BOURNE LENT ASSET MANAGEMENT INC

All 13F Filings

Location
Pawling, NY
Most recent 13F
Q3 2026
Holdings value ($000)
293,007
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 11/5/2026 63 293,007 13F-HR BOURNE LENT ASSET MANAGEMENT INC
Q2 2026 7/29/2026 65 289,370 13F-HR BOURNE LENT ASSET MANAGEMENT INC
Q1 2026 4/17/2026 63 272,040 13F-HR BOURNE LENT ASSET MANAGEMENT INC
Q4 2025 1/14/2026 63 301,490 13F-HR BOURNE LENT ASSET MANAGEMENT INC
Q3 2025 12/15/2025 63 281,451 13F-HR BOURNE LENT ASSET MANAGEMENT INC
Q2 2025 7/8/2025 62 258,353 13F-HR BOURNE LENT ASSET MANAGEMENT INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 292.4 K 99.8% 3.622 K 0 3.622 K
ETFs 616 0.2% 20 0 20
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Fund Snapshot

Q3 2026
Latest filed
11/5/2026
Total value ($000)
293,007
Holdings
63
QoQ value change ($000)
3,637 (1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.