M.D. Sass, Inc. Top Holdings and 13F Report (2025) About M.D. Sass, Inc.Investment ActivityM.D. Sass, Inc. has $1.14 billion in total holdings as of March 31, 2025.M.D. Sass, Inc. owns shares of 32 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 30.23% of the portfolio was purchased this quarter.About 46.65% of the portfolio was sold this quarter.This quarter, M.D. Sass, Inc. has purchased 33 new stocks and bought additional shares in 10 stocks.M.D. Sass, Inc. sold shares of 16 stocks and completely divested from 7 stocks this quarter.Largest Holdings Amphenol $68,565,556Clean Harbors $68,459,729APi Group $64,752,456Welltower $64,654,686Danaher $64,230,833 Largest New Holdings this Quarter 032095101 - Amphenol $68,565,556 Holding969457100 - Williams Companies $58,588,254 Holding74762E102 - Quanta Services $52,710,069 Holding14040H105 - Capital One Financial $43,674,432 Holding78442P106 - SLM $37,316,910 Holding Largest Purchases this Quarter Amphenol 1,045,366 shares (about $68.57M)Williams Companies 980,392 shares (about $58.59M)Quanta Services 207,373 shares (about $52.71M)Capital One Financial 243,583 shares (about $43.67M)SLM 1,270,579 shares (about $37.32M) Largest Sales this Quarter CACI International 127,963 shares (about $46.95M)Vanguard S&P 500 ETF 90,188 shares (about $46.35M)Crown 391,208 shares (about $34.92M)iShares Russell 1000 Value ETF 139,546 shares (about $26.26M)Jabil 157,027 shares (about $21.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofM.D. Sass, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPHAmphenol$68,565,556$68,565,556 ▲New Holding1,045,3666.0%Computer and TechnologyCLHClean Harbors$68,459,729$13,595,367 ▲24.8%347,3356.0%Business ServicesAPGAPi Group$64,752,456$16,651,859 ▼-20.5%1,810,7515.7%Business ServicesWELLWelltower$64,654,686$5,370,629 ▲9.1%422,0005.7%FinanceDHRDanaher$64,230,833$32,253,484 ▲100.9%313,3215.7%MedicalAMEAMETEK$63,174,307$1,319,624 ▲2.1%366,9945.6%Computer and TechnologyICEIntercontinental Exchange$62,106,138$7,482,869 ▼-10.8%360,0365.5%FinanceCPCanadian Pacific Kansas City$60,111,058$858,458 ▲1.4%856,1615.3%TransportationMLMMartin Marietta Materials$59,458,519$11,569,826 ▲24.2%124,3565.2%ConstructionWMBWilliams Companies$58,588,254$58,588,254 ▲New Holding980,3925.2%EnergyAONAON$56,045,956$12,334,708 ▼-18.0%140,4344.9%FinancePWRQuanta Services$52,710,069$52,710,069 ▲New Holding207,3734.6%ConstructionCBRECBRE Group$49,358,595$1,020,607 ▼-2.0%377,4174.3%FinanceFWONKFormula One Group$45,254,688$14,739,858 ▼-24.6%502,7744.0%Consumer DiscretionaryCOFCapital One Financial$43,674,432$43,674,432 ▲New Holding243,5833.8%FinanceSLMSLM$37,316,910$37,316,910 ▲New Holding1,270,5793.3%FinanceEQHEquitable$36,414,226$8,084,156 ▲28.5%699,0643.2%FinanceJBLJabil$35,507,819$21,366,630 ▼-37.6%260,9533.1%Computer and TechnologyJPMJPMorgan Chase & Co.$26,635,863$4,836,573 ▼-15.4%108,5852.3%FinanceCCKCrown$25,513,635$34,919,230 ▼-57.8%285,8352.2%IndustrialsWDWalker & Dunlop$21,633,250$974,813 ▼-4.3%253,4351.9%FinanceVOOVanguard S&P 500 ETF$20,982,945$46,348,514 ▼-68.8%40,8301.8%ETFIWDiShares Russell 1000 Value ETF$10,956,180$26,256,974 ▼-70.6%58,2281.0%ETFIWMiShares Russell 2000 ETF$7,979,600$7,979,600 ▲New Holding40,0000.7%FinanceAMZNAmazon.com$6,994,148$1,218,425 ▼-14.8%36,7610.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$6,142,102$425,136 ▲7.4%10,9800.5%FinancePANWPalo Alto Networks$4,728,776$739,213 ▼-13.5%27,7120.4%Computer and TechnologyOWLBlue Owl Capital$3,619,983$461,962 ▲14.6%180,6380.3%FinanceACWXiShares MSCI ACWI ex U.S. ETF$3,424,592$701,997 ▲25.8%61,7600.3%ManufacturingMSFTMicrosoft$3,197,947$476,370 ▼-13.0%8,5190.3%Computer and TechnologyCACICACI International$2,289,214$46,952,186 ▼-95.4%6,2390.2%Computer and TechnologyGOOGLAlphabet$1,652,174$36,495 ▼-2.2%10,6840.1%Computer and TechnologyCRLCharles River Laboratories International$0$72,330,710 ▼-100.0%00.0%MedicalMRVLMarvell Technology$0$66,170,153 ▼-100.0%00.0%Computer and TechnologyBDXBecton, Dickinson and Company$0$63,662,012 ▼-100.0%00.0%MedicalSBACSBA Communications$0$59,290,515 ▼-100.0%00.0%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$28,525,423 ▼-100.0%00.0%ETFNVDANVIDIA$0$2,663,105 ▼-100.0%00.0%Computer and TechnologyWABWestinghouse Air Brake Technologies$0$998,760 ▼-100.0%00.0%TransportationShowing 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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