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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 6 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBM INTERNATIONAL BUSINESS MACHS COM Technology 3,683.0 $1.0M 0.11% +135.0 +3.8% $281.21 -17.3%
102 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 8,070.0 $993K 0.10% -4K -33.8% $123.11 +26.9%
103 MO ALTRIA GROUP INC COM Consumer Defensive 12,764.0 $918K 0.10% -975.0 -7.1% $71.95 -9.4%
104 CHY CALAMOS CONV & HIGH INCOME FD COM SHS Financial Services 66,325.0 $903K 0.09% $13.62 -2.1%
105 MRK MERCK & CO INC COM Healthcare 7,012.0 $901K 0.09% -187.0 -2.6% $128.49 +5.2%
106 IWV ISHARES RUSSELL 3000 ETF 2,085.0 $889K 0.09% $426.40 +2.5%
107 HSY HERSHEY CO COM Consumer Defensive 5,010.0 $879K 0.09% -680.0 -11.9% $175.45 +4.6%
108 MET METLIFE INC COM Financial Services 10,246.0 $867K 0.09% $84.61 +14.3%
109 FDX FEDEX CORP COM Industrials 2,742.0 $859K 0.09% $313.13 +4.9%
110 DIA SPDR DOW JONES ETF Financial Services 1,551.0 $810K 0.08% +130.0 +9.2% $522.39 +2.0%
111 NVS NOVARTIS AG SPONSORED ADR Healthcare 4,915.0 $770K 0.08% $156.73 -1.4%
112 MU MICRON TECHNOLOGY INC COM Technology 646.0 $746K 0.08% NEW $1154.29 -18.5%
113 IVV ISHARES CORE S&P 500 ETF 991.0 $742K 0.08% +231.0 +30.4% $748.60 +3.0%
114 DSI MSCI 400 SOCIAL RESPONSIBLE ETF 5,185.0 $738K 0.08% +35.0 +0.7% $142.39 +2.7%
115 CLX CLOROX CO DEL COM Consumer Defensive 7,680.0 $733K 0.08% -960.0 -11.1% $95.44 +10.6%
116 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 1,527.0 $729K 0.08% +185.0 +13.8% $477.57 -13.4%
117 BLK BLACKROCK INC COM Financial Services 749.0 $720K 0.07% $961.61 +20.0%
118 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 3,216.0 $720K 0.07% -90.0 -2.7% $223.95 +20.3%
119 SDY STATE STREET SPDR S&P DIVIDEND ETF 4,698.0 $715K 0.07% -50.0 -1.1% $152.18 +3.6%
120 PFE PFIZER INC COM Healthcare 29,042.0 $699K 0.07% -620.0 -2.1% $24.08 +13.2%
Page 6 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%