James T. Borello RIA
All 13F Filings
- Location
- East Dundee, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 481,777
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 10/16/2026 | 1,281 | 481,777 | 13F-HR | James T. Borello RIA |
| Q2 2026 | 10/16/2026 | 1,208 | 463,094 | 13F-HR | James T. Borello RIA |
| Q1 2026 | 10/16/2026 | 1,203 | 395,128 | 13F-HR | James T. Borello RIA |
| Q4 2025 | 10/16/2026 | 1,116 | 388,043 | 13F-HR | James T. Borello RIA |
| Q3 2025 | 10/16/2026 | 972 | 369,517 | 13F-HR | James T. Borello RIA |
| Q2 2025 | 10/16/2026 | 291 | 343,199 | 13F-HR | James T. Borello RIA |
| Q1 2025 | 10/16/2026 | 222 | 311,702 | 13F-HR | James T. Borello RIA |
| Q4 2024 | 10/16/2026 | 200 | 268,261 | 13F-HR | James T. Borello RIA |
| Q3 2024 | 10/16/2026 | 185 | 246,057 | 13F-HR | James T. Borello RIA |
| Q2 2024 | 10/16/2026 | 176 | 225,849 | 13F-HR | James T. Borello RIA |
| Q1 2024 | 10/16/2026 | 174 | 219,462 | 13F-HR | James T. Borello RIA |
| Q4 2023 | 10/16/2026 | 153 | 122,555 | 13F-HR | James T. Borello RIA |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 273.1 K | 56.7% | 8.291 K | 0 | 8.291 K |
| ETFs | 208.6 K | 43.3% | 10.39 K | 0 | 10.39 K |
| Other | 10 | 0.0% | 0 | 9 | -9 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
481,777
Holdings
1281
QoQ value change ($000)
18,683
(4.0%)
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.