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CIK: 0001365707
Total reported value
$551.6M
$551.6M
391 檔
15.2%
At the close of Q2 2026, Contravisory Investment Management, Inc. disclosed equity holdings valued at approximately $551.6M, spread across 391 reported holdings.
Contravisory Investment Management, Inc. executed strategic sector rebalancing during Q2 2026, establishing 29 new positions while fully exiting 32 holdings and trimming 67 positions.
Showing top 200 holdings (of 391 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | Stock-Tech | 4.17% | -1.58% | +856.54% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.52% | -0.66% | +0.97% | |
| 3 | UBS | UBS Group AG | Stock-Financials | 2.42% | -0.24% | -4.79% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.38% | +0.01% | -3.62% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 2.35% | -0.16% | -2.25% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | — | -0.59% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.15% | -0.13% | -2.19% | |
| 8 | HWM | Howmet Aerospace Inc | Stock-Industrials | 2.13% | -0.30% | -1.82% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.02% | -0.05% | -0.16% | |
| 10 | ASML | ASML Holding N.V. | Stock-Tech | 1.97% | -0.15% | +62277.78% | |
| 11 | APH | Amphenol Corp-cl A | Stock-Tech | 1.97% | -0.02% | +657.51% | |
| 12 | APA | Apa CORP | Stock-Energy | 1.96% | +0.56% | -1.84% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.94% | +0.39% | -1.15% | |
| 14 | BCS | Barclays Plc-spons Adr | Stock-Financials | 1.88% | -0.15% | -1.70% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | +0.31% | -0.56% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.83% | -1.80% | -0.30% | |
| 17 | GE | General Electric | Stock-Industrials | 1.82% | -0.21% | -0.91% | |
| 18 | TGT | Target CORP | Stock-Consumer Disc | 1.75% | +0.42% | -0.54% | |
| 19 | TEX | Terex CORP | Stock-Industrials | 1.75% | -0.45% | +2744.48% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.74% | +0.32% | -0.85% | |
| 21 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 1.74% | -0.17% | -1.61% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.22% | -1.74% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.71% | -0.05% | -1.17% | |
| 24 | EME | Emcor Group Inc | Stock-Industrials | 1.70% | -0.11% | +636.50% | |
| 25 | BIIB | Biogen Inc | Stock-Healthcare | 1.69% | +0.11% | -0.78% | |
| 26 | DY | Dycom Industries Inc | Stock-Industrials | 1.60% | -0.74% | +39655.56% | |
| 27 | AFL | Aflac Inc | Stock-Financials | 1.59% | -0.08% | -1.69% | |
| 28 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.59% | -0.19% | +9354.17% | |
| 29 | F | Ford Motor Co | Stock-Consumer Disc | 1.55% | -0.09% | +8.97% | |
| 30 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.52% | +0.14% | -1.21% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 1.45% | -0.09% | -0.64% | |
| 32 | DVN | Devon Energy CORP | Stock-Energy | 1.42% | +0.19% | -1.04% | |
| 33 | OTTR | Otter Tail CORP | Stock-Industrials | 1.37% | +0.01% | — | |
| 34 | XEL | Xcel Energy Inc | Stock-Utilities | 1.33% | -1.33% | -0.73% | |
| 35 | CCJ | Cameco CORP | Stock-Energy | 1.29% | -1.29% | +2229.27% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 1.27% | +0.24% | -0.70% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 1.17% | +0.34% | -1.46% | |
| 38 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.12% | +0.24% | — | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.98% | -0.34% | +104.73% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.65% | -3.47% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | -0.06% | -1.86% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.46% | -0.05% | +51.93% | |
| 43 | WELL | Welltower Inc | Stock-Real Estate | 0.45% | +0.08% | +2.23% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.40% | +0.03% | +2.19% | |
| 45 | TER | Teradyne Inc | Stock-Tech | 0.40% | -0.04% | +0.95% | |
