James T. Borello RIA’s Leidos LDOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$487	Sell	4 -13	-76%	-$1.62K	﹤0.01%	1048
2026 Q2	$1.75K	Buy	17 +3	+21%	+$398	﹤0.01%	969
2026 Q1	$2.18K	Sell	14 -4	-22%	-$718	﹤0.01%	913
2025 Q4	$3.25K	Buy	18 +1	+6%	+$189	﹤0.01%	679
2025 Q3	$3.21K	Buy	+17	New	+$2.96K	﹤0.01%	625

Other funds holding LDOS

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

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

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

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

James T. Borello RIA reduced its Leidos (LDOS) stake by 76% in Q3 2026, selling an estimated $1.62K and leaving 4 shares worth $487. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

James T. Borello RIA first reported a position in LDOS in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.25K in Q4 2025. 82 funds tracked by Wall St. Rank hold LDOS as of Q3 2026.

James T. Borello RIA held 4 shares of Leidos worth $487 as of Q3 2026.
James T. Borello RIA sold 13 Leidos shares in Q3 2026, an estimated $1.62K.
Leidos made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1048 holding.
James T. Borello RIA first reported a position in Leidos in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's Leidos position peaked at $3.25K in Q4 2025.
82 funds tracked by Wall St. Rank held Leidos as of Q3 2026.

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