Fund HoldingsM.D. Sass, LLC

Total Portfolio Value
$1.32B
Total Bought
$280.22M
Total Sold
$212.52M
Net Transaction
+$67.69M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
RBB FUND TRUST
M D SASS CONCEN
02,884,000+2,884,000066,9305.07%+66,930
QUEST DIAGNOSTICS INC(DGX)0299,459+299,459058,6884.45%+58,688
C H ROBINSON WORLDWIDE IN(CHRW)0225,964+225,964037,5262.84%+37,526
SYNOPSYS INC(SNPS)076,822+76,822030,4582.31%+30,458
GILDAN ACTIVEWEAR INC(GIL)0396,504+396,504022,0651.67%+22,065
AMAZON COM INC(AMZN)167,474263,973+96,49938,65654,9784.17%+16,321
PRIMO BRANDS CORPORATION(PRMB)3,394,4953,383,017-11,47855,50063,7024.83%+8,202
AON PLC(AON)108,531142,362+33,83138,29845,9523.48%+7,653
INTERCONTINENTAL EXCHANGE IN(ICE)322,702374,368+51,66652,26558,8814.46%+6,616
WILLIAMS COS INC(WMB)1,339,6341,173,920-165,71480,52585,4386.48%+4,913
MARTIN MARIETTA MATLS INC(MLM)91,204103,109+11,90556,78960,6984.60%+3,909
ISHARES TR22,75132,984+10,2334,7857,0480.53%+2,262
GUIDEWIRE SOFTWARE INC(GWRE)32,18655,208+23,0226,4708,2570.63%+1,787
PALO ALTO NETWORKS INC(PANW)36,22850,516+14,2886,6738,0990.61%+1,426
MARVELL TECHNOLOGY INC(MRVL)75,88176,778+8976,4487,6050.58%+1,156
ISHARES TR012,400+12,40009870.07%+987
BWX TECHNOLOGIES INC(BWXT)13,44513,453+82,3242,7510.21%+427
SCHEIN HENRY INC(HSIC)1,237,8731,273,316+35,44393,55893,8437.11%+285
CACI INTL INC(CACI)9,3169,31604,9645,0670.38%+103
ISHARES TR60,60057,340-3,2604,0683,9260.30%-142
WELLTOWER INC(WELL)273,040255,592-17,44850,67950,5333.83%-146
ALPHABET INC(GOOG)7,0317,03102,2012,0220.15%-179
AMETEK INC378,980361,795-17,18577,80877,5545.88%-254
CADENCE DESIGN SYSTEM INC(CDNS)12,88012,887+74,0263,5810.27%-445
AMPHENOL CORP56,28256,182-1007,6067,0990.54%-507
STATE STR SPDR S&P 500 ETF T(SPY)11,80011,440-3608,0477,4400.56%-607
MICROSOFT CORP(MSFT)8,8709,708+8384,2903,5940.27%-696
LIBERTY MEDIA CORP DEL(FWONA)10,0470-10,0479900-990
STANDARDAERO INC(SARO)1,991,5372,149,680+158,14357,11755,5264.21%-1,591
BLUE OWL CAPITAL INC(OBDC)158,0650-158,0652,3610-2,361
QUANTA SVCS INC91,66363,442-28,22138,68734,8312.64%-3,856
SOMNIGROUP INTERNATIONAL INC(SGI)585,651642,354+56,70352,28747,4833.60%-4,804
CAPITAL ONE FINL CORP(COF)244,121292,901+48,78059,16553,4344.05%-5,731
CLEAN HARBORS INC(CLH)334,198252,540-81,65878,36372,4115.49%-5,952
CBRE GROUP INC(CBRE)295,737290,485-5,25247,55239,3492.98%-8,202
FAIR ISAAC CORP(FICO)32,92344,221+11,29855,66047,2083.58%-8,453
API GROUP CORP(APG)2,005,3271,383,635-621,69276,72456,0654.25%-20,659
DANAHER CORP DEL(DHR)305,019201,201-103,81869,82538,1482.89%-31,677
ALCON AG(ALC)431,0030-431,00333,9670-33,967
SLM CORP(SLM)1,399,8040-1,399,80437,8790-37,879
STERIS PLC(STE)205,9360-205,93652,2090-52,209
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