Bourne-Lent-Asset-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "NTR", "TROW", "ABT", "ADBE", "GOOGL", "T", "CAT", "LOW", "BSX", "EOG", "GILD", "HD", "INTU", "QCOM", "ISRG", "BKNG", "LHX", "SYM", "PWR", "MA", "MSFT", "PAYX", "PEP", "AAPL", "NVDA", "ENB", "INTC", "PLTR", "PFE", "PG", "MRK", "VZ", "AMGN", "SLB", "RIO", "GLD", "IBM", "SYK", "UPS", "EME", "TMP", "LFUS", "IDXX", "PEG", "AMZN", "V", "SO", "PACB", "ADP", "BRK-A", "BA", "BMY", "CNP", "CSCO", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "MCHP", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 61
- Total Value
- 233077184
- Accession Number
- 0001951757-25-000341
- Form Type
- 13F-HR
- Manager Name
- Bourne-Lent-Asset-Management
Data Enrichment
100% identified61 identified0 unidentified
Holdings
61 positions • $233.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
CATERPILLAR INC(CATcusip149123101) | 618 | All Managers (Combined) | $203.8K | 0.1% ($203.8K/$233.1M) |