Dundas Partners LLP Portfolio Holdings by Sector
Dundas Partners LLP
- $1.42 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Credit Services | Financial Services
V AXP MA PYPL 4 stocks |
$130,684
9.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM ADI POWI 3 stocks |
$99,479
7.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO MMC 2 stocks |
$91,152
6.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$78,596
5.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW AIT 2 stocks |
$78,118
5.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
NDAQ FDS MORN 3 stocks |
$75,032
5.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK 2 stocks |
$71,620
5.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ALC RMD 2 stocks |
$66,440
4.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB SIGI 2 stocks |
$66,137
4.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VSGX 1 stocks |
$61,301
4.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$57,465
4.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME NDSN GGG WTS 4 stocks |
$51,835
3.66% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$44,535
3.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$43,294
3.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH LFUS 2 stocks |
$43,171
3.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST 1 stocks |
$41,450
2.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$39,394
2.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$36,539
2.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$36,120
2.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX TRU 2 stocks |
$34,403
2.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$32,926
2.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$30,606
2.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$29,671
2.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$28,138
1.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$24,648
1.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$21,956
1.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$657
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI MKSI 2 stocks |
$566
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX 1 stocks |
$534
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ESAB 1 stocks |
$497
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|