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Portfolio (Quarterly) Guide ↗

James J. Burns & Company, LLC

· CIK 0001949059
13F Portfolio $737.0B AUM 155 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 42 Added 58 Reduced 13 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MELI MERCADOLIBRE INC Consumer Cyclical 144.0 $249K 0.03% +16.0 +12.5% $1731.76 -9.8%
42 PZA INVESCO EXCH TRADED FD TR II 9,224.0 $212K 0.03% +84.0 +0.9% $22.98 -0.2%
Page 3 of 3  ·  42 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
Financial Services 36.4%
Technology 25.4%
Healthcare 12.9%
Communication Services 9.6%
Consumer Cyclical 6.7%
Consumer Defensive 3.3%
Energy 3.2%
Industrials 1.3%
Utilities 1.0%
Basic Materials 0.2%