James T. Borello RIA
UMAC icon

James T. Borello RIA’s Unusual Machines UMAC Stock Holding History

James T. Borello RIA’s Portfolio UMAC Stock Details UMAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.27K Hold
52
– – ﹤0.01% 977
2026
Q2 		$1.16K Hold
52
– – ﹤0.01% 1006
2026
Q1 		$645 Hold
52
– – ﹤0.01% 1036
2025
Q4 		$662 Hold
52
– – ﹤0.01% 913
2025
Q3 		$785 Hold
52
– – ﹤0.01% 833
2025
Q2 		$446 Hold
52
– – ﹤0.01% 287
2025
Q1 		$333 Hold
52
– – ﹤0.01% 216
2024
Q4 		$875 Buy
+52
New +$311 ﹤0.01% 192

Other funds holding UMAC

Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 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
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Kingsbury Capital Investment Advisors
Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
IFC & Insurance Marketing
IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

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

James T. Borello RIA held its Unusual Machines (UMAC) position steady in Q3 2026 at 52 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

James T. Borello RIA first reported a position in UMAC in Q4 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold UMAC as of Q3 2026.

  • James T. Borello RIA held 52 shares of Unusual Machines worth $1.27K as of Q3 2026.
  • James T. Borello RIA left its Unusual Machines share count unchanged in Q3 2026.
  • Unusual Machines made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #977 holding.
  • James T. Borello RIA first reported a position in Unusual Machines in Q4 2024 and has held it in 8 quarters since.
  • 30 funds tracked by Wall St. Rank held Unusual Machines as of Q3 2026.

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