§ 13F · FUND PROFILE
BURNS J W & CO INC/NY.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $824M (13F)Positions · 184Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 302K | $77M | 8.8% | −2% |
| 2 | MSFT | MICROSOFT CORP | 120K | $45M | 5.1% | −6% |
| 3 | GOOG | ALPHABET CLASS C | 137K | $39M | 4.5% | −2% |
| 4 | V | VISA INC | 104K | $31M | 3.6% | −3% |
| 5 | VYMI | VANGUARD INTERNATIONAL DIVIDEND ETF | 334K | $31M | 3.6% | +9% |
| 6 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 97K | $31M | 3.6% | +3% |
| 7 | AMZN | AMAZON INC | 140K | $29M | 3.3% | +2% |
| 8 | QQQ | NASDAQ 100 ETF | 45K | $26M | 3.0% | −2% |
| 9 | NVDA | NVIDIA CORPORATION COM | 138K | $24M | 2.8% | +2% |
| 10 | JPM | JPMORGAN CHASE & CO COM | 79K | $23M | 2.7% | ±0% |
§ 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 $824 million in assets. The fund runs a portfolio of 184 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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