JTBR
EXPO icon

James T. Borello RIA’s Exponent EXPO Stock Holding History

James T. Borello RIA’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$131 Hold
2
– – ﹤0.01% 1179
2026
Q2 		$118 Buy
+2
New +$123 ﹤0.01% 1178
2025
Q4 		– Sell
-99
Closed -$6.88K – 1142
2025
Q3 		$6.88K Buy
+99
New +$7.08K ﹤0.01% 371

Other funds holding EXPO

Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

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

James T. Borello RIA held its Exponent (EXPO) position steady in Q3 2026 at 2 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

James T. Borello RIA first reported a position in EXPO in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.88K in Q3 2025. 40 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • James T. Borello RIA held 2 shares of Exponent worth $131 as of Q3 2026.
  • James T. Borello RIA left its Exponent share count unchanged in Q3 2026.
  • Exponent made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1179 holding.
  • James T. Borello RIA first reported a position in Exponent in Q3 2025 and has held it in 3 quarters since.
  • James T. Borello RIA's Exponent position peaked at $6.88K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

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