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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 RYANAIR HOLDINGS PLC SPONSORED ADR 4,477 $323K 0.11% SOLD
62 CALL RYANAIR HOLDINGS PLC SPONSORED ADR 5,000 $322K 0.11% SOLD
63 MEDP MEDPACE HLDGS INC COM Healthcare 570 $320K 0.11% SOLD
64 VNET 21VIANET GROUP INC SPONSORED ADS A Technology 37,729 $319K 0.11% SOLD
65 CTAS CINTAS CORP COM Industrials 1,651 $311K 0.11% SOLD
66 ASCENDIS PHARMA A/S SPONSORED ADR 1,429 $305K 0.11% SOLD
67 PANW PALO ALTO NETWORKS INC COM Technology 1,635 $301K 0.11% SOLD
68 FUTU FUTU HLDGS LTD SPON ADS CL A Financial Services 1,755 $288K 0.10% SOLD
69 AJG GALLAGHER ARTHUR J & CO COM Financial Services 1,077 $279K 0.10% SOLD
70 SE SEA LTD SPONSORD ADS Consumer Cyclical 2,081 $265K 0.09% SOLD
71 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 677 $260K 0.09% SOLD
72 GMAB GENMAB A/S SPONSORED ADS Healthcare 7,584 $234K 0.08% SOLD
73 CALL MECHANICS BANCORP CL A 3,500 $225K 0.08% SOLD
74 SONY SONY CORP SPONSORED ADR Technology 8,702 $223K 0.08% SOLD
75 WMT WALMART INC COM Consumer Defensive 1,966 $219K 0.08% SOLD
76 XOM EXXON MOBIL CORP COM Energy 1,738 $209K 0.07% SOLD
77 BAC BK OF AMERICA CORP COM Financial Services 3,800 $209K 0.07% SOLD
78 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 1,412 $207K 0.07% SOLD
79 ARGX ARGENX SE SPONSORED ADR Healthcare 241 $203K 0.07% SOLD
80 SCHZ SCHWAB US AGGREGATE BOND ETF 8,666 $203K 0.07% SOLD
Page 4 of 5  ·  89 positions
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%