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Latest CONTRAVISORY INVESTMENT MANAGEMENT, INC. Stock Portfolio

$566Million | No. of Holdings #391

CONTRAVISORY INVESTMENT MANAGEMENT, INC. Performance

2026 Q2+13.54%
YTD+12.11%
2025+10.77%

About CONTRAVISORY INVESTMENT MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings

CONTRAVISORY INVESTMENT MANAGEMENT, INC. is a hedge fund based in Norwell, MA. On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, CONTRAVISORY INVESTMENT MANAGEMENT, INC. reported an equity portfolio of $566.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CONTRAVISORY INVESTMENT MANAGEMENT, INC. are KLAC, TSM, UBS. The fund has invested 4.2% of it's portfolio in KLA CORP and 3.5% of portfolio in TAIWAN SEMICONDUCTOR MANUFAC. <br><br> The fund managers got completely rid off CENCORA INC (ABC), CINTAS CORP (CTAS) and VISTRA CORP (VST) stocks. They significantly reduced their stock positions in MASTERCARD INCORPORATED (MA), PALANTIR TECHNOLOGIES INC (PLTR) and META PLATFORMS INC (META). CONTRAVISORY INVESTMENT MANAGEMENT, INC. opened new stock positions in OTTER TAIL CORP (OTTR), REGENERON PHARMACEUTICALS (REGN) and ON SEMICONDUCTOR CORP (ON). The fund showed a lot of confidence in some stocks as they added substantially to ASML HLDG NV (ASML), DYCOM INDS INC (DY) and ROCKWELL AUTOMATION INC (ROK).
CONTRAVISORY INVESTMENT MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$566Million
  as of Jul 09, 2026

CONTRAVISORY INVESTMENT MANAGEMENT, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that CONTRAVISORY INVESTMENT MANAGEMENT, INC. made a return of 13.54% in the last quarter. In trailing 12 months, it's portfolio return was 18.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
otter tail corp7,777,960
regeneron pharmaceuticals6,327,060
on semiconductor corp1,552,910
texas instrs inc1,492,740
unitedhealth group inc1,308,820
roku inc1,183,720
idex corp1,178,780
generac hldgs inc1,162,160
New stocks bought by CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Additions

Ticker% Inc.
asml hldg nv62,277
dycom inds inc39,655
rockwell automation inc9,354
echostar corp6,791
citigroup inc6,204
rio tinto plc2,861
terex corp new2,744
caseys gen stores inc2,431
Additions to existing portfolio by CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Reductions

Ticker% Reduced
mastercard incorporated-99.98
palantir technologies inc-99.98
meta platforms inc-99.93
american express co-98.93
international business machs-97.83
pinnacle west cap corp-95.26
huntington ingalls inds inc-90.5
bank of amer corp-88.73
CONTRAVISORY INVESTMENT MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker$ Sold
cintas corp-7,883,450
ishares inc-1,143,250
vistra corp-5,520,270
cencora inc-9,086,810
ishares tr-520,615
alphatec hldgs inc-185,210
rollins inc-879,983
bio-techne corp-843,894
CONTRAVISORY INVESTMENT MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

CONTRAVISORY INVESTMENT MANAGEMENT, INC. has about 20.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Utilities
  • Communication Services
Sector%
Technology20.4
Others19.7
Industrials15.8
Financial Services8.6
Healthcare8.5
Consumer Cyclical7.2
Consumer Defensive5.7
Energy5.3
Utilities3.5
Communication Services3.3

Market Cap. Distribution

CONTRAVISORY INVESTMENT MANAGEMENT, INC. has about 71.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP39.3
MEGA-CAP32.2
UNALLOCATED19.8
MID-CAP8.4

Stocks belong to which Index?

About 76% of the stocks held by CONTRAVISORY INVESTMENT MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50068.1
Others24
RUSSELL 20007.9
Top 5 Winners (%)%
ACMR
acm resh inc
214.8 %
MU
micron technology inc
202.3 %
INTC
intel corp
180.4 %
DELL
dell technologies inc
162.9 %
CRDO
credo technology group holdi
159.5 %
Top 5 Winners ($)$
KLAC
kla corp
12.4 M
TSM
taiwan semiconductor manufac
5.8 M
CSCO
cisco sys inc
4.6 M
UBS
ubs group ag
3.0 M
GOOG
alphabet inc
2.6 M
Top 5 Losers (%)%
IJR
ishares tr
-60.3 %
GLOB
globant s a
-37.2 %
INSM
insmed inc
-34.8 %
HYMC
hycroft mining holding corp
-33.5 %
PZG
paramount gold nev corp
-31.3 %
Top 5 Losers ($)$
APA
apa corporation
-3.4 M
DVN
devon energy corp new
-1.8 M
CVX
chevron corporation
-1.7 M
PFE
pfizer inc
-1.2 M
WMT
walmart inc
-0.8 M

CONTRAVISORY INVESTMENT MANAGEMENT, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CONTRAVISORY INVESTMENT MANAGEMENT, INC. has 391 stocks in it's portfolio. About 25.4% of the portfolio is in top 10 stocks. APA proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for CONTRAVISORY INVESTMENT MANAGEMENT, INC. last quarter.

$566.08MTotal Value
445Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of CONTRAVISORY INVESTMENT MANAGEMENT, INC., last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWV
Ishares Inc

Ishares Inc

ACWV
CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s holding in Ishares Inc over time
0.24%11,104
$1.34M
0.24%
increased 0.16 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s holding in Ishares Inc over time
0.23%18,919
$1.31M
0.23%
increased 2.54 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s holding in Ishares Inc over time
0.21%23,430
$1.17M
0.21%
increased 2.93 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s holding in Ishares Inc over time
0.11%8,089
$608.9K
0.11%
increased 2.76 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s holding in Ishares Inc over time
0.11%17,487
$603.3K
0.11%
increased 2.24 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s holding in Ishares Inc over time
0.1%27,049
$565.9K
0.1%
increased 2.68 percentadded
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s holding in Aercap Holdings Nv over time
0.05%1,968
$286.9K
0.05%
increased 4.18 percentadded