Holdings
Dorsey Wright & Associates
As of Jun 30, 2026, Dorsey Wright & Associates reported 104 positions worth US$499M. Largest: Carpenter Technology Corporation, Amphenol Corporation and Ge Vernova Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Carpenter Technology Corporation | 42,772 | US$26.4M | −17,160 | Jun 30, 2026 |
| Amphenol Corporation | 141K | US$24.8M | −59,889 | Jun 30, 2026 |
| Ge Vernova Inc. | 17,981 | US$21.1M | −16,511 | Jun 30, 2026 |
| Nvidia Corporation | 101K | US$20.2M | −44,974 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 8,032 | US$15.9M | −7,855 | Jun 30, 2026 |
| Cardinal Health, Inc. | 62,128 | US$14.8M | −51,026 | Jun 30, 2026 |
| Roivant Sciences Ltd. | 392K | US$13.9M | −185K | Jun 30, 2026 |
| Howmet Aerospace Inc. | 50,479 | US$13.6M | −23,410 | Jun 30, 2026 |
| Curtiss-wright Corporation | 17,562 | US$13.3M | −8,251 | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 89,093 | US$12.9M | −42,681 | Jun 30, 2026 |