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Portfolio (Quarterly) Guide ↗

James J. Burns & Company, LLC

· CIK 0001949059
13F Portfolio $725M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 161 New
Page 2 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHM SCHWAB STRATEGIC TR 244,371.0 $7.3M 1.01% NEW $30.07 +12.0%
22 IWS ISHARES TR 49,566.0 $7.0M 0.96% NEW $141.05 +9.9%
23 VWO VANGUARD INTL EQUITY INDEX F 128,685.0 $6.9M 0.95% NEW $53.76 +8.1%
24 GOOGL ALPHABET INC Communication Services 21,782.0 $6.8M 0.94% NEW $313.01 +24.6%
25 IVV ISHARES TR 9,210.0 $6.3M 0.87% NEW $684.92 +8.0%
26 JPM JPMORGAN CHASE & CO. Financial Services 18,322.0 $5.9M 0.81% NEW $322.21 -7.4%
27 SMMD ISHARES TR 75,220.0 $5.6M 0.78% NEW $74.94 +12.0%
28 IEMG ISHARES INC 80,787.0 $5.4M 0.75% NEW $67.22 +17.6%
29 SCHA SCHWAB STRATEGIC TR 186,773.0 $5.3M 0.73% NEW $28.48 +12.9%
30 VEA VANGUARD TAX-MANAGED FDS 83,343.0 $5.2M 0.72% NEW $62.47 +11.0%
31 GOOG ALPHABET INC Communication Services 15,142.0 $4.8M 0.66% NEW $313.80 +23.2%
32 LMBS FIRST TR EXCHANGE-TRADED FD 90,135.0 $4.5M 0.62% NEW $49.99 -0.7%
33 TSLA TESLA INC Consumer Cyclical 9,943.0 $4.5M 0.62% NEW $449.73 -10.7%
34 VTI VANGUARD INDEX FDS 12,999.0 $4.4M 0.60% NEW $335.29 +7.7%
35 JCPB J P MORGAN EXCHANGE TRADED F 90,639.0 $4.3M 0.59% NEW $47.35 -2.3%
36 XOM EXXON MOBIL CORP Energy 35,073.0 $4.2M 0.58% NEW $120.34 +34.6%
37 IMCG ISHARES TR 44,564.0 $3.6M 0.49% NEW $79.84 +10.7%
38 NVDA NVIDIA CORPORATION Technology 18,838.0 $3.5M 0.48% NEW $186.51 +19.6%
39 UITB VICTORY PORTFOLIOS II 71,774.0 $3.4M 0.47% NEW $47.35 -2.4%
40 AMZN AMAZON COM INC Consumer Cyclical 14,082.0 $3.3M 0.45% NEW $230.82 +11.8%
Page 2 of 9  ·  161 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 35.5%
Technology 30.2%
Communication Services 10.6%
Consumer Cyclical 7.6%
Healthcare 6.9%
Consumer Defensive 3.8%
Energy 3.3%
Industrials 1.2%
Utilities 0.5%
Basic Materials 0.4%