Von Borstel & Associates, Inc. Portfolio Holdings
Von Borstel & Associates, Inc.
- $335 Million
- Q1 2025
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.
Stock Holdings Table
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