Laurus Investment Counsel Inc. Portfolio Holdings by Sector
Laurus Investment Counsel Inc.
- $147 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
PTC DV OLO 3 stocks |
$30,454
20.7% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
JKHY ASGN 2 stocks |
$22,938
15.59% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ALGN ITGR UFPT 3 stocks |
$17,967
12.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI OTCM 2 stocks |
$14,922
10.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
CRL 1 stocks |
$13,127
8.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GNRC CSWI WTS 3 stocks |
$8,148
5.54% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CSL TREX 2 stocks |
$5,506
3.74% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
ENSG CHE 2 stocks |
$4,998
3.4% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
FIVE WINA 2 stocks |
$4,768
3.24% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
FCN EXPO 2 stocks |
$3,357
2.28% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
BCPC RPM 2 stocks |
$3,013
2.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Security & Protection Services | Industrials
NSSC 1 stocks |
$1,851
1.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GIC 1 stocks |
$1,697
1.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
GOGO 1 stocks |
$1,597
1.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
LSTR 1 stocks |
$1,573
1.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
XPEL 1 stocks |
$1,311
0.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
FIX 1 stocks |
$1,308
0.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
VCTR 1 stocks |
$1,232
0.84% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
ALG 1 stocks |
$1,192
0.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
RLI 1 stocks |
$1,166
0.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
IPAR 1 stocks |
$1,138
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
SPSC 1 stocks |
$998
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
IBP 1 stocks |
$950
0.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CBZ 1 stocks |
$560
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
NSP 1 stocks |
$542
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$345
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
IMAX 1 stocks |
$250
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
GIL 1 stocks |
$211
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|