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John Lent

@Bourne Lent Asset Management Inc

Latest period2024 - Q4ReportedManaged Assets$262.333MTotal holdings61
Assets growth rate-0.45%Assets growth rate (2-Q avg)0.3%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bourne Lent Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Bourne Lent Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 262.333M in assets, with a quarterly growth rate of -0.45% and a 2-quarter average growth rate of 0.3%. The portfolio is managed by John Lent, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SYKStryker Corporation
Recent Activity
Decreased -18.45%
0.13%
$318,284
884 shares@ $360.05 avg price
PGProcter And Gamble Co
Recent Activity
0.13%
$317,026
1,891 shares@ $167.65 avg price
LFUSLittelfuse Inc
Recent Activity
0.11%
$282,780
1,200 shares@ $235.65 avg price
ABTAbbott Labs
Recent Activity
0.11%
$282,549
2,498 shares@ $113.12 avg price
BABoeing Co
Recent Activity
Increased 14.82%
0.11%
$274,350
1,550 shares@ $177.0 avg price
VZVerizon Communications Inc
Recent Activity
Increased 7.55%
0.1%
$254,216
6,357 shares@ $39.99 avg price
IBMInternational Business Machs
Recent Activity
0.1%
$252,804
1,150 shares@ $219.83 avg price
ADPAutomatic Data Processing In
Recent Activity
0.1%
$248,820
850 shares@ $292.73 avg price
ILMNIllumina Inc
Recent Activity
0.1%
$244,543
1,830 shares@ $133.64 avg price
CATCaterpillar Inc
Recent Activity
0.09%
$224,186
618 shares@ $362.77 avg price