Wellesley Investment Advisors
13F Reported Value
ⓘ$952.5M
Holdings
54
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Wellesley Investment Advisors disclosed 54 positions worth $952.5M in its Form 13F-HR for Q1 2026, led by $BOX (BOX INC) at 4.8% of the equity portfolio, followed by $VSH and $SYNA. During the quarter the fund opened 12 new positions and exited 12 — including a new stake in $MCHP and a full exit from $F. The portfolio is most concentrated in Technology (43.3% of disclosed assets). All figures are sourced directly from Wellesley Investment Advisors’s Form 13F-HR filing with the SEC under CIK 1533551.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 61.7#795
Quality
$45.3M51,181,000 sh - 35.3#2,150
Quality
$39.6M41,311,000 sh - 45.3#1,723
Quality
$36.2M34,325,000 sh - 59.3
Quality
$35.5M34,085,000 sh - 61.1
Quality
$34.8M38,253,000 sh - 64.4
Quality
$34.4M35,995,000 sh - 62.0
Quality
$33.9M29,005,000 sh - 49.9
Quality
$33.7M36,922,000 sh GBX US
—Quality
$33.0M28,469,000 sh- —
Quality
$32.9M33,972,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BOX INC$BOX | 61.7#795 | $45.3M | 51,181,000 |
 VISHAY INTERTECHNOLOGY INC$VSH | 35.3#2,150 | $39.6M | 41,311,000 |
 SYNAPTICS Inc$SYNA | 45.3#1,723 | $36.2M | 34,325,000 |
 PG&E Corp$PCG | 59.3 | $35.5M | 34,085,000 |
 HAEMONETICS CORP$HAE | 61.1 | $34.8M | 38,253,000 |
 ITRON, INC.$ITRI | 64.4 | $34.4M | 35,995,000 |
 AKAMAI TECHNOLOGIES INC$AKAM | 62.0 | $33.9M | 29,005,000 |
 BLACKLINE, INC.$BL | 49.9 | $33.7M | 36,922,000 |
| GBX US | — | $33.0M | 28,469,000 |
 Meritage Homes CORP$MTH | — | $32.9M | 33,972,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wellesley Investment Advisors's 54 positions.
Showing top 10 of 54 holdings.
Sector Allocation
Technology
$412.8M
Industrials
$197.7M
Healthcare
$168.0M
Other
$82.1M
Utilities
$72.2M
Consumer Staples
$8.7M
Consumer Discretionary
$6.7M
Communication Services
$4.4M
Full Holdings — Wellesley Investment Advisors (Q1 2026)
All 54 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BOX | BOX INC | $45.3M | 4.8% | -32% | 61.7 |
| 2 | $VSH | VISHAY INTERTECHNOLOGY INC | $39.6M | 4.2% | -38% | 35.3 |
| 3 | $SYNA | SYNAPTICS Inc | $36.2M | 3.8% | -47% | 45.3 |
| 4 | $PCG | PG&E Corp | $35.5M | 3.7% | -47% | 59.3 |
| 5 | $HAE | HAEMONETICS CORP | $34.8M | 3.6% | -45% | 61.1 |
| 6 | $ITRI | ITRON, INC. | $34.4M | 3.6% | -39% | 64.4 |
| 7 | $AKAM | AKAMAI TECHNOLOGIES INC | $33.9M | 3.6% | -36% | 62 |
| 8 | $BL | BLACKLINE, INC. | $33.7M | 3.5% | -32% | 49.9 |
| 9 | — | GBX US | $33.0M | 3.5% | -49% | — |
| 10 | $MTH | Meritage Homes CORP | $32.9M | 3.5% | -42% | — |
| 11 |  $ON | ON SEMICONDUCTOR CORP | $32.0M | 3.4% | -42% | 42.4 |
| 12 |  $LIVN | LivaNova PLC | $30.5M | 3.2% | -51% | — |
| 13 |  $GWRE | Guidewire Software, Inc. | $30.3M | 3.2% | +303% | 66.2 |
| 14 |  $FOUR | Shift4 Payments, Inc. | $29.5M | 3.1% | -42% | 60 |
