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James T. Borello RIA’s SPS Commerce SPSC Stock Holding History

James T. Borello RIA’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$330 Hold
4
– – ﹤0.01% 1081
2026
Q2 		$229 Buy
+4
New +$221 ﹤0.01% 1112

Other funds holding SPSC

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

James T. Borello RIA held its SPS Commerce (SPSC) position steady in Q3 2026 at 4 shares worth $330. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

James T. Borello RIA first reported a position in SPSC in Q2 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold SPSC as of Q3 2026.

  • James T. Borello RIA held 4 shares of SPS Commerce worth $330 as of Q3 2026.
  • James T. Borello RIA left its SPS Commerce share count unchanged in Q3 2026.
  • SPS Commerce made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1081 holding.
  • James T. Borello RIA first reported a position in SPS Commerce in Q2 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held SPS Commerce as of Q3 2026.

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