Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOURNE LENT ASSET MANAGEMENT INC (CIK 1128286) reported $272.0M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($32.5M, 11.95%), GOOG ($29.4M, 10.81%), GOOGL ($28.0M, 10.30%), MSFT ($26.6M, 9.76%), IDXX ($17.5M, 6.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $32.5M | 11.95% | 128,141 | Trimmed |
| 2 | GOOG | ALPHABET INC | $29.4M | 10.81% | 102,497 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $28.0M | 10.30% | 97,435 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $26.6M | 9.76% | 71,738 | Trimmed |
| 5 | IDXX | IDEXX LABS INC | $17.5M | 6.43% | 31,133 | Hold |
| 6 | PWR | QUANTA SVCS INC | $15.3M | 5.61% | 27,800 | Hold |
| 7 | ADBE | ADOBE INC | $14.4M | 5.30% | 59,310 | Trimmed |
| 8 | ISRG | INTUITIVE SURGICAL INC | $12.3M | 4.53% | 26,725 | Added |
| 9 | CSCO | CISCO SYS INC | $8.4M | 3.07% | 107,657 | Trimmed |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | $7.8M | 2.85% | 127,816 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $5.5M | 2.03% | 26,551 | Hold |
| 12 | PAYX | PAYCHEX INC | $4.9M | 1.82% | 53,607 | Trimmed |
| 13 | SYM | SYMBOTIC INC | $4.7M | 1.71% | 87,460 | Trimmed |
| 14 | ENB | ENBRIDGE INC | $4.6M | 1.70% | 85,450 | Trimmed |
| 15 | QCOM | QUALCOMM INC | $4.4M | 1.60% | 33,853 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $4.2M | 1.56% | 24,340 | Added |
| 17 | LLY | ELI LILLY & CO | $3.6M | 1.31% | 3,887 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $3.5M | 1.28% | 14,206 | Added |
| 19 | AMGN | AMGEN INC | $3.4M | 1.26% | 9,740 | Hold |
| 20 | LHX | L3HARRIS TECHNOLOGIES INC | $3.4M | 1.26% | 9,940 | Hold |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.06% | 4 | Hold |
| 22 | UPS | UNITED PARCEL SVCS INC | $2.5M | 0.93% | 25,783 | Hold |
| 23 | NTR | NUTRIEN LTD | $2.5M | 0.92% | 33,332 | Added |
| 24 | MA | MASTERCARD INCORPORATED | $2.5M | 0.92% | 4,998 | Hold |
| 25 | TSLA | TESLA INC | $2.3M | 0.86% | 6,275 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31