Dundas Partners as of March 31, 2025
Portfolio Holdings for Dundas Partners
Dundas Partners holds 49 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| W.R. Berkley Corporation (WRB) | 5.9 | $80M | 1.1M | 71.16 | |
| W.W. Grainger (GWW) | 5.4 | $73M | 74k | 987.83 | |
| Microsoft Corporation (MSFT) | 5.2 | $70M | 187k | 375.39 | |
| Brown & Brown (BRO) | 4.6 | $63M | 503k | 124.40 | |
| Visa Inc Class A Shares Com Cl A (V) | 4.5 | $61M | 175k | 350.46 | |
| Taiwan Semiconductor Sp Sponsored Adr (TSM) | 3.5 | $48M | 289k | 166.00 | |
| Alphabet Inc Cl C Cap Stk Cl C (GOOG) | 3.5 | $47M | 302k | 156.23 | |
| American Express Company (AXP) | 3.5 | $47M | 174k | 269.05 | |
| Abbott Laboratories (ABT) | 3.4 | $46M | 345k | 132.65 | |
| Marsh & McLennan Companies | 3.4 | $46M | 188k | 244.03 | |
| Amphenol Corp Cl A (APH) | 3.0 | $41M | 617k | 65.59 | |
| Analog Devices (ADI) | 2.9 | $40M | 198k | 201.67 | |
| Accenture Plc Cl A Shs Class A (ACN) | 2.9 | $40M | 127k | 312.04 | |
| Applied Materials (AMAT) | 2.8 | $39M | 266k | 145.12 | |
| Alcon Ord Shs (ALC) | 2.8 | $38M | 407k | 94.11 | |
| Nasdaq Omx (NDAQ) | 2.8 | $38M | 501k | 75.86 | |
| Thermo Fisher Scientific (TMO) | 2.8 | $37M | 75k | 497.60 | |
| Ross Stores (ROST) | 2.6 | $36M | 279k | 127.79 | |
| Automatic Data Processing (ADP) | 2.5 | $34M | 113k | 305.53 | |
| ResMed (RMD) | 2.5 | $34M | 152k | 223.85 | |
| FactSet Research Systems (FDS) | 2.5 | $34M | 75k | 454.64 | |
| Stryker Corporation (SYK) | 2.5 | $34M | 91k | 372.25 | |
| Booking Holdings (BKNG) | 2.5 | $34M | 7.3k | 4606.91 | |
| Zoetis Cl A (ZTS) | 2.4 | $33M | 198k | 164.65 | |
| Equifax (EFX) | 2.4 | $32M | 133k | 243.56 | |
| Apple (AAPL) | 2.0 | $27M | 122k | 222.13 | |
| Home Depot (HD) | 2.0 | $27M | 74k | 366.49 | |
| Hdfc Bank Sponsored Adr (HDB) | 1.9 | $26M | 394k | 66.44 | |
| Ametek (AME) | 1.8 | $25M | 143k | 172.14 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $24M | 45k | 548.12 | |
| Nordson Corporation (NDSN) | 1.8 | $24M | 119k | 201.72 | |
| Costco Wholesale Corporation (COST) | 1.7 | $23M | 24k | 945.78 | |
| Intuit (INTU) | 1.7 | $23M | 37k | 613.99 | |
| Msci (MSCI) | 1.6 | $21M | 38k | 565.50 | |
| Rb Global (RBA) | 0.7 | $9.2M | 92k | 100.37 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.1 | $805k | 11k | 73.87 | |
| Gra (GGG) | 0.0 | $602k | 7.2k | 83.51 | |
| Transunion (TRU) | 0.0 | $582k | 7.0k | 82.99 | |
| MarketAxess Holdings (MKTX) | 0.0 | $555k | 2.6k | 216.35 | |
| Paycom Software (PAYC) | 0.0 | $537k | 2.5k | 218.48 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $524k | 2.6k | 203.92 | |
| Esab Corporation (ESAB) | 0.0 | $481k | 4.1k | 116.50 | |
| Applied Industrial Technologies (AIT) | 0.0 | $460k | 2.0k | 225.34 | |
| Morningstar (MORN) | 0.0 | $456k | 1.5k | 299.87 | |
| Selective Insurance (SIGI) | 0.0 | $393k | 4.3k | 91.54 | |
| Interdigital | 0.0 | $355k | 1.7k | 206.75 | |
| Badger Meter (BMI) | 0.0 | $302k | 1.6k | 190.25 | |
| Power Integrations (POWI) | 0.0 | $213k | 4.2k | 50.50 | |
| Littelfuse (LFUS) | 0.0 | $206k | 1.0k | 196.74 |
