James T. Borello RIA
DCI icon

James T. Borello RIA’s Donaldson DCI Stock Holding History

James T. Borello RIA’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$87 Hold
1
– – ﹤0.01% 1216
2026
Q2 		$90 Sell
1
-109
-99% -$9.38K ﹤0.01% 1196
2026
Q1 		$9.34K Buy
110
+106
+2,650% +$10.2K ﹤0.01% 584
2025
Q4 		$355 Buy
+4
New +$347 ﹤0.01% 960

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DePrince Race & Zollo Inc (DRZ)
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Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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 DCI Position: Q3 2026 in Review

James T. Borello RIA held its Donaldson (DCI) position steady in Q3 2026 at 1 share worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

James T. Borello RIA first reported a position in DCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.34K in Q1 2026. 137 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • James T. Borello RIA held 1 share of Donaldson worth $87 as of Q3 2026.
  • James T. Borello RIA left its Donaldson share count unchanged in Q3 2026.
  • Donaldson made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1216 holding.
  • James T. Borello RIA first reported a position in Donaldson in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Donaldson position peaked at $9.34K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

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