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Portfolio (Quarterly) Guide ↗

BURNS J W & CO INC/NY

· CIK 0001047339
13F Portfolio $959M AUM 189 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 43 Added 77 Reduced 7 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COKE COCA COLA CONSOLIDATED Consumer Defensive 1,345.0 $257K 0.03% +197.0 +17.2% $190.92 -2.5%
42 VO VANGUARD MID-CAP ETF 3,000.0 $242K 0.03% +2K +300.0% $80.57 +4.3%
43 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1,250.0 $223K 0.02% +1K +2172.7% $178.24 +14.9%
Page 3 of 3  ·  43 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 31.0%
Financial Services 19.6%
Communication Services 11.6%
Consumer Cyclical 10.3%
Healthcare 9.8%
Industrials 9.4%
Consumer Defensive 6.0%
Energy 1.8%
Utilities 0.5%
Basic Materials 0.1%