Long-term investor
Borer Denton & Associates, Inc. @borerdentonassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001993607).
Record
- Tracked since 2025-06-30 (445 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.3% · all +3.3%
- Max drawdown n/a · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 7.8% · long · since 2025-06-30
- BRK-B · 7.6% · long · since 2025-06-30
- COST · 7.2% · long · since 2025-06-30
- AAPL · 6.6% · long · since 2025-06-30
- JNJ · 5.5% · long · since 2025-06-30
- ABBV · 4.8% · long · since 2025-06-30
- HD · 4.0% · long · since 2025-06-30
- G0403H108 · 3.6% · long · since 2025-06-30
- ITW · 3.6% · long · since 2025-06-30
- UNP · 3.6% · long · since 2025-06-30
- BAC · 3.6% · long · since 2025-06-30
- GS · 3.5% · long · since 2025-06-30