Von Borstel & Associates, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $177 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $54.4M, Dimensional Glbl Core Plus Fixed Inc with a value of $31.5M, Dimensional ETF Tr Dimensional with a value of $18.4M, Dimensional ETF Tr Dimensional with a value of $11M, and Dimensional ETF Tr Dimensional with a value of $10.9M.

Examining the 13F form we can see an increase of $177M in the current position value.

Von Borstel & Associates, Inc. is based out at The Dalles, OR

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

Portfolio value $177 Million
ETFs: $126 Million
Industrials: $2.66 Million
Technology: $2.2 Million
Financial Services: $1.44 Million
Consumer Cyclical: $1.02 Million
Energy: $924,000
Healthcare: $840,000
Consumer Defensive: $272,000
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $177 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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