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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 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWM ISHARES RUSSELL 2000 ETF 871.0 $262K 0.08% +28.0 +3.3% $300.45 -3.3%
Page 3 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%