Burns J W & Co Inc holds a diversified book of 189 reported positions worth $959.5M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 9% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Burns J W & Co Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Ardent Capital Management, Inc. | 23 / 80 | $220.8M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Pincus Capital Management, LP | 30 / 80 | $141.0M |
| Stuart Investment Advisors, Inc. | 9 / 80 | $207.4M |
| Independent Investors Inc | 28 / 80 | $433.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Burns J W & Co Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Stock | $86.4M | 298.6K | 9.0% | ▼−1.2% Reduced · −4K sh | |
| 2 | Alphabet Class C Stock | $47.4M | 134.1K | 4.9% | ▼−1.9% Reduced · −3K sh | |
| 3 | Microsoft Corp Stock | $44.3M | 118.7K | 4.6% | ▼−1.4% Reduced · −2K sh | |
| 4 | Vanguard Total Stock Market ETF ETF | $37.5M | 101.4K | 3.9% | ▲+4.5% Added · +4K sh | |
| 5 | Visa Inc Stock | $35.4M | 103.1K | 3.7% | ▼−0.9% Reduced · −998 sh | |
| 6 | Amazon Inc Stock | $33.2M | 139.3K | 3.5% | ▼−0.4% Reduced · −539 sh | |
| 7 | Nasdaq 100 ETF ETF | $33.0M | 44.9K | 3.4% | ▼−0.5% Reduced · −218 sh | |
| 8 | Vanguard International Dividend ETF ETF | $32.9M | 334.7K | 3.4% | ▲+0.2% Added · +809 sh | |
| 9 | Nvidia Corporation Com Stock | $29.0M | 145.0K | 3.0% | ▲+5.2% Added · +7K sh | |
| 10 | JPMorgan Chase & Co Com Stock | $25.4M | 77.6K | 2.6% | ▼−2.0% Reduced · −2K sh | |
| 11 | Vanguard Dividend Appreciation ETF ETF | $25.3M | 106.9K | 2.6% | ▲+1.4% Added · +2K sh | |
| 12 | Ishares Core S&P Mid-Cap ETF ETF | $23.5M | 304.7K | 2.4% | ▲+0.4% Added · +1K sh | |
| 13 | Berkshire Hathaway B Stock | $20.5M | 41.0K | 2.1% | ▼−1.8% Reduced · −762 sh | |
| 14 | RTX Corporation Com Stock | $14.4M | 76.1K | 1.5% | ▼−0.8% Reduced · −614 sh | |
| 15 | Morgan Stanley Com New Stock | $13.6M | 65.1K | 1.4% | ▼−1.3% Reduced · −864 sh | |
| 16 | Johnson & Johnson Com Stock | $13.6M | 53.5K | 1.4% | ▼−1.3% Reduced · −709 sh | |
| 17 | Ishares Core S&P Small-Cap ETF ETF | $13.4M | 90.2K | 1.4% | ▲+4.0% Added · +4K sh | |
| 18 | Costco Wholesale Stock | $13.3M | 14.2K | 1.4% | ▼−1.8% Reduced · −266 sh | |
| 19 | Palo Alto Networks Inc Com Stock | $12.7M | 37.2K | 1.3% | ▲+6.1% Added · +2K sh | |
| 20 | McDonalds Corp Com Stock | $12.4M | 45.9K | 1.3% | ▲+2.7% Added · +1K sh | |
| 21 | Vanguard High Dividend ETF ETF | $12.3M | 77.7K | 1.3% | ▲+8.7% Added · +6K sh | |
| 22 | Netflix Inc. Com Stock | $11.6M | 162.6K | 1.2% | ▲+6.9% Added · +10K sh | |
| 23 | Chevron Corp Stock | $10.9M | 66.0K | 1.1% | ▼−1.9% Reduced · −1K sh | |
| 24 | Meta Platforms Inc CL A Stock | $10.7M | 18.9K | 1.1% | ▲+0.3% Added · +61 sh | |
| 25 | Vanguard Total International Stock ETF ETF | $10.4M | 122.0K | 1.1% | ▲+5.2% Added · +6K sh | |
