Titelia

Holdings of CONTRAVISORY INVESTMENT MANAGEMENT, INC.

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Net assets
-
Positions
325 in 7 countries
Top ten
25.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301Philip Morris International Inc. 7011.6K $
302PepsiCo Inc 7411.5K $
303Guardant Health Inc 12411.5K $
304Thermo Fisher Scientific Inc 2311.3K $
305Charles Schwab Corp/The 11210.5K $
306Rio Tinto PLC 11010.3K $
307Brighthouse Financial Inc 1579.4K $
308Stryker Corp 289.2K $
309Newmont Corp 839K $
310AppLovin Corp 228.8K $
311Arista Networks Inc 678.2K $
312Paramount Gold Nevada Corp 4,1326.9K $
313AeroVironment Inc 376.8K $
314Snowflake Inc 426.3K $
315CMS Energy Corp 765.9K $
316Oklo Inc 954.7K $
317Invesco Exchange-Traded Fund Trust 252.7K $
318Sealed Air Corp 602.5K $
319iShares Russell 1000 Growth ETF 41.7K $
320United States Antimony Corp 100873 $
321iShares Trust 4855 $
322Teradata Corp 30769 $
323NCR Atleos Corp 15654 $
324NCR Voyix Corp 30190 $
325Crescent Energy Co 19 $

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Sector breakdown

  • Technology 20.2 %
  • Financials 15.7 %
  • Health care 8.8 %
  • Consumer discretionary 8.6 %
  • Industrials 8.2 %
  • Energy 6.0 %
  • Communication 5.2 %
  • Consumer staples 4.4 %
  • Utilities 3.8 %
  • Real estate 0.8 %
  • Materials 0.6 %
  • Unattributed 17.8 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 94.7 %
  • Taiwan 3.0 %
  • United Kingdom 2.0 %
  • Luxembourg 0.1 %
  • Brazil 0.1 %
  • Spain 0.1 %
  • Netherlands 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States316442.1M $94.74 %
2Taiwan114M $2.99 %
3United Kingdom39.2M $1.98 %
4Luxembourg1398.5K $0.09 %
5Brazil1370.9K $0.08 %
6Spain1283K $0.06 %
7Netherlands2271.3K $0.06 %
Cite this page

Titelia. "Holdings of CONTRAVISORY INVESTMENT MANAGEMENT, INC.". https://titelia.com/en/funds/US13F1365707