James T. Borello RIA
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James T. Borello RIA’s Ceco Environmental CECO Stock Holding History

James T. Borello RIA’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$139 Hold
2
– – ﹤0.01% 1172
2026
Q2 		$181 Buy
+2
New +$158 ﹤0.01% 1141

Other funds holding CECO

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Cox Capital Management
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

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

James T. Borello RIA held its Ceco Environmental (CECO) position steady in Q3 2026 at 2 shares worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

James T. Borello RIA first reported a position in CECO in Q2 2026 and has held it in 2 quarters since. The position peaked at $181 in Q2 2026. 53 funds tracked by Wall St. Rank hold CECO as of Q3 2026.

  • James T. Borello RIA held 2 shares of Ceco Environmental worth $139 as of Q3 2026.
  • James T. Borello RIA left its Ceco Environmental share count unchanged in Q3 2026.
  • Ceco Environmental made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1172 holding.
  • James T. Borello RIA first reported a position in Ceco Environmental in Q2 2026 and has held it in 2 quarters since.
  • James T. Borello RIA's Ceco Environmental position peaked at $181 in Q2 2026.
  • 53 funds tracked by Wall St. Rank held Ceco Environmental as of Q3 2026.

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