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James T. Borello RIA’s Centuri Holdings CTRI Stock Holding History

James T. Borello RIA’s Portfolio CTRI Stock Details CTRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3
Closed -$91 – 1345
2026
Q2 		$91 Sell
3
-1
-25% -$32 ﹤0.01% 1195
2026
Q1 		$117 Buy
+4
New +$117 ﹤0.01% 1152

Other funds holding CTRI

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

James T. Borello RIA sold out of Centuri Holdings (CTRI) in Q3 2026, closing a stake of 3 shares — an estimated $91 sold.

James T. Borello RIA first reported a position in CTRI in Q1 2026 and held it in 2 quarters. The position peaked at $117 in Q1 2026. 11 funds tracked by Wall St. Rank hold CTRI as of Q3 2026.

  • James T. Borello RIA reported no remaining Centuri Holdings position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 3 Centuri Holdings shares in Q3 2026, an estimated $91.
  • James T. Borello RIA first reported a position in Centuri Holdings in Q1 2026 and held it in 2 quarters.
  • James T. Borello RIA's Centuri Holdings position peaked at $117 in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Centuri Holdings as of Q3 2026.

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