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Latest CONTRAVISORY INVESTMENT MANAGEMENT, INC. Stock Portfolio

CONTRAVISORY INVESTMENT MANAGEMENT, INC. Performance:
2025 Q4: -10.42%YTD: -4.01%2024: 13.15%
Performance for 2025 Q4 is -10.42%, and YTD is -4.01%, and 2024 is 13.15%.

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

CONTRAVISORY INVESTMENT MANAGEMENT, INC. is a hedge fund based in NORWELL, MA. On 09-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $531.2 Millions. In it's latest 13F Holdings report, CONTRAVISORY INVESTMENT MANAGEMENT, INC. reported an equity portfolio of $504.8 Millions as of 31 Dec, 2025.

The top stock holdings of CONTRAVISORY INVESTMENT MANAGEMENT, INC. are , TSM, GOOG. The fund has invested 2.8% of it's portfolio in UBS GROUP AG and 2.7% of portfolio in TAIWAN SEMICONDUCTOR MFG LTD.

The fund managers got completely rid off BJS WHSL CLUB HLDGS INC (BJ), CORPAY INC and WASTE CONNECTIONS INC (WCN) stocks. They significantly reduced their stock positions in CHEESECAKE FACTORY INC (CAKE), BRISTOL-MYERS SQUIBB CO (BMY) and LIVE NATION ENTERTAINMENT IN (LYV). CONTRAVISORY INVESTMENT MANAGEMENT, INC. opened new stock positions in ISHARES INC (ACWV), CHARLES RIV LABS INTL INC (CRL) and HUNT J B TRANS SVCS INC (JBHT). The fund showed a lot of confidence in some stocks as they added substantially to MERCK & CO INC (MRK), VISTRA CORP (VST) and SUPER MICRO COMPUTER INC (SMCI).

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

Our best estimate is that CONTRAVISORY INVESTMENT MANAGEMENT, INC. made a return of -10.42% in the last quarter. In trailing 12 months, it's portfolio return was -4.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares inc1,295,820
charles riv labs intl inc1,222,610
hunt j b trans svcs inc1,126,980
expeditors intl wash inc1,085,090
hewlett packard enterprise c1,079,700
halliburton co1,054,100
c h robinson worldwide inc965,042
ptc inc813,561
New stocks bought by CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Additions

Ticker% Inc.
merck & co inc19,435
vistra corp18,652
super micro computer inc6,438
johnson & johnson5,279
wells fargo co new4,185
morgan stanley3,946
invesco ltd1,165
wynn resorts ltd1,076
Additions to existing portfolio by CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Reductions

Ticker% Reduced
cheesecake factory inc-91.23
bristol-myers squibb co-84.83
live nation entertainment in-83.63
at&t inc-69.47
united sts lime & minerals i-57.34
abbott labs-53.54
fluor corp new-42.18
aecom-40.84
CONTRAVISORY INVESTMENT MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker$ Sold
bjs whsl club hldgs inc-7,718,120
waste connections inc-7,060,830
gen digital inc-961,882
huntington bancshares inc-561,862
nextdecade corp-194,459
corpay inc-7,325,080
mosaic co new-732,476
o-i glass inc-230,127
CONTRAVISORY INVESTMENT MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

CONTRAVISORY INVESTMENT MANAGEMENT, INC. has about 21.7% of it's holdings in Others sector.

Sector%
Others21.7
Technology15.7
Financial Services15.4
Industrials11.6
Communication Services7.6
Utilities7.1
Consumer Cyclical6.6
Consumer Defensive6.1
Healthcare5.2
Energy2

Market Cap. Distribution

CONTRAVISORY INVESTMENT MANAGEMENT, INC. has about 74.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP43.7
MEGA-CAP31
UNALLOCATED21.4
MID-CAP2.5
SMALL-CAP1.3

Stocks belong to which Index?

About 73.3% of the stocks held by CONTRAVISORY INVESTMENT MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50070.5
Others26.7
RUSSELL 20002.8
Top 5 Winners (%)%
ALB
albemarle corp
72.7 %
BBIO
bridgebio pharma inc
47.3 %
ATEC
alphatec hldgs inc
43.9 %
WBD
warner bros discovery inc
43.8 %
rocket lab corp
42.1 %
Top 5 Winners ($)$
GOOG
alphabet inc
3.2 M
barclays plc
2.1 M
ubs group ag
1.7 M
TSM
taiwan semiconductor mfg ltd
1.2 M
AXP
american express co
1.1 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.7 %
NOW
servicenow inc
-75.2 %
SMR
nuscale pwr corp
-60.6 %
CORT
corcept therapeutics inc
-58.1 %
XLB
select sector spdr tr
-44.0 %
Top 5 Losers ($)$
NFLX
netflix inc
-68.1 M
spotify technology s a
-2.5 M
XLB
select sector spdr tr
-1.3 M
labcorp holdings inc
-1.3 M
XLB
select sector spdr tr
-1.1 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 361 stocks in it's portfolio. About 24.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for CONTRAVISORY INVESTMENT MANAGEMENT, INC. last quarter.

Last Reported on: 12 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions