§ 13F · FUND PROFILE
BURNS J W & CO INC/NY.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $823.8T (13F)Positions · 184Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$903.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 308K | $83.6T | 9.3% | NEW |
| 2 | MSFT | MICROSOFT CORP | 129K | $62.2T | 6.9% | NEW |
| 3 | GOOG | ALPHABET CLASS C | 139K | $43.8T | 4.8% | NEW |
| 4 | V | VISA INC | 107K | $37.6T | 4.2% | NEW |
| 5 | AMZN | AMAZON INC | 138K | $31.8T | 3.5% | NEW |
| 6 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 94K | $31.5T | 3.5% | NEW |
| 7 | QQQ | NASDAQ 100 ETF | 46K | $28.2T | 3.1% | NEW |
| 8 | VYMI | VANGUARD INTERNATIONAL DIVIDEND ETF | 306K | $27.6T | 3.1% | NEW |
| 9 | JPM | JPMORGAN CHASE & CO. COM | 79K | $25.5T | 2.8% | NEW |
| 10 | NVDA | NVIDIA CORPORATION COM | 135K | $25.3T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURNS SIGNAL
AC read
BURNS J W & CO INC/NY is a Other fund managing $823847.1 trillion in assets. The fund runs a portfolio of 184 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed