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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 10 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IVE ISHARES S&P 500 VALUE ETF 1,044.0 $237K 0.03% NEW $227.06 +4.2%
182 XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF 4,350.0 $227K 0.02% NEW $52.15 +1.7%
183 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1,250.0 $223K 0.02% +1K +2172.7% $178.24 +14.9%
184 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 3,840.0 $217K 0.02% NEW $56.48 +2.3%
185 BIIB BIOGEN INC COM Healthcare 1,000.0 $216K 0.02% NEW $216.06 -3.2%
186 TXN TEXAS INSTRS INC COM Technology 714.0 $213K 0.02% NEW $298.07 -5.1%
187 OGE OGE ENERGY CORP COM Utilities 4,300.0 $209K 0.02% $48.66 -2.7%
188 NVO NOVO-NORDISK A S ADR Healthcare 4,350.0 $209K 0.02% NEW $47.94 -6.4%
189 FEDEX FREIGHT CO 1,370.0 $207K 0.02% NEW $151.00
Page 10 of 10  ·  189 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%