| 46 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.35% | +0.16% | -1.64% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.35% | +0.02% | -36.55% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.35% | — | -33.25% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | -0.05% | +2.50% | |
| 50 | GLW | Corning Inc | Stock-Tech | 0.34% | -0.04% | -3.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +2% | +62277.78% | Add |
| 2 | APH | Amphenol Corp-cl A | +1.8% | +657.51% | Add |
| 3 | KLAC | Kla CORP | +1.7% | +856.54% | Add |
| 4 | TEX | Terex CORP | +1.7% | +2744.48% | Add |
| 5 | DY | Dycom Industries Inc | +1.6% | +39655.56% | Add |
| 6 | ROK | Rockwell Automation Inc | +1.6% | +9354.17% | Add |
| 7 | EME | Emcor Group Inc | +1.5% | +636.50% | Add |
| 8 | OTTR | Otter Tail CORP | +1.4% | NEW | New buy |
| 9 | CCJ | Cameco CORP | +1.2% | +2229.27% | Add |
| 10 | REGN | Regeneron Pharmaceuticals | +1.1% | NEW | New buy |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +0.97% | Add |
| 12 | XLK | Ss Technology Select Sector | +0.6% | +104.73% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.5% | -2.25% | Trim |
| 14 | MRNA | Moderna Inc | +0.3% | +1387.59% | Add |
| 15 | STX | Seagate Technology Holdings plc | +0.3% | +590.27% | Add |
| 16 | ON | On Semiconductor | +0.3% | NEW | New buy |
| 17 | TXN | Texas Instruments Inc | +0.3% | NEW | New buy |
| 18 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 19 | C | Citigroup Inc | +0.2% | +6204.35% | Add |
| 20 | ROKU | Roku Inc | +0.2% | NEW | New buy |
| 21 | IEX | Idex CORP | +0.2% | NEW | New buy |
| 22 | GNRC | Generac Holdings Inc | +0.2% | NEW | New buy |
| 23 | GE | General Electric | +0.2% | -0.91% | Trim |
| 24 | TXT | Textron Inc | +0.2% | NEW | New buy |
| 25 | IFF | Intl Flavors & Fragrances | +0.2% | NEW | New buy |
| 26 | ALGN | Align Technology Inc | +0.2% | NEW | New buy |
| 27 | FRT | Federal Realty Invs Trust | +0.2% | +1175.69% | Add |
| 28 | F | Ford Motor Co | +0.2% | +8.97% | Add |
| 29 | LRCX | Lam Research CORP | +0.2% | +2.19% | Add |
| 30 | VTRS | Viatris Inc | +0.2% | +957.84% | Add |
| 31 | EEM | Ishares Msci Emerging Market | +0.2% | +51.93% | Add |
| 32 | ECHO | Echostar Corp-a | +0.2% | +6791.91% | Add |
| 33 | AMAT | Applied Materials Inc | +0.2% | +2.50% | Add |
| 34 | INTC | Intel CORP | +0.2% | -33.25% | Trim |
| 35 | MU | Micron Technology Inc | +0.2% | -32.55% | Trim |
| 36 | CASY | Casey's General Stores Inc | +0.2% | +2431.25% | Add |
| 37 | BCS | Barclays Plc-spons Adr | +0.1% | -1.70% | Trim |
| 38 | HPE | Hewlett Packard Enterprise | +0.1% | -1.64% | Trim |
| 39 | AMD | Advanced Micro Devices | +0.1% | -36.55% | Trim |
| 40 | TER | Teradyne Inc | +0.1% | +0.95% | Add |
| 41 | GLW | Corning Inc | +0.1% | -3.66% | Trim |
| 42 | T | At&t Inc | +0.1% | +1155.75% | Add |
| 43 | UBS | UBS Group AG | +0.1% | -4.79% | Trim |
| 44 | XLI | Ss Industrial Select Sector | +0.1% | +56.52% | Add |
| 45 | ACMR | Acm Research Inc-class A | +0.1% | +2.25% | Add |
| 46 | LFST | Lifestance Health Group Inc | +0.1% | NEW | New buy |
| 47 | AVGO | Broadcom Inc | +0.1% | -1.17% | Trim |
| 48 | CAT | Caterpillar Inc | +0.1% | +1.16% | Add |
| 49 | MDY | State Street Spdr S&p Midcap | +0.1% | +156.53% | Add |
| 50 | GOOG | Alphabet Inc-cl C | +0.1% | -3.62% | Trim |
According to official SEC Form 13F filings, Contravisory Investment Management, Inc. reported a total U.S. public equity portfolio value of $551.6M across 391 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including KLAC, TSM, UBS) accounted for 15.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
OTTR
市值: $7.8M
Top Position Liquidated / Trimmed
COR
前期市值: $9.1M
During Q2 2026, Contravisory Investment Management, Inc.'s top holdings by market value included KLAC (4.2%)、TSM (3.5%)、UBS (2.4%). The largest single position, KLAC, represented 4.2% of total portfolio value.
In Q2 2026, Contravisory Investment Management, Inc. made 199 total portfolio adjustments, initiating 29 new buys, adding to 71 positions, trimming 67 holdings, and fully liquidating 32 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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