Contravisory Investment Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Contravisory Investment Management, Inc. reported 361 stock positions worth $504.8 million. Its top holding was UBS Group AG-Reg (UBS) at 2.8% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 2.7%) and Alphabet Class C (GOOG, 2.6%). Compared with Q3 2025, it opened 69 new positions, sold out of 74, added to 48 and reduced 178. The biggest buy was Palantir Technologies Class A (PLTR, shares +1067%) and the biggest sale an exit from Bj's Wholesale Club (BJ).
- Most Recent 13F
- Q2 2026
- Location
- Norwell, MA
- CIK
- 0001365707
- Portfolio Value
- $504.8M (Q4 2025)
- SEC Filing
- 0001580642-26-000220 ↗ filed Jan 12, 2026
Holdings Value
Holdings 361 stocks · $504.8M
| UBS UBS Group AG-Reg | 2.84% | 309,569 | $14.3M | Reduce -4.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.71% | 45,011 | $13.7M | Reduce -11.7% |
| GOOG Alphabet Inc. Class C | 2.64% | 42,510 | $13.3M | Reduce -10.0% |
| JPM JPMorgan Chase & Co. | 2.50% | 39,196 | $12.6M | Reduce -4.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.36% | 216,858 | $11.9M | Reduce -4.0% |
| SPOT Spotify Technology SA | 2.34% | 20,381 | $11.8M | Reduce -5.8% |
| GS Goldman Sachs Group Inc. | 2.24% | 12,872 | $11.3M | Add +2.4% |
| RTX RTX Corp. | 2.23% | 61,406 | $11.3M | Reduce -3.1% |
| AAPL Apple Inc. | 2.21% | 41,076 | $11.2M | Reduce -0.9% |
| BCS Barclays PLC-Spons ADR | 2.15% | 426,716 | $10.9M | Reduce -3.0% |
| AXP American Express Co. | 2.14% | 29,133 | $10.8M | Reduce -3.7% |
| NFLX Netflix Inc. | 2.07% | 111,380 | $10.4M | Reduce -6.3% |
| TSLA Tesla Inc. | 2.06% | 23,161 | $10.4M | Reduce -4.0% |
| SHOP Shopify Inc. Class A | 2.01% | 62,940 | $10.1M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 1.99% | 43,477 | $10.0M | Reduce -3.5% |
| NVDA Nvidia Corp. | 1.93% | 52,262 | $9.7M | Reduce -0.6% |
| HWM Howmet Aerospace Inc. | 1.90% | 46,793 | $9.6M | Reduce -3.2% |
| CTAS Cintas Corp. | 1.90% | 50,876 | $9.6M | Reduce -2.8% |
| KLAC KLA Corp. | 1.89% | 7,868 | $9.6M | Reduce -3.0% |
| MA Mastercard Inc. Class A | 1.88% | 16,663 | $9.5M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 1.88% | 14,375 | $9.5M | Reduce -2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.88% | 32,014 | $9.5M | Reduce -2.6% |
| AFL Aflac Inc. | 1.85% | 84,797 | $9.4M | Reduce -3.3% |
| CEG Constellation Energy | 1.78% | 25,493 | $9.0M | Add +6.1% |
| LH Labcorp Holdings Inc. | 1.78% | 35,803 | $9.0M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 1.76% | 10,302 | $8.9M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 1.75% | 114,540 | $8.8M | Reduce -2.4% |
| PLTR Palantir Technologies Inc. Class A | 1.70% | 48,310 | $8.6M | Add +1067.2% |
| GE General Electric filed as GE AEROSPACE | 1.69% | 27,668 | $8.5M | Add +859.7% |
| WMT Walmart Inc. | 1.68% | 76,215 | $8.5M | Reduce -2.6% |
| CMS CMS Energy Corp. | 1.61% | 116,253 | $8.1M | Reduce -8.0% |
| MSFT Microsoft Corp. | 1.56% | 16,327 | $7.9M | Add +5.7% |
| USFD US Foods Holding Corp. | 1.53% | 102,707 | $7.7M | Reduce -2.6% |
| MRK Merck & Co. Inc. | 1.48% | 70,913 | $7.5M | Add +19435.3% |
| XEL Xcel Energy Inc. | 1.44% | 98,431 | $7.3M | Reduce -2.9% |
| SYK Stryker Corp. | 1.39% | 19,999 | $7.0M | Reduce -3.3% |
| CVX Chevron Corp. | 1.28% | 42,402 | $6.5M | Reduce -6.0% |
| VST Vistra Corp. | 1.23% | 38,443 | $6.2M | Add +18652.7% |
| ADP Automatic Data Processing | 1.08% | 21,100 | $5.4M | Reduce -15.9% |
