Borer Denton & Associates, Inc.

RIA/Wealth

Borer Denton & Associates, Inc. is a RIA/Wealth based in Blue Bell, PA led by Edward Turner Borer, reporting $401.3M in AUM as of Q3 2025 with 57% concentrated in top 10 holdings.

ChairmanEdward Turner Borer

Portfolio Value: $302.5M
Positions: 60
Top Holding: MSFT at 10.99%
Last Reported: Q3 2025

Address610 Sentry Parkway, Suite 100, Blue Bell, PA, 19422-2314, United States

Top Holdings

Largest long holdings in Borer Denton & Associates, Inc.'s portfolio (57.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$33.3M	10.99%	+$154.3K Bought	0.00% 64.2K shares	Q1 2022 Held for 3y 9m
2 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$23.5M	7.76%	+$176.0K Bought	0.00% 46.7K shares	Q1 2022 Held for 3y 9m
3 Costco Wholesale COST	Discount Stores Consumer Defensive	$21.2M	7.02%	+$106.4K Bought	0.01% 22.9K shares	Q1 2022 Held for 3y 9m
4 Apple AAPL	Consumer Electronics Technology	$17.8M	5.88%	+$132.4K Bought	0.00% 69.9K shares	Q1 2022 Held for 3y 9m
5 Oracle ORCL	Software - Infrastructure Technology	$16.1M	5.31%	-$568.7K Sold	0.00% 57.1K shares	Q1 2022 Held for 3y 9m
6 Home Depot HD	Home Improvement Consumer Cyclical	$13.7M	4.52%	+$85.9K Bought	0.00% 33.8K shares	Q1 2022 Held for 3y 9m
7 AbbVie ABBV	Drug Manufacturers - General Healthcare	$13.5M	4.46%	+$56.7K Bought	0.00% 58.2K shares	Q1 2022 Held for 3y 9m
8 Aon plc AON	Insurance - Brokers Financial Services	$11.8M	3.90%	+$119.5K Bought	0.02% 33.1K shares	Q1 2022 Held for 3y 9m
9 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$11.7M	3.88%	+$103.8K Bought	0.00% 63.3K shares	Q1 2022 Held for 3y 9m
10 Abbott ABT	Medical - Devices Healthcare	$10.6M	3.51%	+$87.7K Bought	0.00% 79.4K shares	Q1 2022 Held for 3y 9m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Borer Denton & Associates, Inc.'s latest filing

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Market Value

$302.5M

Prior: $287.9M

Q/Q Change

+5.1%

+$14.7M

Net Flows % of MV

+0.141%

Turnover Ratio

0.958%

New Purchases

2 stocks

$510.1K

Added To

27 stocks

+$2.4M

Sold Out Of

1 stocks

$203.3K

Reduced Holdings

10 stocks

-$2.3M

Increased Positions

Position	Shares Δ	Change
1 Amazon AMZN	New	0 → 1.3K +$289.4K
2 Micron Technology MU	New	0 → 1.3K +$220.7K
3 American International Group AIG	+12.15%	27.7K → 31.1K +$264.3K
4 CarMax KMX	+8.95%	18.4K → 20.0K +$73.9K
5 Quest Diagnostics DGX	+7.8%	6.4K → 6.9K +$95.3K

Decreased Positions

Position	Shares Δ	Change
1 PPL PPL	Sold	6.0K → 0 −$203.3K
2 NVO Novo Nordisk NVO	-21.65%	104.9K → 82.2K −$1.3M
3 Merck & Co. MRK	-6.4%	15.6K → 14.6K −$83.9K
4 Comcast CMCSA	-5.64%	48.3K → 45.5K −$85.6K
5 United Parcel Service, Inc. UPS	-4.52%	29.9K → 28.5K −$112.8K