9.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW AIT 2 stocks |
$138,493
9.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM ADI 2 stocks |
$111,090
7.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
NDAQ FDS MSCI MORN 4 stocks |
$99,128
6.94% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO MMC 2 stocks |
$96,772
6.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$92,751
6.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK 2 stocks |
$86,369
6.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB RLI SIGI 3 stocks |
$83,111
5.82% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD ALC LMAT 3 stocks |
$74,069
5.18% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH LFUS 2 stocks |
$61,130
4.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$53,527
3.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$42,087
2.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN JKHY 2 stocks |
$38,360
2.68% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$37,786
2.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST 1 stocks |
$35,613
2.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX TRU 2 stocks |
$34,699
2.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$33,995
2.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME WTS GGG 3 stocks |
$31,926
2.23% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$30,838
2.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU PAYC 2 stocks |
$29,651
2.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$25,863
1.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$23,721
1.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$20,592
1.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI 1 stocks |
$2,068
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$693
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX 1 stocks |
$500
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ESAB 1 stocks |
$468
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$392
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$238
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|