BOURNE LENT ASSET MANAGEMENT INC 13F Holdings

CIK 0001128286 · PAWLING, NY

As of Jun 30, 2025, BOURNE LENT ASSET MANAGEMENT INC reported 62 positions worth $258.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology74,326$37.0M14.31%
APPLE INCAAPLTechnology132,756$27.2M10.54%
ADOBE INCADBETechnology56,146$21.7M8.41%
ALPHABET INCGOOGEquity113,267$20.1M7.78%
ALPHABET INCGOOGLEquity107,558 9.0M7.34%
IDEXX LABORATORIES INCIDXXHealthcare31,597 6.9M6.56%
INTUITIVE SURGICAL INCISRGHealthcare26,730 4.5M5.62%
QUANTA SERVICES INCPWRIndustrials30,080 1.4M4.40%
PAYCHEX INCPAYXIndustrials55,489$8.1M3.12%
CISCO SYSTEMS INCCSCOTechnology111,467$7.7M2.99%
BRISTOL MYERS SQUIBB COBMYHealthcare132,641$6.1M2.38%
AMAZON.COM INCAMZNEquity27,170$6.0M2.31%
QUALCOMM INCQCOMTechnology34,371$5.5M2.12%
ENBRIDGE INCENBEnergy86,999$3.9M1.53%
SYMBOTIC INCSYMIndustrials88,360$3.4M1.33%
ELI LILLY & COLLYHealthcare3,907$3.0M1.18%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services4$2.9M1.13%
AMGEN INCAMGNHealthcare10,340$2.9M1.12%
VISA INC-CLASS A SHARESVFinancial Services8,034$2.9M1.10%
MASTERCARD INCMAFinancial Services4,998$2.8M1.09%
NVIDIA CORPNVDATechnology17,465$2.8M1.07%
UNITED PARCEL SERVICE INCUPSIndustrials27,258$2.8M1.06%
BOOKING HOLDINGS INCBKNGIndustrials452$2.6M1.01%
JOHNSON & JOHNSONJNJHealthcare14,231$2.2M0.84%
NUTRIEN LTDNTRBasic Materials35,832$2.1M0.81%