Bourne Lent Asset Management Inc. has disclosed its latest 13F-HR filing, which provides insights into its investment holdings as of September 30, 2026. The firm reported total assets under management amounting to approximately $293 million. This filing is significant as it sheds light on the company's investment strategy and its positioning within various sectors.

The firm, headquartered in Pawling, New York, is categorized under asset management. Its recent filing history includes several 13F-HR forms, with the latest submitted on November 5, 2026, reflecting the firm’s ongoing commitment to transparency in its investment activities.

Background

Bourne Lent Asset Management Inc. is an asset management company based in Pawling, New York. The firm has a history of filing 13F reports, which detail its investment holdings and provide a snapshot of its portfolio. The latest filing, dated November 5, 2026, is part of a series of 13F-HR submissions that Bourne Lent has made throughout the year, indicating its active management of assets.

What the Filing Says

The 13F-HR filing reveals that Bourne Lent Asset Management holds a total of 63 different securities, with a total value of $293,007,130. The report includes a variety of companies across different sectors, reflecting a diversified investment strategy. Notably, the filing indicates that the firm exercises sole investment discretion over its holdings.

Impact

This filing may impact various stakeholders, including investors, analysts, and competitors in the asset management industry. The detailed holdings provide insights into Bourne Lent's investment philosophy and strategy, which competitors may analyze to adjust their own investment strategies. Additionally, the report's transparency may influence investor confidence in the firm's management capabilities.

What's Next

The filing does not say what happens next. However, it sets the stage for future filings and potential adjustments in Bourne Lent's investment strategy as market conditions evolve.