Dorsey Wright & Associates — 13F Holdings

2026 Q2  ·  196 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Dorsey Wright & Associates maintained a portfolio of 196 distinct positions. The most significant new addition was FLEXTRONICS INTL LTD ORD, now representing 2.35% of the total fund value. They heavily accumulated shares in WELLTOWER INC COM, increasing the position by 116.4%. Conversely, Dorsey Wright & Associates completely exited their position in PALANTIR TECHNOLOGIES INC CL A.
Position History hover any row below to update
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Dorsey Wright & Associates Richmond, VA RIA / Quantitative Research AUM $590M
PCA Score Concentration Risk
Risk ENB
Total Positions
196
Quarter
2026 Q2
Top Holding
CRS (4.5%)
Top 10 Concentration
30.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 196

Dorsey Wright & Associates Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CRS
CARPENTER TECHN...
Industrials 4.47% 2.93% #1 5
Prev: #6
3.8
-17,160 -28.6%
P
S
42,772 $26,383,593 2010 Q1 13F Filing 2026-06-30 2026-08-06
APH
AMPHENOL CORP C...
Technology 4.21% 3.14% #2 2
Prev: #4
3.2
-59,889 -29.8%
P
S
140,806 $24,826,977 2006 Q4 13F Filing 2026-06-30 2026-08-06
GEV
GE VERNOVA LLC ...
Industrials 3.58% 3.73% #3 2
Prev: #1
2.4
-16,511 -47.9%
P
S
17,981 $21,124,638 2024 Q2 13F Filing 2026-06-30 2026-08-06
NVDA
NVIDIA CORPORAT...
Technology 3.43% 3.16% #4 1
Prev: #3
1.9
-44,974 -30.8%
P
S
101,194 $20,247,979 2006 Q4 13F Filing 2026-06-30 2026-08-06
FIX
COMFORT SYS USA...
Industrials 2.70% 2.71% #5 2
Prev: #7
1.6
-7,855 -49.4%
P
S
8,032 $15,919,074 2025 Q3 13F Filing 2026-06-30 2026-08-06
CAH
CARDINAL HEALTH...
Healthcare 2.50% 2.96% #6 1
Prev: #5
1.0
-51,026 -45.1%
P
S
62,128 $14,759,076 2023 Q3 13F Filing 2026-06-30 2026-08-06
ROIV
ROIVANT SCIENCE...
Healthcare 2.35% 1.98% #7 6
Prev: #13
0.9
-185,485 -32.1%
P
S
391,662 $13,860,918 2025 Q4 13F Filing 2026-06-30 2026-08-06
FLEX
FLEXTRONICS INT...
Technology 2.35% #8
Prev: #—
4.4
85,340
NEW
85,340 $13,831,054 2026 Q2 13F Filing 2026-06-30 2026-08-06
HWM
HOWMET AEROSPAC...
Industrials 2.30% 2.11% #9 2
Prev: #11
0.9
-23,410 -31.7%
P
S
50,479 $13,571,798 2024 Q3 13F Filing 2026-06-30 2026-08-06
CW
CURTISS WRIGHT ...
Industrials 2.26% 2.18% #10
Prev: #10
0.9
-8,251 -32.0%
P
S
17,562 $13,308,090 2022 Q4 13F Filing 2026-06-30 2026-08-06
FTI
TECHNIPFMC PLC ...
Energy 2.20% 2.39% #11 3
Prev: #8
0.9
-83,658 -30.0%
P
S
195,406 $12,955,444 2007 Q3 13F Filing 2026-06-30 2026-08-06
BK
BANK NEW YORK M...
Financial Services 2.18% 1.94% #12 2
Prev: #14
0.9
-42,681 -32.4%
P
S
89,093 $12,883,673 2024 Q4 13F Filing 2026-06-30 2026-08-06
EME
EMCOR GROUP INC...
Industrials 2.18% 1.90% #13 2
Prev: #15
0.9
-5,265 -25.4%
P
S
15,498 $12,861,513 2022 Q4 13F Filing 2026-06-30 2026-08-06
WDC
WESTERN DIGITAL...
Technology 2.14% 0.66% #14 36
Prev: #50
1.4
200 1.0%
P
S
19,768 $12,626,222 2008 Q2 13F Filing 2026-06-30 2026-08-06
AVGO
BROADCOM INC CO...
