Von Borstel & Associates, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $255 Million distributed in 39 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 $78.8M, Dimensional Global Core with a value of $46.8M, Dimensional ETF Tr Dimensional with a value of $27.8M, Dimensional ETF Tr Dimensional with a value of $16.5M, and Dimensional ETF Tr Dimensional with a value of $15.9M.

Examining the 13F form we can see an increase of $78.9M in the current position value, from $177M to 255M.

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 $255 Million
ETFs: $184 Million
Industrials: $2.49 Million
Technology: $2.15 Million
Financial Services: $1.81 Million
Consumer Cyclical: $1.19 Million
Energy: $957,000
Healthcare: $740,000
Consumer Defensive: $267,000
Other: $259,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $255 Million
  • Prior Value $177 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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