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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 8 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,158.0 $481K 0.05% +8.0 +0.7% $415.63 -4.8%
142 BAC BANK OF AMERICA CORP Financial Services 8,183.0 $466K 0.05% -634.0 -7.2% $56.98 +11.7%
143 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 1,120.0 $465K 0.05% $415.29 +13.3%
144 AXP AMERICAN EXPRESS CO COM Financial Services 1,371.0 $464K 0.05% $338.25 -0.2%
145 HYS PIMCO 0-5 YEAR HIGH YIELD CORP BOND ETF 4,875.0 $456K 0.05% +185.0 +3.9% $93.52 -0.8%
146 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 10,950.0 $433K 0.04% +317.0 +3.0% $39.55 +3.3%
147 TD TORONTO DOMINION BK ONT COM NEW Financial Services 3,331.0 $405K 0.04% -237.0 -6.6% $121.44 +0.2%
148 XLV S&P HEALTHCARE SECTOR ETF 2,549.0 $404K 0.04% -55.0 -2.1% $158.63 +7.1%
149 CL COLGATE PALMOLIVE CO COM Consumer Defensive 4,355.0 $399K 0.04% $91.68 -0.2%
150 VUG VANGUARD GROWTH ETF 4,542.0 $391K 0.04% +4K +500.0% $86.14 +2.2%
151 GEV GE VERNOVA INC COM Utilities 311.0 $365K 0.04% NEW $1174.86 -13.5%
152 BX BLACKSTONE INC COM Financial Services 3,100.0 $365K 0.04% -25.0 -0.8% $117.67 +19.3%
153 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 3,750.0 $361K 0.04% $96.32 +5.0%
154 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,035.0 $356K 0.04% $344.32 +1.8%
155 SMH VANECK SEMICONDUCTOR ETF 540.0 $354K 0.04% NEW $655.89 -13.4%
156 STT STATE STR CORP COM Financial Services 2,080.0 $353K 0.04% -20.0 -0.9% $169.60 +12.9%
157 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 1,005.0 $352K 0.04% $350.07 -4.5%
158 TMP TOMPKINS FINL CORP COM Financial Services 3,455.0 $327K 0.03% $94.53 +5.1%
159 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 2,850.0 $325K 0.03% $114.18 +29.5%
160 SCHZ SCHWAB US AGGREGATE BOND ETF 14,000.0 $324K 0.03% $23.13 -1.6%
Page 8 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%