CONTRAVISORY INVESTMENT MANAGEMENT, INC. [Rocket]

Holdings

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MCKESSON CORP	MCK	Common	29,769	-725	12,945,050,000	-85,341,000	3.66	0.02	Hist	09/30/2023
ADOBE INC.	ADBE	Common	16,643	-1,718	8,486,266,000	-492,079,000	2.40	0.00	Hist	09/30/2023
UBS Group AG	UBS	SHS	342,008	-14,743	8,430,497,000	1,199,154,000	2.39		Hist	09/30/2023
CARDINAL HEALTH INC	CAH	Common	95,435	-2,460	8,285,667,000	-972,263,000	2.35	0.04	Hist	09/30/2023
WESTLAKE CORP	WLK	Common	64,165	-2,245	7,999,451,000	65,448,000	2.26	0.05	Hist	09/30/2023
AUTONATION, INC.	AN	Common	51,469	-1,747	7,792,407,000	-967,479,000	2.21		Hist	09/30/2023
CrowdStrike Holdings, Inc.	CRWD	Common	46,248	46,248	7,740,990,000	7,740,990,000	2.19		Hist	09/30/2023
MARSH & MCLENNAN COMPANIES, INC.	MMC	Common	40,600	-1,204	7,726,180,000	-136,316,000	2.19		Hist	09/30/2023
Merck & Co., Inc.	MRK	COM	74,934	-3,146	7,714,455,000	-1,295,196,000	2.18	0.00	Hist	09/30/2023
Mastercard Inc	MA	CL A	18,882	-522	7,475,573,000	-156,020,000	2.12		Hist	09/30/2023
CHIPOTLE MEXICAN GRILL INC	CMG	Cl A	3,997	-117	7,321,825,000	-1,478,021,000	2.07		Hist	09/30/2023
AFLAC INC	AFL	Common	94,020	-2,633	7,216,035,000	469,656,000	2.04	0.02	Hist	09/30/2023
Mondelez International, Inc.	MDLZ	COM	102,096	-2,889	7,085,462,000	-572,144,000	2.01		Hist	09/30/2023
Aon plc	AON	Common Stock	21,708	-742	7,038,168,000	-711,572,000	1.99		Hist	09/30/2023
Airbnb, Inc.	ABNB	COM CL A	51,112	51,112	7,013,078,000	7,013,078,000	1.99		Hist	09/30/2023
CINTAS CORP	CTAS	Common	14,330	-353	6,892,873,000	-405,753,000	1.95	0.01	Hist	09/30/2023
SHOPIFY INC.	SHOP	Common	126,151	-13,645	6,884,060,000	-2,146,762,000	1.95		Hist	09/30/2023
Alphabet Inc.	GOOG	COM	51,302	51,302	6,764,169,000	6,764,169,000	1.91		Hist	09/30/2023
COMCAST CORP	CMCSA	Common	151,565	141,270	6,720,392,000	6,292,635,000	1.90		Hist	09/30/2023
SiteOne Landscape Supply, Inc.	SITE	Common	40,954	40,954	6,693,931,000	6,693,931,000	1.89		Hist	09/30/2023
MCDONALDS CORP	MCD	Common	25,256	-765	6,653,441,000	-1,111,486,000	1.88		Hist	09/30/2023
NETFLIX INC	NFLX	Common	17,450	-1,770	6,589,120,000	-1,877,098,000	1.87		Hist	09/30/2023
STRYKER CORP	SYK	Common	24,070	24,070	6,577,609,000	6,577,609,000	1.86	0.01	Hist	09/30/2023
PROCTER & GAMBLE Co	PG	Common	43,698	-1,322	6,373,790,000	-457,545,000	1.80	0.00	Hist	09/30/2023
PINTEREST, INC.	PINS	Common	235,126	-6,151	6,355,456,000	-241,057,000	1.80		Hist	09/30/2023
BECTON DICKINSON & CO	BDX	Common	24,385	-773	6,304,254,000	-337,710,000	1.78	0.01	Hist	09/30/2023
COPART INC	CPRT	Common	143,744	143,744	6,193,929,000	6,193,929,000	1.75	0.02	Hist	09/30/2023
EDISON INTERNATIONAL	EIX	Common	97,783	-3,047	6,188,686,000	-813,958,000	1.75	0.03	Hist	09/30/2023
MICROSOFT CORP	MSFT	Common	19,530	19,465	6,166,598,000	6,144,463,000	1.75	0.00	Hist	09/30/2023
PEPSICO INC	PEP	Common	36,282	-1,111	6,147,622,000	-778,309,000	1.74		Hist	09/30/2023
ZILLOW GROUP, INC.	Z	Common	132,003	-2,560	6,093,258,000	-669,878,000	1.72	0.06	Hist	09/30/2023
FISERV INC	FISV	Common	53,202	-1,632	6,009,698,000	-907,611,000	1.70	0.01	Hist	09/30/2023
Motorola Solutions, Inc.	MSI	COM	21,991	-1,990	5,986,830,000	-1,046,318,000	1.69	0.01	Hist	09/30/2023
Waste Connections, Inc.	WCN	COM	44,233	-1,409	5,940,492,000	-583,119,000	1.68	0.02	Hist	09/30/2023
Spotify Technology S.A.	SPOT	COM	38,264	38,264	5,917,145,000	5,917,145,000	1.68		Hist	09/30/2023
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