Institutions / Burns J W & Co INC/NY
Burns J W & Co INC/NY
CIK 1047339 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$872.77M
Positions
183
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$872.77M-3.4%Positions
183+0.0%Top holdings
Mar 31, 2026View all 183 โ
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $76.71M | 8.8% |
| Microsoft Corp | $44.54M | 5.1% |
| Alphabet Inc. | $39.19M | 4.5% |
| Visa Inc | $31.47M | 3.6% |
| Vanguard International Dividend ETF | $31.46M | 3.6% |
| Vanguard Total Stock Market ETF | $31.14M | 3.6% |
| Amazon.com Inc | $29.13M | 3.3% |
| Nasdaq 100 ETF | $26.02M | 3.0% |
| NVIDIA Corp | $24.04M | 2.8% |
| JPMorgan Chase & Co | $23.29M | 2.7% |
| Vanguard Dividend Appreciation ETF | $22.66M | 2.6% |
| iShares Core S&P Mid-Cap ETF | $20.50M | 2.3% |
| Warren E. Buffett | $19.99M | 2.3% |
| RTX Corp | $14.80M | 1.7% |
| Netflix Inc | $14.62M | 1.7% |
| Costco Wholesale Corp /New | $14.44M | 1.7% |
| Chevron Corp | $13.93M | 1.6% |
| Mcdonald'S Corp | $13.88M | 1.6% |
| Johnson & Johnson | $13.25M | 1.5% |
| Morgan Stanley | $10.86M | 1.2% |
| Meta Platforms Inc | $10.79M | 1.2% |
| iShares Core S&P Small-Cap ETF | $10.77M | 1.2% |
| Waste Management Inc | $10.74M | 1.2% |
| Vanguard High Dividend ETF | $10.59M | 1.2% |
| Vanguard Total International Stock ETF | $8.95M | 1.0% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-3.05M | -8K -6.42% | 120,322 5.10% of portfolio | low |
| Q1 2026 as of | Add | 921946794 Common stock | $2.60M | +28K +9.02% | 333,846 3.60% of portfolio | low |
| Q1 2026 as of | Add | 464288646 Common stock | $2.03M | +39K +29.92% | 167,820 1.01% of portfolio | low |
| Q1 2026 as of | Add | 464285204 Common stock | $1.99M | +23K +55.39% | 63,361 0.64% of portfolio | low |
| Q1 2026 as of | Add | 921946406 Common stock | $1.78M | +12K +20.16% | 71,472 1.21% of portfolio | low |
| Q1 2026 as of | Trim | Paychex Inc Common stock | $-1.61M | -17K -38.76% | 27,539 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-1.38M | -5K -1.77% | 302,244 8.79% of portfolio | low |
| Q1 2026 as of | Add | 921909768 Common stock | $1.29M | +17K +16.78% | 116,036 1.03% of portfolio | low |
| Q1 2026 as of | Exit | Salesforce Inc Common stock | $-1.15M | -4K -100.00% | 0 | low |
| Q1 2026 as of | Add | 464288513 Common stock | $1.11M | +14K +44.87% | 44,971 0.41% of portfolio | low |