Dudley & Shanley, Inc. Top Holdings and 13F Report (2026) About Dudley & Shanley, Inc.Investment ActivityDudley & Shanley, Inc. has $629.16 million in total holdings as of September 30, 2026.Dudley & Shanley, Inc. owns shares of 36 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 9.27% of the portfolio was purchased this quarter.About 9.57% of the portfolio was sold this quarter.This quarter, Dudley & Shanley, Inc. has purchased 37 new stocks and bought additional shares in 8 stocks.Dudley & Shanley, Inc. sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Wheaton Precious Metals $56,350,678AMETEK $31,521,908Visa $30,334,279Ecolab $27,195,227Service Corporation International $26,075,664 Largest New Holdings this Quarter 902252105 - Tyler Technologies $20,517,840 Holding Largest Purchases this Quarter Tyler Technologies 64,400 shares (about $20.52M)Roper Technologies 55,325 shares (about $19.33M)Progressive 37,872 shares (about $7.85M)Amphenol 73,377 shares (about $6.19M)Badger Meter 21,600 shares (about $2.67M) Largest Sales this Quarter Watsco 26,447 shares (about $8.01M)Visa 12,552 shares (about $4.51M)Wheaton Precious Metals 33,232 shares (about $4.44M)AMETEK 12,488 shares (about $3.09M)Charles Schwab 28,968 shares (about $2.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDudley & Shanley, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWPMWheaton Precious Metals$56,350,678$4,443,783 ▼-7.3%421,4089.0%MaterialsAMEAMETEK$31,521,908$3,093,652 ▼-8.9%127,2435.0%TechnologyVVisa$30,334,279$4,510,310 ▼-12.9%84,4194.8%FinanceECLEcolab$27,195,227$1,551,377 ▼-5.4%99,0434.3%MaterialsSCIService Corporation International$26,075,664$1,931,012 ▼-6.9%342,4254.1%Consumer DiscretionaryAPHAmphenol$25,949,900$6,185,681 ▲31.3%307,8284.1%TechnologyADIAnalog Devices$25,642,938$1,015,974 ▼-3.8%64,6394.1%TechnologyAONAON$23,581,358$997,756 ▼-4.1%85,2023.7%FinanceDCIDonaldson$22,645,197$1,058,406 ▼-4.5%260,1703.6%IndustrialsFASTFastenal$22,533,178$866,775 ▼-3.7%454,9403.6%IndustrialsFerguson Enterprises$22,269,124$933,446 ▼-4.0%100,0323.5%COMPGRProgressive$21,591,751$7,851,244 ▲57.1%104,1523.4%FinanceAWKAmerican Water Works$20,786,408$1,138,559 ▼-5.2%160,5503.3%UtilitiesSCHWCharles Schwab$20,717,459$2,831,332 ▼-12.0%211,9653.3%FinanceTYLTyler Technologies$20,517,840$20,517,840 ▲New Holding64,4003.3%TechnologyRoper Technologies$20,029,928$19,331,108 ▲2,766.3%57,3253.2%COMALSNAllison Transmission$19,851,533$1,159,443 ▲6.2%175,2743.2%IndustrialsKRNTKornit Digital$19,421,218$1,441,286 ▼-6.9%1,168,5453.1%IndustrialsFSSFederal Signal$19,282,999$527,914 ▲2.8%174,0503.1%IndustrialsKAIKadant$19,033,949$772,269 ▼-3.9%72,7823.0%IndustrialsXYLXylem$17,247,294$1,087,640 ▼-5.9%170,3102.7%IndustrialsRYANRyan Specialty$17,237,893$27,491 ▲0.2%465,8892.7%FinanceDHRDanaher$15,773,252$626,765 ▼-3.8%71,1952.5%HealthcareWSOWatsco$15,608,210$8,005,243 ▼-33.9%51,5652.5%IndustrialsNXENexGen Energy$11,196,6170.0%1,225,5001.8%EnergyAAgilent Technologies$11,122,610$852,934 ▼-7.1%64,5501.8%HealthcareBMIBadger Meter$10,451,484$2,668,464 ▲34.3%84,6001.7%TechnologyWATWaters$10,365,2100.0%23,5901.6%HealthcareHEIHeico$5,760,420$151,590 ▼-2.6%19,0000.9%IndustrialsMSFTMicrosoft$5,420,8400.0%10,5690.9%TechnologyPFEPfizer$4,705,8000.0%165,0000.7%HealthcareGNRCGenerac$3,342,2420.0%16,1500.5%IndustrialsFiserv Inc.$2,821,446$2,173,565 ▼-43.5%62,4490.4%COMORAOrmat Technologies$2,387,8890.0%26,1000.4%UtilitiesViper Energy Inc$307,1530.0%7,7000.0%COMATHA Energy Corp.$79,797$29,417 ▲58.4%118,0000.0%COMROLRollins$0$20,688,640 ▼-100.0%00.0%IndustrialsStallion Uranium Corp$0$25,377 ▼-100.0%00.0%COMShowing largest 100 holdings. 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