Contravisory Investment Management, Inc. holds a diversified book of 391 stocks worth $566.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Otter Tail Corp and trimmed UBS Group AG-Reg. Their largest long position is Kla Corp at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
+4 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Contravisory Investment Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.0T |
| FMR LLC | 80 / 80 | $684.0B |
| JPMorgan Chase & Co | 80 / 80 | $446.8B |
| Morgan Stanley | 80 / 80 | $432.8B |
| Bank Of America Corp | 80 / 80 | $276.1B |
| Bank of New York Mellon Corp | 80 / 80 | $174.6B |
| Royal Bank Of Canada | 80 / 80 | $124.5B |
| UBS Group AG | 80 / 80 | $122.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Contravisory Investment Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Kla Corp COM NEW | $23.6M | 78.2K | 4.2% | ▲+857% Added · +70K sh | |
| 2 | Taiwan Semiconductor Manufac SPONSORED ADS | $19.9M | 41.8K | 3.5% | ▲+1.0% Added · +403 sh | |
| 3 | UBS Group AG SHS | $13.7M | 276.6K | 2.4% | ▼−4.8% Reduced · −14K sh | |
| 4 | Alphabet Inc CAP STK CL C | $13.5M | 38.1K | 2.4% | ▼−3.6% Reduced · −1K sh | |
| 5 | Cisco Sys Inc COM | $13.3M | 113.2K | 2.3% | ▼−2.2% Reduced · −3K sh | |
| 6 | JPMorgan Chase & Co COM | $12.7M | 38.7K | 2.2% | ▼−0.6% Reduced · −228 sh | |
| 7 | Goldman Sachs Group Inc COM | $12.2M | 12.0K | 2.2% | ▼−2.2% Reduced · −269 sh | |
| 8 | Howmet Aerospace Inc COM | $12.1M | 44.9K | 2.1% | ▼−1.8% Reduced · −831 sh | |
| 9 | RTX Corporation COM | $11.4M | 60.3K | 2.0% | ▼−0.2% Reduced · −98 sh | |
| 10 | ASML Hldg NV N Y REGISTRY SHS | $11.2M | 5.6K | 2.0% | ▲624× Added · +6K sh | |
| 11 | Amphenol Corp CL A | $11.2M | 63.3K | 2.0% | ▲+658% Added · +55K sh | |
| 12 | Apa Corporation COM | $11.1M | 340.2K | 2.0% | ▼−1.8% Reduced · −6K sh | |
| 13 | Apple Inc COM | $11.0M | 38.0K | 1.9% | ▼−1.1% Reduced · −442 sh | |
| 14 | Barclays PLC ADR | $10.7M | 396.8K | 1.9% | ▼−1.7% Reduced · −7K sh | |
| 15 | Nvidia Corporation COM | $10.5M | 52.6K | 1.9% | ▼−0.6% Reduced · −294 sh | |
| 16 | Tesla Inc COM | $10.3M | 24.6K | 1.8% | ▼−0.3% Reduced · −73 sh | |
| 17 | Ge Aerospace COM NEW | $10.3M | 27.6K | 1.8% | ▼−0.9% Reduced · −253 sh | |
| 18 | Target Corp COM | $9.9M | 76.0K | 1.8% | ▼−0.5% Reduced · −416 sh | |
| 19 | Terex Corp New COM | $9.9M | 136.5K | 1.7% | ▲28× Added · +132K sh | |
| 20 | Merck & Co Inc COM | $9.8M | 76.6K | 1.7% | ▼−0.8% Reduced · −655 sh | |
| 21 | US Foods Hldg Corp COM | $9.8M | 96.1K | 1.7% | ▼−1.6% Reduced · −2K sh | |
| 22 | Amazon Com Inc COM | $9.8M | 41.1K | 1.7% | ▼−1.7% Reduced · −727 sh | |
| 23 | Broadcom Inc COM | $9.7M | 25.6K | 1.7% | ▼−1.2% Reduced · −303 sh | |
| 24 | Emcor Group Inc COM | $9.6M | 11.6K | 1.7% | ▲+637% Added · +10K sh | |
