BURNS J W & CO INC/NY
•CIK: 1047339•Filing: Q4 2025
**BURNS J W & CO INC/NY** manages $903M across a diversified portfolio of 183 positions. The fund maintains significant exposure to mega-cap technology leaders, notably holding AAPL at $83.6M and MSFT at $62.2M. Key allocations also include substantial positions in GOOG ($43.8M), V ($37.6M), and AMZN ($31.8M), indicating a focus on established growth and market infrastructure. This concentration suggests a core strategy rooted in large-cap technology and financial sector outperformance.
Total AUM
$903.3M
QoQ Performance
+2.2%
Positions
183
Top 10 Concentration
44.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
AAPL9.3%
MSFT6.9%
GOOG4.8%
V4.2%
AMZN3.5%
VTI3.5%
NDQ3.1%
VYMI3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.9%
Technology27.3%
Financial10.0%
Consumer8.3%
Healthcare5.8%
Industrial3.2%
Communication1.9%
Consumer Staples1.4%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW6 new positions
↑66 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023