Dundas Partners
Latest statistics and disclosures from Dundas Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, MSFT, TSM, WRB, APH, and represent 29.58% of Dundas Partners's stock portfolio.
- Added to shares of these 10 stocks: RMD (+$7.2M), MA (+$6.9M), INTU, BRO, TMO, HDB, RBA, NVT, LFUS, CR.
- Reduced shares in these 10 stocks: ACN (-$16M), ALC (-$11M), APH (-$9.9M), ROST, AXP, ADP, GOOG, MSFT, ABT, WRB.
- Sold out of its position in GGG.
- Dundas Partners was a net seller of stock by $-42M.
- Dundas Partners has $1.4B in assets under management (AUM), dropping by 0.26%.
- Central Index Key (CIK): 0001742418
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Portfolio Holdings for Dundas Partners
Dundas Partners holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Cl C Cap Stk Cl C (GOOG) | 6.5 | $93M | -2% | 295k | 313.80 |
|
| Microsoft Corporation (MSFT) | 6.2 | $88M | -2% | 183k | 483.62 |
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| Taiwan Semiconductor Sp Sponsored Adr (TSM) | 6.0 | $86M | 282k | 303.89 |
|
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| W.R. Berkley Corporation (WRB) | 5.7 | $81M | 1.2M | 70.12 |
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| Amphenol Corp Cl A (APH) | 5.1 | $72M | -12% | 533k | 135.14 |
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| Applied Materials (AMAT) | 5.0 | $70M | 274k | 256.99 |
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| American Express Company (AXP) | 4.6 | $66M | -6% | 178k | 369.95 |
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| Visa Inc Class A Shares Com Cl A (V) | 4.4 | $63M | 179k | 350.71 |
|
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| Thermo Fisher Scientific (TMO) | 4.0 | $57M | +3% | 98k | 579.45 |
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| Analog Devices (ADI) | 3.9 | $55M | -2% | 202k | 271.20 |
|
| Abbott Laboratories (ABT) | 3.8 | $54M | -3% | 428k | 125.29 |
|
| Brown & Brown (BRO) | 3.7 | $53M | +5% | 667k | 79.70 |
|
| Nasdaq Omx (NDAQ) | 3.6 | $51M | 522k | 97.13 |
|
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| ResMed (RMD) | 3.5 | $49M | +17% | 205k | 240.87 |
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| Booking Holdings (BKNG) | 3.1 | $45M | 8.3k | 5355.33 |
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| Ross Stores (ROST) | 3.1 | $44M | -9% | 245k | 180.14 |
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| Zoetis Cl A (ZTS) | 2.7 | $38M | 305k | 125.82 |
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| Automatic Data Processing (ADP) | 2.6 | $37M | -6% | 143k | 257.23 |
|
| Ametek (AME) | 2.5 | $35M | 170k | 205.31 |
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| Stryker Corporation (SYK) | 2.4 | $34M | 97k | 351.47 |
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| Mastercard Incorporated Cl A (MA) | 2.3 | $32M | +27% | 57k | 570.88 |
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| Hdfc Bank Sponsored Adr (HDB) | 2.3 | $32M | +2% | 884k | 36.54 |
|
| Intuit (INTU) | 2.3 | $32M | +10% | 49k | 662.42 |
|
| Equifax (EFX) | 2.0 | $28M | -3% | 128k | 216.98 |
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| Accenture Plc Cl A Shs Class A (ACN) | 1.6 | $23M | -40% | 87k | 268.30 |
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| salesforce (CRM) | 1.6 | $22M | 84k | 264.91 |
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| Msci (MSCI) | 1.5 | $21M | 37k | 573.73 |
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| W.W. Grainger (GWW) | 1.4 | $20M | -5% | 20k | 1009.05 |
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| Alcon Ord Shs (ALC) | 1.4 | $20M | -35% | 252k | 79.87 |
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| Rb Global (RBA) | 0.7 | $10M | +3% | 97k | 102.95 |
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| Jack Henry & Associates (JKHY) | 0.0 | $655k | 3.6k | 182.48 |
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| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $652k | +7% | 13k | 51.63 |
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| Nvent Electric SHS (NVT) | 0.0 | $628k | +87% | 6.2k | 101.97 |
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| Bio-techne Corporation (TECH) | 0.0 | $584k | 9.9k | 58.81 |
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| Applied Industrial Technologies (AIT) | 0.0 | $542k | 2.1k | 256.77 |
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| Stifel Financial (SF) | 0.0 | $476k | +13% | 3.8k | 125.22 |
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| Paycom Software (PAYC) | 0.0 | $449k | 2.8k | 159.36 |
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| Esab Corporation (ESAB) | 0.0 | $435k | -7% | 3.9k | 111.72 |
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| Crane Company Common Stock (CR) | 0.0 | $422k | +31% | 2.3k | 184.43 |
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| Littelfuse (LFUS) | 0.0 | $402k | +74% | 1.6k | 252.92 |
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| Evercore Class A (EVR) | 0.0 | $364k | +16% | 1.1k | 340.25 |
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| Transunion (TRU) | 0.0 | $354k | 4.1k | 85.75 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $346k | 2.6k | 134.31 |
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| MarketAxess Holdings (MKTX) | 0.0 | $345k | -15% | 1.9k | 181.25 |
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| Watts Water Technologies Cl A (WTS) | 0.0 | $340k | -45% | 1.2k | 276.02 |
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| LeMaitre Vascular (LMAT) | 0.0 | $263k | +22% | 3.2k | 81.10 |
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| Rli (RLI) | 0.0 | $250k | -18% | 3.9k | 63.98 |
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| Interdigital | 0.0 | $183k | -65% | 574.00 | 318.38 |
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| Badger Meter (BMI) | 0.0 | $135k | 773.00 | 174.41 |
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Past Filings by Dundas Partners
SEC 13F filings are viewable for Dundas Partners going back to 2018
- Dundas Partners 2025 Q4 filed Feb. 12, 2026
- Dundas Partners 2025 Q3 filed Nov. 13, 2025
- Dundas Partners 2025 Q2 filed Aug. 12, 2025
- Dundas Partners 2025 Q1 filed May 13, 2025
- Dundas Partners 2024 Q4 filed Feb. 7, 2025
- Dundas Partners 2024 Q3 filed Nov. 14, 2024
- Dundas Partners 2024 Q2 filed Aug. 14, 2024
- Dundas Partners 2024 Q1 filed May 14, 2024
- Dundas Partners 2023 Q4 filed Feb. 8, 2024
- Dundas Partners 2023 Q3 filed Nov. 14, 2023
- Dundas Partners 2023 Q2 filed Aug. 11, 2023
- Dundas Partners 2023 Q1 filed May 12, 2023
- Dundas Partners 2022 Q4 filed Feb. 8, 2023
- Dundas Partners 2022 Q3 filed Nov. 14, 2022
- Dundas Partners 2022 Q2 filed Aug. 12, 2022
- Dundas Partners 2022 Q1 filed May 13, 2022