| 25 | Biogen Inc COM | $9.6M | 44.3K | 1.7% | ▼−0.8% Reduced · −348 sh | |
| 26 | Dycom Inds Inc COM | $9.0M | 17.9K | 1.6% | ▲398× Added · +18K sh | |
| 27 | Aflac Inc COM | $9.0M | 76.8K | 1.6% | ▼−1.7% Reduced · −1K sh | |
| 28 | Rockwell Automation Inc COM | $9.0M | 18.2K | 1.6% | ▲95× Added · +18K sh | |
| 29 | Ford MTR Co COM | $8.8M | 633.2K | 1.6% | ▲+9.0% Added · +52K sh | |
| 30 | Labcorp Holdings Inc COM SHS | $8.6M | 30.8K | 1.5% | ▼−1.2% Reduced · −377 sh | |
| 31 | Walmart Inc COM | $8.2M | 72.7K | 1.5% | ▼−0.6% Reduced · −465 sh | |
| 32 | Devon Energy Corp New COM | $8.0M | 194.0K | 1.4% | ▼−1.0% Reduced · −2K sh | |
| 33 | Otter Tail Corp COM | $7.8M | 86.4K | 1.4% | ▲New New position | |
| 34 | Xcel Energy Inc COM | $7.5M | 93.8K | 1.3% | ▼−0.7% Reduced · −692 sh | |
| 35 | Cameco Corp COM | $7.3M | 71.8K | 1.3% | ▲23× Added · +69K sh | |
| 36 | Pfizer Inc COM | $7.2M | 299.3K | 1.3% | ▼−0.7% Reduced · −2K sh | |
| 37 | Chevron Corporation COM | $6.6M | 40.1K | 1.2% | ▼−1.5% Reduced · −595 sh | |
| 38 | Regeneron Pharmaceuticals COM | $6.3M | 10.1K | 1.1% | ▲New New position | |
| 39 | Select Sector SPDR TR ST STR TECHN ETF | $5.6M | 29.2K | 1.0% | ▲+105% Added · +15K sh | |
| 40 | Microsoft Corp COM | $5.2M | 13.9K | 0.9% | ▼−3.5% Reduced · −499 sh | |
| 41 | Eli Lilly & Co COM | $3.5M | 3.0K | 0.6% | ▼−1.9% Reduced · −56 sh | |
| 42 | Ishares TR MSCI EMG MKT ETF | $2.6M | 37.9K | 0.5% | ▲+52% Added · +13K sh | |
| 43 | Welltower Inc COM | $2.6M | 11.3K | 0.5% | ▲+2.2% Added · +246 sh | |
| 44 | Lam Research Corp COM NEW | $2.3M | 5.2K | 0.4% | ▲+2.2% Added · +112 sh | |
| 45 | Teradyne Inc COM | $2.3M | 4.7K | 0.4% | ▲+0.9% Added · +44 sh | |
| 46 | Hewlett Packard Enterprise C COM | $2.0M | 44.4K | 0.4% | ▼−1.6% Reduced · −741 sh | |
| 47 | Advanced Micro Devices Inc COM | $2.0M | 3.4K | 0.3% | ▼−37% Reduced · −2K sh | |
| 48 | Intel Corp COM | $2.0M | 14.1K | 0.3% | ▼−33% Reduced · −7K sh | |
| 49 | Applied Matls Inc COM | $1.9M | 2.7K | 0.3% | ▲+2.5% Added · +65 sh | |
| 50 | Corning Inc COM | $1.9M | 7.5K | 0.3% | ▼−3.6% Reduced · −283 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1365707/holdings"
Use Arkolith to show CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 391 | $566.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 366 | $488.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 12d | 361 | $504.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 365 | $516.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 10d | 370 | $508.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 373 | $474.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 392 | $467.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 9d | 343 | $467.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.