Borer Denton & Associates, Inc. Portfolio Holdings

Borer Denton & Associates, Inc.

  • $283 Billion
  • Q1 2025

Borer Denton & Associates, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $24.8B, Microsoft Corp with a value of $24B, Costco Wholesale Corp with a value of $21.7B, Apple Inc. with a value of $15.5B, and Aon PLC with a value of $13.1B.

Examining the 13F form we can see an decrease of $4.78B in the current position value, from $288B to 283B.

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 $283 Billion
Financial Services: $68.7 Billion
Healthcare: $54.6 Billion
Technology: $53.5 Billion
Consumer Defensive: $42.7 Billion
Industrials: $37.3 Billion
Consumer Cyclical: $19.5 Billion
Communication Services: $2.91 Billion
Basic Materials: $1.74 Billion
Other: $1.5 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $283 Billion
  • Prior Value $288 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 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