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Portfolio (Quarterly) Guide ↗

Burns Matteson Capital Management, LLC

· CIK 0001894164
13F Portfolio $320M AUM 196 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 79 New 41 Added 58 Reduced 89 Exited
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 350,124.0 $11.7M 3.67% +81K +30.0% $33.46 -1.8%
2 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 218,148.0 $11.6M 3.63% +51K +30.4% $53.17 -2.7%
3 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 32,859.0 $9.5M 2.99% +759.0 +2.4% $290.62 -2.4%
4 DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND 190,915.0 $8.8M 2.76% +79K +70.0% $46.18 +1.7%
5 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 169,002.0 $7.9M 2.48% +78K +85.4% $46.92 -0.1%
6 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 170,936.0 $5.8M 1.81% +30K +21.3% $33.84 +4.2%
7 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 52,197.0 $5.0M 1.56% +282.0 +0.5% $95.62 +2.9%
8 META FACEBOOK INC CL A Communication Services 2,664.0 $1.5M 0.47% +339.0 +14.6% $563.23 +2.8%
9 LLY LILLY ELI & CO COM Healthcare 1,163.0 $1.4M 0.44% +341.0 +41.5% $1199.41 -3.4%
10 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 41,970.0 $1.1M 0.33% +18K +77.0% $25.06 +14.2%
11 HUM HUMANA INC COM Healthcare 2,588.0 $1.0M 0.32% +499.0 +23.9% $397.22 -1.1%
12 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 47,835.0 $951K 0.30% +21K +80.9% $19.89 +14.8%
13 INDS PACER INDUSTRIAL REAL ESTATE 23,221.0 $934K 0.29% +1K +5.0% $40.21 -0.6%
14 CYD CHINA YUCHAI INTL LTD COM Industrials 19,254.0 $913K 0.29% +9K +82.6% $47.41 -22.8%
15 BCS BARCLAYS PLC ADR Financial Services 32,667.0 $877K 0.27% +15K +80.3% $26.86 -2.8%
16 CVS CVS HEALTH CORP COM Healthcare 8,131.0 $841K 0.26% +383.0 +4.9% $103.45 -6.2%
17 BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR Basic Materials 25,588.0 $749K 0.23% +12K +89.0% $29.29 +14.2%
18 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 20,612.0 $692K 0.22% +9K +83.4% $33.59 +33.1%
19 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,785.0 $690K 0.22% +113.0 +6.8% $386.73 +4.2%
20 VOO VANGUARD S&P 500 ETF 993.0 $682K 0.21% +84.0 +9.2% $686.79 +1.9%
Page 1 of 3  ·  41 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 60.8%
Healthcare 8.8%
Financial Services 7.2%
Real Estate 5.5%
Communication Services 3.6%
Industrials 3.0%
Energy 2.9%
Consumer Cyclical 2.8%
Utilities 2.3%
Basic Materials 2.3%