CONTRAVISORY INVESTMENT MANAGEMENT, INC. Q1 2026 Filing
Filed April 20, 2026
Portfolio Value
$153.4B
Holdings
366
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (366 positions)
| Stock | Value |
|---|---|
JBHTHUNT J B TRANS SVCS INC | $1.2M |
NDSNNORDSON CORP | $1.2M |
BGBUNGE GLOBAL SA | $1.2M |
AKAMAKAMAI TECHNOLOGIES INC | $1.2M |
EMEEMCOR GROUP INC | $1.2M |
CATCATERPILLAR INC | $1.1M |
XOMEXXON MOBIL CORP | $1.1M |
HIIHUNTINGTON INGALLS INDS INC | $1.1M |
LRCXLAM RESEARCH CORP | $1.1M |
AMDADVANCED MICRO DEVICES INC | $1.1M |
CRLCHARLES RIV LABS INTL INC | $1.1M |
STLDSTEEL DYNAMICS INC | $1.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.1M |
MARMARRIOTT INTL INC NEW | $1.1M |
EXPDEXPEDITORS INTL WASH INC | $1.1M |
APHAMPHENOL CORP | $1.1M |
GLWCORNING INC | $1.1M |
JBLJABIL INC | $1.0M |
JNJJOHNSON & JOHNSON | $1.0M |
DVADAVITA INC | $1.0M |
TELTE CONNECTIVITY PLC | $1.0M |
CHRWC H ROBINSON WORLDWIDE IN | $996K |
EAELECTRONIC ARTS INC | $989K |
LLOEWS CORP | $969K |
NTRSNORTHERN TR CORP | $898K |
AMATAPPLIED MATLS INC | $888K |
GLGLOBE LIFE INC | $884K |
DECKDECKERS OUTDOOR CORP | $880K |
ALLEALLEGION PLC | $874K |
USOUNITED STATES ANTIMONY CORP | $873K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $845K |
XLCSELECT SECTOR SPDR TR | $837K |
CBOECBOE GLOBAL MKTS INC | $819K |
WYNNWYNN RESORTS LTD | $803K |
GLOBGLOBANT S A | $784K |
GILDGILEAD SCIENCES INC | $780K |
MUMICRON TECHNOLOGY INC | $778K |
TDCTERADATA CORP DEL | $769K |
TPRTAPESTRY INC | $760K |
FSLRFIRST SOLAR INC | $759K |
CINFCINCINNATI FINL CORP | $749K |
XLISELECT SECTOR SPDR TR | $737K |
EPAMEPAM SYS INC | $723K |
XLVSELECT SECTOR SPDR TR | $705K |
GDGENERAL DYNAMICS CORP | $704K |
HLTHILTON WORLDWIDE HLDGS INC | $680K |
NATLNCR ATLEOS CORPORATION | $654K |
ABBVABBVIE INC | $651K |
NRANRG ENERGY INC | $651K |
AGXARGAN INC | $646K |
DWDMORGAN STANLEY | $587K |
XLYSELECT SECTOR SPDR TR | $586K |
DLTRDOLLAR TREE INC | $582K |
IWPISHARES TR | $577K |
ULTAULTA BEAUTY INC | $577K |
TTTRANE TECHNOLOGIES PLC | $572K |
ESEESCO TECHNOLOGIES INC | $496K |
DGDOLLAR GEN CORP | $487K |
GOOGLALPHABET INC | $442K |
LGNDLIGAND PHARMACEUTICALS INC | $403K |
PNWPINNACLE WEST CAP CORP | $391K |
IDIINTERDIGITAL INC | $361K |
OSISOSI SYSTEMS INC | $357K |
VSECVSE CORP | $343K |
CCOCAMECO CORP | $335K |
RYROYAL BK CDA | $332K |
IMOIMPERIAL OIL LTD | $331K |
AZZAZZ INC | $329K |
MLIMUELLER INDS INC | $313K |
ENVAENOVA INTL INC | $299K |
GVAGRANITE CONSTR INC | $285K |
MTRNMATERION CORP | $264K |
GQ9SPDR GOLD TR | $262K |
AERAERCAP HOLDINGS NV | $259K |
BABAALIBABA GROUP HLDG LTD | $259K |
CBRECBRE GROUP INC | $238K |
PGPROCTER & GAMBLE CO | $218K |
MDYSTATE STR SPDR S&P MIDCAP 40 | $217K |
HURNHURON CONSULTING GROUP INC | $201K |
VYXNCR VOYIX CORPORATION | $190K |
HCIHCI GROUP INC | $186K |
RCLROYAL CARIBBEAN GROUP | $182K |
ALBALBEMARLE CORP | $153K |
SPYSTATE STR SPDR S&P 500 ETF T | $145K |
ABTABBOTT LABORATORIES | $113K |
JJACOBS SOLUTIONS INC | $102K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $101K |
NUENUCOR CORP | $99K |
ATOATMOS ENERGY CORP | $96K |
MPWRMONOLITHIC PWR SYS INC | $93K |
ETRENTERGY CORP NEW | $88K |
IWMISHARES TR | $86K |
NSCNORFOLK SOUTHN CORP | $86K |
AITAPPLIED INDL TECHNOLOGIES IN | $83K |
STTSTATE STR CORP | $83K |
FRTFEDERAL RLTY INVT TR NEW | $81K |
TKOTKO GROUP HOLDINGS INC | $79K |
AEEAMEREN CORP | $77K |
LYVLIVE NATION ENTERTAINMENT IN | $77K |
CAHCARDINAL HEALTH INC | $76K |