Burns J W & Co Inc holds a diversified book of 189 stocks worth $959.5M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Apple Inc. Their largest long position is Apple Inc at 9% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1047339/holdings"
Use Arkolith to show BURNS J W & CO INC/NY's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 189 | $959.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 183 | $872.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 183 | $903.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 184 | $883.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 184 | $823.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 187 | $771.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 188 | $783.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 186 | $769.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.