Dudley & Shanley as of June 30, 2025
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 36 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 10.8 | $69M | 764k | 89.80 | |
| Amphenol Corporation (APH) | 6.6 | $42M | 428k | 98.75 | |
| Visa (V) | 5.4 | $35M | 97k | 355.05 | |
| Aon (AON) | 5.0 | $32M | 89k | 356.76 | |
| Ryan Specialty Group Hldgs I (RYAN) | 4.9 | $31M | 462k | 67.99 | |
| Service Corporation International (SCI) | 4.7 | $30M | 369k | 81.40 | |
| Analog Devices (ADI) | 4.6 | $29M | 123k | 238.02 | |
| Fiserv (FI) | 4.6 | $29M | 169k | 172.41 | |
| Ecolab (ECL) | 4.4 | $28M | 105k | 269.44 | |
| Rollins (ROL) | 4.0 | $26M | 457k | 56.42 | |
| Ametek (AME) | 4.0 | $25M | 140k | 180.96 | |
| American Water Works (AWK) | 3.5 | $22M | 161k | 139.11 | |
| Amdocs Ltd ord (DOX) | 3.5 | $22M | 246k | 91.24 | |
| Charles Schwab Corporation (SCHW) | 3.5 | $22M | 241k | 91.24 | |
| Danaher Corporation (DHR) | 3.4 | $22M | 110k | 197.54 | |
| Watsco, Incorporated (WSO) | 2.8 | $18M | 40k | 441.62 | |
| Kadant (KAI) | 2.8 | $18M | 55k | 317.45 | |
| Progressive Corporation (PGR) | 2.7 | $17M | 64k | 266.86 | |
| Ferguson (FERG) | 2.6 | $16M | 76k | 217.75 | |
| Allison Transmission Hldngs I (ALSN) | 2.5 | $16M | 165k | 94.99 | |
| Franklin Electric (FELE) | 2.5 | $16M | 174k | 89.74 | |
| Donaldson Company (DCI) | 2.3 | $15M | 209k | 69.35 | |
| Kornit Digital (KRNT) | 2.0 | $13M | 637k | 19.91 | |
| Nexgen Energy (NXE) | 1.3 | $8.6M | 1.2M | 6.94 | |
| First Trust NASDAQ Clean Edge (GRID) | 1.0 | $6.5M | 47k | 139.02 | |
| Agilent Technologies Inc C ommon (A) | 1.0 | $6.5M | 55k | 118.01 | |
| HEICO Corporation (HEI) | 1.0 | $6.4M | 20k | 328.00 | |
| Microsoft Corporation (MSFT) | 0.8 | $5.4M | 11k | 497.41 | |
| Generac Holdings (GNRC) | 0.4 | $2.8M | 20k | 143.21 | |
| Ormat Technologies (ORA) | 0.4 | $2.5M | 30k | 83.76 | |
| Invesco Water Resource Port (PHO) | 0.4 | $2.3M | 33k | 69.91 | |
| Avantor (AVTR) | 0.3 | $1.8M | 131k | 13.46 | |
| Roper Industries (ROP) | 0.2 | $1.4M | 2.6k | 566.84 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $539k | 14k | 39.65 | |
| Ocular Therapeutix (OCUL) | 0.0 | $152k | 16k | 9.28 | |
| ATHA Energy Corp. (SASKF) | 0.0 | $8.5k | 19k | 0.45 |
