Fund HoldingsM.D. Sass, LLC

Total Portfolio Value
$1.51B
Total Bought
$484.01M
Total Sold
$377.87M
Net Transaction
+$106.13M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ANALOG DEVICES INC(ADI)0154,854+154,854061,5034.07%+61,503
SANDISK CORP(SNDK)021,968+21,968049,9493.31%+49,949
TD SYNNEX CORPORATION(SNX)0186,193+186,193049,7773.30%+49,777
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)0615,596+615,596047,9363.17%+47,936
FLOWSERVE CORP(FLS)0634,613+634,613047,0633.12%+47,063
AMAZON COM INC(AMZN)263,973399,702+135,72954,97895,2656.31%+40,287
ENTEGRIS INC(ENTG)0157,517+157,517028,3311.88%+28,331
C H ROBINSON WORLDWIDE IN(CHRW)225,964343,461+117,49737,52664,6874.28%+27,162
QNITY ELECTRONICS INC(Q)0161,737+161,737026,4131.75%+26,413
CAPITAL ONE FINL CORP(COF)292,901363,556+70,65553,43472,9374.83%+19,503
SOMNIGROUP INTERNATIONAL INC(SGI)642,354836,265+193,91147,48365,5634.34%+18,080
QUEST DIAGNOSTICS INC(DGX)299,459360,453+60,99458,68876,3985.06%+17,710
STANDARDAERO INC(SARO)2,149,6802,346,749+197,06955,52670,1914.65%+14,665
SCHEIN HENRY INC(HSIC)1,273,3161,286,942+13,62693,843107,4857.12%+13,642
PRIMO BRANDS CORPORATION(PRMB)3,383,0173,142,134-240,88363,70276,7945.09%+13,092
MARVELL TECHNOLOGY INC(MRVL)76,77867,899-8,8797,60520,2261.34%+12,622
CLEAN HARBORS INC(CLH)252,540270,507+17,96772,41180,8145.35%+8,403
RBB FUND TRUST
M D SASS CONCEN
2,884,0002,854,897-29,10366,93072,2194.78%+5,289
AMPHENOL CORP56,18263,907+7,7257,09911,2680.75%+4,169
PALO ALTO NETWORKS INC(PANW)50,51635,885-14,6318,09912,2380.81%+4,139
WELLTOWER INC(WELL)255,592237,876-17,71650,53353,9913.58%+3,458
AMETEK INC361,795333,370-28,42577,55480,6565.34%+3,101
MICRON TECHNOLOGY INC(MU)02,567+2,56702,9630.20%+2,963
NVIDIA CORPORATION(NVDA)09,642+9,64201,9290.13%+1,929
ALPHABET INC(GOOG)7,03110,523+3,4922,0223,7610.25%+1,739
STATE STR SPDR S&P 500 ETF T(SPY)11,44011,940+5007,4408,9160.59%+1,477
MARTIN MARIETTA MATLS INC(MLM)103,109107,511+4,40260,69862,0024.11%+1,304
CADENCE DESIGN SYSTEM INC(CDNS)12,88712,88703,5814,8370.32%+1,256
ISHARES TR32,98431,554-1,4307,0487,6500.51%+602
ISHARES TR57,34057,34003,9264,3640.29%+438
BWX TECHNOLOGIES INC(BWXT)13,45313,45302,7512,6190.17%-132
ISHARES TR12,4000-12,4009870-987
GUIDEWIRE SOFTWARE INC(GWRE)55,20855,20808,2576,7930.45%-1,464
MICROSOFT CORP(MSFT)9,7085,596-4,1123,5942,0870.14%-1,506
WILLIAMS COS INC(WMB)1,173,9201,087,582-86,33885,43880,8515.35%-4,587
CACI INTL INC(CACI)9,3160-9,3165,0670-5,067
API GROUP CORP(APG)1,383,635892,624-491,01156,06537,8032.50%-18,262
GILDAN ACTIVEWEAR INC(GIL)396,5040-396,50422,0650-22,065
DANAHER CORP DEL(DHR)201,20141,926-159,27538,1487,9860.53%-30,162
SYNOPSYS INC(SNPS)76,8220-76,82230,4580-30,458
QUANTA SVCS INC63,442332-63,11034,8312390.02%-34,592
CBRE GROUP INC(CBRE)290,4850-290,48539,3490-39,349
AON PLC(AON)142,3620-142,36245,9520-45,952
FAIR ISAAC CORP(FICO)44,2210-44,22147,2080-47,208
INTERCONTINENTAL EXCHANGE IN(ICE)374,36828,450-345,91858,8813,5020.23%-55,378
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