Dorsey Wright & Associates — 13F holdings

Dorsey Wright & Associates reported 131 holdings worth $590M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. CRS Carpenter Technology Corp — $26.4M (4.5%)
2. APH AMPHENOL CORP NEW — $24.8M (4.2%)
3. GEV GE VERNOVA INC — $21.1M (3.6%)
4. NVDA NVIDIA CORPORATION — $20.2M (3.4%)
5. FIX COMFORT SYS USA INC — $15.9M (2.7%)
6. CAH CARDINAL HEALTH INC — $14.8M (2.5%)
7. ROIV ROIVANT SCIENCES LTD — $13.9M (2.4%)
8. FLEX FLEX LTD — $13.8M (2.3%)
9. HWM HOWMET AEROSPACE INC — $13.6M (2.3%)
10. CW CURTISS WRIGHT CORP — $13.3M (2.3%)