Institutional Fund
Burns J W & Co Inc/Ny
Dewitt, NYCIK 10473395 filings on record
Portfolio Value
$872.77M
Q1 2026
Holdings
183
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-3.4%
from $903.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.8%
- Microsoft Corp5.1%
- Alphabet Inc4.5%
- Visa Inc3.6%
- Vanguard Whitehall Fds3.6%
- Vanguard Index Fds3.6%
- Other70.8%
Portfolio Holdings
183 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 302.2K | $76.71M | 8.8% | −5.4K | Reduced |
| 2 | Microsoft Corp | 120.3K | $44.54M | 5.1% | −8.2K | Reduced |
| 3 | Alphabet Inc | 136.6K | $39.19M | 4.5% | −2.8K | Reduced |
| 4 | Visa Inc | 104.1K | $31.47M | 3.6% | −3.0K | Reduced |
| 5 | Vanguard Whitehall Fds | 333.8K | $31.46M | 3.6% | +27.6K | Added |
| 6 | Vanguard Index Fds | 97.1K | $31.14M | 3.6% | +3.0K | Added |
| 7 | Amazon Com Inc | 139.9K | $29.13M | 3.3% | +2.2K | Added |
| 8 | Invesco Qqq Tr | 45.1K | $26.02M | 3.0% | −879 | Reduced |
| 9 | Nvidia Corporation | 137.9K | $24.04M | 2.8% | +2.4K | Added |
| 10 | Jpmorgan Chase & Co. | 79.2K | $23.29M | 2.7% | −39 | Reduced |
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