Borer Denton & Associates, Inc. Portfolio Holdings

Borer Denton & Associates, Inc.

  • $293 Billion
  • Q3 2024

Borer Denton & Associates, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $293 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28.5B, Berkshire Hathaway Inc Class B with a value of $21.7B, Costco Wholesale Corp with a value of $20.8B, Apple Inc. with a value of $16.6B, and Home Depot, Inc. with a value of $13.8B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $275B to 293B.

Borer Denton & Associates, Inc. is based out at Blue Bell, PA

Below you can find more details about Borer Denton & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $293 Billion
Technology: $61.1 Billion
Healthcare: $60.6 Billion
Financial Services: $59.4 Billion
Consumer Defensive: $43.4 Billion
Industrials: $39.2 Billion
Consumer Cyclical: $21.1 Billion
Communication Services: $3.79 Billion
Basic Materials: $2 Billion
Other: $1.89 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.37B
$353 Million 0.12% of portfolio
15,295
Q1 2023 Added 67.34%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $293 Billion
  • Prior Value $275 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Borer Denton & Associates, Inc. Portfolio

Follow Borer Denton & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Borer Denton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Borer Denton & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email