Fund Holdings

M.D. Sass, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
RBB FUND TRUST02,884,000+2,884,000066,929,853+66,929,853
QUEST DIAGNOSTICS INC0299,459+299,459058,687,975+58,687,975
C H ROBINSON WORLDWIDE IN0225,964+225,964037,525,841+37,525,841
SYNOPSYS INC076,822+76,822030,458,387+30,458,387
GILDAN ACTIVEWEAR INC0396,504+396,504022,065,448+22,065,448
AMAZON COM INC0263,973+263,973054,977,657+54,977,657
PRIMO BRANDS CORPORATION03,383,017+3,383,017063,702,204+63,702,204
AON PLC0142,362+142,362045,951,596+45,951,596
INTERCONTINENTAL EXCHANGE IN0374,368+374,368058,880,547+58,880,547
WILLIAMS COS INC01,173,920+1,173,920085,437,917+85,437,917
MARTIN MARIETTA MATLS INC0103,109+103,109060,698,024+60,698,024
ISHARES TR032,984+32,98407,047,691+7,047,691
GUIDEWIRE SOFTWARE INC055,208+55,20808,256,908+8,256,908
PALO ALTO NETWORKS INC050,516+50,51608,098,725+8,098,725
MARVELL TECHNOLOGY INC076,778+76,77807,604,861+7,604,861
ISHARES TR012,400+12,4000986,544+986,544
BWX TECHNOLOGIES INC013,453+13,45302,751,004+2,751,004
SCHEIN HENRY INC01,273,316+1,273,316093,843,389+93,843,389
CACI INTL INC09,316+9,31605,066,693+5,066,693
ISHARES TR057,340+57,34003,926,070+3,926,070
WELLTOWER INC0255,592+255,592050,533,058+50,533,058
ALPHABET INC07,031+7,03102,021,834+2,021,834
AMETEK INC0361,795+361,795077,554,331+77,554,331
CADENCE DESIGN SYSTEM INC012,887+12,88703,580,911+3,580,911
AMPHENOL CORP056,182+56,18207,098,596+7,098,596
STATE STR SPDR S&P 500 ETF T011,440+11,44007,439,890+7,439,890
MICROSOFT CORP09,708+9,70803,593,610+3,593,610
LIBERTY MEDIA CORP DEL000000
STANDARDAERO INC02,149,680+2,149,680055,526,234+55,526,234
BLUE OWL CAPITAL INC000000
QUANTA SVCS INC063,442+63,442034,830,674+34,830,674
SOMNIGROUP INTERNATIONAL INC0642,354+642,354047,482,814+47,482,814
CAPITAL ONE FINL CORP0292,901+292,901053,433,992+53,433,992
CLEAN HARBORS INC0252,540+252,540072,410,794+72,410,794
CBRE GROUP INC0290,485+290,485039,349,098+39,349,098
FAIR ISAAC CORP044,221+44,221047,207,686+47,207,686
API GROUP CORP01,383,635+1,383,635056,064,890+56,064,890
DANAHER CORP DEL0201,201+201,201038,147,723+38,147,723
ALCON AG000000
SLM CORP000000
STERIS PLC000000
Page 1 of 1