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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 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 7,185.0 $1.6M 0.18% -102.0 -1.4% $218.76 -0.8%
82 ABT ABBOTT LABORATORIES COM Healthcare 15,284.0 $1.6M 0.18% -455.0 -2.9% $102.67 -17.7%
83 GLW CORNING INC COM Technology 11,502.0 $1.6M 0.18% -850.0 -6.9% $135.97 +53.2%
84 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 16,627.0 $1.6M 0.18% -1K -6.7% $93.32 +0.8%
85 TSLA TESLA INC COM Consumer Cyclical 3,843.0 $1.4M 0.16% +43.0 +1.1% $371.75 +19.2%
86 ADSK AUTODESK INC COM Technology 5,897.0 $1.4M 0.16% $239.40 -1.2%
87 GLD SPDR GOLD SHARES Financial Services 3,234.0 $1.4M 0.16% -266.0 -7.6% $430.29 -0.7%
88 VTV VANGUARD VALUE ETF 6,904.0 $1.4M 0.15% +45.0 +0.7% $196.20 +5.3%
89 VZ VERIZON COMMUNICATIONS INC COM Communication Services 26,461.0 $1.3M 0.15% -7K -21.3% $50.20 -6.3%
90 MPC MARATHON PETE CORP COM Energy 5,385.0 $1.3M 0.15% -225.0 -4.0% $244.18 +1.9%
91 SO SOUTHERN CO COM Utilities 13,240.0 $1.3M 0.15% -1K -8.4% $96.52 -2.9%
92 APH AMPHENOL CORP CL A Technology 10,019.0 $1.3M 0.14% +174.0 +1.8% $126.35 -1.1%
93 UNP UNION PAC CORP COM Industrials 5,062.0 $1.2M 0.14% +100.0 +2.0% $242.64 +11.0%
94 NEE NEXTERA ENERGY INC COM Utilities 12,945.0 $1.2M 0.14% $92.88 +3.0%
95 HSY HERSHEY CO COM Consumer Defensive 5,690.0 $1.2M 0.14% +177.0 +3.2% $207.89 -8.5%
96 VOO VANGUARD S&P 500 ETF 1,948.0 $1.2M 0.13% -13.0 -0.7% $597.44 +13.7%
97 IVW ISHARES S&P 500 GROWTH ETF 9,255.0 $1.0M 0.12% -134.0 -1.4% $113.11 +20.9%
98 FDX FEDEX CORP COM Industrials 2,742.0 $977K 0.11% $356.18 +6.7%
99 TRV TRAVELERS COMPANIES INC COM Financial Services 3,259.0 $951K 0.11% -25.0 -0.8% $291.68 +2.3%
100 MTB M & T BK CORP COM Financial Services 4,561.0 $943K 0.11% -580.0 -11.3% $206.72 -0.5%
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 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%