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Portfolio (Quarterly) Guide ↗

James J. Burns & Company, LLC

· CIK 0001949059
13F Portfolio $924M AUM 163 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 40 Added 42 Reduced 8 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PZA INVESCO EXCH TRADED FD TR II 8,583.0 $202K 0.02% -641.0 -7.0% $23.52 -2.9%
42 DIS DISNEY WALT CO Communication Services 2,087.0 $201K 0.02% -91.0 -4.2% $96.23 +8.0%
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 47.4%
Technology 21.9%
Healthcare 11.0%
Communication Services 7.9%
Consumer Cyclical 6.0%
Consumer Defensive 2.4%
Industrials 1.4%
Energy 1.0%
Utilities 0.8%
Basic Materials 0.3%