BOURNE LENT ASSET MANAGEMENT INC: 13F holdings
CIK 11282862026Q2
| Positions | 65 |
|---|
| Reported value | $289.4m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 65 (+2 vs prior quarter) |
|---|
| Reported value | $289.4m (+6.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 120,823 | $35.0m | 12.1% |
| GOOG ALPHABET INC | 95,190 | $33.6m | 11.6% |
| GOOGL ALPHABET INC | 90,108 | $32.2m | 11.1% |
| MSFT MICROSOFT CORP | 71,388 | $26.6m | 9.2% |
| PWR QUANTA SVCS INC | 27,145 | $19.5m | 6.8% |
| IDXX IDEXX LABS INC | 31,048 | $16.3m | 5.6% |
| CSCO CISCO SYS INC | 101,319 | $11.9m | 4.1% |
| ADBE ADOBE INC | 57,575 | $11.8m | 4.1% |
| ISRG INTUITIVE SURGICAL INC | 26,643 | $10.6m | 3.7% |
| BMY BRISTOL-MYERS SQUIBB CO | 117,066 | $6.7m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1128286")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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