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
CrowdStrike Holdings, Inc.	CRWD	Common	46,248	46,248	7,740,990,000	7,740,990,000	2.19		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
Alphabet Inc.	GOOG	COM	51,302	51,302	6,764,169,000	6,764,169,000	1.91		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
STRYKER CORP	SYK	Common	24,070	24,070	6,577,609,000	6,577,609,000	1.86	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
Spotify Technology S.A.	SPOT	COM	38,264	38,264	5,917,145,000	5,917,145,000	1.68		Hist	09/30/2023
HORTON D R INC /DE/	DHI	Common	53,786	53,786	5,780,381,000	5,780,381,000	1.64		Hist	09/30/2023
iSHARES TRUST	EIRL	Common	12,008	12,008	648,792,000	648,792,000	0.18		Hist	09/30/2023
GENERAC HOLDINGS INC.	GNRC	COM	5,298	5,298	577,270,000	577,270,000	0.16	0.01	Hist	09/30/2023
EXPEDITORS INTERNATIONAL OF WASHINGTON INC	EXPD	Common	4,957	4,957	568,221,000	568,221,000	0.16	0.00	Hist	09/30/2023
DAVITA INC.	DVA	Common	5,950	5,950	562,454,000	562,454,000	0.16	0.01	Hist	09/30/2023
MARTIN MARIETTA MATERIALS INC	MLM	Common	1,316	1,316	540,192,000	540,192,000	0.15	0.00	Hist	09/30/2023
CARMAX INC	KMX	Common	7,332	7,332	518,592,000	518,592,000	0.15	0.00	Hist	09/30/2023
F5, INC.	FFIV	Common	3,042	3,042	490,188,000	490,188,000	0.14	0.01	Hist	09/30/2023
Arista Networks, Inc.	ANET	Common	2,662	2,662	489,622,000	489,622,000	0.14		Hist	09/30/2023
EQUINIX INC	EQIX	COM PAR $0.001	674	674	489,499,000	489,499,000	0.14	0.00	Hist	09/30/2023
OLD DOMINION FREIGHT LINE, INC.	ODFL	Common	1,153	1,153	471,738,000	471,738,000	0.13	0.00	Hist	09/30/2023
Match Group, Inc.	MTCH	Common Stock	10,837	10,837	424,540,000	424,540,000	0.12	0.00	Hist	09/30/2023
Ingersoll Rand Inc.	IR	Common Stock	6,657	6,657	424,184,000	424,184,000	0.12	0.00	Hist	09/30/2023
Norwegian Cruise Line Holdings Ltd.	NCLH	SHS	25,228	25,228	415,757,000	415,757,000	0.12	0.01	Hist	09/30/2023
TAKE TWO INTERACTIVE SOFTWARE INC	TTWO	Common	2,936	2,936	412,185,000	412,185,000	0.12	0.00	Hist	09/30/2023
Zoetis Inc.	ZTS	COM	2,324	2,324	404,330,000	404,330,000	0.11		Hist	09/30/2023
Walmart Inc.	WMT	Common	2,501	2,501	399,985,000	399,985,000	0.11	0.00	Hist	09/30/2023
TransDigm Group INC	TDG	Common	473	473	398,800,000	398,800,000	0.11	0.00	Hist	09/30/2023
TYLER TECHNOLOGIES INC	TYL	Common	1,030	1,030	397,724,000	397,724,000	0.11		Hist	09/30/2023
RALPH LAUREN CORP	RL	COM	3,424	3,424	397,492,000	397,492,000	0.11		Hist	09/30/2023
Monster Beverage Corp	MNST	Common	7,502	7,502	397,231,000	397,231,000	0.11	0.00	Hist	09/30/2023
AMETEK INC/	AME	Common	2,685	2,685	396,736,000	396,736,000	0.11	0.00	Hist	09/30/2023
JPMORGAN CHASE & CO	JPM	Common	2,686	2,686	389,524,000	389,524,000	0.11	0.00	Hist	09/30/2023
LENNAR CORP /NEW/	LEN	CL A	3,430	3,430	384,949,000	384,949,000	0.11		Hist	09/30/2023
GENERAL ELECTRIC CO	GE	Stock	3,481	3,481	384,825,000	384,825,000	0.11		Hist	09/30/2023
Live Nation Entertainment, Inc.	LYV	Common	4,602	4,602	382,150,000	382,150,000	0.11	0.00	Hist	09/30/2023
SHERWIN WILLIAMS CO	SHW	Common	1,441	1,441	367,527,000	367,527,000	0.10		Hist	09/30/2023
UNIVERSAL HEALTH SERVICES INC	UHS	Common	2,775	2,775	348,901,000	348,901,000	0.10		Hist	09/30/2023
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