James T. Borello RIA
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James T. Borello RIA’s BHP BHP Stock Holding History

James T. Borello RIA’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$142K Buy
1,674
+237
+16% +$20.7K 0.03% 137
2026
Q2 		$120K Hold
1,437
– – 0.03% 149
2026
Q1 		$105K Buy
1,437
+1,412
+5,648% +$100K 0.03% 147
2025
Q4 		$1.51K Buy
+25
New +$1.42K ﹤0.01% 835

Other funds holding BHP

Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
Kessler Investment Group
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

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

James T. Borello RIA increased its BHP (BHP) stake by 16% in Q3 2026, buying an estimated $20.7K and bringing the position to 1,674 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #137.

James T. Borello RIA first reported a position in BHP in Q4 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • James T. Borello RIA held 1,674 shares of BHP worth $142K as of Q3 2026.
  • James T. Borello RIA bought 237 BHP shares in Q3 2026, an estimated $20.7K.
  • BHP made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #137 holding.
  • James T. Borello RIA first reported a position in BHP in Q4 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held BHP as of Q3 2026.

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