Dundas Partners
Latest statistics and disclosures from Dundas Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, WRB, TSM, APH, GOOG, and represent 29.26% of Dundas Partners's stock portfolio.
- Added to shares of these 10 stocks: ADP (+$44M), AMAT (+$34M), CRM (+$20M), ZTS (+$17M), HDB (+$14M), BRO (+$12M), ABT (+$9.5M), BKNG (+$6.4M), RMD (+$6.3M), AXP.
- Started 7 new stock positions in TECH, CR, SF, HLNE, NVT, EVR, CRM.
- Reduced shares in these 10 stocks: AIT (-$69M), GWW (-$50M), MMC (-$41M), FDS (-$32M), HD (-$26M), , APH, BMI, ROST, AAPL.
- Sold out of its positions in AAPL, COST, FDS, HD, MMC, MORN, SIGI.
- Dundas Partners was a net seller of stock by $-51M.
- Dundas Partners has $1.4B in assets under management (AUM), dropping by -1.54%.
- Central Index Key (CIK): 0001742418
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Portfolio Holdings for Dundas Partners
Dundas Partners holds 50 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.8 | $97M | 187k | 517.95 |
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| W.R. Berkley Corporation (WRB) | 6.4 | $91M | +5% | 1.2M | 76.62 |
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| Taiwan Semiconductor Sp Sponsored Adr (TSM) | 5.6 | $79M | 282k | 279.29 |
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| Amphenol Corp Cl A (APH) | 5.3 | $75M | 606k | 123.75 |
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| Alphabet Inc Cl C Cap Stk Cl C (GOOG) | 5.2 | $74M | 302k | 243.55 |
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| American Express Company (AXP) | 4.4 | $63M | +8% | 189k | 332.16 |
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| Visa Inc Class A Shares Com Cl A (V) | 4.4 | $62M | +3% | 182k | 341.38 |
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| Brown & Brown (BRO) | 4.2 | $59M | +25% | 634k | 93.79 |
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| Abbott Laboratories (ABT) | 4.2 | $59M | +19% | 443k | 133.94 |
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| Applied Materials (AMAT) | 4.0 | $57M | +147% | 278k | 204.74 |
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| Analog Devices (ADI) | 3.6 | $51M | +4% | 207k | 245.70 |
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| ResMed (RMD) | 3.4 | $48M | +15% | 175k | 273.73 |
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| Nasdaq Omx (NDAQ) | 3.3 | $47M | +5% | 530k | 88.45 |
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| Thermo Fisher Scientific (TMO) | 3.3 | $46M | +2% | 95k | 485.02 |
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| Booking Holdings (BKNG) | 3.2 | $46M | +16% | 8.5k | 5399.27 |
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| Zoetis Cl A (ZTS) | 3.2 | $46M | +57% | 311k | 146.32 |
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| Automatic Data Processing (ADP) | 3.1 | $45M | +19521% | 152k | 293.50 |
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| Ross Stores (ROST) | 2.9 | $41M | -3% | 270k | 152.39 |
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| Stryker Corporation (SYK) | 2.6 | $37M | +9% | 99k | 369.67 |
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| Accenture Plc Cl A Shs Class A (ACN) | 2.5 | $36M | +15% | 146k | 246.60 |
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| Equifax (EFX) | 2.4 | $34M | 133k | 256.53 |
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| Ametek (AME) | 2.3 | $32M | 173k | 188.00 |
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| Intuit (INTU) | 2.1 | $30M | +18% | 44k | 682.91 |
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| Hdfc Bank Sponsored Adr (HDB) | 2.1 | $30M | +94% | 864k | 34.16 |
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| Alcon Ord Shs (ALC) | 2.1 | $29M | 392k | 74.41 |
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| Mastercard Incorporated Cl A (MA) | 1.8 | $25M | 45k | 568.81 |
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| Msci (MSCI) | 1.5 | $21M | 38k | 567.41 |
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| W.W. Grainger (GWW) | 1.4 | $20M | -71% | 21k | 952.96 |
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| salesforce (CRM) | 1.4 | $20M | NEW | 85k | 237.00 |
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| Rb Global (RBA) | 0.7 | $10M | 94k | 108.26 |
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| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $661k | +14% | 12k | 56.36 |
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| Watts Water Technologies Cl A (WTS) | 0.0 | $634k | 2.3k | 279.28 |
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| Paycom Software (PAYC) | 0.0 | $587k | +9% | 2.8k | 208.14 |
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| Interdigital | 0.0 | $571k | 1.7k | 345.23 |
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| Bio-techne Corporation (TECH) | 0.0 | $553k | NEW | 9.9k | 55.63 |
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| Applied Industrial Technologies (AIT) | 0.0 | $551k | -99% | 2.1k | 261.05 |
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| Jack Henry & Associates (JKHY) | 0.0 | $535k | +23% | 3.6k | 148.93 |
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| Esab Corporation (ESAB) | 0.0 | $472k | +8% | 4.2k | 111.74 |
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| MarketAxess Holdings (MKTX) | 0.0 | $390k | 2.2k | 174.25 |
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| Stifel Financial (SF) | 0.0 | $381k | NEW | 3.4k | 113.47 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $347k | NEW | 2.6k | 134.79 |
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| Transunion (TRU) | 0.0 | $345k | +19% | 4.1k | 83.78 |
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| Nvent Electric SHS (NVT) | 0.0 | $324k | NEW | 3.3k | 98.64 |
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| Crane Company Common Stock (CR) | 0.0 | $320k | NEW | 1.7k | 184.14 |
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| Rli (RLI) | 0.0 | $313k | 4.8k | 65.22 |
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| Evercore Class A (EVR) | 0.0 | $309k | NEW | 917.00 | 337.32 |
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| Littelfuse (LFUS) | 0.0 | $237k | +26% | 913.00 | 259.01 |
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| LeMaitre Vascular (LMAT) | 0.0 | $233k | 2.7k | 87.51 |
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| Gra (GGG) | 0.0 | $157k | 1.8k | 84.96 |
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| Badger Meter (BMI) | 0.0 | $138k | -90% | 773.00 | 178.58 |
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Past Filings by Dundas Partners
SEC 13F filings are viewable for Dundas Partners going back to 2018
- 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
- Dundas Partners 2021 Q4 filed Feb. 14, 2022