§ 13F · FUND PROFILE
BOURNE LENT ASSET MANAGEMENT INC.
AUM · $289M (13F)Positions · 65Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 121K | $35M | 12.1% | −6% |
| 2 | GOOG | ALPHABET INC | 95K | $34M | 11.6% | −7% |
| 3 | GOOGL | ALPHABET INC | 90K | $32M | 11.1% | −8% |
| 4 | MSFT | MICROSOFT CORP | 71K | $27M | 9.2% | ±0% |
| 5 | PWR | QUANTA SVCS INC | 27K | $20M | 6.8% | −2% |
| 6 | IDXX | IDEXX LABS INC | 31K | $16M | 5.6% | ±0% |
| 7 | CSCO | CISCO SYS INC | 101K | $12M | 4.1% | −6% |
| 8 | ADBE | ADOBE INC | 58K | $12M | 4.1% | −3% |
| 9 | ISRG | INTUITIVE SURGICAL INC | 27K | $11M | 3.7% | ±0% |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | 117K | $7M | 2.3% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOURNE SIGNAL
AC read
BOURNE LENT ASSET MANAGEMENT INC is a Other fund managing $289 million in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →