BURNS J W & CO INC/NY

Open in PORT →← all managers

CIK 1047339

13F portfolio (2026-Q1)

$873M

Positions

183

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

183

Top 5

25.6%

Top 10

40.9%

Effective N

38.9

HHI

0.026

This quarter

7 new · 0 exit →

By sector

Unclassified28.9%

Information Technology21.4%

Financials11.4%

Consumer Discretionary9.7%

Communication Services8.6%

Industrials7.2%

Health Care6.5%

Energy2.4%

Other4.0%

By market cap

Mega (>$200B)53.8%

Unknown29.2%

Large ($10–200B)16.9%

Mid ($2–10B)0.1%

Small ($300M–2B)0.0%

By region

North America70.9%

Other28.9%

Europe0.2%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	31.29%	54
Technology Hardware & Equipment	11.47%	9
Specialty Retail	6.94%	10
Software & IT Services	6.52%	4
Software	5.77%	5
Commercial Services & Supplies	5.51%	5
Pharmaceuticals & Biotechnology	4.49%	10
Semiconductors & Semiconductor Equipment	3.98%	6
Banks	3.20%	9
Hotels, Restaurants & Leisure	2.44%	4
Oil, Gas & Consumable Fuels	2.42%	3
Aerospace & Defense	2.21%	7
Capital Markets	1.98%	5
Health Care Equipment & Supplies	1.96%	4
Media & Entertainment	1.68%	1
Machinery	1.59%	7
Beverages	1.51%	3
Chemicals	1.26%	6
Road & Rail	0.81%	2
Utilities	0.40%	5
Tobacco	0.39%	2
Professional Services	0.29%	1
Construction & Engineering	0.24%	1
Entertainment	0.24%	1
Insurance	0.23%	3
Metals & Mining	0.23%	2
Diversified Telecommunication Services	0.20%	2
Food Products	0.19%	2
Automobiles & Components	0.16%	1
Airlines	0.12%	2
Communications Equipment	0.10%	2
Health Care Providers & Services	0.08%	1
Distributors	0.07%	2
Transportation Infrastructure	0.03%	1
Electrical Equipment & Components	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	8.79%
2	MSFT	MICROSOFT CORP	Information Technology	5.10%
3	GOOG	Alphabet Inc.	Communication Services	4.49%
4	V	VISA INC.	Financials	3.61%
5	VYMI	VANGUARD WHITEHALL FDS	Unclassified	3.60%
6	VTI	VANGUARD INDEX FDS	Unclassified	3.57%
7	AMZN	AMAZON COM INC	Consumer Discretionary	3.34%
8	QQQ	INVESCO QQQ TR	Unclassified	2.98%
9	NVDA	NVIDIA CORP	Information Technology	2.75%
10	JPM	JPMORGAN CHASE & CO	Financials	2.67%

131/183 names classified · sector 71.1% of weight · industry 68.7% · mkt cap 70.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, GE, NVDA, IBM · other

FinancialsV, BRK.B, JPM, PYPL, WFC · other

Health CareJNJ, BMY, SYK, BDX, GILD · other

Consumer DiscretionaryAMZN, MCD, SBUX, COST, F · other

Communication ServicesGOOG, DIS, NFLX, DLX, META · other

IndustrialsNSC, PAYX, WM, RTX, DE · other

Consumer StaplesPEP, PM, KO, MO, SJM · other

EnergyCVX, XOM, OXY, SLB, SDRL · other

MaterialsPG, KMB, CLX, NKE, NTR · other

UtilitiesSO, NEE, ED, NGG, KMI · other

Real EstateRYN, BNL, AMT, SBAC

UnclassifiedQQQ, VIG, VTI, IJR, VYMI · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 71.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (123 classified)BURNS J W & CO INC/NY centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsCommunication ServicesIndustrialsHealth CareEnergyConsumer StaplesMaterialsUtilities

Style box summary for BURNS J W & CO INC/NY: centroid Large Core. Heaviest cells: Large Growth 38.0%, Large Core 14.6%, Large Value 12.7%.

Classified: 68.4% of book weight (123/183 names) · unclassified 31.6%: VYMI, VTI, QQQ, VIG, IJH, BRK.B, IJR, VYM, VXUS, IGSB +50 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 183 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	302,244	$77M	8.8%	HOLD
2	MSFTMICROSOFT CORP	120,322	$45M	5.1%	TRIM −6%
3	GOOGALPHABET INC	136,619	$39M	4.5%	TRIM −2%
4	VVISA INC	104,138	$31M	3.6%	TRIM −3%
5	VYMIVANGUARD WHITEHALL FDS	333,846	$31M	3.6%	ADD 9%
6	VTIVANGUARD INDEX FDS	97,060	$31M	3.6%	ADD 3%
7	AMZNAMAZON COM INC	139,877	$29M	3.3%	HOLD
8	QQQINVESCO QQQ TR	45,080	$26M	3.0%	HOLD
9	NVDANVIDIA CORPORATION	137,856	$24M	2.8%	HOLD
10	JPMJPMORGAN CHASE & CO	79,158	$23M	2.7%	HOLD
11	VIGVANGUARD SPECIALIZED FUNDS	105,378	$23M	2.6%	ADD 2%
12	IJHISHARES TR	303,556	$20M	2.3%	ADD 5%
13	BRK.BBERKSHIRE HATHAWAY INC DEL	41,715	$20M	2.3%	HOLD
14	RTXRTX CORPORATION	76,735	$15M	1.7%	HOLD
15	NFLXNETFLIX INC	152,092	$15M	1.7%	ADD 3%
16	COSTCOSTCO WHSL CORP NEW	14,496	$14M	1.7%	HOLD
17	CVXCHEVRON CORP NEW	67,323	$14M	1.6%	HOLD
18	MCDMCDONALDS CORP	44,656	$14M	1.6%	HOLD
19	JNJJOHNSON & JOHNSON	54,204	$13M	1.5%	HOLD
20	MSMORGAN STANLEY	65,968	$11M	1.2%	HOLD
21	METAMETA PLATFORMS INC	18,868	$11M	1.2%	HOLD
22	IJRISHARES TR	86,663	$11M	1.2%	ADD 4%
23	WMWASTE MGMT INC DEL	46,724	$11M	1.2%	HOLD
24	VYMVANGUARD WHITEHALL FDS	71,472	$11M	1.2%	ADD 20%
25	VXUSVANGUARD STAR FDS	116,036	$9M	1.0%	ADD 17%
26	IGSBISHARES TR	167,820	$9M	1.0%	ADD 30%
27	SYKSTRYKER CORPORATION	26,437	$9M	1.0%	HOLD
28	PEPPEPSICO INC	54,762	$9M	1.0%	TRIM −3%
29	SPYSTATE STR SPDR S&P 500 ETF T	12,463	$8M	0.9%	TRIM −2%
30	AMGNAMGEN INC	22,861	$8M	0.9%	HOLD
31	XLISELECT SECTOR SPDR TR	48,763	$8M	0.9%	HOLD
32	DEDEERE & CO	13,980	$8M	0.9%	TRIM −5%
33	ISRGINTUITIVE SURGICAL INC	17,079	$8M	0.9%	HOLD
34	PGPROCTER AND GAMBLE CO	52,727	$8M	0.9%	TRIM −3%
35	DHRDANAHER CORP DEL	40,051	$8M	0.9%	HOLD
36	ABBVABBVIE INC	33,921	$7M	0.8%	HOLD
37	XLKSELECT SECTOR SPDR TR	53,959	$7M	0.8%	HOLD
38	GOOGLALPHABET INC	21,623	$6M	0.7%	TRIM −2%
39	XOMEXXON MOBIL CORP	34,768	$6M	0.7%	HOLD
40	NSCNORFOLK SOUTHN CORP	20,266	$6M	0.7%	HOLD
41	PANWPALO ALTO NETWORKS INC	35,062	$6M	0.6%	TRIM −5%
42	IAUISHARES GOLD TR	63,361	$6M	0.6%	ADD 55%
43	XLFSELECT SECTOR SPDR TR	111,128	$5M	0.6%	TRIM −3%
44	TMOTHERMO FISHER SCIENTIFIC INC	10,905	$5M	0.6%	ADD 2%
45	LOWLOWES COS INC	22,301	$5M	0.6%	HOLD
46	AVGOBROADCOM INC	16,921	$5M	0.6%	TRIM −3%
47	LQDISHARES TR	46,013	$5M	0.6%	ADD 12%
48	HDHOME DEPOT INC	14,865	$5M	0.6%	HOLD
49	IJSISHARES TR	40,049	$5M	0.5%	ADD 3%
50	KOCOCA COLA CO	58,997	$4M	0.5%	HOLD
51	SBUXSTARBUCKS CORP	48,875	$4M	0.5%	TRIM −4%
52	LLYELI LILLY & CO	4,311	$4M	0.5%	TRIM −2%
53	HYGISHARES TR	44,971	$4M	0.4%	ADD 45%
54	CMECME GROUP INC	11,728	$3M	0.4%	TRIM −3%
55	PLTRPALANTIR TECHNOLOGIES INC	23,105	$3M	0.4%	TRIM −3%
56	URIUNITED RENTALS INC	4,554	$3M	0.4%	HOLD
57	AMATAPPLIED MATLS INC	9,150	$3M	0.4%	HOLD
58	SPHQINVESCO EXCHANGE TRADED FD T	38,046	$3M	0.3%	HOLD
59	TJXTJX COS INC NEW	17,878	$3M	0.3%	HOLD
60	XLESELECT SECTOR SPDR TR	46,185	$3M	0.3%	ADD 4%
61	YUMYUM BRANDS INC	17,850	$3M	0.3%	HOLD
