Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
von Borstel & Associates, Inc. (CIK 2041065) reported $487.7M across 44 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($155.8M, 31.94%), DFGP ($88.0M, 18.05%), DFIC ($50.9M, 10.43%), DFSV ($32.5M, 6.67%), DUHP ($32.0M, 6.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIM U.S. CORE EQY 2 | $155.8M | 31.94% | 3.5M | Trimmed |
| 2 | DFGP | DIM GLOBAL CORE PLUS FIXED INC | $88.0M | 18.05% | 1.6M | Added |
| 3 | DFIC | DIM INTL CORE EQY 2 | $50.9M | 10.43% | 1.4M | Added |
| 4 | DFSV | DIM US SMALL CAP VALUE | $32.5M | 6.67% | 839,017 | Added |
| 5 | DUHP | DIM US HIGH PROFITABILITY | $32.0M | 6.57% | 767,921 | Added |
| 6 | DFAX | DIM WORLD EX U.S. CORE EQY 2 | $19.3M | 3.95% | 523,407 | Added |
| 7 | DFEM | DIM EMRGNG MKTS CORE EQY 2 | $19.2M | 3.94% | 473,286 | Trimmed |
| 8 | DIHP | DIM INTL HIGH PROFITABILITY | $17.3M | 3.54% | 505,800 | Added |
| 9 | DISV | DIM INTL SMALL CAP VALUE | $16.5M | 3.38% | 410,932 | Added |
| 10 | DFSD | DIM SHORT-DURATION FIXED INC | $11.0M | 2.26% | 230,715 | Trimmed |
| 11 | DFEV | DIM EMRGNG MKTS VALUE | $9.5M | 1.96% | 223,617 | Trimmed |
| 12 | DEHP | DIM EMRGNG MKTS HIGH PROFITABILITY | $9.5M | 1.96% | 223,277 | Trimmed |
| 13 | DFGR | DIM GLOBAL REAL ESTATE | $5.3M | 1.08% | 182,309 | Added |
| 14 | DFSU | DIM US SUSTAINABILITY CORE 1 | $2.5M | 0.51% | 53,075 | Added |
| 15 | GBX | GREENBRIER COS INC COM | $1.9M | 0.39% | 38,578 | Hold |
| 16 | DFSB | DIM GLOBAL SUSTAINABILITY FIXED INC | $1.8M | 0.37% | 34,250 | Added |
| 17 | AAPL | APPLE INC COM | $1.6M | 0.32% | 5,408 | Trimmed |
| 18 | DFSI | DIM INTL SUSTAINABILITY CORE 1 | $1.2M | 0.25% | 27,105 | Added |
| 19 | JPM | JPMORGAN CHASE and CO COM | $1.2M | 0.25% | 3,732 | Added |
| 20 | LLY | ELI LILLY and CO COM | $1.2M | 0.24% | 972 | Added |
| 21 | CVX | CHEVRON CORPORATION COM | $910,000 | 0.19% | 5,490 | Added |
| 22 | IBM | INTL BUSINESS MACHS COM | $702,000 | 0.14% | 2,497 | Trimmed |
| 23 | TSLA | TESLA INC COM | $643,000 | 0.13% | 1,530 | Added |
| 24 | PCAR | PACCAR INC COM | $643,000 | 0.13% | 5,356 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION COM | $523,000 | 0.11% | 560 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30