Bourne Lent Asset Management - Q3 2025 13F Filings

BO

Bourne Lent Asset Management INC

CIK: 0001128286
Address: New York Pawling 12 E Main Street
$281.45 M
Portfolio Value
63
Assets Held
Reporting Period: Q3 2025
Filing Status:
Active
Last Updated: 12/15/2025

Portfolio Summary (Q3 2025)

View Full Portfolio Analysis

Top Buys

Q3 2025

No buy transactions available for this period

Top Sells

Q3 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+8.94%
$281.45 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bourne Lent Asset Management Q3 2025 Filing Summary

Bourne Lent Asset Management INC filed its 13F report for Q3 2025 on December 15, 2025. The portfolio totaled 281.45 M reflecting a +8.94% change from the prior quarter, spanning 63 assets. The top 10 holdings comprised 72.1% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

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Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Bourne Lent Asset Management’s Q3 2025 Filing

Bourne Lent Asset Management submitted their Form 13F-HR for the Q3 2025 period on 12/15/2025. This was the only submission for the quarter.

In the Q3 2025 filing, Bourne Lent Asset Management reported a managed portfolio value of 281.45 M, consisting of 63 individual positions.

This page displays the raw filing documents. To see which stocks Bourne Lent Asset Management bought or sold during Q3 2025, please visit Bourne Lent Asset Management's Portfolio Analysis page.