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| Bourne Lent Asset Management Inc
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| CRD # | 111114 |
| SEC # | 801-57773 |
| CIK # | 0001128286 |
| AUM | 343.9 M (2026-01-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 845-855-1590 |
| Address | 12 E Main Street Pawling, NY 12564 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001128286 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.5 | ||
| Alphabet Inc | 29.4 | ||
| Alphabet Inc | 28.0 | ||
| Microsoft Corp | 26.6 | ||
| Idexx Laboratories Inc /DE | 17.5 | ||
| Quanta Services Inc | 15.3 | ||
| Adobe Systems Inc | 14.4 | ||
| Intuitive Surgical Inc | 12.3 | ||
| Cisco Systems Inc | 8.4 | ||
| Bristol Myers Squibb Co | 7.8 | ||
| Amazon Com Inc | 5.5 | ||
| Paychex Inc | 4.9 | ||
| SVF Investment Corp 3 | 4.7 | ||
| Enbridge Inc | 4.6 | ||
| Qualcomm Inc/DE | 4.4 | ||
| Nvidia Corp | 4.2 | ||
| Lilly Eli & Co | 3.6 | ||
| Johnson & Johnson | 3.5 | ||
| Harris Corp /DE/ | 3.4 | ||
| Amgen Inc | 3.4 | ||
| United Parcel Service Inc | 2.5 | ||
| Nutrien Ltd | 2.5 | ||
| Mastercard Inc | 2.5 | ||
| Visa Inc | 2.3 | ||
| Tesla Motors Inc | 2.3 | ||
| Priceline Com Inc | 1.9 | ||
| Palantir Technologies Inc | 1.5 | ||
| Pacific Biosciences of California Inc | 1.3 | ||
| Schlumberger Ltd /NV/ | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 8.0 |
| (b) Individuals (high net worth individuals) | 52 | 265.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 63.5 |
| (i) State or municipal government entities | 0 | 6.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 167 | 343.9 |
| By Discretionary | ||
| Discretionary | 166 | 341.6 |
| Non-Discretionary | 1 | 2.3 |
| Total | 167 | 343.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.9 | |
| Total | 167 | 343.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001128286] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Victrix Investment Advisors LLC
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|
Vertrix Wealth Management LLC
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