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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 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 13,811.0 $2.9M 0.39% -271.0 -1.9% $208.27 +26.7%
22 MGC VANGUARD WORLD FD 11,963.0 $2.8M 0.38% -289.0 -2.4% $236.36 +15.2%
23 IWF ISHARES TR 5,913.0 $2.5M 0.34% -444.0 -7.0% $426.41 -70.9%
24 SCHE SCHWAB STRATEGIC TR 58,157.0 $1.9M 0.26% -2K -2.8% $32.95 +8.0%
25 JNJ JOHNSON & JOHNSON Healthcare 6,947.0 $1.7M 0.23% -440.0 -6.0% $244.44 -7.6%
26 IMCV ISHARES TR 18,922.0 $1.6M 0.22% -158.0 -0.8% $84.79 +3.7%
27 IWB ISHARES TR 3,897.0 $1.4M 0.19% -83.0 -2.1% $356.50 +12.9%
28 IWP ISHARES TR 10,403.0 $1.3M 0.18% -235.0 -2.2% $128.11 +6.2%
29 PG PROCTER & GAMBLE CO Consumer Defensive 8,255.0 $1.2M 0.16% -4K -31.8% $144.44 -1.1%
30 T AT&T INC Communication Services 40,296.0 $1.2M 0.16% -2K -5.3% $28.99 -17.0%
31 SCHC SCHWAB STRATEGIC TR 22,328.0 $1.0M 0.14% -547.0 -2.4% $46.74 +6.9%
32 EFG ISHARES TR 7,909.0 $881K 0.12% -234.0 -2.9% $111.37 +6.8%
33 MUB ISHARES TR 7,020.0 $745K 0.10% -151.0 -2.1% $106.14 -0.0%
34 DFIV DIMENSIONAL ETF TRUST 11,518.0 $608K 0.08% -238.0 -2.0% $52.78 +4.5%
35 IWM ISHARES TR 2,128.0 $528K 0.07% -19.0 -0.9% $248.01 +12.0%
36 KO COCA COLA CO Consumer Defensive 6,522.0 $496K 0.07% -650.0 -9.1% $76.05 +5.8%
37 COP CONOCOPHILLIPS Energy 3,401.0 $449K 0.06% -400.0 -10.5% $132.02 -8.5%
38 VNQ VANGUARD INDEX FDS 4,951.0 $439K 0.06% -859.0 -14.8% $88.69 +6.4%
39 ABBV ABBVIE INC Healthcare 1,825.0 $397K 0.05% -20.0 -1.1% $217.46 -3.8%
40 EFV ISHARES TR 5,049.0 $375K 0.05% -591.0 -10.5% $74.35 +4.7%
Page 2 of 3  ·  58 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%