62	DELLDELL TECHNOLOGIES INC	15,915	$3M	0.3%	ADD 27%
63	RSPINVESCO EXCHANGE TRADED FD T	13,575	$3M	0.3%	HOLD
64	PAYXPAYCHEX INC	27,539	$3M	0.3%	TRIM −39%
65	PMPHILIP MORRIS INTL INC	14,841	$2M	0.3%	TRIM −9%
66	BABOEING CO	12,242	$2M	0.3%	HOLD
67	LRCXLAM RESEARCH CORP	11,199	$2M	0.3%	HOLD
68	ANGLVANECK ETF TRUST	75,090	$2M	0.2%	ADD 15%
69	PWRQUANTA SVCS INC	3,887	$2M	0.2%	HOLD
70	DISDISNEY WALT CO	22,093	$2M	0.2%	TRIM −15%
71	WCNWASTE CONNECTIONS INC	12,500	$2M	0.2%	HOLD
72	CWBSPDR SER TR	21,243	$2M	0.2%	ADD 8%
73	ICEINTERCONTINENTAL EXCHANGE IN	12,189	$2M	0.2%	HOLD
74	IBBISHARES TR	11,234	$2M	0.2%	TRIM −6%
75	CASYCASEYS GEN STORES INC	2,448	$2M	0.2%	ADD 103%
76	CATCATERPILLAR INC	2,486	$2M	0.2%	TRIM −14%
77	COFCAPITAL ONE FINL CORP	9,600	$2M	0.2%	HOLD
78	IWFISHARES TR	4,066	$2M	0.2%	HOLD
79	BNDVANGUARD BD INDEX FDS	22,795	$2M	0.2%	TRIM −3%
80	BMYBRISTOL-MYERS SQUIBB CO	27,089	$2M	0.2%	TRIM −4%
81	ITAIShares U.S. Aerospace & Defense ETF	7,185	$2M	0.2%	HOLD
82	ABTABBOTT LABS	15,284	$2M	0.2%	TRIM −3%
83	GLWCORNING INC	11,502	$2M	0.2%	TRIM −7%
84	CHDCHURCH & DWIGHT CO INC	16,627	$2M	0.2%	TRIM −7%
85	TSLATESLA INC	3,843	$1M	0.2%	HOLD
86	ADSKAUTODESK INC	5,897	$1M	0.2%	HOLD
87	GLDSPDR GOLD TR	3,234	$1M	0.2%	TRIM −8%
88	VTVVANGUARD INDEX FDS	6,904	$1M	0.2%	HOLD
89	VZVERIZON COMMUNICATIONS INC	26,461	$1M	0.2%	TRIM −21%
90	MPCMARATHON PETE CORP	5,385	$1M	0.2%	TRIM −4%
91	SOSOUTHERN CO	13,240	$1M	0.1%	TRIM −8%
92	APHAMPHENOL CORP	10,019	$1M	0.1%	HOLD
93	UNPUNION PAC CORP	5,062	$1M	0.1%	ADD 2%
94	NEENEXTERA ENERGY INC	12,945	$1M	0.1%	HOLD
95	HSYHERSHEY CO	5,690	$1M	0.1%	ADD 3%
96	VOOVANGUARD INDEX FDS	1,948	$1M	0.1%	HOLD
97	IVWISHARES TR	9,255	$1M	0.1%	HOLD
98	FDXFEDEX CORP	2,742	$976,646	0.1%	HOLD
99	TRVTRAVELERS COMPANIES INC	3,259	$950,585	0.1%	HOLD
100	MTBM & T BK CORP	4,561	$942,842	0.1%	TRIM −11%
101	MOALTRIA GROUP INC	13,739	$906,628	0.1%	TRIM −13%
102	CLXCLOROX CO DEL	8,640	$895,363	0.1%	TRIM −4%
103	ZTSZOETIS INC	7,538	$891,079	0.1%	TRIM −30%
104	MRKMERCK & CO INC	7,199	$865,915	0.1%	TRIM −10%
105	IBMINTERNATIONAL BUSINESS MACHS	3,548	$860,000	0.1%	ADD 15%
106	IYWISHARES TR	4,610	$836,346	0.1%	HOLD
107	PFEPFIZER INC	29,662	$832,909	0.1%	HOLD
108	LMTLOCKHEED MARTIN CORP	1,281	$774,477	0.1%	TRIM −16%
109	IWVISHARES TR	2,085	$772,868	0.1%	HOLD
110	NVSNOVARTIS AG	4,918	$751,259	0.1%	HOLD
111	METMETLIFE INC	10,271	$726,365	0.1%	TRIM −5%
112	XCHYXCALAMOS CONV & HIGH INCOME F	66,325	$722,279	0.1%	TRIM −19%
113	BLKBLACKROCK INC	746	$717,475	0.1%	TRIM −12%
114	ORCLORACLE CORP	4,844	$712,601	0.1%	ADD 21%
115	HCAHCA HEALTHCARE INC	1,475	$698,029	0.1%	HOLD
116	CSCOCISCO SYS INC	8,960	$695,198	0.1%	TRIM −13%
117	SDYSPDR SER TR	4,748	$692,875	0.1%	TRIM −5%
118	RACEFERRARI N V	2,025	$685,361	0.1%	TRIM −5%
119	ADPAUTOMATIC DATA PROCESSING IN	3,306	$671,713	0.1%	HOLD
120	DIASPDR DOW JONES INDL AVERAGE	1,421	$658,193	0.1%	HOLD
121	WMTWALMART INC	5,162	$641,525	0.1%	HOLD
122	GPIGROUP 1 AUTOMOTIVE INC	1,900	$628,197	0.1%	HOLD
123	DSIISHARES TR	5,150	$624,129	0.1%	HOLD
124	AZOAUTOZONE INC	175	$591,112	0.1%	HOLD
