EdgeMarket › What Burns J W & Co Inc/Ny reported owning
What Burns J W & Co Inc/Ny reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
872.8MPositions
183Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 76.7M | 8.8% | 302.2K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 44.5M | 5.1% | 120.3K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 39.2M | 4.5% | 136.6K | 341.75 | +70.7% |
| V VISA INC. | 31.5M | 3.6% | 104.1K | 371.04 | +7.9% |
| VYMI Vanguard International High Dividend Yield ETF | 31.5M | 3.6% | 333.8K | 105.25 | +24.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 31.1M | 3.6% | 97.1K | 378.24 | +20.5% |
| AMZN AMAZON COM INC | 29.1M | 3.3% | 139.9K | 258.63 | +15.6% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 26.0M | 3.0% | 45.1K | 713.44 | +26.1% |
| NVDA NVIDIA CORP | 24.0M | 2.8% | 137.9K | 214.72 | +22.4% |
| JPM JPMORGAN CHASE & CO | 23.3M | 2.7% | 79.2K | 351.58 | +20.3% |
| VIG Vanguard Div Appreciation ETF | 22.7M | 2.6% | 105.4K | 243.91 | +16.2% |
| IJH iShares Core S&P Mid-Cap ETF | 20.5M | 2.3% | 303.6K | 76.77 | +20.8% |
| unmapped CUSIP 084670702 | 20.0M | 2.3% | 41.7K | — | — |
| RTX RTX Corp | 14.8M | 1.7% | 76.7K | 209.91 | +34.1% |
| NFLX NETFLIX INC | 14.6M | 1.7% | 152.1K | 79.59 | -34.4% |
| COST COSTCO WHOLESALE CORP /NEW | 14.4M | 1.7% | 14.5K | 947.74 | -4.7% |
| CVX CHEVRON CORP | 13.9M | 1.6% | 67.3K | 205.27 | +34.0% |
| MCD MCDONALDS CORP | 13.9M | 1.6% | 44.7K | 270.95 | -13.5% |
| JNJ JOHNSON & JOHNSON | 13.2M | 1.5% | 54.2K | 270.24 | +51.1% |
| MS MORGAN STANLEY | 10.9M | 1.2% | 66.0K | 214.20 | +48.6% |
| META Meta Platforms, Inc. | 10.8M | 1.2% | 18.9K | 549.90 | -26.5% |
| IJR iShares Core S&P Small-Cap ETF | 10.8M | 1.2% | 86.7K | 147.31 | +29.0% |
| WM WASTE MANAGEMENT INC | 10.7M | 1.2% | 46.7K | 224.06 | -2.6% |
| VYM Vanguard High Dividend Yield ETF | 10.6M | 1.2% | 71.5K | 164.97 | +19.9% |
| VXUS Vanguard Total International Stock ETF | 8.9M | 1.0% | 116.0K | 87.71 | +22.7% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 8.8M | 1.0% | 167.8K | 52.11 | -1.4% |
| SYK STRYKER CORP | 8.7M | 1.0% | 26.4K | 329.45 | -15.9% |
| PEP PEPSICO INC | 8.5M | 1.0% | 54.8K | 143.48 | -4.8% |
| SPY SPDR S&P 500 ETF TRUST | 8.1M | 0.9% | 12.5K | 765.72 | +20.0% |
| AMGN AMGEN INC | 8.0M | 0.9% | 22.9K | 439.33 | +48.2% |
| XLI State Street Industrial Select Sector SPDR ETF | 7.9M | 0.9% | 48.8K | 180.25 | +19.2% |
| DE DEERE & CO | 7.9M | 0.9% | 14.0K | 647.47 | +31.4% |
| ISRG INTUITIVE SURGICAL INC | 7.9M | 0.9% | 17.1K | 378.81 | -21.2% |
| PG PROCTER & GAMBLE Co | 7.6M | 0.9% | 52.7K | 144.68 | -9.3% |
| DHR DANAHER CORP /DE/ | 7.6M | 0.9% | 40.1K | 218.85 | +3.5% |
| ABBV AbbVie Inc. | 7.4M | 0.8% | 33.9K | 264.96 | +26.7% |
| XLK State Street Technology Select Sector SPDR ETF | 7.2M | 0.8% | 54.0K | 183.31 | +41.1% |
| GOOGL Alphabet Inc. | 6.2M | 0.7% | 21.6K | 344.82 | +73.0% |
| XOM ExxonMobil Holdings Corp | 5.9M | 0.7% | 34.8K | 165.11 | +52.1% |
| NSC NORFOLK SOUTHERN CORP | 5.8M | 0.7% | 20.3K | 350.72 | +22.8% |
| PANW Palo Alto Networks Inc | 5.6M | 0.6% | 35.1K | 357.87 | +94.0% |
| IAU ISHARES GOLD TRUST | 5.6M | 0.6% | 63.4K | 86.79 | +37.5% |
| XLF State Street Financial Select Sector SPDR ETF | 5.5M | 0.6% | 111.1K | 57.48 | +8.7% |
| TMO THERMO FISHER SCIENTIFIC INC. | 5.4M | 0.6% | 10.9K | 629.27 | +27.2% |
| LOW LOWES COMPANIES INC | 5.3M | 0.6% | 22.3K | 216.09 | -16.0% |
| AVGO Broadcom Inc. | 5.2M | 0.6% | 16.9K | 368.45 | +26.5% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 5.0M | 0.6% | 46.0K | 105.92 | -3.5% |
| HD HOME DEPOT, INC. | 4.9M | 0.6% | 14.9K | 335.61 | -16.5% |
| IJS iShares S&P SmallCap 600 Value ETF | 4.7M | 0.5% | 40.0K | 138.43 | +31.2% |
| KO COCA COLA CO | 4.5M | 0.5% | 59.0K | 91.10 | +28.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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