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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 4 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 T AT&T INC Communication Services 40,296.0 $1.2M 0.16% -2K -5.3% $28.99 -15.6%
62 PM PHILIP MORRIS INTL INC Consumer Defensive 6,959.0 $1.2M 0.16% +1K +21.2% $165.33 +15.6%
63 ED CONSOLIDATED EDISON INC Utilities 10,021.0 $1.1M 0.15% +2K +27.6% $113.17 -6.5%
64 AIQ GLOBAL X FDS 23,257.0 $1.1M 0.15% +2K +9.9% $46.67 +29.6%
65 SCHC SCHWAB STRATEGIC TR 22,328.0 $1.0M 0.14% -547.0 -2.4% $46.74 +6.8%
66 QTUM ETF SER SOLUTIONS 9,607.0 $1.0M 0.14% +798.0 +9.1% $107.30 +31.8%
67 VTV VANGUARD INDEX FDS 5,081.0 $997K 0.14% $196.18 +5.4%
68 UNH UNITEDHEALTH GROUP INC Healthcare 3,470.0 $939K 0.13% $270.58 +43.2%
69 CIBR FIRST TR EXCHANGE-TRADED FD 14,840.0 $930K 0.13% +2K +15.5% $62.68 +28.6%
70 EFG ISHARES TR 7,909.0 $881K 0.12% -234.0 -2.9% $111.37 +6.6%
71 VZ VERIZON COMMUNICATIONS INC Communication Services 17,266.0 $867K 0.12% $50.20 -6.8%
72 WVE WAVE LIFE SCIENCES LTD Healthcare 114,800.0 $832K 0.11% +9K +8.5% $7.25 -12.5%
73 ICF ISHARES TR 13,341.0 $826K 0.11% $61.89 +7.7%
74 ROBO EXCHANGE TRADED CONCEPTS TRU 12,031.0 $823K 0.11% +1K +10.2% $68.43 +23.1%
75 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 815.0 $812K 0.11% $996.52 +6.8%
76 SKYY FIRST TR EXCHANGE-TRADED FD 7,372.0 $806K 0.11% +1K +18.6% $109.35 +18.0%
77 VIG VANGUARD SPECIALIZED FUNDS 3,605.0 $775K 0.10% $215.06 +6.7%
78 CL COLGATE PALMOLIVE CO Consumer Defensive 8,799.0 $750K 0.10% $85.23 +4.8%
79 GLD SPDR GOLD TR Financial Services 1,740.0 $749K 0.10% +490.0 +39.2% $430.29 -2.9%
80 MUB ISHARES TR 7,020.0 $745K 0.10% -151.0 -2.1% $106.14 -0.1%
Page 4 of 8  ·  155 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%