Loading…
CIK 0000883511 • 6 13F filings • Apr 9, 2025 – Jul 9, 2026
Import this data to Google Sheets with:
=jivedata("dudley-shanley-inc-0000883511-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Agilent Tech, Inc. | COM | $6.5M | 1.0%Prev: 1.0% | 55,200 SH | Increased |
| Allison Transmission | COM | $15.6M | 2.5%Prev: 3.2% | 164,547 SH | Decreased-50 SH |
| Amdocs Ltd. | COM | $22.4M | 3.5% | 245,901 SH | New |
| Amer. Water Works | COM | $22.4M | 3.5%Prev: 3.8% | 161,304 SH | Decreased-7,740 SH |
| Ametek Inc. | COM | $25.3M | 4.0%Prev: 4.9% | 139,686 SH | Decreased-60 SH |
| Amphenol Corp. | COM | $42.3M | 6.6%Prev: 5.1% | 428,000 SH | Increased+182,249 SH |
| Analog Devices | COM | $29.3M | 4.6%Prev: 5.0% | 122,976 SH | Decreased+27,855 SH |
| Aon plc | COM | $31.6M | 5.0%Prev: 4.7% | 88,632 SH | Increased-150 SH |
| ATHA Energy Corp. | COM | $8K | 0.0%Prev: 0.0% | 19,000 SH | Decreased-55,500 SH |
| Avantor Inc. | COM | $1.8M | 0.3% | 131,000 SH | New |
| Charles Schwab | COM | $22.0M | 3.5%Prev: 3.7% | 240,963 SH | Decreased+30 SH |
| Danaher Corp. | COM | $21.6M | 3.4%Prev: 3.6% | 109,552 SH | Decreased-5,329 SH |
| Donaldson Co., Inc. | COM | $14.5M | 2.3%Prev: 3.8% | 209,185 SH | Decreased-61,220 SH |
| Ecolab Inc. | COM | $28.3M | 4.4%Prev: 4.6% | 104,983 SH | Increased-25 SH |
| Enphase Energy, Inc. | COM | $539K | 0.1% | 13,600 SH | New |
| Ferguson Enterprises | COM | $16.4M | 2.6%Prev: 4.0% | 75,500 SH | Decreased-28,675 SH |
| First Trust Cln Edge | COM | $6.5M | 1.0% | 46,900 SH | New |
| Fiserv Inc. | COM | $29.2M | 4.6%Prev: 1.3% | 169,344 SH | Increased+25,421 SH |
| Franklin Elec. Co., Inc. | COM | $15.6M | 2.5% | 173,991 SH | New |
| Generac Holdings | COM | $2.8M | 0.4%Prev: 0.6% | 19,650 SH | Decreased |
| HEICO Corp. | COM | $6.4M | 1.0%Prev: 0.9% | 19,550 SH | Increased+50 SH |
| Invesco Water ETF | COM | $2.3M | 0.4%Prev: 0.4% | 32,780 SH | Increased |
| Kadant Inc. | COM | $17.5M | 2.8%Prev: 3.6% | 55,175 SH | Decreased-20,560 SH |
| Kornit Digital | COM | $12.7M | 2.0%Prev: 3.0% | 637,300 SH | Decreased-617,315 SH |
| Microsoft Corp. | COM | $5.4M | 0.8%Prev: 0.6% | 10,854 SH | Increased+285 SH |
| NexGen Energy Ltd. | COM | $8.6M | 1.3%Prev: 2.3% | 1,237,000 SH | Decreased+12,500 SH |
| Ocular Therapeutix | COM | $152K | 0.0% | 16,400 SH | New |
| Ormat Technologies | COM | $2.5M | 0.4%Prev: 0.5% | 30,000 SH | Decreased+2,000 SH |
| Progressive Corp. | COM | $17.1M | 2.7%Prev: 2.1% | 64,255 SH | Increased-2,025 SH |
| Rollins, Inc. | COM | $25.8M | 4.0%Prev: 4.0% | 456,900 SH | Increased+1,170 SH |
| Roper Technologies | COM | $1.4M | 0.2%Prev: 0.1% | 2,550 SH | Increased+550 SH |
| Ryan Specialty Hldngs | COM | $31.4M | 4.9%Prev: 2.6% | 462,071 SH | Increased-17,950 SH |
| Service Corp. Int'l | COM | $30.0M | 4.7%Prev: 5.0% | 369,033 SH | Decreased+1,400 SH |
| Visa Inc. | COM | $34.5M | 5.4%Prev: 4.8% | 97,211 SH | Increased+45 SH |
| Watsco, Inc. | COM | $17.6M | 2.8%Prev: 3.3% | 39,833 SH | Decreased-15,859 SH |
| Wheaton Precious Mtls | COM | $68.6M | 10.8%Prev: 9.8% | 763,475 SH | Increased+304,090 SH |
| 13F-HR |
| 0000883511-25-000008 |
| $621.5M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0000883511-26-000003 | $662.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0000883511-25-000006 | $636.8M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0000883511-26-000002 | $611.2M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0000883511-25-000005 | $635.1M | View |