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VON BORSTEL & ASSOCIATES, INC. 13F portfolio summary

VON BORSTEL & ASSOCIATES, INC. of VON BORSTEL & ASSOCIATES, INC. has 42 current stock holdings with a reported portfolio value of $437.0M. The portfolio 1 year return is +16.09%. Top holdings include DFAC (31.26%), DFGP (18.85%), DFIC (10.72%), DFSV (6.65%), DUHP (6.34%).

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VON BORSTEL & ASSOCIATES, INC.

VON BORSTEL & ASSOCIATES, INC.
Latest filing: 2026-03-31

VON BORSTEL & ASSOCIATES, INC. runs VON BORSTEL & ASSOCIATES, INC. and currently holds 42 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $437.02M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VON BORSTEL & ASSOCIATES, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VON BORSTEL & ASSOCIATES, INC.'s portfolio at VON BORSTEL & ASSOCIATES, INC. has delivered returns of +16.09%. Their 3-year annualized return is +12.63%. Looking at the 5-year horizon, VON BORSTEL & ASSOCIATES, INC. has achieved +12.63% annualized returns at VON BORSTEL & ASSOCIATES, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.09%
#0/1000
3 Year
+12.63%
#0/1000
5 Year
+12.63%
#0/1000

Portfolio Value

$437.02M

Alpha Score

12.1

#0 of 1000

Holdings

42

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change