MondegarAI
Borer Denton & Associates, Inc.

Q2 2024 · 13F-HR

Borer Denton & Associates, Inc.holdings as filed

Filed 2024-08-13 · accession 0001993607-24-000003

$275.4M
Reported value
56
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT$29.6M10.7%66,237CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$19.8M7.18%23,265CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC$19.2M6.98%47,268CommonNONE
670100205NVONOVO-NORDISK A S$16.4M5.97%115,222CommonNONE
037833100AAPLAPPLE INC$15.1M5.47%71,575CommonNONE
437076102HDHOME DEPOT$11.6M4.23%33,832CommonNONE
713448108PEPPEPSICO INC$10.0M3.64%60,719CommonNONE
00287Y109ABBVABBVIE INC$9.8M3.54%56,909CommonNONE
G0403H108AONAON PLC$9.6M3.50%32,807CommonNONE
478160104JNJJOHNSON & JOHNSON$9.3M3.39%63,953CommonNONE
907818108UNPUNION PAC CORP$9.3M3.38%41,119CommonNONE
452308109ITWILLINOIS TOOL WKS INC$9.1M3.32%38,561CommonNONE
060505104BACBANK AMERICA CORP$8.2M2.97%205,627CommonNONE
68389X105ORCLORACLE CORPORATION$8.0M2.91%56,709CommonNONE
002824100ABTABBOTT LABS$8.0M2.90%76,883CommonNONE
075887109BDXBECTON DICKINSON & CO$7.9M2.86%33,680CommonNONE
438516106HONHONEYWELL INTL INC$6.7M2.43%31,375CommonNONE
92826C839VVISA INC$5.9M2.15%22,564CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$5.3M1.94%39,000CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5.1M1.84%11,230CommonNONE
171340102CHDCHURCH & DWIGHT INC$4.8M1.75%46,378CommonNONE
747525103QCOMQUALCOMM INC$4.2M1.52%20,986CommonNONE
126650100CVSCVS HEALTH CORP$4.2M1.52%70,711CommonNONE
579780206MKCMCCORMICK & CO INC$3.7M1.36%52,829CommonNONE
20030N101CMCSACOMCAST CORP$3.2M1.16%81,666CommonNONE
704326107PAYXPAYCHEX INC$2.9M1.05%24,481CommonNONE
580135101MCDMCDONALDS CORP$2.8M1.01%10,936CommonNONE
032654105ADIANALOG DEVICES INC$2.7M0.98%11,811CommonNONE
532457108LLYELI LILLY & CO$2.2M0.81%2,475CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING INC$2.0M0.73%8,415CommonNONE
58933Y105MRKMERCK & CO INC$1.9M0.70%15,613CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.60%3,750CommonNONE
143130102KMXCARMAX INC$1.5M0.55%20,548CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.4M0.52%5,551CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.41%19,010CommonNONE
278642103EBAYEBAY INC.$1.1M0.41%21,085CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$899,9860.33%6,575CommonNONE
46625H100JPMJPMORGAN CHASE & CO$870,5270.32%4,304CommonNONE
742718109PGPROCTER AND GAMBLE CO$855,6050.31%5,188CommonNONE
65339F101NEENEXTERA ENERGY INC$789,2480.29%11,146CommonNONE
548661107LOWLOWES COS INC$684,7490.25%3,106CommonNONE
194162103CLCOLGATE PALMOLIVE CO$636,0970.23%6,555CommonNONE
615369105MCOMOODYS CORP$633,5000.23%1,505CommonNONE
025816109AXPAMERICAN EXPRESS CO$616,3860.22%2,662CommonNONE
30303M102METAMETA PLATFORMS INC$599,5180.22%1,189CommonNONE
539830109LMTLOCKHEED MARTIN CORP$407,7780.15%873CommonNONE
587405101MERIDIAN CORPORATION$360,2890.13%34,248CommonNONE
191216100KOCOCA COLA CO$341,9280.12%5,372CommonNONE
343498101FLOFLOWERS FOODS INC$339,5490.12%15,295CommonNONE
G29183103ETNEATON CORP PLC$283,7630.10%905CommonNONE
904767704UNILEVER PLC$283,4730.10%5,155CommonNONE
126408103CSXCSX CORP$282,2850.10%8,439CommonNONE
69351T106PPLPPL CORP$269,5050.10%9,747CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRANC$245,1660.09%2,575CommonNONE
778296103ROSTROSS STORES INC$220,1600.08%1,515CommonNONE
832696405SJMJ M SMUCKER CO$218,0800.08%2,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.