HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MCKESSON CORP |
28,786 | -1,575 | $15,454 |
| MCK | 28,786 | -1,575 | $15,454 |
| CROWDSTRIKE HLDGS INC |
42,798 | -2,669 | $13,721 |
| CRWD | 42,798 | -2,669 | $13,721 |
| CHIPOTLE MEXICAN GRILL INC |
3,870 | -109 | $11,249 |
| CMG | 3,870 | -109 | $11,249 |
| NETFLIX INC |
17,548 | +162 | $10,657 |
| NFLX | 17,548 | +162 | $10,657 |
| CARDINAL HEALTH INC |
93,704 | -788 | $10,485 |
| CAH | 93,704 | -788 | $10,485 |
| CINTAS CORP |
14,755 | -273 | $10,137 |
| CTAS | 14,755 | -273 | $10,137 |
| UBS GROUP AG |
329,691 | -8,822 | $10,128 |
| UBS | 329,691 | -8,822 | $10,128 |
| SPOTIFY TECHNOLOGY S A |
37,326 | -894 | $9,850 |
| SPOT | 37,326 | -894 | $9,850 |
| WESTLAKE CORPORATION |
63,208 | -764 | $9,658 |
| WLK | 63,208 | -764 | $9,658 |
| LAM RESEARCH CORP |
9,931 | -193 | $9,649 |
| LRCX | 9,931 | -193 | $9,649 |
| SHOPIFY INC |
123,338 | -1,920 | $9,518 |
| SHOP | 123,338 | -1,920 | $9,518 |
| APPLIED MATLS INC |
44,755 | -127 | $9,230 |
| AMAT | 44,755 | -127 | $9,230 |
| FASTENAL CO |
117,758 | +109,531 | $9,084 |
| FAST | 117,758 | +109,531 | $9,084 |
| MASTERCARD INCORPORATED |
18,727 | -111 | $9,018 |
| MA | 18,727 | -111 | $9,018 |
| D R HORTON INC |
53,499 | -169 | $8,803 |
| DHI | 53,499 | -169 | $8,803 |
| CADENCE DESIGN SYSTEM INC |
27,587 | +22,977 | $8,587 |
| CDNS | 27,587 | +22,977 | $8,587 |
| CORPAY INC |
27,670 | +27,670 | $8,537 |
| CPAY | 27,670 | +27,670 | $8,537 |
| FISERV INC |
53,379 | +134 | $8,531 |
| FI | 53,379 | +134 | $8,531 |
| TAIWAN SEMICONDUCTOR MFG LTD |
62,001 | -506 | $8,435 |
| TSM | 62,001 | -506 | $8,435 |
| COPART INC |
145,525 | +1,052 | $8,429 |
| CPRT | 145,525 | +1,052 | $8,429 |
| AIRBNB INC |
50,635 | -514 | $8,353 |
| ABNB | 50,635 | -514 | $8,353 |
| BANK AMERICA CORP |
219,993 | +219,993 | $8,342 |
| BAC | 219,993 | +219,993 | $8,342 |
| AFLAC INC |
96,904 | -1,418 | $8,320 |
| AFL | 96,904 | -1,418 | $8,320 |
| MARSH & MCLENNAN COS INC |
40,140 | -610 | $8,268 |
| MMC | 40,140 | -610 | $8,268 |
| MICROSOFT CORP |
19,639 | +81 | $8,263 |
| MSFT | 19,639 | +81 | $8,263 |
| AMAZON COM INC |
45,688 | -463 | $8,241 |
| AMZN | 45,688 | -463 | $8,241 |
| ADOBE INC |
16,151 | -254 | $8,150 |
| ADBE | 16,151 | -254 | $8,150 |
| DIGITAL RLTY TR INC |
56,196 | +51,966 | $8,094 |
| DLR | 56,196 | +51,966 | $8,094 |
| PINTEREST INC |
232,103 | -2,575 | $8,047 |
| PINS | 232,103 | -2,575 | $8,047 |
| STRYKER CORPORATION |
22,382 | -1,249 | $8,010 |
| SYK | 22,382 | -1,249 | $8,010 |
| TARGET CORP |
44,740 | +44,740 | $7,928 |
| TGT | 44,740 | +44,740 | $7,928 |
| ALPHABET INC |
51,918 | +218 | $7,905 |
| GOOG | 51,918 | +218 | $7,905 |
| MOTOROLA SOLUTIONS INC |
21,893 | -110 | $7,772 |
| MSI | 21,893 | -110 | $7,772 |
| CARRIER GLOBAL CORPORATION |
132,694 | +124,957 | $7,714 |
| CARR | 132,694 | +124,957 | $7,714 |
| WASTE CONNECTIONS INC |
43,885 | -306 | $7,549 |
| WCN | 43,885 | -306 | $7,549 |
| SAMSARA INC |
193,897 | +193,897 | $7,327 |
| IOT | 193,897 | +193,897 | $7,327 |
| MCDONALDS CORP |
24,528 | -196 | $6,916 |
| MCD | 24,528 | -196 | $6,916 |
| COMCAST CORP NEW |
148,677 | -1,295 | $6,445 |
| CMCSA | 148,677 | -1,295 | $6,445 |
| ZILLOW GROUP INC |
129,240 | +6,337 | $6,304 |
| Z | 129,240 | +6,337 | $6,304 |
| INVESCO QQQ TR |
5,054 | +4 | $2,244 |
| QQQ | 5,054 | +4 | $2,244 |
| SELECT SECTOR SPDR TR (XLK) |
10,656 | +3,397 | $2,219 |
| XLK | 10,656 | +3,397 | $2,219 |
| SELECT SECTOR SPDR TR (XLE) |
22,130 | -161 | $2,089 |
| XLE | 22,130 | -161 | $2,089 |
| GALLAGHER ARTHUR J & CO |
6,848 | -253 | $1,712 |
| AJG | 6,848 | -253 | $1,712 |
| SYNOPSYS INC |
2,918 | -226 | $1,668 |
| SNPS | 2,918 | -226 | $1,668 |
| ISHARES TR (EFA) |
19,733 | -27,007 | $1,576 |
| EFA | 19,733 | -27,007 | $1,576 |
| KLA CORP |
2,148 | -172 | $1,501 |
| KLAC | 2,148 | -172 | $1,501 |
| CENCORA INC |
5,314 | +5,314 | $1,291 |
| COR | 5,314 | +5,314 | $1,291 |
| QUANTA SVCS INC |
4,778 | -136 | $1,241 |
| PWR | 4,778 | -136 | $1,241 |
| SELECT SECTOR SPDR TR (XLY) |
6,289 | -574 | $1,156 |
| XLY | 6,289 | -574 | $1,156 |
| HOWMET AEROSPACE INC |
16,592 | -169 | $1,135 |
| HWM | 16,592 | -169 | $1,135 |
See Full List: All Stocks Held By Contravisory Investment Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Contravisory Investment Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $451,462 At 12/31/2023: $407,862 Contravisory Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Contravisory Investment Management Inc. 13F filings. Link to 13F filings: SEC filings |