| 15 |  $DDOG | Datadog, Inc. | $29.4M | 3.1% | +34% | 62.9 |
| 16 |  $PSN | PARSONS CORP | $28.0M | 2.9% | -21% | 60.3 |
| 17 |  $MCHP | MICROCHIP TECHNOLOGY INC | $27.7M | 2.9% | NEW | 40 |
| 18 |  $GPN | GLOBAL PAYMENTS INC | $26.7M | 2.8% | -34% | 42.9 |
| 19 |  $NVST | Envista Holdings Corp | $25.4M | 2.7% | NEW | 49.8 |
| 20 |  $WGO | WINNEBAGO INDUSTRIES INC | $24.0M | 2.5% | -48% | 46.6 |
| 21 | — | AMPH US | $23.6M | 2.5% | -46% | — |
| 22 |  $PRGS | PROGRESS SOFTWARE CORP /MA | $22.2M | 2.3% | -6% | 58.2 |
| 23 |  $RGEN | REPLIGEN CORP | $22.1M | 2.3% | -36% | 54.1 |
| 24 |  $LMAT | LEMAITRE VASCULAR INC | $21.2M | 2.2% | +205% | 69.1 |
| 25 |  $DBX | DROPBOX, INC. | $19.9M | 2.1% | +180% | 65.8 |
| 26 | $AKAM | AKAMAI TECHNOLOGIES INC | $19.8M | 2.1% | -51% | 62 |
| 27 |  $LYFT | Lyft, Inc. | $19.7M | 2.1% | -47% | 63.1 |
| 28 |  $LNTH | Lantheus Holdings, Inc. | $17.4M | 1.8% | -33% | 66.9 |
| 29 |  $OMCL | OMNICELL, INC. | $17.3M | 1.8% | -39% | 45.6 |
| 30 |  $CMS | CMS ENERGY CORP | $15.2M | 1.6% | +311% | 61.5 |
| 31 |  $PPL | PPL Corp | $10.9M | 1.1% | -57% | 70.3 |
| 32 | — | LCII US | $9.9M | 1.0% | NEW | — |
| 33 |  $SPB | Spectrum Brands Holdings, Inc. | $9.2M | 1.0% | -48% | 44.8 |
| 34 |  $AVAV | AeroVironment Inc | $7.8M | 0.8% | NEW | 42.1 |
| 35 |  $PCRX | Pacira BioSciences, Inc. | $7.0M | 0.7% | -14% | 48 |
| 36 |  $ARRY | Array Technologies, Inc. | $6.7M | 0.7% | NEW | 50.3 |
| 37 |  $WKC | WORLD KINECT CORP | $6.0M | 0.6% | -28% | 40 |
| 38 | — | JAZZ US | $5.7M | 0.6% | NEW | — |
| 39 |  $ALRM | Alarm.com Holdings, Inc. | $5.2M | 0.6% | -83% | 62.9 |
| 40 |  $SO | SOUTHERN CO | $4.5M | 0.5% | NEW | 65.1 |
| 41 |  $LYV | Live Nation Entertainment, Inc. | $4.4M | 0.5% | NEW | 55 |
| 42 |  $CNP | CENTERPOINT ENERGY INC | $4.3M | 0.5% | -28% | 55.9 |
| 43 | — | CAKE US | $4.1M | 0.4% | NEW | — |
| 44 |  $BMRN | BIOMARIN PHARMACEUTICAL INC | $3.9M | 0.4% | -50% | 74.1 |
| 45 |  $FLR | FLUOR CORP | $3.4M | 0.3% | -45% | 66.2 |
| 46 |  $COGT | Cogent Biosciences, Inc. | $3.3M | 0.3% | -42% | — |
| 47 | — | TTEK US | $3.1M | 0.3% | -48% | — |
| 48 |  $POST | Post Holdings, Inc. | $2.7M | 0.3% | -50% | 53.8 |
| 49 |  $NTNX | Nutanix, Inc. | $2.5M | 0.3% | NEW | 68.8 |
| 50 | — | COLL US | $2.5M | 0.3% | -48% | — |
| 51 |  $IMCR | Immunocore Holdings plc | $2.2M | 0.2% | -50% | — |
| 52 |  $WEC | WEC ENERGY GROUP, INC. | $1.8M | 0.2% | -50% | 67 |
| 53 |  $BBIO | BridgeBio Pharma, Inc. | $237,113 | 0.0% | NEW | 31.7 |
| 54 | — | BBIO US | $212,484 | 0.0% | NEW | — |
New Positions (12)
$MCHP MICROCHIP TECHNOLOGY INC$27.7M$NVST Envista Holdings Corp$25.4M$AVAV AeroVironment Inc$7.8M$ARRY Array Technologies, Inc.$6.7M$SO SOUTHERN CO$4.5M$LYV Live Nation Entertainment, Inc.$4.4M$NTNX Nutanix, Inc.$2.5M$BBIO BridgeBio Pharma, Inc.$237,113
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