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Portfolio (Quarterly) Guide ↗

Burns Matteson Capital Management, LLC

· CIK 0001894164
13F Portfolio $285M AUM 199 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 62 New 58 Added 53 Reduced 60 Exited
Page 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 2,313.0 $218K 0.08% $94.19 +16.8%
182 VEON LTD SPONSORED ADS 4,014.0 $211K 0.07% +142.0 +3.7% $52.57
183 CVX CHEVRON CORP NEW COM Energy 1,378.0 $210K 0.07% $152.41 +20.0%
184 XOM EXXON MOBIL CORP COM Energy 1,738.0 $209K 0.07% NEW $120.35 +22.8%
185 BAC BK OF AMERICA CORP COM Financial Services 3,800.0 $209K 0.07% NEW $55.00 -7.7%
186 IWM ISHARES RUSSELL 2000 ETF 843.0 $208K 0.07% $246.16 +18.8%
187 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 1,412.0 $207K 0.07% NEW $146.58 -14.4%
188 JPIE JPMORGAN INCOME ETF 4,440.0 $206K 0.07% $46.29 -0.4%
189 ARGX ARGENX SE SPONSORED ADR Healthcare 241.0 $203K 0.07% NEW $840.95 -0.1%
190 SCHZ SCHWAB US AGGREGATE BOND ETF 8,666.0 $203K 0.07% -135.0 -1.5% $23.37 -1.0%
191 CALL SCHWAB US AGGREGATE BOND ETF 3,000.0 $193K 0.07% NEW $64.42
192 AEGON N V NY REGISTRY SHS 24,866.0 $192K 0.07% +909.0 +3.8% $7.71
193 SLV ISHARES SILVER TRUST Financial Services 2,744.0 $177K 0.06% -910.0 -24.9% $64.42 +6.3%
194 PUT ISHARES SILVER TRUST 4,200.0 $160K 0.06% NEW $38.21
195 ABBV ABBVIE INC COM Healthcare 11,328.0 $125K 0.04% $11.04 +1877.6%
196 CALL ABBVIE INC COM 1,000.0 $64K 0.02% NEW $64.42
197 PUT ABBVIE INC COM 1,400.0 $53K 0.02% NEW $38.21
198 ACCO ACCO BRANDS CORP COM Industrials 13,391.0 $50K 0.02% NEW $3.73 +7.6%
199 ORIGIN MATERIALS INC COM 73,000.0 $15K 0.01% $0.21
Page 10 of 10  ·  199 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 37.0%
Financial Services 17.0%
Industrials 10.6%
Healthcare 10.3%
Real Estate 8.8%
Consumer Cyclical 5.2%
Utilities 3.5%
Communication Services 3.4%
Basic Materials 2.8%
Energy 0.7%