Institutional Fund
Contravisory Investment Management, Inc.
Norwell, MACIK 13657075 filings on record
Portfolio Value
$488.06M
Q1 2026
Holdings
366
Reported positions
New Buys
75
Opened this quarter
QoQ Change
-3.3%
from $504.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apa Corporation3.0%
- Taiwan Semiconductor Mfg Ltd2.9%
- Kla Corp2.5%
- Rtx Corporation2.4%
- Jpmorgan Chase & Co.2.3%
- Ubs Group AG2.3%
- Other84.6%
Portfolio Holdings
366 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apa Corporation | 346.5K | $14.71M | 3.0% | +303.5K | Added |
| 2 | Taiwan Semiconductor Mfg Ltd | 41.4K | $13.98M | 2.9% | −3.7K | Reduced |
| 3 | Kla Corp | 8.2K | $12.04M | 2.5% | +310 | Added |
| 4 | Rtx Corporation | 60.4K | $11.64M | 2.4% | −1.1K | Reduced |
| 5 | Jpmorgan Chase & Co. | 38.9K | $11.45M | 2.3% | −261 | Reduced |
| 6 | Ubs Group AG | 290.5K | $11.35M | 2.3% | −19.0K | Reduced |
| 7 | Alphabet Inc | 39.5K | $11.34M | 2.3% | −3.0K | Reduced |
| 8 | Bank America Corp | 216.4K | $10.55M | 2.2% | −486 | Reduced |
| 9 | Howmet Aerospace Inc | 45.8K | $10.55M | 2.2% | −1.0K | Reduced |
| 10 | Goldman Sachs Group Inc | 12.3K | $10.41M | 2.1% | −562 | Reduced |
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