M.D. Sass Investors Services, Inc. Portfolio Holdings by Sector
M.D. Sass Investors Services, Inc.
- $1.03 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Engineering & Construction | Industrials
APG PWR 2 stocks |
$104,359
10.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SLM COF 2 stocks |
$95,527
9.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
HSIC 1 stocks |
$87,250
8.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB 1 stocks |
$75,570
7.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$72,442
7.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME 1 stocks |
$70,851
6.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$61,285
5.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CLH 1 stocks |
$60,298
5.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$58,221
5.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$55,002
5.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$46,270
4.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$41,629
4.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$38,260
3.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ALC 1 stocks |
$38,134
3.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$33,508
3.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$28,741
2.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY ACWX HYG 3 stocks |
$14,234
1.38% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
1
Puts
|
|
Software—Infrastructure | Technology
PANW MSFT 2 stocks |
$11,692
1.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$8,908
0.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CDNS GWRE 2 stocks |
$8,812
0.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MRVL 1 stocks |
$6,897
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
OWL 1 stocks |
$4,948
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
EQH 1 stocks |
$4,761
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CACI 1 stocks |
$4,085
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$1,650
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|