Dundas Partners as of March 31, 2026
Portfolio Holdings for Dundas Partners
Dundas Partners holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Sp Sponsored Adr (TSM) | 7.4 | $93M | 275k | 337.95 | |
| Applied Materials (AMAT) | 7.2 | $90M | 263k | 341.79 | |
| Alphabet Inc Cl C Cap Stk Cl C (GOOG) | 6.6 | $83M | 290k | 286.86 | |
| Amphenol Corp Cl A (APH) | 5.3 | $67M | 528k | 126.35 | |
| Microsoft Corporation (MSFT) | 5.3 | $66M | 180k | 370.17 | |
| Analog Devices (ADI) | 5.0 | $63M | 199k | 318.14 | |
| Visa Inc Class A Shares Com Cl A (V) | 4.7 | $59M | 194k | 302.24 | |
| American Express Company (AXP) | 4.3 | $53M | 176k | 302.48 | |
| Ross Stores (ROST) | 4.1 | $52M | 239k | 216.63 | |
| Thermo Fisher Scientific (TMO) | 3.8 | $48M | 97k | 491.53 | |
| ResMed (RMD) | 3.6 | $46M | 203k | 224.48 | |
| Abbott Laboratories (ABT) | 3.5 | $44M | 424k | 102.67 | |
| Nasdaq Omx (NDAQ) | 3.5 | $44M | 512k | 84.89 | |
| Brown & Brown (BRO) | 3.4 | $43M | 660k | 65.21 | |
| Booking Holdings (BKNG) | 3.1 | $38M | 9.1k | 4210.32 | |
| Zoetis Cl A (ZTS) | 2.8 | $35M | 299k | 118.21 | |
| Ametek (AME) | 2.8 | $35M | 164k | 214.36 | |
| Stryker Corporation (SYK) | 2.5 | $31M | 95k | 328.59 | |
| Automatic Data Processing (ADP) | 2.3 | $29M | 141k | 203.18 | |
| Mastercard Incorporated Cl A (MA) | 2.2 | $28M | 56k | 499.66 | |
| W.R. Berkley Corporation (WRB) | 2.1 | $26M | 391k | 66.28 | |
| Equifax (EFX) | 1.8 | $23M | 127k | 180.07 | |
| Accenture Plc Cl A Shs Class A (ACN) | 1.8 | $23M | 115k | 198.29 | |
| W.W. Grainger (GWW) | 1.7 | $22M | 20k | 1090.81 | |
| Hdfc Bank Sponsored Adr (HDB) | 1.7 | $22M | 864k | 24.88 | |
| Intuit (INTU) | 1.7 | $21M | 48k | 432.38 | |
| salesforce (CRM) | 1.6 | $20M | 105k | 186.67 | |
| Msci (MSCI) | 1.6 | $20M | 36k | 539.01 | |
| Alcon Ord Shs (ALC) | 1.5 | $19M | 250k | 74.13 | |
| Rb Global (RBA) | 0.7 | $9.2M | 97k | 95.90 | |
| Nvent Electric SHS (NVT) | 0.0 | $564k | 4.8k | 118.28 | |
| Jack Henry & Associates (JKHY) | 0.0 | $481k | 3.0k | 158.04 | |
| Applied Industrial Technologies (AIT) | 0.0 | $473k | 1.8k | 265.32 | |
| Littelfuse (LFUS) | 0.0 | $455k | 1.3k | 339.35 | |
| Bio-techne Corporation (TECH) | 0.0 | $425k | 8.1k | 52.26 | |
| Crane Company Common Stock (CR) | 0.0 | $363k | 2.1k | 171.00 | |
| Stifel Financial (SF) | 0.0 | $346k | 4.7k | 73.92 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $332k | 1.1k | 290.29 | |
| Esab Corporation (ESAB) | 0.0 | $318k | 3.3k | 96.66 | |
| Evercore Class A (EVR) | 0.0 | $270k | 906.00 | 298.51 | |
| MarketAxess Holdings (MKTX) | 0.0 | $265k | 1.6k | 164.98 | |
| Hamilton Lane Cl A (HLNE) | 0.0 | $215k | 2.2k | 99.40 | |
| LeMaitre Vascular (LMAT) | 0.0 | $210k | 1.9k | 109.17 | |
| Transunion (TRU) | 0.0 | $171k | 2.5k | 69.19 | |
| Interdigital | 0.0 | $146k | 483.00 | 302.00 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $132k | 3.9k | 33.74 | |
| Rli (RLI) | 0.0 | $123k | 2.2k | 57.04 | |
| Badger Meter (BMI) | 0.0 | $97k | 639.00 | 152.35 | |
| Paycom Software (PAYC) | 0.0 | $97k | 796.00 | 121.54 |