Technology 2.12% 2.00% #15 3
Prev: #12
0.8
-19,058 -36.6%
P
S
33,067 $12,491,233 2016 Q2 13F Filing 2026-06-30 2026-08-06
AMAT
APPLIED MATLS I...
Technology 2.08% #16
Prev: #—
4.3
16,951
NEW
16,951 $12,255,575 2021 Q1 13F Filing 2026-06-30 2026-08-06
MTZ
MASTEC INC COM
Industrials 1.91% 1.56% #17 3
Prev: #20
0.8
-11,981 -30.7%
P
S
27,080 $11,266,905 2021 Q2 13F Filing 2026-06-30 2026-08-06
WELL
WELLTOWER INC C...
Real Estate 1.91% 0.56% #18 34
Prev: #52
3.8
26,664 116.4%
P
S
49,572 $11,251,414 2025 Q1 13F Filing 2026-06-30 2026-08-06
LITE
LUMENTUM HLDGS ...
Technology 1.90% 0.94% #19 15
Prev: #34
3.3
2,302 21.3%
P
S
13,087 $11,229,431 2025 Q3 13F Filing 2026-06-30 2026-08-06
SNX
SYNNEX CORP COM
Technology 1.64% #20
Prev: #—
4.2
36,240
NEW
36,240 $9,688,402 2020 Q1 13F Filing 2026-06-30 2026-08-06
DTM
DT MIDSTREAM IN...
Energy 1.60% 1.72% #21 5
Prev: #16
0.6
-38,407 -37.4%
P
S
64,361 $9,444,307 2024 Q3 13F Filing 2026-06-30 2026-08-06
EIX
EDISON INTL COM
Utilities 1.55% #22
Prev: #—
4.1
123,045
NEW
123,045 $9,160,700 2026 Q2 13F Filing 2026-06-30 2026-08-06
ETR
ENTERGY CORP NE...
Utilities 1.42% #23
Prev: #—
4.1
72,733
NEW
72,733 $8,354,080 2007 Q1 13F Filing 2026-06-30 2026-08-06
SNDK
SANDISK CORP CO...
Technology 1.41% #24
Prev: #—
4.1
3,650
NEW
3,650 $8,299,115 2026 Q2 13F Filing 2026-06-30 2026-08-06
PWR
QUANTA SVCS INC...
Industrials 1.38% #25
Prev: #—
4.1
11,315
NEW
11,315 $8,147,253 2006 Q4 13F Filing 2026-06-30 2026-08-06
TPR
TAPESTRY INC CO...
Consumer Cyclical 1.37% 1.67% #26 8
Prev: #18
0.5
-40,057 -42.0%
P
S
55,240 $8,085,963 2023 Q1 13F Filing 2026-06-30 2026-08-06
ARWR
ARROWHEAD PHARM...
Healthcare 1.35% #27
Prev: #—
4.0
97,466
NEW
97,466 $7,944,454 2018 Q3 13F Filing 2026-06-30 2026-08-06
TRGP
TARGA RES CORP ...
Energy 1.33% #28
Prev: #—
4.0
29,320
NEW
29,320 $7,861,865 2023 Q4 13F Filing 2026-06-30 2026-08-06
NEM
NEWMONT CORP CO...
Basic Materials 1.28% 3.24% #29 27
Prev: #2
0.5
-160,835 -66.6%
P
S
80,515 $7,520,120 2009 Q1 13F Filing 2026-06-30 2026-08-06
IBKR
INTERACTIVE BRO...
Financial Services 1.26% 0.78% #30 16
Prev: #46
1.0
-8,271 -8.8%
P
S
85,404 $7,433,594 2026 Q1 13F Filing 2026-06-30 2026-08-06
GOOGL
ALPHABET INC CA...
Communication Services 1.24% 0.48% #31 28
Prev: #59
3.5
7,007 51.8%
P
S
20,532 $7,337,528 2020 Q3 13F Filing 2026-06-30 2026-08-06
GM
GENERAL MTRS CO...
Consumer Cyclical 1.24% 1.23% #32 8
Prev: #24
0.5
-38,162 -28.6%
P
S
95,193 $7,337,463 2006 Q4 13F Filing 2026-06-30 2026-08-06
ELAN
ELANCO ANIMAL H...
