Dundas Partners as of Dec. 31, 2025
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 | 295k | 313.80 | |
| Microsoft Corporation (MSFT) | 6.2 | $88M | 183k | 483.62 | |
| Taiwan Semiconductor Sp Sponsored Adr (TSM) | 6.0 | $86M | 282k | 303.89 | |
| W.R. Berkley Corporation (WRB) | 5.7 | $81M | 1.2M | 70.12 | |
| Amphenol Corp Cl A (APH) | 5.1 | $72M | 533k | 135.14 | |
| Applied Materials (AMAT) | 5.0 | $70M | 274k | 256.99 | |
| American Express Company (AXP) | 4.6 | $66M | 178k | 369.95 | |
| Visa Inc Class A Shares Com Cl A (V) | 4.4 | $63M | 179k | 350.71 | |
| Thermo Fisher Scientific (TMO) | 4.0 | $57M | 98k | 579.45 | |
| Analog Devices (ADI) | 3.9 | $55M | 202k | 271.20 | |
| Abbott Laboratories (ABT) | 3.8 | $54M | 428k | 125.29 | |
| Brown & Brown (BRO) | 3.7 | $53M | 667k | 79.70 | |
| Nasdaq Omx (NDAQ) | 3.6 | $51M | 522k | 97.13 | |
| ResMed (RMD) | 3.5 | $49M | 205k | 240.87 | |
| Booking Holdings (BKNG) | 3.1 | $45M | 8.3k | 5355.33 | |
| Ross Stores (ROST) | 3.1 | $44M | 245k | 180.14 | |
| Zoetis Cl A (ZTS) | 2.7 | $38M | 305k | 125.82 | |
| Automatic Data Processing (ADP) | 2.6 | $37M | 143k | 257.23 | |
| Ametek (AME) | 2.5 | $35M | 170k | 205.31 | |
| Stryker Corporation (SYK) | 2.4 | $34M | 97k | 351.47 | |
| Mastercard Incorporated Cl A (MA) | 2.3 | $32M | 57k | 570.88 | |
| Hdfc Bank Sponsored Adr (HDB) | 2.3 | $32M | 884k | 36.54 | |
| Intuit (INTU) | 2.3 | $32M | 49k | 662.42 | |
| Equifax (EFX) | 2.0 | $28M | 128k | 216.98 | |
| Accenture Plc Cl A Shs Class A (ACN) | 1.6 | $23M | 87k | 268.30 | |
| salesforce (CRM) | 1.6 | $22M | 84k | 264.91 | |
| Msci (MSCI) | 1.5 | $21M | 37k | 573.73 | |
| W.W. Grainger (GWW) | 1.4 | $20M | 20k | 1009.05 | |
| Alcon Ord Shs (ALC) | 1.4 | $20M | 252k | 79.87 | |
| Rb Global (RBA) | 0.7 | $10M | 97k | 102.95 | |
| Jack Henry & Associates (JKHY) | 0.0 | $655k | 3.6k | 182.48 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $652k | 13k | 51.63 | |
| Nvent Electric SHS (NVT) | 0.0 | $628k | 6.2k | 101.97 | |
| Bio-techne Corporation (TECH) | 0.0 | $584k | 9.9k | 58.81 | |
| Applied Industrial Technologies (AIT) | 0.0 | $542k | 2.1k | 256.77 | |
| Stifel Financial (SF) | 0.0 | $476k | 3.8k | 125.22 | |
| Paycom Software (PAYC) | 0.0 | $449k | 2.8k | 159.36 | |
| Esab Corporation (ESAB) | 0.0 | $435k | 3.9k | 111.72 | |
| Crane Company Common Stock (CR) | 0.0 | $422k | 2.3k | 184.43 | |
| Littelfuse (LFUS) | 0.0 | $402k | 1.6k | 252.92 | |
| Evercore Class A (EVR) | 0.0 | $364k | 1.1k | 340.25 | |
| Transunion (TRU) | 0.0 | $354k | 4.1k | 85.75 | |
| Hamilton Lane Cl A (HLNE) | 0.0 | $346k | 2.6k | 134.31 | |
| MarketAxess Holdings (MKTX) | 0.0 | $345k | 1.9k | 181.25 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $340k | 1.2k | 276.02 | |
| LeMaitre Vascular (LMAT) | 0.0 | $263k | 3.2k | 81.10 | |
| Rli (RLI) | 0.0 | $250k | 3.9k | 63.98 | |
| Interdigital | 0.0 | $183k | 574.00 | 318.38 | |
| Badger Meter (BMI) | 0.0 | $135k | 773.00 | 174.41 |
