Contravisory Investment Management Q2 Portfolio Shifts: Major Buys in Semiconductors
Contravisory Investment Management, Inc., with a portfolio value of $564.3 million as of June 30, 2026, showed significant buying activity in semiconductor stocks like KLAC and ASML while exiting positions in major Financial Services holdings.
By Insiderset.Jul 11, 2026, 10:28 PM
Contravisory Investment Management, Inc., with a portfolio value of $564.3 million as of June 30, 2026, showed significant buying activity in semiconductor stocks like KLAC and ASML while exiting positions in major Financial Services holdings.