125	INTCINTEL CORP	13,194	$582,252	0.1%	HOLD
126	XLYSELECT SECTOR SPDR TR	5,314	$579,120	0.1%	TRIM −3%
127	SPYXSPDR SERIES TRUST	10,600	$562,118	0.1%	HOLD
128	EDCONSOLIDATED EDISON INC	4,916	$556,356	0.1%	TRIM −13%
129	NDSNNORDSON CORP	2,000	$532,120	0.1%	HOLD
130	CARRCARRIER GLOBAL CORPORATION	9,302	$523,799	0.1%	HOLD
131	SNASNAP ON INC	1,435	$521,221	0.1%	ADD 21%
132	MAMASTERCARD INCORPORATED	997	$498,161	0.1%	ADD 2%
133	IVVISHARES TR	760	$496,193	0.1%	TRIM −5%
134	MSIMOTOROLA SOLUTIONS INC	1,120	$486,046	0.1%	HOLD
135	TRTOOTSIE ROLL INDS INC	10,633	$454,242	0.1%	TRIM −5%
136	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,342	$453,529	0.1%	ADD 5%
137	GDGENERAL DYNAMICS CORP	1,286	$441,264	0.1%	ADD 7%
138	HYSPIMCO ETF TR	4,690	$437,436	0.1%	ADD 43%
139	BACBANK AMERICA CORP	8,817	$429,810	0.0%	TRIM −4%
140	QCOMQUALCOMM INC	3,274	$421,681	0.0%	HOLD
141	HWMHOWMET AEROSPACE INC	1,812	$417,594	0.0%	TRIM −7%
142	AXPAMERICAN EXPRESS CO	1,371	$414,700	0.0%	TRIM −2%
143	NUDMNUSHARES ETF TR	11,000	$397,210	0.0%	NEW
144	XLVSELECT SECTOR SPDR TR	2,604	$381,701	0.0%	TRIM −5%
145	TAT&T INC	13,107	$379,972	0.0%	TRIM −24%
146	CLCOLGATE PALMOLIVE CO	4,355	$371,177	0.0%	HOLD
147	ANETARISTA NETWORKS INC	2,929	$359,623	0.0%	ADD 4%
148	BXBLACKSTONE INC	3,125	$359,344	0.0%	TRIM −5%
149	LHXL3HARRIS TECHNOLOGIES INC	987	$340,663	0.0%	HOLD
150	ARWArrow Electronics	2,370	$339,882	0.0%	HOLD
151	SHOPSHOPIFY INC	2,850	$338,067	0.0%	HOLD
152	DLNWISDOMTREE TR	3,750	$334,988	0.0%	HOLD
153	TDTORONTO DOMINION BK ONT	3,568	$332,953	0.0%	HOLD
154	SHWSHERWIN WILLIAMS CO	1,035	$331,769	0.0%	ADD 3%
155	VUGVANGUARD INDEX FDS	757	$330,650	0.0%	HOLD
156	SCHZSCHWAB STRATEGIC TR	14,000	$325,080	0.0%	HOLD
157	UNHUNITEDHEALTH GROUP INC	1,150	$311,179	0.0%	TRIM −16%
158	APDAIR PRODS & CHEMS INC	1,023	$297,171	0.0%	HOLD
159	KEYSKEYSIGHT TECHNOLOGIES INC	1,005	$283,782	0.0%	HOLD
160	MMM3M CO	1,925	$279,568	0.0%	HOLD
161	USMVISHARES TR	3,000	$278,220	0.0%	HOLD
162	HONHONEYWELL INTL INC	1,223	$276,512	0.0%	HOLD
163	TMPTOMPKINS FINL CORP	3,455	$272,418	0.0%	HOLD
164	STTSTATE STR CORP	2,100	$265,776	0.0%	HOLD
165	ZBHZIMMER BIOMET HOLDINGS INC	2,876	$260,048	0.0%	TRIM −3%
166	DUKDUKE ENERGY CORP NEW	1,898	$248,524	0.0%	TRIM −27%
167	GWWWW GRAINGER INC	222	$242,160	0.0%	HOLD
168	DOVDOVER CORP	1,143	$238,258	0.0%	HOLD
169	MARMARRIOTT INTL INC NEW	715	$233,855	0.0%	HOLD
170	ECLECOLAB INC	875	$232,768	0.0%	ADD 4%
171	BKNGBOOKING HOLDINGS INC	55	$231,568	0.0%	HOLD
172	NOCNORTHROP GRUMMAN CORP	335	$228,550	0.0%	TRIM −10%
173	EFAXSPDR INDEX SHS FDS	4,550	$226,435	0.0%	NEW
174	COKECOCA COLA CONS INC	1,148	$220,118	0.0%	NEW
175	VGTVANGUARD WORLD FD	314	$219,084	0.0%	HOLD
176	VOVANGUARD INDEX FDS	750	$215,385	0.0%	HOLD
177	IWDISHARES TR	1,000	$213,670	0.0%	HOLD
178	DRLLEA SERIES TRUST	5,400	$213,173	0.0%	NEW
179	BPOPPOPULAR INC	1,544	$207,158	0.0%	NEW
180	OGEOGE ENERGY CORP	4,300	$206,228	0.0%	NEW
181	GEGE AEROSPACE	725	$205,733	0.0%	HOLD
182	EEMISHARES TR	3,613	$205,182	0.0%	NEW
183	JBLUJETBLUE AWYS CORP	18,000	$79,560	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

