James T. Borello RIA
LAD icon

James T. Borello RIA’s Lithia Motors LAD Stock Holding History

James T. Borello RIA’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.04K Hold
7
– – ﹤0.01% 919
2026
Q2 		$2.03K Buy
+7
New +$1.99K ﹤0.01% 943
2026
Q1 		– Sell
-3
Closed -$997 – 1226
2025
Q4 		$997 Buy
+3
New +$953 ﹤0.01% 876

Other funds holding LAD

Chicago Capital
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Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Rare Wolf Capital
Rare Wolf Capital Bellevue, Washington $169M AUM 24.68% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 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
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

James T. Borello RIA held its Lithia Motors (LAD) position steady in Q3 2026 at 7 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

James T. Borello RIA first reported a position in LAD in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • James T. Borello RIA held 7 shares of Lithia Motors worth $2.04K as of Q3 2026.
  • James T. Borello RIA left its Lithia Motors share count unchanged in Q3 2026.
  • Lithia Motors made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #919 holding.
  • James T. Borello RIA first reported a position in Lithia Motors in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

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