BOURNE LENT ASSET MANAGEMENT INC

PAWLING, NY · CIK 1128286 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPawling, NY

$289.4m reported value +6.4% vs Q1 2026

65positions

70.6%in top 10

3 new 8 added 30 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	120,823	$35.0m12.08%	12.08%	Reduced -7.3k	-7,318 -5.7%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	95,190	$33.6m11.62%	11.62%	Reduced -7.3k	-7,307 -7.1%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	90,108	$32.2m11.13%	11.13%	Reduced -7.3k	-7,327 -7.5%
4	MICROSOFT CORP COM MSFT	MSFT	71,388	$26.6m9.20%	9.20%	Reduced -350	-350 -0.5%
5	QUANTA SVCS INC COM PWR	PWR	27,145	$19.5m6.75%	6.75%	Reduced -655	-655 -2.4%
6	IDEXX LABS INC COM IDXX	IDXX	31,048	$16.3m5.65%	5.65%	Reduced -85	-85 -0.3%
7	CISCO SYS INC COM CSCO	CSCO	101,319	$11.9m4.11%	4.11%	Reduced -6.3k	-6,338 -5.9%
8	ADOBE INC COM ADBE	ADBE	57,575	$11.8m4.08%	4.08%	Reduced -1.7k	-1,735 -2.9%
9	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	26,643	$10.6m3.66%	3.66%	Reduced -82	-82 -0.3%
10	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	117,066	$6.7m2.33%	2.33%	Reduced -10.8k	-10,750 -8.4%
11	AMAZON COM INC COM AMZN	AMZN	25,803	$6.1m2.13%	2.13%	Reduced -748	-748 -2.8%
12	QUALCOMM INC COM QCOM	QCOM	32,153	$5.9m2.05%	2.05%	Reduced -1.7k	-1,700 -5.0%
13	PAYCHEX INC COM PAYX	PAYX	50,632	$5.0m1.72%	1.72%	Reduced -3.0k	-2,975 -5.5%
14	NVIDIA CORPORATION COM NVDA	NVDA	24,340	$4.9m1.68%	1.68%	Unchanged
15	ENBRIDGE INC COM ENB	ENB	86,650	$4.7m1.62%	1.62%	Added +1.2k	+1,200 1.4%
16	ELI LILLY & CO COM LLY	LLY	3,887	$4.7m1.61%	1.61%	Unchanged
17	SYMBOTIC INC CLASS A COM SYM	SYM	89,710	$4.0m1.39%	1.39%	Added +2.2k	+2,250 2.6%
18	AMGEN INC COM AMGN	AMGN	9,860	$3.6m1.23%	1.23%	Added +120	+120 1.2%
19	JOHNSON & JOHNSON COM JNJ	JNJ	12,206	$3.1m1.07%	1.07%	Reduced -2.0k	-2,000 -14.1%
20	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$3.0m1.04%	1.04%	Unchanged
21	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	9,790	$2.8m0.98%	0.98%	Reduced -150	-150 -1.5%
22	UNITED PARCEL SERVICE INC CL B UPS	UPS	26,033	$2.8m0.97%	0.97%	Added +250	+250 1.0%
23	TESLA INC COM TSLA	TSLA	6,275	$2.6m0.91%	0.91%	Unchanged
24	MASTERCARD INCORPORATED CL A MA	MA	5,088	$2.6m0.90%	0.90%	Added +90	+90 1.8%
25	VISA INC COM CL A V	V	7,050	$2.4m0.84%	0.84%	Reduced -717	-717 -9.2%
26	BOOKING HOLDINGS INC COM BKNG	BKNG	11,250	$2.0m0.69%	0.69%	Unchanged
27	CITIZENS FINL GROUP INC COM CFG	CFG	28,600	$2.0m0.69%	0.69%	New
28	NUTRIEN LTD COM NTR	NTR	30,572	$1.9m0.67%	0.67%	Reduced -2.8k	-2,760 -8.3%
29	PACIFIC BIOSCIENCES CALIF IN COM PACB	PACB	943,055	$1.6m0.55%	0.55%	Reduced -8.0k	-8,000 -0.8%
30	INTEL CORP COM INTC	INTC	9,445	$1.3m0.46%	0.46%	Reduced -25	-25 -0.3%
