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Portfolio (Quarterly) Guide ↗

Borer Denton & Associates, Inc.

· CIK 0001993607
13F Portfolio $280M AUM 66 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 5 Added 33 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WAT WATERS CORP COM Healthcare 3,550.0 $1.1M 0.38% NEW $297.80 +20.3%
2 AZN ASTRAZENECA PLC ORD Healthcare 1,627.0 $315K 0.11% NEW $193.87 -8.6%
3 XOM EXXON MOBIL CORP COM Energy 1,480.0 $251K 0.09% NEW $169.66 -18.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.4%
Healthcare 20.6%
Financial Services 18.5%
Consumer Defensive 15.8%
Industrials 14.2%
Consumer Cyclical 7.5%
Basic Materials 0.8%
Communication Services 0.7%
Utilities 0.4%
Energy 0.1%