| LLY Eli Lilly & Co. | 0.67% | 3,140 | $3.4M | Add +3.5% |
| XLF SS Financial Select Sector | 0.38% | 34,664 | $1.9M | Reduce -5.9% |
| XLK SS Technology Select Sector | 0.35% | 12,343 | $1.8M | Reduce -11.0% |
| COR Cencora Inc. | 0.35% | 5,244 | $1.8M | Reduce -4.1% |
| XLC SS Comm Select Sector SPDR | 0.30% | 12,888 | $1.5M | Reduce -10.6% |
| XLE SS Energy Select Sector | 0.28% | 32,089 | $1.4M | Reduce -12.4% |
| RL Ralph Lauren Corp. | 0.27% | 3,912 | $1.4M | Reduce -3.9% |
| EWI iShares MSCI Italy ETF | 0.26% | 24,104 | $1.3M | Reduce -4.2% |
| ECL Ecolab Inc. | 0.26% | 4,945 | $1.3M | Reduce -3.8% |
| EIS iShares MSCI Israel ETF | 0.26% | 11,777 | $1.3M | New |
| IVZ Invesco Ltd. | 0.26% | 49,142 | $1.3M | Add +1165.9% |
| XLI SS Industrial Select Sector | 0.25% | 8,097 | $1.3M | Add +22.6% |
| EZU iShares MSCI Eurozone ETF | 0.25% | 19,335 | $1.2M | Add +0.5% |
| CRL Charles River Laboratories | 0.24% | 6,129 | $1.2M | New |
| EWG iShares MSCI Germany ETF | 0.24% | 28,694 | $1.2M | Add +0.7% |
| WAB Wabtec Corp. | 0.24% | 5,688 | $1.2M | Reduce -5.1% |
| EWU iShares MSCI United Kingdom | 0.24% | 27,471 | $1.2M | Add +0.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.24% | 11,533 | $1.2M | Add +4.9% |
| SYF Synchrony Financial | 0.23% | 14,219 | $1.2M | Add +62.2% |
| EWD iShares MSCI Sweden ETF | 0.23% | 23,856 | $1.2M | Add +0.2% |
| EWS iShares MSCI Singapore ETF | 0.23% | 42,124 | $1.2M | Reduce -0.2% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.22% | 5,799 | $1.1M | New |
| KEYS Keysight Technologies Inc. | 0.22% | 5,509 | $1.1M | Add +89.1% |
| EBAY eBay Inc. | 0.22% | 12,777 | $1.1M | Add +262.9% |
| GRMN Garmin Ltd. | 0.22% | 5,379 | $1.1M | Reduce -3.3% |
| TRMB Trimble Inc. | 0.22% | 13,910 | $1.1M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 2,159 | $1.1M | Reduce -1.6% |
| EXPD Expeditors Intl Wash Inc. | 0.21% | 7,282 | $1.1M | New |
| HPE Hewlett Packard Enterprise | 0.21% | 44,950 | $1.1M | New |
| VTR Ventas Inc. | 0.21% | 13,775 | $1.1M | Add +76.3% |
| HAL Halliburton Co. | 0.21% | 37,300 | $1.1M | New |
| APA Apa Corp. | 0.21% | 42,985 | $1.1M | Add +1054.9% |
| ROL Rollins Inc. | 0.20% | 16,917 | $1.0M | Reduce -3.7% |
| WELL Welltower Inc. | 0.20% | 5,387 | $1000K | Reduce -4.1% |
| HII Huntington Ingalls Industrie | 0.20% | 2,939 | $999K | Reduce -4.0% |
| MAR Marriott International Class A | 0.20% | 3,217 | $998K | Reduce -2.9% |
| ALLE Allegion PLC | 0.19% | 6,096 | $971K | Add +314.7% |
| CHRW C.H. Robinson Worldwide Inc. | 0.19% | 6,003 | $965K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.19% | 3,449 | $962K | Reduce -16.7% |
| WYNN WYNN Resorts Ltd. | 0.19% | 7,931 | $954K | Add +1076.7% |
| L Loews Corp. | 0.19% | 8,954 | $943K | Reduce -4.1% |
| CAT Caterpillar Inc. | 0.18% | 1,599 | $916K | Add +201.7% |
| JNJ Johnson & Johnson | 0.18% | 4,411 | $913K | Add +5279.3% |
| EFA iShares MSCI Eafe ETF | 0.18% | 9,430 | $906K | Reduce -36.8% |
| JBL Jabil Inc. | 0.18% | 3,968 | $905K | Reduce -3.4% |
| AZO AutoZone Inc. | 0.17% | 260 | $882K | Reduce -3.0% |
| GLW Corning Inc. | 0.17% | 9,991 | $875K | Add +0.3% |
| GL Globe Life Inc. | 0.17% | 6,252 | $874K | Reduce -3.9% |
| EEM iShares MSCI Emerging Market | 0.17% | 15,969 | $874K | Reduce -0.2% |
| WBD Warner Bros Discovery Inc. | 0.17% | 30,273 | $872K | Reduce -15.7% |
| NTRS Northern Trust Corp. | 0.17% | 6,386 | $872K | Reduce -4.0% |
