James T. Borello RIA has filed a Form 13F-HR report disclosing its equity holdings as of the close of business on March 31, 2026. The filing, submitted on October 16, 2026, lists a total of 1,318 positions across the firm's managed accounts.
The report indicates that certain holdings designated as OTR (Other Than Reportable) are managed through the Schwab Personalized Indexing program under the discretion of Charles Schwab Investment Management, Inc. The filing was signed by Daniel J. Borello, a Vice President at the firm located in East Dundee, Illinois.
The information table accompanying the filing details a diverse portfolio. Major positions include Apple Inc., with 4,280 shares; Berkshire Hathaway Inc. Class B, with 4,291 shares; and Alphabet Inc. Class A, with 2,219 shares. Other significant holdings include Blackstone Inc. with 369 shares, Applied Materials Inc. with 257 shares, and American Tower Corporation with 135 shares. The filing also lists numerous other common stock positions and exchange-traded funds.
