James T. Borello RIA
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James T. Borello RIA’s HF Sinclair DINO Stock Holding History

James T. Borello RIA’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$215 Hold
2
– – ﹤0.01% 1119
2026
Q2 		$139 Hold
2
– – ﹤0.01% 1165
2026
Q1 		$125 Hold
2
– – ﹤0.01% 1145
2025
Q4 		$92 Buy
+2
New +$103 ﹤0.01% 1091

Other funds holding DINO

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

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

James T. Borello RIA held its HF Sinclair (DINO) position steady in Q3 2026 at 2 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

James T. Borello RIA first reported a position in DINO in Q4 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

  • James T. Borello RIA held 2 shares of HF Sinclair worth $215 as of Q3 2026.
  • James T. Borello RIA left its HF Sinclair share count unchanged in Q3 2026.
  • HF Sinclair made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1119 holding.
  • James T. Borello RIA first reported a position in HF Sinclair in Q4 2025 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

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