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Portfolio (Quarterly) Guide ↗

BURNS J W & CO INC/NY

· CIK 0001047339
13F Portfolio $903M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 183 New
Page 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DELL DELL TECHNOLOGIES INC CL C Technology 12,505.0 $1.6M 0.17% NEW $125.88 +92.9%
82 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 7,287.0 $1.6M 0.17% NEW $214.70 +2.1%
83 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 28,192.0 $1.5M 0.17% NEW $53.94 +7.2%
84 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 17,824.0 $1.5M 0.17% NEW $83.85 +14.0%
85 GLD SPDR GOLD SHARES Financial Services 3,500.0 $1.4M 0.15% NEW $396.31 +6.0%
86 VZ VERIZON COMMUNICATIONS INC COM Communication Services 33,619.0 $1.4M 0.15% NEW $40.73 +13.7%
87 ZTS ZOETIS INC CL A Healthcare 10,713.0 $1.3M 0.15% NEW $125.82 -40.5%
88 APH AMPHENOL CORP NEW CL A Technology 9,845.0 $1.3M 0.15% NEW $135.14 -9.4%
89 VTV VANGUARD VALUE ETF 6,859.0 $1.3M 0.14% NEW $190.99 +8.3%
90 SO SOUTHERN CO COM Utilities 14,456.0 $1.3M 0.14% NEW $87.20 +6.1%
91 VOO VANGUARD S&P 500 ETF 1,961.0 $1.2M 0.14% NEW $627.09 +8.3%
92 IVW ISHARES S&P 500 GROWTH ETF 9,389.0 $1.2M 0.13% NEW $123.26 +10.8%
93 CRM SALESFORCE INC COM Technology 4,341.0 $1.2M 0.13% NEW $264.93 -34.4%
94 UNP UNION PAC CORP COM Industrials 4,962.0 $1.1M 0.13% NEW $231.34 +16.8%
95 GLW CORNING INC COM Technology 12,352.0 $1.1M 0.12% NEW $87.56 +118.1%
96 NEE NEXTERA ENERGY INC COM Utilities 12,970.0 $1.0M 0.12% NEW $80.28 +11.4%
97 MTB M & T BK CORP COM Financial Services 5,141.0 $1.0M 0.12% NEW $201.48 +2.0%
98 HSY HERSHEY CO COM Consumer Defensive 5,513.0 $1.0M 0.11% NEW $181.98 +2.8%
99 TRV TRAVELERS COMPANIES INC COM Financial Services 3,284.0 $953K 0.10% NEW $290.06 +4.0%
100 CHY CALAMOS CONV & HIGH INCOME FD COM SHS Financial Services 82,300.0 $931K 0.10% NEW $11.31 +8.8%
Page 5 of 10  ·  183 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 29.9%
Financial Services 19.3%
Communication Services 11.9%
Healthcare 10.8%
Consumer Cyclical 10.3%
Industrials 9.0%
Consumer Defensive 5.9%
Energy 2.2%
Utilities 0.5%
Basic Materials 0.1%