Burns J W & CO Inc Portfolio Holdings

Burns J W & CO Inc

  • $893 Million
  • Q4 2025

Burns J W & CO Inc has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $893 Million distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $82.3M, Microsoft Corp with a value of $65.2M, Alphabet Inc. with a value of $39.8M, Visa Inc. with a value of $34.9M, and Amazon Com Inc with a value of $32.3M.

Examining the 13F form we can see an increase of $16.5M in the current position value, from $877M to 893M.

Below you can find more details about Burns J W & CO Inc portfolio as well as his latest detailed transactions.

Portfolio value $893 Million
ETFs: $241 Million
Technology: $204 Million
Financial Services: $104 Million
Communication Services: $78.1 Million
Healthcare: $73.3 Million
Consumer Cyclical: $71 Million
Industrials: $60 Million
Consumer Defensive: $41.6 Million
Other: $19.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$82.3 Million 9.21% of portfolio
307,683
Q4 2025 Reduced 0.81%
$3.78T
$65.2 Million 7.3% of portfolio
128,570
Q4 2025 Reduced 0.5%
$1.74T
$39.8 Million 4.46% of portfolio
139,445
Q4 2025 Reduced 0.9%
$533B
$34.9 Million 3.91% of portfolio
107,119
Q4 2025 Reduced 0.72%
$2.39T
$32.3 Million 3.62% of portfolio
137,647
Q4 2025 Added 0.13%
$0
$31 Million 3.47% of portfolio
94,098
Q4 2025 Added 1.57%
$0
$27.7 Million 3.11% of portfolio
45,959
Q4 2025 Reduced 1.26%
$0
$26.8 Million 3.0% of portfolio
306,217
Q4 2025 Added 6.98%
$465B
$25.3 Million 2.83% of portfolio
135,468
Q4 2025 Added 0.06%
$881B
$23.8 Million 2.66% of portfolio
79,197
Q4 2025 Reduced 0.41%
$662B
$21.4 Million 2.39% of portfolio
41,977
Q4 2025 Added 0.07%
$0
$18.8 Million 2.1% of portfolio
103,214
Q4 2025 Added 2.04%
$0
$18.6 Million 2.08% of portfolio
290,064
Q4 2025 Added 1.1%
$49.1B
$16.3 Million 1.82% of portfolio
147,698
Q4 2025 Added 914.55%
$0
$15.3 Million 1.71% of portfolio
53,113
Q4 2025 Added 98.3%
$224B
$13.7 Million 1.54% of portfolio
45,033
Q4 2025 Added 0.05%
$404B
$13.1 Million 1.47% of portfolio
14,353
Q4 2025 Added 1.04%
$1.37T
$11.4 Million 1.27% of portfolio
18,627
Q4 2025 Added 1.5%
$522B
$10.8 Million 1.21% of portfolio
54,136
Q4 2025 Reduced 0.65%
$270B
$10.6 Million 1.19% of portfolio
66,427
Q4 2025 Reduced 1.02%
$303B
$10.4 Million 1.17% of portfolio
67,427
Q4 2025 Added 0.17%
$85.9B
$9.71 Million 1.09% of portfolio
46,433
Q4 2025 Added 1.76%
$0
$9.7 Million 1.09% of portfolio
82,987
Q4 2025 Added 1.55%
$136B
$9.45 Million 1.06% of portfolio
26,228
Q4 2025 Reduced 0.86%
$193B
$9.38 Million 1.05% of portfolio
17,160
Q4 2025 Added 1.27%
$160B
$8.67 Million 0.97% of portfolio
39,317
Q4 2025 Added 1.39%
$0
$8.51 Million 0.95% of portfolio
12,781
Q4 2025 Added 0.52%
$0
$8.39 Million 0.94% of portfolio
59,482
Q4 2025 Reduced 3.21%
$204B
$8.3 Million 0.93% of portfolio
56,170
Q4 2025 Reduced 2.34%
$346B
$7.91 Million 0.89% of portfolio
54,267
Q4 2025 Reduced 2.89%
$414B
$7.9 Million 0.88% of portfolio
33,778
Q4 2025 Reduced 1.5%
$183B
$7.71 Million 0.86% of portfolio
22,569
Q4 2025 Reduced 0.93%
$61.4B
$7.58 Million 0.85% of portfolio
36,945
Q4 2025 Reduced 0.54%
$0
$7.41 Million 0.83% of portfolio
48,725
Q4 2025 Reduced 0.83%
$0
$7.45 Million 0.83% of portfolio
99,366
Q4 2025 Added 4.22%
$144B
$6.97 Million 0.78% of portfolio
14,639
Q4 2025 Reduced 3.2%
$0
$6.82 Million 0.76% of portfolio
129,168
Q4 2025 Added 32.73%
$222B
$6.06 Million 0.68% of portfolio
10,688
Q4 2025 Reduced 0.34%
$1.65T
$6.11 Million 0.68% of portfolio
22,097
Q4 2025 Reduced 0.44%
$139B
$5.96 Million 0.67% of portfolio
17,396
Q4 2025 Added 4.62%
$0
$5.98 Million 0.67% of portfolio
113,984
Q4 2025 Reduced 0.42%
$65.7B
$5.65 Million 0.63% of portfolio
19,902
Q4 2025 Added 0.48%
$367B
$5.3 Million 0.59% of portfolio
14,790
Q4 2025 Added 0.35%
$40.4B
$5.04 Million 0.56% of portfolio
44,971
Q4 2025 Reduced 12.76%
$140B
$4.95 Million 0.55% of portfolio
22,020
Q4 2025 Reduced 2.57%
$0
$4.54 Million 0.51% of portfolio
41,141
Q4 2025 Added 4.18%
$971B
$4.5 Million 0.5% of portfolio
4,401
Q4 2025 Added 0.25%
$0
$4.3 Million 0.48% of portfolio
39,063
Q4 2025 Reduced 3.27%
$97.3B
$4.31 Million 0.48% of portfolio
50,889
Q4 2025 Reduced 8.85%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $893 Million
  • Prior Value $877 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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