DUDLEY & SHANLEY, INC.
CIK: 0000883511SEC EDGAR →
Portfolio Value
$642K
Holdings
33
As of
Q4 2025
New Positions
1
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Wheaton Precious Mtls | 668,605 | $79K | 12.24% |
| 2 | Amphenol Corp. | 282,911 | $38K | 5.95% |
| 3 | Visa Inc. | 97,216 | $34K | 5.31% |
| 4 | Analog Devices | 125,021 | $34K | 5.28% |
| 5 | Aon plc | 88,782 | $31K | 4.88% |
| 6 | Ametek Inc. | 139,796 | $29K | 4.47% |
| 7 | Service Corp. Int'l | 367,633 | $29K | 4.46% |
| 8 | Ecolab Inc. | 105,058 | $28K | 4.29% |
| 9 | Rollins, Inc. | 455,730 | $27K | 4.26% |
| 10 | Danaher Corp. | 114,881 | $26K | 4.10% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 10 | $140K | 21.9% |
| Financial Services | 6 | $132K | 20.5% |
| Basic Materials | 2 | $106K | 16.5% |
| Technology | 5 | $101K | 15.8% |
| Consumer Cyclical | 3 | $72K | 11.2% |
| Unknown | 4 | $53K | 8.2% |
| Healthcare | 1 | $26K | 4.1% |
| Energy | 2 | $12K | 1.8% |