Fund HoldingsBorer Denton & Associates, Inc.

Total Portfolio Value
$282.52M
Total Bought
$17.58M
Total Sold
$6.51M
Net Transaction
+$11.07M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT(MSFT)65,85566,627+77224,76428,0319.92%+3,267
BERKSHIRE HATHAWAY INC DEL46,84247,253+41116,70719,8717.03%+3,164
NOVO-NORDISK A S(NVO)116,222116,022-20012,02314,8975.27%+2,874
COSTCO WHOLESALE CORP(COST)23,32723,422+9515,39817,1606.07%+1,762
ABBVIE INC(ABBV)58,01558,709+6948,99110,6913.78%+1,700
AON PLC(AON)32,46532,657+1929,44810,8983.86%+1,450
HOME DEPOT(HD)35,68735,907+22012,36713,7744.88%+1,407
ORACLE CORPORATION(ORCL)57,11457,11406,0227,1742.54%+1,153
BANK AMERICA CORP219,227214,152-5,0757,3818,1212.87%+739
ILLINOIS TOOL WKS INC(ITW)38,07639,716+1,6409,97410,6573.77%+683
QUALCOMM INC(QCOM)21,12921,136+73,0563,5781.27%+522
ELI LILLY & CO(LLY)2,4752,47501,4431,9250.68%+483
VISA INC(V)22,56422,56405,8756,2972.23%+423
CHURCH & DWIGHT INC(CHD)48,68847,653-1,0354,6044,9711.76%+367
GOLDMAN SACHS GROUP INC(GS)11,43011,43004,4094,7741.69%+365
MCCORMICK & CO INC(MKC)56,32354,568-1,7553,8544,1911.48%+338
ABBOTT LABS78,18878,593+4058,6068,9333.16%+327
PEPSICO INC(PEP)60,34660,387+4110,24910,5683.74%+319
JPMORGAN CHASE & CO(JPM)3,4154,304+8895818620.31%+281
MERCK & CO INC(MRK)16,36815,613-7551,7842,0600.73%+276
JOHNSON & JOHNSON(JNJ)64,93965,807+86810,17910,4103.68%+231
BANK NEW YORK MELLON CORP03,900+3,90002250.08%+225
FIRSTCASH HOLDINGS INC(FCFS)01,680+1,68002140.08%+214
MASTERCARD INCORPORATED(MA)3,7503,75001,5991,8060.64%+206
EBAY INC.(EBAY)21,83521,83509521,1520.41%+200
AMERICAN EXPRESS CO(AXP)3,5273,662+1356618340.30%+173
META PLATFORMS INC(META)1,1891,18904215770.20%+156
PROCTER AND GAMBLE CO(PG)6,9257,188+2631,0151,1660.41%+151
COCA COLA CO(KO)6,7828,911+2,1294005450.19%+146
AUTOMATIC DATA PROCESSING INC8,4158,41501,9602,1020.74%+141
BECTON DICKINSON & CO(BDX)34,32334,32308,3698,4933.01%+124
LOWES COS INC(LOW)3,1063,10606917910.28%+100
CARMAX INC(KMX)28,84326,513-2,3302,2132,3100.82%+96
PAYCHEX INC(PAYX)26,97626,931-453,2133,3071.17%+94
CATERPILLAR INC(CAT)812890+782403260.12%+86
COLGATE PALMOLIVE CO(CL)6,5556,55505225900.21%+68
EATON CORP PLC(ETN)90590502182830.10%+65
CVS HEALTH CORP(CVS)77,91677,641-2756,1526,1932.19%+40
EXXON MOBIL CORP2,4832,48302482890.10%+40
NEXTERA ENERGY INC(NEE)11,14611,14606777120.25%+35
CSX CORP(CSX)8,4398,43902933130.11%+20
FLOWERS FOODS INC(FLO)15,29515,29503443630.13%+19
CLOROX CO DEL(CLX)1,4501,465+152072240.08%+18
INTERNATIONAL FLAVORS&FRAGRANC(IFF)3,3753,37502732900.10%+17
ROSS STORES INC(ROST)1,5151,51502102220.08%+13
UNILEVER PLC(UL)5,1555,15502502590.09%+9
MOODYS CORP(MCO)1,5051,50505885920.21%+4
AIR PRODS & CHEMS INC4,9905,651+6611,3661,3690.48%+3
LOCKHEED MARTIN CORP(LMT)87387303963970.14%+1
J M SMUCKER CO(SJM)2,0002,00002532520.09%-1
ANALOG DEVICES INC(ADI)12,16112,16102,4152,4050.85%-9
QUEST DIAGNOSTICS INC(DGX)6,8756,87509489150.32%-33
UNION PAC CORP(UNP)41,74941,549-20010,25410,2183.62%-36
SOUTHWEST AIRLS CO(LUV)9,6357,535-2,1002782200.08%-58
COMCAST CORP NEW(CCZ)85,43184,506-9253,7463,6631.30%-83
MERIDIAN CORPORATION34,24834,24804763400.12%-136
HONEYWELL INTL INC(HON)31,77031,570-2006,6626,4802.29%-183
PPL CORP(PPL)20,87210,747-10,1255662960.10%-270
MCDONALDS CORP(MCD)11,44810,936-5123,3943,0831.09%-311
PHILIP MORRIS INTL INC(PM)3,3400-3,3403140-314
UNITED PARCEL SERVICE INC(UPS)41,50541,010-4956,5266,0952.16%-431
APPLE INC(AAPL)73,85774,448+59114,22012,7664.52%-1,453
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