CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CIK
1365707
City
Norwell
State / Country
MA

Top Portfolio Positions

325 positions · $450,767,849 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
APA
APA Corp
Energy
346,524 $14,706,478 3.26%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
41,355 $13,975,922 3.10%
KLAC
Kla Corp
Technology
8,178 $12,041,368 2.67%
RTX
RTX Corp
Industrials
60,354 $11,642,286 2.58%
JPM
Jpmorgan Chase & Co
Financial Services
38,935 $11,453,119 2.54%
UBS
UBS Group AG
Financial Services
290,546 $11,351,632 2.52%
BAC
Bank Of America Corp /De/
Financial Services
216,372 $10,548,135 2.34%
HWM
Howmet Aerospace Inc.
Industrials
45,766 $10,547,232 2.34%
GS
Goldman Sachs Group Inc
Financial Services
12,310 $10,414,136 2.31%
DVN
Devon Energy Corp/De
Energy
196,012 $9,863,323 2.19%

Holdings in ES

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2026-03-31 $508,445 7,339