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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 9 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BFLY BUTTERFLY NETWORK INC Healthcare 18,000.0 $152K 0.02% $8.42 +6.9%
162 MREO MEREO BIOPHARMA GROUP PLC Healthcare 95,400.0 $30K 0.00% NEW $0.32 -1.5%
163 AKBA AKEBIA THREAPEUTICS INC Healthcare 11,448.0 $13K 0.00% $1.14 -25.3%
Page 9 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%