M.D. Sass Investors Services, Inc. Portfolio Holdings by Sector
M.D. Sass Investors Services, Inc.
- $1.06 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Engineering & Construction | Industrials
APG PWR 2 stocks |
$134,937
12.7% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF SLM 2 stocks |
$87,950
8.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
HSIC 1 stocks |
$79,200
7.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CLH 1 stocks |
$76,027
7.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME 1 stocks |
$72,543
6.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$70,453
6.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$67,539
6.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$65,271
6.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB 1 stocks |
$64,369
6.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$63,009
5.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Electronic Components | Technology
APH 1 stocks |
$59,723
5.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$55,567
5.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$39,602
3.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$29,211
2.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$24,785
2.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
ETFs | ETFs
IWD SPY ACWX 3 stocks |
$23,349
2.2% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW MSFT 2 stocks |
$9,919
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9,218
0.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CDNS GWRE FICO 3 stocks |
$7,537
0.71% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MRVL 1 stocks |
$6,457
0.61% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
EQH 1 stocks |
$6,306
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
OWL 1 stocks |
$4,513
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CACI 1 stocks |
$4,085
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$1,196
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|