Contravisory Investment Management’s ePlus PLUS Stock Holding History

Contravisory Investment Management’s Portfolio PLUS Stock Details PLUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$209K	Buy	2,508 +24	+1%	+$2K	0.04%	210
2026 Q1	$187K	Hold	2,484	–	–	0.04%	213
2025 Q4	$218K	Buy	+2,484	New	+$205K	0.04%	221
2018 Q1	–	Sell	-22	Closed	-$1K	–	426
2017 Q4	$1K	Hold	22	–	–	﹤0.01%	382
2017 Q3	$1K	Buy	+22	New	+$898	﹤0.01%	431

Other funds holding PLUS

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM