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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 3,216.0 $720K 0.07% -90.0 -2.7% $223.95 +21.8%
62 SDY STATE STREET SPDR S&P DIVIDEND ETF 4,698.0 $715K 0.07% -50.0 -1.1% $152.18 +4.0%
63 PFE PFIZER INC COM Healthcare 29,042.0 $699K 0.07% -620.0 -2.1% $24.08 +13.0%
64 ORCL ORACLE CORP COM Technology 4,746.0 $696K 0.07% -98.0 -2.0% $146.55 -2.5%
65 CARR CARRIER GLOBAL CORPORATION COM Industrials 9,253.0 $679K 0.07% -49.0 -0.5% $73.35 -16.1%
66 XLY S&P CONSUMER DISCRETIONARY SECTOR ETF 5,215.0 $612K 0.06% -99.0 -1.9% $117.28 +0.1%
67 RACE FERRARI N V COM Consumer Cyclical 1,500.0 $558K 0.06% -525.0 -25.9% $372.29 +11.3%
68 SNA SNAP ON INC COM Industrials 1,385.0 $557K 0.06% -50.0 -3.5% $402.40 -0.4%
69 ED CONSOLIDATED EDISON INC COM Utilities 4,891.0 $541K 0.06% -25.0 -0.5% $110.62 -1.6%
70 BAC BANK OF AMERICA CORP Financial Services 8,183.0 $466K 0.05% -634.0 -7.2% $56.98 +12.2%
71 TD TORONTO DOMINION BK ONT COM NEW Financial Services 3,331.0 $405K 0.04% -237.0 -6.6% $121.44 +0.8%
72 XLV S&P HEALTHCARE SECTOR ETF 2,549.0 $404K 0.04% -55.0 -2.1% $158.63 +7.1%
73 BX BLACKSTONE INC COM Financial Services 3,100.0 $365K 0.04% -25.0 -0.8% $117.67 +19.6%
74 STT STATE STR CORP COM Financial Services 2,080.0 $353K 0.04% -20.0 -0.9% $169.60 +13.2%
75 T AT&T INC COM Communication Services 12,264.0 $254K 0.03% -843.0 -6.4% $20.70 +21.7%
76 DOV DOVER CORP COM Industrials 1,108.0 $249K 0.03% -35.0 -3.1% $224.28 -9.1%
77 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 2,781.0 $239K 0.03% -95.0 -3.3% $86.09 +16.0%
Page 4 of 4  ·  77 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%