M.D. Sass Investors Services, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Henry Schein Inc with a value of $79.2M, Clean Harbors Inc with a value of $76M, A Pi Group Corp with a value of $73.4M, Ametek Inc with a value of $72.5M, and Danaher Corp with a value of $70.5M.

Examining the 13F form we can see an increase of $31.6M in the current position value, from $1.03B to 1.06B.

M.D. Sass Investors Services, Inc. is based out at New York, NY

Below you can find more details about M.D. Sass Investors Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.06 Billion
Industrials: $284 Million
Financial Services: $201 Million
Healthcare: $150 Million
Real Estate: $121 Million
Technology: $87.7 Million
Basic Materials: $67.5 Million
Energy: $64.4 Million
Consumer Cyclical: $63.2 Million
Other: $24.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $1.06 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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