BL

BOURNE LENT ASSET MANAGEMENT INC

13F
BOURNE LENT ASSET MANAGEMENT INC
Last update 2025-07-08 62 Stocks (2 new)
Value $258.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(14.31%)AAPL(10.54%)ADBE(8.41%)GOOG(7.78%)GOOGL(7.34%)
Summary Stock Picks Current Portfolio
BOURNE LENT ASSET MANAGEMENT I... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
74,326
36,970.5
-0.25%
14.310
-0.03%
0.000
+40.32%
+18.28%
3,691,149.9
Software
AAPL
Apple Inc
132,756
27,237.5
+0.18%
10.540
+0.02%
0.000
+21.96%
-15.93%
3,136,672.8
Hardware
ADBE
Adobe Inc
56,146
21,721.8
-0.37%
8.410
-0.03%
0.010
+12.42%
-14.04%
162,146.2
Software
GOOG
Alphabet Inc
113,267
20,092.4
-0.13%
7.780
-0.01%
0.000
+19.64%
-7.81%
2,120,452.2
Interactive Media
GOOGL
Alphabet Inc
107,558
18,955.0
-0.01%
7.340
0%
0.000
+20.64%
-7.67%
2,119,960.9
Interactive Media
IDXX
IDEXX Laboratories Inc
31,597
16,946.7
-0.64%
6.560
-0.04%
0.040
+49.25%
+30.33%
43,334.1
Medical Diagnostics & Research
ISRG
Intuitive Surgical Inc
26,730
14,525.4
0%
5.620
0%
0.010
+15.22%
+1.02%
188,993.9
Medical Devices & Instruments
PWR
Quanta Services Inc
30,080
11,372.6
-3.56%
4.400
-0.12%
0.020
+54.12%
+19.58%
55,953.9
Construction
PAYX
Paychex Inc
55,489
8,071.4
-0.31%
3.120
-0.01%
0.020
+6.52%
+4.77%
52,240.1
Software
CSCO
Cisco Systems Inc
111,467
7,733.6
-0.44%
2.990
-0.01%
0.000
+29.73%
+18.14%
271,616.3
Hardware

BOURNE LENT ASSET MANAGEMENT INC's Historical Top Holdings Breakdowns

BOURNE LENT ASSET MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XOM
Exxon Mobil Corp
2025-06-30
Add
Add
+0.17%
●
99.93 ($107.09) 119.04
$114.19
6.63%
Add 116.97%
7,327
3,950
PFE
Pfizer Inc
2025-06-30
Add
Add
+0.17%
●
21.59 ($23.35) 25.34
$25.62
9.72%
Add 90.75%
38,255
18,200
PEP
PepsiCo Inc
2025-06-30
Add
Add
+0.14%
●
128.02 ($134.95) 151.37
$135.04
0.07%
Add 77.46%
6,415
2,800
PWR
Quanta Services Inc
2025-06-30
Reduce
Reduce
-0.12%
●
239.47 ($319.95) 381.26
$377.56
18.01%
Reduce -3.56%
30,080
-1,110
LOAR
Loar Holdings Inc
2025-06-30
New Buy
New Buy
+0.09%
●
69.44 ($86.3) 99.49
$78.84
-8.64%
New holding
2,600
2,600
RIO
Rio Tinto PLC
2025-06-30
Sold Out
Sold Out
-0.09%
●
52.32 ($59.06) 62.75
$58.73
-0.56%
Sold Out
0
-3,400
AVAV
AeroVironment Inc
2025-06-30
New Buy
New Buy
+0.08%
●
111.65 ($168.48) 284.95
$237.07
40.71%
New holding
714
714
AMGN
Amgen Inc
2025-06-30
Add
Add
+0.08%
●
262.28 ($283.74) 311.55
$297.00
4.67%
Add 7.48%
10,340
720
BSX
Boston Scientific Corp
2025-06-30
Reduce
Reduce
-0.07%
●
89.7 ($101.18) 107.41
$102.41
1.22%
Reduce -9.44%
14,398
-1,500
ENB
Enbridge Inc
2025-06-30
Add
Add
+0.07%
●
41.09 ($45.33) 47.16
$44.20
-2.49%
Add 4.5%
86,999
3,750

BOURNE LENT ASSET MANAGEMENT INC Total Holding History ($B)

To

BOURNE LENT ASSET MANAGEMENT INC's Asset Allocation

To

BOURNE LENT ASSET MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BOURNE LENT ASSET MANAGEMENT INC's Hypothetical Growth since 2025-06-30

BOURNE LENT ASSET MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

BOURNE LENT ASSET MANAGEMENT INC's Holdings Heat Map

Size field:

BOURNE LENT ASSET MANAGEMENT INC's Holdings Bubble Chart

BOURNE LENT ASSET MANAGEMENT INC News

  • 1

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