| TPR Tapestry Inc. | 0.17% | 6,660 | $851K | Reduce -3.9% |
| EVRG Evergy Inc. | 0.17% | 11,733 | $851K | Reduce -3.8% |
| FOXA Fox Corp. Class A | 0.17% | 11,584 | $846K | Reduce -5.0% |
| PODD Insulet Corp. | 0.17% | 2,952 | $839K | Reduce -3.7% |
| PTC PTC Inc. | 0.16% | 4,670 | $814K | New |
| ABBV Abbvie Inc. | 0.16% | 3,556 | $813K | Reduce -8.1% |
| EPU iShares MSCI Peru and Global | 0.16% | 11,084 | $802K | Reduce -5.0% |
| KR Kroger Co. | 0.16% | 12,752 | $797K | Reduce -4.0% |
| MHK Mohawk Industries Inc. | 0.16% | 7,233 | $791K | Reduce -5.3% |
| AVGO Broadcom Inc. | 0.16% | 2,280 | $789K | Reduce -20.0% |
Portfolio Sells Q3 2025 → Q4 2025
| BJ Bj's Wholesale Club Holdings | Sold out | 0.00% | −1.49 |
| CPAY Corpay Inc. | Sold out | 0.00% | −1.42 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −1.37 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −1.25 |
| NFLX Netflix Inc. | Reduce -6.3% | 2.07% | −0.69 |
| SPOT Spotify Technology SA | Reduce -5.8% | 2.34% | −0.58 |
| ADP Automatic Data Processing | Reduce -15.9% | 1.08% | −0.35 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.33 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.33 |
| LH Labcorp Holdings Inc. | Reduce -3.0% | 1.78% | −0.27 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 1.88% | −0.22 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.19 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.19 |
| CTAS Cintas Corp. | Reduce -2.8% | 1.90% | −0.19 |
| CMS CMS Energy Corp. | Reduce -8.0% | 1.61% | −0.18 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.18 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.18 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.17 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.16 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.15 |
| STE Steris PLC | Sold out | 0.00% | −0.15 |
| T AT&T Inc. | Reduce -69.5% | 0.06% | −0.15 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.15 |
| XEL Xcel Energy Inc. | Reduce -2.9% | 1.44% | −0.14 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.14 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 1.76% | −0.14 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.13 |
| ABT Abbott Laboratories | Reduce -53.5% | 0.09% | −0.11 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.11 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.10 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.10 |
| LRN Stride Inc. | Sold out | 0.00% | −0.10 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.10 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.10 |
| PPL PPL Corp. | Sold out | 0.00% | −0.09 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.09 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.09 |
| EFA iShares MSCI Eafe ETF | Reduce -36.8% | 0.18% | −0.09 |
| CNP Centerpoint Energy Inc. | Sold out | 0.00% | −0.09 |
| LYV Live Nation Entertainment Inc. | Reduce -83.6% | 0.02% | −0.09 |
| SYK Stryker Corp. | Reduce -3.3% | 1.39% | −0.09 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.09 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.08 |
| ARGT Global X MSCI Argentina ETF | Sold out | 0.00% | −0.08 |
| CVX Chevron Corp. | Reduce -6.0% | 1.28% | −0.08 |
| QTWO Q2 Holdings Inc. | Sold out | 0.00% | −0.08 |
| SBAC SBA Communications Corp. | Sold out | 0.00% | −0.08 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -16.7% | 0.19% | −0.07 |
