James T. Borello’s Loar Holdings LOAR Stock Holding History

James T. Borello’s Portfolio LOAR Stock Details LOAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$554	Buy	+9	New	+$635	﹤0.01%	1036

Other funds holding LOAR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

One Advisory Partners Overland Park, Kansas $370M AUM 11.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

James T. Borello's LOAR Position: Q3 2026 in Review

James T. Borello opened a new position in Loar Holdings (LOAR) in Q3 2026: 9 shares worth $554. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings.

105 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

James T. Borello held 9 shares of Loar Holdings worth $554 as of Q3 2026.
Loar Holdings was a new James T. Borello position in Q3 2026.
Loar Holdings made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1036 holding.
105 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.