Borer Denton & Associates, Inc. Portfolio Holdings

Borer Denton & Associates, Inc.

  • $275 Billion
  • Q2 2024

Borer Denton & Associates, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $275 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.6B, Costco Wholesale Corp with a value of $19.8B, Berkshire Hathaway Inc Class B with a value of $19.2B, Novo Nordisk A S with a value of $16.4B, and Apple Inc. with a value of $15.1B.

Examining the 13F form we can see an decrease of $7.09B in the current position value, from $283B to 275B.

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 $275 Billion
Healthcare: $60.7 Billion
Technology: $59.6 Billion
Financial Services: $53 Billion
Consumer Defensive: $41 Billion
Industrials: $36.4 Billion
Consumer Cyclical: $18 Billion
Communication Services: $3.8 Billion
Basic Materials: $1.68 Billion
Other: $1.06 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.76B
$340 Million 0.12% of portfolio
15,295
Q1 2023 Added 67.34%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $275 Billion
  • Prior Value $283 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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