| PLMR Palomar Holdings Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q3 2025 → Q4 2025
| PLTR Palantir Technologies Inc. Class A | Add +1067.2% | 1.70% | +1.55 |
| GE General Electric | Add +859.7% | 1.69% | +1.52 |
| MRK Merck & Co. Inc. | Add +19435.3% | 1.48% | +1.47 |
| VST Vistra Corp. | Add +18652.7% | 1.23% | +1.22 |
| GS Goldman Sachs Group Inc. | Add +2.4% | 2.24% | +0.30 |
| EIS iShares MSCI Israel ETF | New | 0.26% | +0.26 |
| CEG Constellation Energy | Add +6.1% | 1.78% | +0.25 |
| CRL Charles River Laboratories | New | 0.24% | +0.24 |
| IVZ Invesco Ltd. | Add +1165.9% | 0.26% | +0.24 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.22% | +0.22 |
| LLY Eli Lilly & Co. | Add +3.5% | 0.67% | +0.22 |
| EXPD Expeditors Intl Wash Inc. | New | 0.21% | +0.21 |
| HPE Hewlett Packard Enterprise | New | 0.21% | +0.21 |
| HAL Halliburton Co. | New | 0.21% | +0.21 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.19% | +0.19 |
| APA Apa Corp. | Add +1054.9% | 0.21% | +0.19 |
| JNJ Johnson & Johnson | Add +5279.3% | 0.18% | +0.18 |
| WYNN WYNN Resorts Ltd. | Add +1076.7% | 0.19% | +0.17 |
| PTC PTC Inc. | New | 0.16% | +0.16 |
| EBAY eBay Inc. | Add +262.9% | 0.22% | +0.16 |
| WFC Wells Fargo & Co. | Add +4185.5% | 0.15% | +0.14 |
| ALLE Allegion PLC | Add +314.7% | 0.19% | +0.14 |
| MNST Monster Beverage Corp. | New | 0.14% | +0.14 |
| CAT Caterpillar Inc. | Add +201.7% | 0.18% | +0.13 |
| MS Morgan Stanley | Add +3946.7% | 0.13% | +0.13 |
| KEYS Keysight Technologies Inc. | Add +89.1% | 0.22% | +0.12 |
| EA Electronic Arts Inc. | New | 0.12% | +0.12 |
| SYF Synchrony Financial | Add +62.2% | 0.23% | +0.11 |
| VTR Ventas Inc. | Add +76.3% | 0.21% | +0.11 |
| SMCI Super Micro Computer Inc. | Add +6438.1% | 0.11% | +0.10 |
| EMBJ Embraer SA-Spon ADR | New | 0.07% | +0.07 |
| VOD Vodafone Group PLC-SP ADR | New | 0.07% | +0.07 |
| ING ING Groep N.V.-Sponsored ADR | New | 0.06% | +0.06 |
| IDYA Ideaya Biosciences Inc. | New | 0.06% | +0.06 |
| XMTR Xometry Inc. Class A | New | 0.06% | +0.06 |
| AER Aercap Holdings NV | New | 0.06% | +0.06 |
| BEAM Beam Therapeutics Inc. | New | 0.06% | +0.06 |
| EL Estee Lauder Companies Class A | Add +4.9% | 0.24% | +0.05 |
| XLI SS Industrial Select Sector | Add +22.6% | 0.25% | +0.05 |
| OCUL Ocular Therapeutix Inc. | New | 0.05% | +0.05 |
| CUBI Customers Bancorp Inc. | New | 0.05% | +0.05 |
| KLIC Kulicke & Soffa Industries | New | 0.05% | +0.05 |
| INSW International Seaways Inc. | New | 0.05% | +0.05 |
| GPGI Gpgi Inc. | New | 0.05% | +0.05 |
| HCI Hci Group Inc. | New | 0.05% | +0.05 |
| MTRN Materion Corp. | New | 0.04% | +0.04 |
| PLUS Eplus Inc. | New | 0.04% | +0.04 |
| ACMR Acm Research Inc. Class A | New | 0.04% | +0.04 |
| UNFI United Natural Foods Inc. | New | 0.04% | +0.04 |
| TTWO Take-Two Interactive Softwre | Add +34.4% | 0.14% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 391 | $566.1M | KLAC, TSM, UBS, GOOG, CSCO |
| Q1 2026 | 366 | $488.1M | APA, TSM, KLAC, RTX, JPM |
| Q4 2025 | 361 | $504.8M | UBS, TSM, GOOG, JPM, BAC |
| Q3 2025 | 365 | $516.4M | SPOT, NFLX, TSM, UBS, JPM |
| Q2 2025 | 370 | $508.3M | SPOT, NFLX, TSM, JPM, CTAS |
| Q1 2025 | 372 | $474.8M | SPOT, NFLX, CTAS, FISV, UBS |
| Q4 2024 | 392 | $467.7M | SPOT, NFLX, TSM, CMG, FISV |
| Q3 2024 | 343 | $467.6M | SPOT, MCK, CTAS, NFLX, AFL |
| Q2 2024 | 346 | $451.6M | MCK, CRWD, CMG, NFLX, SPOT |
| Q1 2024 | 345 | $451.5M | MCK, CRWD, CMG, NFLX, CAH |