VON BORSTEL & ASSOCIATES, INC. 13F Portfolio
VON BORSTEL & ASSOCIATES, INC. runs VON BORSTEL & ASSOCIATES, INC. and currently holds 44 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $487.75M. Their top holdings are DFAC, DFGP, DFIC, DFSV, DUHP. The top five represent 73.7% of reported portfolio weight. VON BORSTEL & ASSOCIATES, INC. ranks #914 out of 1000 investors tracked by Alpha Score. In the most recent quarter, VON BORSTEL & ASSOCIATES, INC. initiated 2 new positions. They added to 21 existing positions. They trimmed 12 positions. Their current best-performing preview position is ANET with returns of +38.44%.
Portfolio Value
$487.75M
Alpha Score
20.6
#914 of 1000
Holdings
44
VON BORSTEL & ASSOCIATES, INC. Current 13F Holdings
Reported holdings from VON BORSTEL & ASSOCIATES, INC.'s latest SEC 13F filing, ranked by portfolio weight.
44 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIM U.S. CORE EQY 2 | 31.94% | $34.42 | $45.31 | +31.62% | Trimmed -0.12% |
 DFGP DIM GLOBAL CORE PLUS FIXED INC | 18.05% | $54.21 | $52.23 | -3.65% | Added +5.95% |
 DFIC DIM INTL CORE EQY 2 | 10.43% | $27.95 | $37.51 | +34.20% | Added +3.63% |
 DFSV DIM US SMALL CAP VALUE | 6.67% | $30.11 | $37.93 | +25.95% | Added +1.16% |
 DUHP DIM US HIGH PROFITABILITY | 6.57% | $34.37 | $42.61 | +23.97% | Added +1.94% |
 DFAX DIM WORLD EX U.S. CORE EQY 2 | 3.95% | $26.69 | $37.06 | +38.85% | Added +0.92% |
 DFEM DIM EMRGNG MKTS CORE EQY 2 | 3.94% | $27.30 | $40.01 | +46.56% | Trimmed -2.07% |
 DIHP DIM INTL HIGH PROFITABILITY | 3.54% | $27.31 | $33.96 | +24.33% | Added +4.35% |
 DISV DIM INTL SMALL CAP VALUE | 3.38% | $28.99 | $42.66 | +47.15% | Added +4.72% |
 DFSD DIM SHORT-DURATION FIXED INC | 2.26% | $47.62 | $46.66 | -2.02% | Trimmed -0.05% |
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