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Contravisory Investment Management, Inc.

Q1 2017 Holdings

Filed 2017-04-07 | 284 holdings | $6.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Seagate Technology Plc.(STX)comG7945M107$2525,4940.0%
Harley-Davidson, Inc.(HOG)com412822108$2554,2190.0%
Ametek, Inc.(AME)com031100100$2584,7660.0%
Msci, Inc.(MSCI)com55354G100$2592,6650.0%
Spdr S&P MidCap 400 ETF(MDY)com78467Y107$2598290.0%
F5 Networks, Inc.(FFIV)com315616102$2611,8320.0%
Eastman Chemical Company(EMN)com277432100$2623,2410.0%
BorgWarner, Inc.(BWA)com099724106$2626,2770.0%
Affiliated Managers Group, Inc.(AMG)com008252108$2641,6100.0%
L3 Technologies, Inc.com502413107$2641,5960.0%
Mettler-Toledo International, Inc.(MTD)com592688105$2645510.0%
Robert Half International, Inc.(RHI)com770323103$2655,4300.0%
Dover Corporation(DOV)com260003108$2653,3000.0%
Discovery Communications, Inc.(DISCAUSD)com25470F104$2669,1310.0%
Juniper Networks, Inc.(JNP)com48203R104$2669,5690.0%
Quest Diagnostics, Inc.(DGX)com74834L100$2672,7180.0%
Arthur J. Gallagher & Co.(AJG)com363576109$2684,7430.0%
Kla-Tencor Corporation(KLAC)com482480100$2702,8410.0%
Oneok, Inc.(OKE)com682680103$2734,9330.0%
Wyndham Worldwide Corporationcom98310W108$2733,2410.0%
Amphenol Corp(APH)com032095101$2753,8700.0%
NRG Energy, Inc.(NRG)com629377508$28115,0080.0%
Owens-Illinois, Inc.com690768403$28113,7790.0%
Centerpoint Energy, Inc.(CNP)com15189T107$28910,4670.0%
Albemarle Corporation(ALB)com012653101$2892,7340.0%
Netapp, Inc.(NTAP)com64110D104$2947,0140.0%
Teradata Corporation(TDC)com88076W103$2959,4640.0%
First Busey Corporation(BUSE)com319383204$29910,1680.0%
Tiffany & Company(TIFEUR)com886547108$3063,2110.0%
Flir Systems, Inc.(FLIR)com302445101$3629,9710.0%
Energy Select Sector Spdr ETF(XLE)com81369Y506$3695,2720.0%
VCA Antech Inc.com918194101$4234,6260.0%
Financial Select Sector Spdr ETF(XLF)com81369Y605$44018,5320.0%
Vanguard S&P 500 ETF(VOO)com922908363$4812,2250.0%
Industrial Select Sector Spdr ETF(XLI)com81369Y704$5889,0350.0%
Technology Select Sector Spdr ETF(XLK)com81369Y803$66012,3840.0%
Ares Capital Corporation(ARCC)com04010L103$2.2K124,5350.0%
Alarm.Com Holdings, Inc.(ALRM)com011642105$4.0K1310.1%
Apache Corp(9990302D)com037411105$4.0K77,9220.1%
Noble Energy, Inc.(NBL2EUR)com655044105$4.4K128,5310.1%
Lexington Realty Trust(LXPUSD)com529043101$4.5K446,2810.1%
Humana, Inc.(HUM)com444859102$4.6K22,3400.1%
Rayonier, Inc.(RYN)com754907103$4.7K166,7430.1%
CIT Group, Inc.(CITUSD)com125581801$4.8K110,9850.1%
Westinghouse Air Brake Technologies Corp.(WAB)com929740108$4.8K61,9940.1%
Jacobs Engineering Group, Inc.(JECUSD)com469814107$4.9K89,5010.1%
Pioneer Natural Resources Company(PXDEUR)com723787107$5.0K26,6630.1%
Genesee & Wyoming, Inc.com371559105$5.0K74,1670.1%
Potash Corporation of Saskatchewan, Inc.com73755L107$5.1K300,5960.1%
Dish Network Corporation(DISH)com25470M109$5.1K80,8870.1%
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