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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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