BOURNE LENT ASSET MANAGEMENT INC — 13F holdings

BOURNE LENT ASSET MANAGEMENT INC reported 65 holdings worth $289M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. AAPL APPLE INC — $35.0M (12.1%)
2. GOOG ALPHABET INC — $33.6M (11.6%)
3. GOOGL ALPHABET INC — $32.2M (11.1%)
4. MSFT MICROSOFT CORP — $26.6M (9.2%)
5. PWR QUANTA SVCS INC — $19.5M (6.8%)
6. IDXX IDEXX LABS INC — $16.3M (5.6%)
7. CSCO CISCO SYS INC — $11.9M (4.1%)
8. ADBE ADOBE INC — $11.8M (4.1%)
9. ISRG INTUITIVE SURGICAL INC — $10.6M (3.7%)
10. BMY BRISTOL-MYERS SQUIBB CO — $6.75M (2.3%)