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Contravisory Investment Management, Inc.

Q4 2016 Holdings

Filed 2017-01-12 | 292 holdings | $639.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Cadence Design Systems, Inc.(CDNS)com127387108$235.0K9,33436.7%
Costco Wholesale Corporation(COST)com22160K105$62.0K3889.7%
Constellation Brands, Inc.(STZ)com21036P108$26.0K1704.1%
D R Horton, Inc.(DHI)com23331A109$23.0K8353.6%
Cintas Corporation(CTAS)com172908105$12.0K103,6261.9%
Ingredion Incorporated(INGR)com457187102$10.2K81,8631.6%
Facebook, Inc.(META)com30303M102$8.9K77,1701.4%
Accenture Plc.(ACN)comG1151C101$8.7K74,2551.4%
Parker-Hannifin Corporation(PH)com701094104$8.3K59,0921.3%
International Flavors & Fragrances, Inc.(IFF)com459506101$8.3K70,1741.3%
General Mills, Inc.(GIS)com370334104$8.1K131,9171.3%
Johnson & Johnson(JNJ)com478160104$8.0K69,6171.3%
Alleghany Corporation(YUSD)com017175100$8.0K13,1251.2%
CMS Energy Corp.(CMS)com125896100$7.8K187,6201.2%
Nisource, Inc.(NI)com65473P105$7.6K344,7141.2%
Booz Allen Hamilton Holding Corporation(BAH)com099502106$7.2K199,2971.1%
The TJX Companies, Inc.(TJX)com872540109$7.0K93,6351.1%
McCormick & Company, Incorporated(MKC)com579780206$7.0K74,5731.1%
Laboratory Corp. of America Holdingscom50540R409$6.8K52,7481.1%
Cabot Oil & Gas Corporation(CTRA)com127097103$6.7K286,3831.0%
Roper Technologies, Inc.(ROP)com776696106$6.4K35,0131.0%
Paychex, Inc.(PAYX)com704326107$6.4K105,2021.0%
Verisk Analytics, Inc.(VRSK)com92345Y106$6.2K75,8131.0%
Discover Financial Services(DFSEUR)com254709108$6.2K85,3521.0%
Ansys, Inc.(AKX)com03662Q105$6.0K65,1240.9%
The J. M. Smucker Company(SJM)com832696405$6.0K46,8940.9%
Progressive Corp.(PGR)com743315103$6.0K169,0860.9%
Cheniere Energy, Inc.(LNG)com16411R208$5.9K143,5050.9%
Aon Plc.(AON)comG0408V102$5.9K53,2230.9%
National Oilwell Varco Inc.(NOVEUR)com637071101$5.9K156,3010.9%
Markel Corp.(MKL)com570535104$5.8K6,4540.9%
Honeywell International, Inc.(HON)com438516106$5.8K50,3140.9%
HP, Inc.(HPQ)com40434L105$5.8K391,2980.9%
Trimble, Inc.(TRMB)com896239100$5.7K188,2840.9%
Praxair, Inc.com74005P104$5.7K48,2580.9%
Westinghouse Air Brake Technologies Corp.(WAB)com929740108$5.6K67,8010.9%
Garmin Ltd.(GRMN)comH2906T109$5.6K115,6060.9%
Franklin Electric Co., Inc.(FELE)com353514102$5.5K142,0830.9%
Jacobs Engineering Group, Inc.(JECUSD)com469814107$5.5K96,6810.9%
Hibbett Sports, Inc.(HB6)com428567101$5.4K145,5630.8%
Waters Corporation(WAT)com941848103$5.4K40,1670.8%
Universal Corporation(UVV)com913456109$5.2K81,9440.8%
American Capital, Ltd.com02503Y103$5.1K283,4200.8%
Rayonier, Inc.(RYN)com754907103$4.8K181,4500.8%
Church & Dwight Co., Inc.(CHD)com171340102$4.5K101,3020.7%
Convergys Corporationcom212485106$4.4K180,7750.7%
Technology Select Sector Spdr ETF(XLK)com81369Y803$59512,3030.1%
Industrial Select Sector Spdr ETF(XLI)com81369Y704$5388,6440.1%
Consumer Staples Select Sector Spdr ETF(XLP)com81369Y308$4689,0530.1%
VCA Antech Inc.com918194101$3214,6700.1%
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