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James T. Borello RIA’s Antero Midstream AM Stock Holding History

James T. Borello RIA’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$282 Buy
14
+10
+250% +$220 ﹤0.01% 1090
2026
Q2 		$91 Hold
4
– – ﹤0.01% 1193
2026
Q1 		$91 Hold
4
– – ﹤0.01% 1171
2025
Q4 		$71 Buy
+4
New +$72 ﹤0.01% 1109

Other funds holding AM

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Shah Capital Management
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

James T. Borello RIA increased its Antero Midstream (AM) stake by 250% in Q3 2026, buying an estimated $220 and bringing the position to 14 shares worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

James T. Borello RIA first reported a position in AM in Q4 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold AM as of Q3 2026.

  • James T. Borello RIA held 14 shares of Antero Midstream worth $282 as of Q3 2026.
  • James T. Borello RIA bought 10 Antero Midstream shares in Q3 2026, an estimated $220.
  • Antero Midstream made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1090 holding.
  • James T. Borello RIA first reported a position in Antero Midstream in Q4 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2026.

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