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Portfolio (Quarterly) Guide ↗

Burns Matteson Capital Management, LLC

· CIK 0001894164
13F Portfolio $253M AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 197 New
Page 9 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NWS NEWS CORP NEW CL B Communication Services 7,695.0 $266K 0.10% NEW $34.55 -12.0%
162 IWF ISHARES RUSSELL 1000 GROWTH ETF 566.0 $265K 0.10% NEW $468.41 -72.9%
163 GS GOLDMAN SACHS GROUP INC COM Financial Services 325.0 $259K 0.10% NEW $796.35 +26.0%
164 ASCENDIS PHARMA A/S SPONSORED ADR 1,294.0 $257K 0.10% NEW $198.81
165 EBAY EBAY INC. COM Consumer Cyclical 2,684.0 $244K 0.10% NEW $90.95 +21.4%
166 RYANAIR HOLDINGS PLC SPONSORED ADR 4,050.0 $244K 0.10% NEW $60.22
167 VIV TELEFONICA BRASIL SA SPONSORED ADS Communication Services 18,849.0 $240K 0.10% NEW $12.75 +5.1%
168 XLG INVESCO S&P 500 TOP 50 ETF 4,170.0 $240K 0.10% NEW $57.52 +11.3%
169 MELI MERCADOLIBRE INC COM Consumer Cyclical 102.0 $238K 0.09% NEW $2336.94 -26.8%
170 MCO MOODYS CORP COM Financial Services 497.0 $237K 0.09% NEW $476.48 -5.1%
171 AXP AMERICAN EXPRESS CO COM Financial Services 700.0 $233K 0.09% NEW $332.16 -5.8%
172 KEP KOREA ELEC PWR CORP SPONSORED ADR Utilities 17,754.0 $232K 0.09% NEW $13.05 +1.6%
173 CTAS CINTAS CORP COM Industrials 1,128.0 $232K 0.09% NEW $205.26 -15.4%
174 KO COCA COLA CO COM Consumer Defensive 3,473.0 $230K 0.09% NEW $66.32 +21.6%
175 KT KT CORP SPONSORED ADR Communication Services 11,538.0 $225K 0.09% NEW $19.50 -9.9%
176 YSG YATSEN HLDG LTD SPONSORED ADS Consumer Cyclical 24,819.0 $225K 0.09% NEW $9.06 -63.0%
177 CX CEMEX SAB DE CV SPON ADR NEW Basic Materials 24,976.0 $225K 0.09% NEW $8.99 +46.2%
178 SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR Financial Services 13,402.0 $224K 0.09% NEW $16.74 +33.4%
179 GRFS GRIFOLS S A SP ADR REP B NVT Healthcare 22,027.0 $219K 0.09% NEW $9.96 -20.4%
180 SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 2,319.0 $219K 0.09% NEW $94.31 +16.6%
Page 9 of 10  ·  197 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 44.4%
Financial Services 12.6%
Industrials 9.0%
Consumer Cyclical 9.0%
Real Estate 8.4%
Communication Services 6.6%
Healthcare 3.6%
Basic Materials 2.2%
Utilities 1.8%
Energy 1.7%