Fund HoldingsBOURNE LENT ASSET MANAGEMENT INC

Total Portfolio Value
$262.33M
Total Bought
$7.18M
Total Sold
$14.52M
Net Transaction
-$7.34M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALPHABET INC(GOOG)112,295109,510-2,78518,62420,7307.90%+2,106
APPLE INC(AAPL)136,444133,258-3,18631,79133,37012.72%+1,579
TESLA INC(TSLA)7,3757,37501,9302,9781.14%+1,049
AMAZON COM INC(AMZN)26,38526,780+3954,9165,8752.24%+959
ALPHABET INC(GOOG)125,802115,477-10,32521,03321,9918.38%+959
ENBRIDGE INC(ENB)68,43983,349+14,9102,7793,5361.35%+757
VISA INC(V)6,8008,034+1,2341,8702,5390.97%+669
CISCO SYS INC(CSCO)116,487114,887-1,6006,1996,8012.59%+602
SYMBOTIC INC(SYM)64,71087,210+22,5001,5782,0680.79%+489
PALANTIR TECHNOLOGIES INC(PLTR)10,10010,10003767640.29%+388
INTUITIVE SURGICAL INC27,71026,810-90013,61313,9945.33%+381
BOOKING HOLDINGS INC(BKNG)45245201,9042,2460.86%+342
PAYCHEX INC(PAYX)59,43258,799-6337,9758,2453.14%+270
QUANTA SVCS INC32,52031,515-1,0059,6969,9603.80%+264
BRISTOL-MYERS SQUIBB CO(BMY)157,192147,691-9,5018,1338,3533.18%+220
NVIDIA CORPORATION(NVDA)16,19016,19001,9662,1740.83%+208
MASTERCARD INCORPORATED(MA)4,9984,99802,4682,6321.00%+164
PACIFIC BIOSCIENCES CALIF IN954,595943,755-10,8401,6231,7270.66%+104
SCHLUMBERGER LTD(SLB)5,4508,450+3,0002293240.12%+95
BOEING CO(BA)1,3501,550+2002052740.10%+69
TOMPKINS FINL CORP(TMP)4,8344,83402793280.12%+49
JPMORGAN CHASE & CO.(JPM)1,5501,55003273720.14%+45
AT&T INC(T)37,67038,169+4998298690.33%+40
CENTERPOINT ENERGY INC(CNP)16,76616,76604935320.20%+39
PRICE T ROWE GROUP INC(TROW)9,0679,06709881,0250.39%+38
GILEAD SCIENCES INC(GILD)3,5803,58003003310.13%+31
EMCOR GROUP INC(EME)73673603173340.13%+17
AUTOMATIC DATA PROCESSING IN85085002352490.09%+14
UNITED PARCEL SERVICE INC(UPS)23,65925,658+1,9993,2263,2351.23%+10
ILLUMINA INC(ILMN)1,8301,83002392450.09%+6
EOG RES INC(EOG)3,2513,25104003990.15%-1
INTERNATIONAL BUSINESS MACHS(IBM)1,1501,15002542530.10%-1
SPDR GOLD TR(GLD)2,3752,37505775750.22%-2
ABBOTT LABS2,4982,49802852830.11%-2
PROCTER AND GAMBLE CO(PG)1,8911,89103283170.12%-10
VERIZON COMMUNICATIONS INC(VZ)5,9116,357+4462652540.10%-11
CATERPILLAR INC(CAT)61861802422240.09%-18
HOME DEPOT INC(HD)1,3401,34005435210.20%-22
SOUTHERN CO(SO)3,9313,93103543240.12%-31
EXXON MOBIL CORP3,3773,37703963630.14%-33
LITTELFUSE INC(LFUS)1,2001,20003182830.11%-36
INTEL CORP(INTC)10,27010,120-1502412030.08%-38
BERKSHIRE HATHAWAY INC DEL4402,7652,7241.04%-41
PFIZER INC(PFE)20,90520,90506055550.21%-50
BOSTON SCIENTIFIC CORP(BSX)17,76915,948-1,8211,4891,4240.54%-65
PEPSICO INC(PEP)3,6153,61506155500.21%-65
STRYKER CORPORATION(SYK)1,084884-2003923180.12%-73
PUBLIC SVC ENTERPRISE GRP IN(PEG)11,72211,397-3251,0469630.37%-83
LOWES COS INC(LOW)3,5003,50009488640.33%-84
INTUIT(INTU)805566-2395003560.14%-144
MERCK & CO INC(MRK)5,4674,737-7306214710.18%-150
MICROCHIP TECHNOLOGY INC.(MCHP)7,6957,69506184410.17%-177
L3HARRIS TECHNOLOGIES INC(LHX)6,9906,940-501,6631,4590.56%-203
JOHNSON & JOHNSON(JNJ)14,16614,366+2002,2962,0780.79%-218
RIO TINTO PLC(RIO)3,4000-3,4002420-242
NUTRIEN LTD(NTR)37,03233,932-3,1001,7801,5180.58%-261
ELI LILLY & CO(LLY)3,9073,90703,4613,0161.15%-445
AMGEN INC(AMGN)9,7709,820+503,1482,5590.98%-589
QUALCOMM INC(QCOM)34,97034,731-2395,9475,3352.03%-611
MICROSOFT CORP(MSFT)78,64276,394-2,24833,84032,20012.27%-1,640
IDEXX LABS INC(IDXX)38,82239,517+69519,61416,3386.23%-3,276
ADOBE INC(ADBE)61,01060,856-15431,59027,06110.32%-4,528
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