Dudley & Shanley, Inc. Top Holdings and 13F Report (2025) About Dudley & Shanley, Inc.Investment ActivityDudley & Shanley, Inc. has $621.51 million in total holdings as of September 30, 2025.Dudley & Shanley, Inc. owns shares of 32 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.73% of the portfolio was purchased this quarter.About 7.43% of the portfolio was sold this quarter.This quarter, Dudley & Shanley, Inc. has purchased 36 new stocks and bought additional shares in 11 stocks.Dudley & Shanley, Inc. sold shares of 10 stocks and completely divested from 5 stocks this quarter.Largest Holdings Wheaton Precious Metals $77,803,173Amphenol $39,178,755Visa $33,175,650AON $31,640,057Service Corporation International $30,744,214 Largest New Holdings this Quarter 852919208 - Stallion Uranium Corp $9,600 Holding Largest Purchases this Quarter Kornit Digital 621,595 shares (about $8.39M)Donaldson 61,400 shares (about $5.03M)American Water Works 7,855 shares (about $1.09M)Danaher 5,389 shares (about $1.07M)Fiserv 5,577 shares (about $719.04K) Largest Sales this Quarter Amphenol 111,404 shares (about $13.79M)Wheaton Precious Metals 67,810 shares (about $7.58M)Watsco 463 shares (about $187.19K)Rollins 1,250 shares (about $73.43K)Ocular Therapeutix 3,400 shares (about $39.75K) 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$77,803,173$7,583,870 ▼-8.9%695,66512.5%Basic MaterialsAPHAmphenol$39,178,755$13,786,245 ▼-26.0%316,5966.3%Computer and TechnologyVVisa$33,175,650$10,241 ▼0.0%97,1815.3%Business ServicesAONAON$31,640,057$35,658 ▲0.1%88,7325.1%FinanceSCIService Corporation International$30,744,214$33,288 ▲0.1%369,4334.9%Consumer StaplesADIAnalog Devices$30,711,517$496,314 ▲1.6%124,9964.9%Computer and TechnologyECLEcolab$28,750,6440.0%104,9834.6%Basic MaterialsROLRollins$26,764,881$73,425 ▼-0.3%455,6504.3%ConstructionAMEAMETEK$26,279,768$18,800 ▲0.1%139,7864.2%Computer and TechnologyRYANRyan Specialty$26,033,868$8,454 ▼0.0%461,9214.2%FinanceAWKAmerican Water Works$23,545,241$1,093,337 ▲4.9%169,1593.8%UtilitiesSCHWCharles Schwab$22,995,191$9,547 ▼0.0%240,8633.7%FinanceDHRDanaher$22,788,203$1,068,423 ▲4.9%114,9413.7%MedicalFIFiserv$22,552,565$719,043 ▲3.3%174,9213.6%Business ServicesDCIDonaldson$22,147,382$5,025,590 ▲29.4%270,5853.6%IndustrialsDOXAmdocs$20,228,525$52,348 ▲0.3%246,5393.3%Computer and TechnologyKRNTKornit Digital$16,995,082$8,391,532 ▲97.5%1,258,8952.7%IndustrialsFerguson Enterprises$16,955,7900.0%75,5002.7%COMKAIKadant$16,418,9760.0%55,1752.6%IndustrialsWSOWatsco$15,917,291$187,191 ▼-1.2%39,3702.6%ConstructionPGRProgressive$15,867,7720.0%64,2552.6%FinanceALSNAllison Transmission$13,966,7490.0%164,5472.2%Auto/Tires/TrucksNXENexGen Energy$11,054,592$16,557 ▼-0.1%1,235,1501.8%Basic MaterialsAAgilent Technologies$7,084,9200.0%55,2001.1%MedicalHEIHeico$6,294,990$16,141 ▼-0.3%19,5001.0%AerospaceMSFTMicrosoft$5,621,8290.0%10,8540.9%Computer and TechnologyGNRCGenerac$3,289,4100.0%19,6500.5%IndustrialsORAOrmat Technologies$2,906,750$19,250 ▲0.7%30,2000.5%EnergyPHOInvesco Water Resources ETF$2,363,7660.0%32,7800.4%ETFRoper Technologies$1,271,6590.0%2,5500.2%COMOCULOcular Therapeutix$151,970$39,746 ▼-20.7%13,0000.0%MedicalStallion Uranium Corp$9,600$9,600 ▲New Holding30,0000.0%COMFELEFranklin Electric$0$15,613,952 ▼-100.0%00.0%IndustrialsGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$0$6,520,038 ▼-100.0%00.0%ETFAVTRAvantor$0$1,763,260 ▼-100.0%00.0%MedicalENPHEnphase Energy$0$539,240 ▼-100.0%00.0%EnergyATHA Energy Corp.$0$8,495 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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