Von Borstel & Associates, Inc. has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $335 Million distributed in 148 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 $100M, Dim Global Core Plus Fixed Income with a value of $62.2M, Dimensional ETF Tr Dimensional with a value of $37.7M, Dimensional ETF Tr Dimensional with a value of $21M, and Dimensional ETF Tr Dimensional with a value of $20.4M.

Examining the 13F form we can see an increase of $79.3M in the current position value, from $255M to 335M.

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 $335 Million
ETFs: $241 Million
Financial Services: $2.56 Million
Technology: $2.46 Million
Consumer Cyclical: $1.35 Million
Industrials: $1.29 Million
Energy: $1.25 Million
Consumer Defensive: $1.04 Million
Healthcare: $872,000
Other: $733,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $335 Million
  • Prior Value $255 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 110 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Von Borstel & Associates, Inc. Portfolio

Follow Von Borstel & 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 Von Borstel & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Von Borstel & Associates, Inc. with notifications on news.