| 26 | Waste Management Inc Stock | $10.4M | 46.6K | 1.1% | ▼−0.3% Reduced · −146 sh | |
| 27 | S&P Technology Sector ETF ETF | $10.1M | 52.9K | 1.1% | ▼−1.9% Reduced · −1K sh | |
| 28 | Ishares Short-Term Bond ETF ETF | $9.4M | 178.8K | 1.0% | ▲+6.5% Added · +11K sh | |
| 29 | SPDR S&P 500 ETF ETF | $9.4M | 12.5K | 1.0% | ▲+0.6% Added · +74 sh | |
| 30 | Abbvie Inc Stock | $9.2M | 36.4K | 1.0% | ▲+7.3% Added · +2K sh | |
| 31 | S&P Industrial Sector ETF ETF | $8.8M | 47.5K | 0.9% | ▼−2.6% Reduced · −1K sh | |
| 32 | Deere & Co Com Stock | $8.8M | 13.8K | 0.9% | ▼−1.2% Reduced · −167 sh | |
| 33 | Stryker Corporation Com Stock | $8.2M | 26.2K | 0.9% | ▼−0.9% Reduced · −235 sh | |
| 34 | Amgen Inc Com Stock | $8.2M | 22.7K | 0.9% | ▼−0.7% Reduced · −170 sh | |
| 35 | Alphabet Class A Stock | $7.7M | 21.5K | 0.8% | ▼−0.5% Reduced · −111 sh | |
| 36 | Procter & Gamble Co Com Stock | $7.6M | 52.0K | 0.8% | ▼−1.3% Reduced · −696 sh | |
| 37 | Broadcom Inc Com Stock | $7.4M | 19.6K | 0.8% | ▲+16% Added · +3K sh | |
| 38 | Pepsico Inc Stock | $7.3M | 53.6K | 0.8% | ▼−2.1% Reduced · −1K sh | |
| 39 | Applied Matls Inc Com Stock | $6.6M | 9.2K | 0.7% | ▲+0.4% Added · +33 sh | |
| 40 | Intuitive Surgical Inc Com New Stock | $6.5M | 16.3K | 0.7% | ▼−4.3% Reduced · −741 sh | |
| 41 | Norfolk Southn Corp Com Stock | $6.4M | 20.2K | 0.7% | ▼−0.3% Reduced · −68 sh | |
| 42 | Dell Technologies Inc CL C Stock | $6.3M | 14.6K | 0.7% | ▼−8.1% Reduced · −1K sh | |
| 43 | S&P Financial Sector ETF ETF | $5.7M | 106.2K | 0.6% | ▼−4.4% Reduced · −5K sh | |
| 44 | Ishares Small Cap Value ETF ETF | $5.5M | 40.4K | 0.6% | ▲+1.0% Added · +389 sh | |
| 45 | Danaher Corp Del Com Stock | $5.3M | 27.8K | 0.6% | ▼−31% Reduced · −12K sh | |
| 46 | Home Depot Inc Com Stock | $5.2M | 14.8K | 0.5% | ▼−0.5% Reduced · −70 sh | |
| 47 | Eli Lilly & Co Com Stock | $5.2M | 4.3K | 0.5% | ▲+0.6% Added · +24 sh | |
| 48 | United Rentals Inc Com Stock | $5.1M | 4.5K | 0.5% | ▼−0.3% Reduced · −15 sh | |
| 49 | Thermo Fisher Scientific Inc Com Stock | $4.9M | 9.9K | 0.5% | ▼−9.6% Reduced · −1K sh | |
| 50 | Lam Research Corp Com New Stock | $4.9M | 11.2K | 0.5% | ▲+0.1% Added · +15 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show BURNS J W & CO INC/NY's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 15d | 189 | $959.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 17d | 183 | $872.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 12d | 183 | $903.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 184 | $883.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 10d | 184 | $823.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 8d | 187 | $771.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 188 | $783.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 4d | 186 | $769.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.