Dudley & Shanley, Inc.
Dudley & Shanley, Inc. is a registered investment adviser headquartered in Palm Beach, Florida. Founded in 1986, the firm primarily provides discretionary portfolio management services for high-net-worth individuals, trusts, and charitable institutions. With approximately 41 high-net-worth clients and a total of 47 discretionary accounts, the firm manages assets totaling over $660 million as of early 2025. Dudley & Shanley serves high-net-worth individuals seeking personalized, long-term investment solutions.
Investment Strategy
Dudley & Shanley focuses on long-term capital appreciation by providing discretionary account management. The firm primarily serves individuals, trusts, and charitable organizations, constructing diversified portfolios aimed at consistent growth while managing risk. Their investment approach centers on developing tailored strategies that align with the long-term financial goals of their clients.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WPM | Wheaton Precious Mtls | 12.52% | $77.8M | 695,665 | $27.92 | $111.84 | +$9.2M |
A APH | Amphenol Corp. | 6.30% | $39.2M | 316,596 | $40.16 | $123.75 | -$3.1M |
V V | Visa Inc. | 5.34% | $33.2M | 97,181 | $216.24 | $341.38 | -$1.3M |
A AON | Aon plc | 5.09% | $31.6M | 88,732 | $173.47 | $356.58 | +$19.7K |
S SCI | Service Corp. Int'l | 4.95% | $30.7M | 369,433 | $38.84 | $83.22 | +$704.9K |