Von Borstel & Associates, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $652 Million distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $134M, Dimensional Global Core Plus Fixed Income ETF with a value of $74.1M, Dimensional ETF Tr Dimensional with a value of $45.5M, Dimensional ETF Tr Dimensional with a value of $26.8M, and Dimensional ETF Tr Dimensional with a value of $25.9M.
Examining the 13F form we can see an increase of $273M in the current position value, from $379M to 652M.
Von Borstel & Associates, Inc. is based out at The Dalles, OR
Below you can find more details about Von Borstel & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$652 Million
ETFs: $402 Million
Technology: $59.3 Million
Industrials: $12.2 Million
Financial Services: $11.6 Million
Consumer Cyclical: $8.45 Million
Consumer Defensive: $8.08 Million
Healthcare: $6.65 Million
Communication Services: $5.35 Million
Other: $4.39 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions