Dudley & Shanley, Inc. Top Holdings and 13F Report (2026) About Dudley & Shanley, Inc.Investment ActivityDudley & Shanley, Inc. has $662.29 million in total holdings as of June 30, 2026.Dudley & Shanley, Inc. owns shares of 37 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 9.23% of the portfolio was purchased this quarter.About 5.43% of the portfolio was sold this quarter.This quarter, Dudley & Shanley, Inc. has purchased 37 new stocks and bought additional shares in 15 stocks.Dudley & Shanley, Inc. sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Wheaton Precious Metals $51,065,165Amphenol $41,338,400AMETEK $33,806,518Visa $33,269,780Watsco $32,509,941 Largest New Holdings this Quarter 717081103 - Pfizer $3,973,200 Holding Largest Purchases this Quarter Fastenal 291,190 shares (about $13.99M)Federal Signal 106,555 shares (about $13.69M)Xylem 100,220 shares (about $11.85M)Watsco 22,320 shares (about $9.30M)Waters 11,870 shares (about $4.45M) Largest Sales this Quarter Analog Devices 27,921 shares (about $11.09M)Badger Meter 59,150 shares (about $8.78M)Danaher 40,857 shares (about $7.78M)Amphenol 11,300 shares (about $1.99M)Fiserv Inc. 33,365 shares (about $1.64M) 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$51,065,165$532,958 â–¼-1.0%454,6407.7%Basic MaterialsAPHAmphenol$41,338,400$1,992,416 â–¼-4.6%234,4516.2%Computer and TechnologyAMEAMETEK$33,806,518$3,629 â–¼0.0%139,7315.1%Computer and TechnologyVVisa$33,269,780$66,903 â–¼-0.2%96,9715.0%Business ServicesWSOWatsco$32,509,941$9,301,414 â–²40.1%78,0124.9%ConstructionAONAON$29,456,394$8,292 â–²0.0%88,8074.4%FinanceECLEcolab$29,168,517$87,762 â–¼-0.3%104,6934.4%Basic MaterialsSCIService Corporation International$27,936,797$11,394 â–²0.0%367,7834.2%Consumer StaplesADIAnalog Devices$26,689,824$11,089,384 â–¼-29.4%67,2004.0%Computer and TechnologyFerguson Enterprises$24,735,719$11,866 â–²0.0%104,2253.7%COMDCIDonaldson$24,447,064$172,807 â–²0.7%272,3303.7%IndustrialsKAIKadant$23,798,2090.0%75,7353.6%IndustrialsFASTFastenal$22,691,293$13,985,856 â–²160.7%472,4403.4%Retail/WholesaleAWKAmerican Water Works$22,282,284$39,474 â–²0.2%169,3443.4%UtilitiesSCHWCharles Schwab$22,230,8880.0%240,9333.4%FinanceFSSFederal Signal$21,751,430$13,691,252 â–²169.9%169,2853.3%Multi-Sector ConglomeratesXYLXylem$21,401,920$11,847,006 â–²124.0%181,0503.2%Business ServicesROLRollins$20,688,640$1,666,470 â–²8.8%495,6553.1%ConstructionKRNTKornit Digital$20,398,056$10,562 â–²0.1%1,255,2653.1%IndustrialsALSNAllison Transmission$18,606,271$49,606 â–²0.3%165,0372.8%Auto/Tires/TrucksRYANRyan Specialty$17,563,913$561,680 â–¼-3.1%465,1462.7%FinancePGRProgressive$14,478,8660.0%66,2802.2%FinanceDHRDanaher$14,100,092$7,782,442 â–¼-35.6%74,0242.1%MedicalNXENexGen Energy$11,507,445$9,390 â–²0.1%1,225,5001.7%Basic MaterialsBMIBadger Meter$9,347,940$8,776,677 â–¼-48.4%63,0001.4%Computer and TechnologyAAgilent Technologies$9,231,685$1,899,469 â–²25.9%69,5001.4%MedicalWATWaters$8,847,194$4,451,725 â–²101.3%23,5901.3%MedicalHEIHeico$6,945,7050.0%19,5001.0%AerospaceFiserv Inc.$5,422,870$1,636,553 â–¼-23.2%110,5580.8%COMGNRCGenerac$4,728,881$1,024,835 â–¼-17.8%16,1500.7%IndustrialsPFEPfizer$3,973,200$3,973,200 â–²New Holding165,0000.6%MedicalMSFTMicrosoft$3,942,4480.0%10,5690.6%Computer and TechnologyORAOrmat Technologies$2,842,290$206,910 â–¼-6.8%26,1000.4%EnergyRoper Technologies$676,7800.0%2,0000.1%COMViper Energy Inc$326,4800.0%7,7000.0%COMATHA Energy Corp.$51,9910.0%74,5000.0%COMStallion Uranium Corp$25,3770.0%180,0000.0%COMPHOInvesco Water Resources ETF$0$2,191,671 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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