M.D. Sass, LLC - Portfolio Stock Holdings

M.D. Sass, LLC disclosed 41 stock positions in a recent SEC 13F filing. $1,316,169,857 of stock holdings were filed, with the largest holdings including HSIC, WMB, and AME. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $2,063,871,233 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.