Borer Denton & Associates, Inc.

Holdings as of 2026-06-30, filed 2026-07-28

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 28 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
74
Value reported by manager
$304.9M
Sum of our stored positions
$304.9M
should match the line above
Disclosure lag
28 d
quarter end to filing
Top 5 concentration
34.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

74 largest shown
IssuerClassValueSharesTypeCUSIP
MICROSOFTCOM$23.8M63,866594918104
BERKSHIRE HATHAWAY INC DEL CL B NEWCL B NEW$23.1M46,218084670702
COSTCO WHOLESALE CORPCOM$22M23,52322160K105
APPLE INCCOM$20.2M69,924037833100
JOHNSON & JOHNSON COMCOM$16.7M65,778478160104
ABBVIE INC COMCOM$14.7M58,45900287Y109
HOME DEPOTCOM$12.2M34,510437076102
AON PLC SHS CL ASHS CL A$11.1M33,419G0403H108
ILLINOIS TOOL WKS INC COMCOM$11.1M40,880452308109
UNION PAC CORP COMCOM$11M40,451907818108
BANK OF AMER CORP COMCOM$10.9M191,964060505104
GOLDMAN SACHS GROUP INC COMCOM$10.5M10,41938141G104
PEPSICO INC COMCOM$8.2M60,792713448108
ORACLE CORPORATIONCOM$8.1M55,43468389X105
VISA INC COM CL ACOM CL A$7.8M22,71492826C839
ABBOTT LABORATORIES COMCOM$7.3M80,036002824100
BANK OF NY MELLON CORP COMCOM$5.1M35,368064058100
ANALOG DEVICES INC COMCOM$4.5M11,257032654105
CHURCH & DWIGHT INCCOM$4.1M42,030171340102
HONEYWELL INTL INC COMCOM$3.8M17,051438516205
HONEYWELL AEROSPACE INC COMCOM$3.8M17,05143849R105
BECTON DICKINSON & CO COMCOM$3.8M24,891075887109
MCDONALDS CORP COMCOM$3.7M13,859580135101
CVS HEALTH CORP COMCOM$3.4M32,841126650100
NOVO-NORDISK A S ADRADR$3.4M70,247670100205
UNITED PARCEL SERVICE INCCL B$3.3M30,979911312106
ELI LILLY & CO COMCOM$3.1M2,602532457108
QUALCOMM INC COMCOM$2.8M15,225747525103
MASTERCARD INCORPORATED CL ACL A$2.7M5,31757636Q104
AMERICAN INTL GROUP INC COM NEWCOM NEW$2.7M36,169026874784
MERCK & CO INCCOM$2.6M20,55358933Y105
PAYCHEX INCCOM$2.6M26,517704326107
MCCORMICK & CO INC COM NON VTGCOM NON VTG$2.4M47,654579780206
EBAY INC. COMCOM$2.3M20,312278642103
AIR PRODUCTS AND CHEMICALS INC COMCOM$1.9M6,358009158106
AUTOMATIC DATA PROCESSING INC COMCOM$1.8M7,862053015103
JPMORGAN CHASE & CO COMCOM$1.5M4,44446625H100
QUEST DIAGNOSTICS INCCOM$1.4M6,81274834L100
MICRON TECHNOLOGY INC COMCOM$1.4M1,244595112103
COCA COLA CO COMCOM$1.3M15,716191216100
AMAZON COM INC COMCOM$1.1M4,663023135106
NEXTERA ENERGY INC COMCOM$1.1M12,18165339F101
WATERS CORP COMCOM$976.6K2,604941848103
AMERICAN EXPRESS CO COMCOM$891.9K2,637025816109
PROCTER & GAMBLE CO COMCOM$872.9K5,953742718109
VANGUARD S&P 500 ETFS&P 500 ETF SHS$826.5K1,203922908363
MORGAN STANLEY COM NEWCOM NEW$696.5K3,332617446448
MOODYS CORP COMCOM$681.6K1,505615369105
META PLATFORMS INC CL ACL A$674.3K1,19730303M102
LOWES COS INC COMCOM$639.4K2,900548661107
COMCAST CORP NEW CL ACL A$613.9K25,00820030N101
COLGATE PALMOLIVE CO COMCOM$608.8K6,640194162103
CATERPILLAR INC COMCOM$588.9K553149123101
LOCKHEED MARTIN CORP COMCOM$500.3K982539830109
RTX CORPORATION COMCOM$456.7K2,40775513E101
ALPHABET INC CAP STK CL ACL A$451K1,26202079K305
SOLSTICE ADVANCED MATLS INC COM SHSCOM SHS$409.2K4,61883443Q103
EATON CORP PLC SHSSHS$383.5K900G29183103
ASTRAZENECA PLC ORDORD$377.6K2,017G0593M107
FIRSTCASH HOLDINGS INC COMCOM$363.4K1,68033768G107
CARMAX INC COMCOM$356.5K6,741143130102
CAPITAL ONE FINL CORP COMCOM$340.7K1,69814040H105
ROSS STORES INCCOM$322.5K1,515778296103
UNILEVER PLC SPON ADR NEWSPON ADR NEW$282.3K4,696904767803
INVESCO S&P 500 EQUAL WEIGHT ETFS&P500 EQL WGT$274.5K1,29046137V357
ISHARES SELECT DIVIDEND ETFSELECT DIVID ETF$273.5K1,750464287168
MERIDIAN CORP COMCOM$273K13,62958958P104
LAM RESEARCH CORP COM NEWCOM NEW$234K540512807306
INTL BUSINESS MACHINESCOM$226.7K806459200101
J M SMUCKER CO NEWCOM NEW$225K2,000832696405
EXXON MOBIL CORP COMCOM$209.2K1,53030233Q108
GE AEROSPACE COM NEWCOM NEW$204.4K547369604301
KIMBERLY-CLARK CORP COMCOM$203.1K1,850494368103
FLOWERS FOODS INC COMCOM$80.1K10,135343498101
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-28

Borer Denton & Associates, Inc. — 74 positions reported for 2026Q2 — Tapewire