31	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	10,356	$1.2m0.42%	0.42%	Added +100	+100 1.0%
32	SCHLUMBERGER LTD COM STK SLB	SLB	24,650	$1.1m0.40%	0.40%	Added +1.2k	+1,200 5.1%
33	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	10,972	$890.5k0.31%	0.31%	Reduced -100	-100 -0.9%
34	PFIZER INC COM PFE	PFE	36,275	$873.5k0.30%	0.30%	Reduced -1.0k	-1,000 -2.7%
35	EXXON MOBIL CORP COM XOM	XOM	6,371	$871.0k0.30%	0.30%	Reduced -200	-200 -3.0%
36	PEPSICO INC COM PEP	PEP	6,115	$828.0k0.29%	0.29%	Reduced -300	-300 -4.7%
37	CENTERPOINT ENERGY INC COM CNP	CNP	15,766	$694.3k0.24%	0.24%	Reduced -1.0k	-1,000 -6.0%
38	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	7,375	$672.6k0.23%	0.23%	Unchanged
39	AT&T INC COM T	T	31,319	$648.3k0.22%	0.22%	Reduced -5.1k	-5,100 -14.0%
40	EMCOR GROUP INC COM EME	EME	736	$610.8k0.21%	0.21%	Unchanged
41	SPDR GOLD TR GOLD SHS GLD	GLD	1,618	$595.9k0.21%	0.21%	Unchanged
42	PRICE T ROWE GROUP INC COM TROW	TROW	5,067	$576.1k0.20%	0.20%	Unchanged
43	MERCK & CO INC COM MRK	MRK	4,357	$559.9k0.19%	0.19%	Unchanged
44	BOSTON SCIENTIFIC CORP COM BSX	BSX	12,577	$536.8k0.19%	0.19%	Unchanged
45	CATERPILLAR INC COM CAT	CAT	500	$532.5k0.18%	0.18%	Unchanged
46	JPMORGAN CHASE & CO COM JPM	JPM	1,550	$507.4k0.18%	0.18%	Unchanged
47	EOG RES INC COM EOG	EOG	3,751	$486.6k0.17%	0.17%	Unchanged
48	GILEAD SCIENCES INC COM GILD	GILD	3,480	$439.7k0.15%	0.15%	Unchanged
49	MKS INC. COM MKSI	MKSI	929	$413.2k0.14%	0.14%	Unchanged
50	TOMPKINS FINL CORP COM TMP	TMP	4,184	$395.5k0.14%	0.14%	Reduced -500	-500 -10.7%
51	HOME DEPOT INC COM HD	HD	1,100	$387.9k0.13%	0.13%	Unchanged
52	BOEING CO COM BA	BA	1,750	$378.8k0.13%	0.13%	Unchanged
53	RIO TINTO PLC SPONSORED ADR RIO	RIO	3,850	$365.5k0.13%	0.13%	Added +450	+450 13.2%
54	LITTELFUSE INC COM LFUS	LFUS	800	$364.3k0.13%	0.13%	Reduced -400	-400 -33.3%
55	SOUTHERN CO COM SO	SO	3,731	$357.1k0.12%	0.12%	Unchanged
56	LOWES COS INC COM LOW	LOW	1,500	$330.7k0.11%	0.11%	Reduced -2.0k	-2,000 -57.1%
57	ILLUMINA INC COM ILMN	ILMN	1,800	$316.5k0.11%	0.11%	Unchanged
58	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,287	$266.2k0.09%	0.09%	Unchanged
59	LOAR HOLDINGS INC COM SHS LOAR	LOAR	3,100	$249.9k0.09%	0.09%	New
60	PROCTER AND GAMBLE CO COM PG	PG	1,691	$248.0k0.09%	0.09%	Reduced -200	-200 -10.6%
61	BANK NEW YORK MELLON CORP COM BNY	BNY	1,700	$245.8k0.08%	0.08%	Unchanged
62	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	850	$239.0k0.08%	0.08%	Reduced -200	-200 -19.1%
63	STRYKER CORPORATION COM SYK	SYK	684	$215.4k0.07%	0.07%	Unchanged
64	ABBOTT LABS COM ABT	ABT	2,248	$204.0k0.07%	0.07%	Unchanged
65	GE AEROSPACE COM NEW GE	GE	543	$202.9k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NEWMONT CORP NEM	NEM	2,112	$228.6k2.1k shares