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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 7 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFE PFIZER INC Healthcare 13,281.0 $331K 0.05% NEW $24.90 +1.7%
122 IWD ISHARES TR 1,570.0 $330K 0.05% NEW $210.34 +10.2%
123 CSCO CISCO SYS INC Technology 4,228.0 $326K 0.04% NEW $77.03 +54.3%
124 IJH ISHARES TR 4,921.0 $325K 0.04% NEW $66.01 +8.2%
125 CVX CHEVRON CORP NEW Energy 2,077.0 $317K 0.04% NEW $152.43 +28.7%
126 FBND FIDELITY MERRIMACK STR TR 6,784.0 $312K 0.04% NEW $46.04 -2.2%
127 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,752.0 $310K 0.04% NEW $53.94 +8.1%
128 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 532.0 $310K 0.04% NEW $582.34 -10.3%
129 SHW SHERWIN WILLIAMS CO Basic Materials 950.0 $308K 0.04% NEW $324.03 -6.6%
130 GE GE AEROSPACE Industrials 979.0 $302K 0.04% NEW $308.03 -7.2%
131 IVW ISHARES TR 2,341.0 $289K 0.04% NEW $123.26 +9.1%
132 SPYM SPDR SERIES TRUST 3,575.0 $287K 0.04% NEW $80.22 +7.6%
133 BOTZ GLOBAL X FDS 7,898.0 $286K 0.04% NEW $36.23 +7.3%
134 SHOP SHOPIFY INC Technology 1,751.0 $282K 0.04% NEW $160.97 -36.4%
135 IAU ISHARES GOLD TR Financial Services 3,435.0 $279K 0.04% NEW $81.17 +3.9%
136 WMT WALMART INC Consumer Defensive 2,479.0 $276K 0.04% NEW $111.43 +19.7%
137 TECL DIREXION SHS ETF TR 2,331.0 $274K 0.04% NEW $117.49 +57.0%
138 TQQQ PROSHARES TR 5,006.0 $264K 0.04% NEW $52.72 +38.3%
139 UYG PROSHARES TR 2,857.0 $262K 0.04% NEW $91.78 -15.2%
140 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,280.0 $262K 0.04% NEW $49.65 -12.4%
Page 7 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%