James T. Borello RIA’s Vitamin Cottage Natural Grocers NGVC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30	Buy	+1	New	+$30	﹤0.01%	1277

Other funds holding NGVC

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

James T. Borello RIA opened a new position in Vitamin Cottage Natural Grocers (NGVC) in Q3 2026: 1 share worth $30. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings.

11 funds tracked by Wall St. Rank hold NGVC as of Q3 2026.

James T. Borello RIA held 1 share of Vitamin Cottage Natural Grocers worth $30 as of Q3 2026.
Vitamin Cottage Natural Grocers was a new James T. Borello RIA position in Q3 2026.
Vitamin Cottage Natural Grocers made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1277 holding.
11 funds tracked by Wall St. Rank held Vitamin Cottage Natural Grocers as of Q3 2026.

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