Bourne Lent Asset Management Inc has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $258 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $37M, Apple Inc. with a value of $27.2M, Adobe Inc. with a value of $21.7M, Alphabet Inc. with a value of $20.1M, and Alphabet Inc. with a value of $19M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $233M to 258M.

Below you can find more details about Bourne Lent Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $258 Million
Technology: $105 Million
Healthcare: $50.8 Million
Communication Services: $40.4 Million
Industrials: $25.4 Million
Financial Services: $13.2 Million
Consumer Cyclical: $11.8 Million
Energy: $5.46 Million
Basic Materials: $2.09 Million
Other: $3.78 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $258 Million
  • Prior Value $233 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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