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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 8 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 1,120.0 $429K 0.05% NEW $383.32 +4.2%
142 XLV S&P HEALTHCARE SECTOR ETF 2,754.0 $426K 0.05% NEW $154.77 -6.2%
143 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 11,233.0 $411K 0.05% NEW $36.63 +10.2%
144 SNA SNAP ON INC COM Industrials 1,186.0 $409K 0.04% NEW $344.60 +6.3%
145 GD GENERAL DYNAMICS CORP COM Industrials 1,201.0 $404K 0.04% NEW $336.56 +1.2%
146 HWM HOWMET AEROSPACE INC COM Industrials 1,949.0 $400K 0.04% NEW $205.02 +32.9%
147 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 1,280.0 $389K 0.04% NEW $303.89 +37.5%
148 ANET ARISTA NETWORKS INC COM SHS Technology 2,819.0 $369K 0.04% NEW $131.03 +8.3%
149 VUG VANGUARD GROWTH ETF 756.0 $369K 0.04% NEW $487.86 -82.1%
150 CL COLGATE PALMOLIVE CO COM Consumer Defensive 4,355.0 $344K 0.04% NEW $79.02 +11.5%
151 TD TORONTO DOMINION BK ONT COM NEW Financial Services 3,568.0 $336K 0.04% NEW $94.21 +14.9%
152 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 3,750.0 $330K 0.04% NEW $88.08 +7.5%
153 SCHZ SCHWAB US AGGREGATE BOND ETF 14,000.0 $327K 0.04% NEW $23.37 -1.9%
154 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,007.0 $326K 0.04% NEW $324.03 -4.6%
155 HYS PIMCO 0-5 YEAR HIGH YIELD CORP BOND ETF 3,273.0 $310K 0.03% NEW $94.82 -1.9%
156 MMM 3M CO COM Industrials 1,925.0 $308K 0.03% NEW $160.10 -9.4%
157 DUK DUKE ENERGY CORP NEW COM NEW Utilities 2,614.0 $306K 0.03% NEW $117.21 +6.1%
158 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 55.0 $295K 0.03% NEW $5355.33 -97.1%
159 LHX L3 HARRIS TECHNOLOGIES Industrials 987.0 $290K 0.03% NEW $293.57 +4.8%
160 ETN EATON CORP PLC SHS Industrials 900.0 $287K 0.03% NEW $318.51 +28.1%
Page 8 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%