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Portfolio (Quarterly) Guide ↗

BURNS J W & CO INC/NY

· CIK 0001047339
13F Portfolio $872.8B AUM 183 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 51 Added 68 Reduced 7 Exited
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS CO COM Financial Services 1,371.0 $415K 0.05% -29.0 -2.1% $302.48 +3.6%
62 XLV S&P HEALTHCARE SECTOR ETF 2,604.0 $382K 0.04% -150.0 -5.5% $146.58 -1.0%
63 T AT&T INC COM Communication Services 13,107.0 $380K 0.04% -4K -24.4% $28.99 -14.9%
64 BX BLACKSTONE INC COM Financial Services 3,125.0 $359K 0.04% -150.0 -4.6% $114.99 +2.5%
65 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,150.0 $311K 0.04% -212.0 -15.6% $270.59 +47.5%
66 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 2,876.0 $260K 0.03% -85.0 -2.9% $90.42 -8.6%
67 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,898.0 $249K 0.03% -716.0 -27.4% $130.94 -5.1%
68 NOC NORTHROP GRUMMAN CORP COM Industrials 335.0 $229K 0.03% -38.0 -10.2% $682.24 -19.6%
Page 4 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.6%
Financial Services 18.9%
Communication Services 11.6%
Healthcare 10.9%
Consumer Cyclical 10.7%
Industrials 9.6%
Consumer Defensive 6.8%
Energy 3.3%
Utilities 0.5%
Basic Materials 0.1%