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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 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PEP PEPSICO INC Consumer Defensive 1,458.0 $226K 0.03% -43.0 -2.9% $155.35 -5.0%
142 PLTR PALANTIR TECHNOLOGIES INC Technology 1,472.0 $215K 0.03% NEW $146.28 -8.6%
143 PZA INVESCO EXCH TRADED FD TR II 9,224.0 $212K 0.03% +84.0 +0.9% $22.98 -0.2%
144 GE GE AEROSPACE Industrials 747.0 $212K 0.03% -232.0 -23.7% $283.65 +0.5%
145 DIS DISNEY WALT CO Communication Services 2,178.0 $210K 0.03% $96.36 +8.0%
146 TQQQ PROSHARES TR 5,006.0 $209K 0.03% $41.68 +75.9%
147 MO ALTRIA GROUP INC Consumer Defensive 3,107.0 $205K 0.03% -7K -70.4% $65.99 +11.1%
148 AMGN AMGEN INC Healthcare 575.0 $202K 0.03% NEW $351.72 -8.0%
149 TECL DIREXION SHARES ETF TRUST 2,331.0 $202K 0.03% $86.55 +114.4%
150 SBUX STARBUCKS CORP Consumer Cyclical 2,243.0 $201K 0.03% -461.0 -17.1% $89.63 +19.3%
151 PUTNAM ETF TRUST 17,284.0 $155K 0.02% $8.97
152 SMR NUSCALE PWR CORP Utilities 10,030.0 $109K 0.01% NEW $10.84 -3.7%
153 BFLY BUTTERFLY NETWORK INC Healthcare 18,000.0 $73K 0.01% $4.04 -5.7%
154 SRFM SURF AIR MOBILITY INC Industrials 20,000.0 $23K 0.00% NEW $1.15 +0.9%
155 AKBA AKEBIA THREAPEUTICS INC Healthcare 11,448.0 $16K 0.00% $1.39 -26.3%
Page 8 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%