Borer Denton & Associates, Inc. - Portfolio overview

Borer Denton & Associates, Inc. has 68 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT, 8.26%
2. COST - COSTCO WHOLESALE CORP, 7.88%
3. BRKB - BERKSHIRE HATHAWAY INC DEL CL B NEW, 7.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.