322K

320K

316K

310K

308K

302K

$77M

MSFTMICROSOFT CORP

133K

132K

131K

129K

120K

$45M

GOOGALPHABET INC

140K

141K

139K

137K

$39M

VVISA INC

113K

111K

108K

107K

104K

$31M

VYMIVANGUARD WHITEHALL FDS

164K

216K

263K

286K

306K

334K

$31M

VTIVANGUARD INDEX FDS

53K

61K

85K

93K

94K

97K

$31M

AMZNAMAZON COM INC

135K

137K

138K

140K

$29M

QQQINVESCO QQQ TR

47K

46K

47K

46K

45K

$26M

NVDANVIDIA CORPORATION

123K

128K

133K

135K

138K

$24M

JPMJPMORGAN CHASE & CO

75K

74K

79K

80K

79K

$23M

VIGVANGUARD SPECIALIZED FUNDS

88K

92K

99K

101K

103K

105K

$23M

IJHISHARES TR

269K

276K

277K

287K

290K

304K

$20M

BRK.BBERKSHIRE HATHAWAY INC DEL

42K

$20M

RTXRTX CORPORATION

80K

79K

78K

77K

$15M

NFLXNETFLIX INC

15K

148K

152K

$15M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆BURNS J W & CO INC/NY

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 183 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

BURNS J W & CO INC/NY