James T. Borello RIA has filed a Form 13F-HR reporting its holdings as of the close of business on September 30, 2026. The filing lists the firm's address as 151 Dundee Avenue East Dundee, IL 60118, and identifies Daniel James Borello as the Vice President responsible for the report.
The report details a portfolio consisting of 1,430 individual equity positions. The largest holding in the portfolio is Alphabet Inc. Class A shares, which the firm holds 2,267 shares. Alphabet Class C shares are also held, with 3,296 shares listed as sole voting power and 2,436 shares listed as sole dispositive power.
Apple Inc. is listed as the second-largest holding, with 3,453 shares held as sole voting power and 4,551 shares held as sole dispositive power. Amazon.com Inc. is the third-largest holding, with 411 shares held as sole voting power and 3,031 shares held as sole dispositive power. Other notable positions include Automatic Data Processing Inc. with 2,449 shares held as sole voting power and 119 shares held as sole dispositive power, and BlackRock Inc. with 58 shares held as sole dispositive power.
The filing indicates that the firm holds a total of 1,430 positions, with the aggregate value of the portfolio not explicitly stated in the provided text.
