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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 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CGXU CAPITAL GROUP INTL FOCUS EQT 7,833.0 $271K 0.03% $34.62 +0.6%
142 DFAI DIMENSIONAL ETF TRUST 6,477.0 $267K 0.03% +74.0 +1.2% $41.25 +4.7%
143 SCHW SCHWAB CHARLES CORP Financial Services 2,882.0 $266K 0.03% NEW $92.27 +21.1%
144 CB CHUBB LTD SWITZ Financial Services 769.0 $262K 0.03% $340.63 +1.7%
145 IAU ISHARES GOLD TR Financial Services 3,438.0 $260K 0.03% $75.51 +11.1%
146 VGT VANGUARD WORLD FD 2,160.0 $258K 0.03% NEW $119.52 -0.0%
147 SLV ISHARES SILVER TR Financial Services 4,605.0 $246K 0.03% -100.0 -2.1% $53.47 +10.0%
148 SPLV INVESCO EXCH TRADED FD TR II 3,168.0 $237K 0.03% $74.90 +2.1%
149 NUE NUCOR CORP Basic Materials 1,009.0 $225K 0.02% NEW $222.76 +19.7%
150 MO ALTRIA GROUP INC Consumer Defensive 3,108.0 $224K 0.02% $71.95 -8.7%
151 CW CURTISS WRIGHT CORP Industrials 292.0 $221K 0.02% NEW $757.76 -8.8%
152 SBUX STARBUCKS CORP Consumer Cyclical 2,151.0 $220K 0.02% -92.0 -4.1% $102.21 +4.9%
153 CRSP CRISPR THERAPEUTICS AG Healthcare 3,855.0 $210K 0.02% NEW $54.54 +3.3%
154 AMGN AMGEN INC Healthcare 577.0 $209K 0.02% $361.56 +21.2%
155 XLV SELECT SECTOR SPDR TR 1,309.0 $208K 0.02% NEW $158.66 +10.2%
156 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 290.0 $204K 0.02% NEW $703.34 +0.8%
157 PZA INVESCO EXCH TRADED FD TR II 8,583.0 $202K 0.02% -641.0 -7.0% $23.52 -2.5%
158 DIS DISNEY WALT CO Communication Services 2,087.0 $201K 0.02% -91.0 -4.2% $96.23 +9.2%
159 SMR NUSCALE PWR CORP Utilities 17,000.0 $171K 0.02% +7K +69.5% $10.03 -13.0%
160 PUTNAM ETF TRUST 17,389.0 $159K 0.02% +105.0 +0.6% $9.13
Page 8 of 9  ·  163 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%