James T. Borello RIA’s Eagle Materials EXP Stock Holding History

James T. Borello RIA’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.3K	Buy	31 +5	+19%	+$1K	﹤0.01%	768
2026 Q2	$5.85K	Buy	26 +1	+4%	+$209	﹤0.01%	744
2026 Q1	$4.74K	Buy	+25	New	+$5.32K	﹤0.01%	770
2025 Q4	–	Sell	-19	Closed	-$4.43K	–	1141
2025 Q3	$4.43K	Buy	+19	New	+$4.31K	﹤0.01%	490

Other funds holding EXP

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

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

James T. Borello RIA increased its Eagle Materials (EXP) stake by 19% in Q3 2026, buying an estimated $1K and bringing the position to 31 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

James T. Borello RIA first reported a position in EXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.85K in Q2 2026. 42 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

James T. Borello RIA held 31 shares of Eagle Materials worth $5.3K as of Q3 2026.
James T. Borello RIA bought 5 Eagle Materials shares in Q3 2026, an estimated $1K.
Eagle Materials made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #768 holding.
James T. Borello RIA first reported a position in Eagle Materials in Q3 2025 and has held it in 4 quarters since.
James T. Borello RIA's Eagle Materials position peaked at $5.85K in Q2 2026.
42 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

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