Portfolio (Quarterly) Guide ↗

BOURNE LENT ASSET MANAGEMENT INC

· CIK 0001128286

13F Portfolio $289M AUM 65 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 9 Added 26 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NEM	NEWMONT CORP	Basic Materials	2,112	$229K	0.08%	SOLD

Sector Allocation

Technology 39.7%

Healthcare 19.7%

Industrials 14.3%

Communication Services 13.1%

Consumer Cyclical 4.6%

Financial Services 3.7%

Energy 2.8%

Basic Materials 0.9%

Utilities 0.8%

Consumer Defensive 0.4%