James T. Borello RIA has filed a Form 13F-HR reporting its equity holdings as of the close of business on December 31, 2025. The filing was submitted on October 16, 2026, and lists a portfolio of 1,217 securities.
The report indicates that certain holdings designated as OTR (Other Than Reportable) are managed through the Schwab Personalized Indexing program under Charles Schwab Investment Management, Inc. The filing manager for the account is Daniel J. Borello, who is listed as a Vice President and holds the contact number (847) 426-0200.
The portfolio includes a diverse mix of large-cap technology, healthcare, and consumer companies. Notable positions include Apple Inc., with 2,708 shares; Alphabet Inc. Class A and Class C, with a combined total of 5,431 shares; and Microsoft Corporation, with 1,640 shares. In the healthcare sector, the firm holds positions in AbbVie Inc., Amgen Inc., and Bristol-Myers Squibb Co. The filing also lists significant exposure to financial institutions such as Bank of America Corp., JPMorgan Chase & Co., and BlackRock Inc.
