M.D. Sass, LLC - Portfolio overview

M.D. Sass, LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. HSIC - SCHEIN HENRY INC, 6.39%
2. WMB - WILLIAMS COS INC, 5.82%
3. AME - AMETEK INC, 5.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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