BOURNE LENT ASSET MANAGEMENT INC
•CIK: 1128286•Filing: Q4 2025
**BOURNE LENT ASSET MANAGEMENT INC** manages $301M across a diversified portfolio of 63 positions. The fund exhibits significant concentration in mega-cap technology names, with top holdings including MSFT ($35.5M), AAPL ($35.0M), and GOOG ($32.5M). Further notable allocations include GOOGL ($31.0M) and ADBE ($21.1M), signaling a core focus on established, market-leading technology and growth sectors. This structure suggests a conviction-driven, large-cap equity mandate.
Total AUM
$301.5M
QoQ Performance
+7.1%
Positions
62
Top 10 Concentration
72.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
GOOGL
GOOGL
ADBE
IDXX
MSFT11.8%
AAPL11.6%
GOOGL10.8%
GOOGL10.3%
ADBE7.0%
IDXX7.0%
ISRG5.0%
PWR3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology57.5%
Other27.0%
Healthcare6.4%
Consumer4.2%
Financial2.1%
Industrial1.1%
Energy0.7%
Utilities0.4%
Changes from Q3 2025
NEW2 new positions
↑8 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022