Healthcare 1.12% 1.40% #33 11
Prev: #22
0.4
-205,134 -43.4%
P
S
267,680 $6,587,605 2026 Q1 13F Filing 2026-06-30 2026-08-06
FN
FABRINET SHS
Technology 1.08% 1.06% #34 4
Prev: #30
0.4
-4,991 -30.6%
P
S
11,345 $6,376,798 2026 Q1 13F Filing 2026-06-30 2026-08-06
GS
GOLDMAN SACHS G...
Financial Services 1.02% 1.05% #35 4
Prev: #31
0.4
-4,051 -40.6%
P
S
5,938 $6,005,801 2009 Q3 13F Filing 2026-06-30 2026-08-06
ALB
ALBEMARLE CORP ...
Basic Materials 1.00% 1.50% #36 15
Prev: #21
0.4
-23,663 -35.1%
P
S
43,676 $5,897,591 2006 Q4 13F Filing 2026-06-30 2026-08-06
VLUE
ISHARES TR USA ...
ETF 0.94% 1.00% #37 4
Prev: #33
0.4
-28,666 -50.7%
P
S
27,885 $5,571,702 2017 Q1 13F Filing 2026-06-30 2026-08-06
STX
SEAGATE TECHNOL...
Technology 0.89% 0.84% #38 2
Prev: #40
0.4
-11,932 -68.6%
P
S
5,454 $5,263,110 2017 Q2 13F Filing 2026-06-30 2026-08-06
SON
SONOCO PRODUCTS
Consumer Cyclical 0.85% #39
Prev: #—
3.8
89,046
NEW
89,046 $5,017,723 2026 Q2 13F Filing 2026-06-30 2026-08-06
JNJ
JOHNSON & JOHNS...
Healthcare 0.83% 0.83% #40 2
Prev: #42
0.3
-8,252 -30.1%
P
S
19,191 $4,873,837 2025 Q4 13F Filing 2026-06-30 2026-08-06
EBAY
EBAY INC. COM
Consumer Cyclical 0.81% 0.77% #41 6
Prev: #47
0.3
-25,751 -37.6%
P
S
42,819 $4,784,973 2012 Q3 13F Filing 2026-06-30 2026-08-06
EEM
ISHARES TR MSCI...
ETF 0.79% 0.87% #42 5
Prev: #37
0.3
-55,263 -44.8%
P
S
68,198 $4,665,425 2006 Q4 13F Filing 2026-06-30 2026-08-06
XLI
SELECT SECTOR S...
Unknown 0.74% 0.87% #43 7
Prev: #36
0.3
-19,707 -45.4%
P
S
23,682 $4,386,619 2010 Q1 13F Filing 2026-06-30 2026-08-06
ORA
ORMAT TECHNOLOG...
Utilities 0.73% 0.51% #44 14
Prev: #58
2.3
3,080 8.4%
P
S
39,556 $4,307,648 2026 Q1 13F Filing 2026-06-30 2026-08-06
EZU
ISHARES INC MSC...
ETF 0.70% 0.84% #45 4
Prev: #41
0.3
-48,279 -44.8%
P
S
59,533 $4,137,544 2006 Q4 13F Filing 2026-06-30 2026-08-06
FYX
FIRST TR SML CP...
ETF 0.67% #46
Prev: #—
3.8
27,424
NEW
27,424 $3,957,193 2013 Q4 13F Filing 2026-06-30 2026-08-06
TER
TERADYNE INC CO...
Technology 0.67% #47
Prev: #—
3.8
8,128
NEW
8,128 $3,932,652 2026 Q2 13F Filing 2026-06-30 2026-08-06
GLD
SPDR GOLD TRUST...
ETF 0.66% 1.17% #48 21
Prev: #27
0.3
-11,419 -51.8%
P
S
10,616 $3,910,722 2008 Q2 13F Filing 2026-06-30 2026-08-06
DBP
INVESCO DB PREC...
ETF 0.65% 1.04% #49 17
Prev: #32
0.3
-34,743 -45.6%
P
S
41,442 $3,832,303 2009 Q2 13F Filing 2026-06-30 2026-08-06
ATI
ALLEGHENY TECHN...
Industrials 0.62% #50
Prev: #—
3.7
18,605
NEW
18,605 $3,667,046 2006 Q4 13F Filing 2026-06-30 2026-08-06
Showing 1-50 of 196 holdings

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