Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BURNS J W & CO INC/NY (CIK 1047339) reported $872.8M across 183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($76.7M, 8.79%), MSFT ($44.5M, 5.10%), GOOG ($39.2M, 4.49%), V ($31.5M, 3.61%), VYMI ($31.5M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $76.7M | 8.79% | 302,244 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $44.5M | 5.10% | 120,322 | Trimmed |
| 3 | GOOG | ALPHABET CLASS C | $39.2M | 4.49% | 136,619 | Trimmed |
| 4 | V | VISA INC | $31.5M | 3.61% | 104,138 | Trimmed |
| 5 | VYMI | VANGUARD INTERNATIONAL DIVIDEND ETF | $31.5M | 3.60% | 333,846 | Added |
| 6 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $31.1M | 3.57% | 97,060 | Added |
| 7 | AMZN | AMAZON INC | $29.1M | 3.34% | 139,877 | Added |
| 8 | QQQ | NASDAQ 100 ETF | $26.0M | 2.98% | 45,080 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION COM | $24.0M | 2.75% | 137,856 | Added |
| 10 | JPM | JPMORGAN CHASE & CO COM | $23.3M | 2.67% | 79,158 | Trimmed |
| 11 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $22.7M | 2.60% | 105,378 | Added |
| 12 | IJH | ISHARES CORE S&P MID-CAP ETF | $20.5M | 2.35% | 303,556 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY B | $20.0M | 2.29% | 41,715 | Trimmed |
| 14 | RTX | RTX CORPORATION COM | $14.8M | 1.70% | 76,735 | Trimmed |
| 15 | NFLX | NETFLIX INC. COM | $14.6M | 1.68% | 152,092 | Added |
| 16 | COST | COSTCO WHOLESALE | $14.4M | 1.65% | 14,496 | Added |
| 17 | CVX | CHEVRON CORP | $13.9M | 1.60% | 67,323 | Trimmed |
| 18 | MCD | MCDONALDS CORP COM | $13.9M | 1.59% | 44,656 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON COM | $13.2M | 1.52% | 54,204 | Added |
| 20 | MS | MORGAN STANLEY COM NEW | $10.9M | 1.24% | 65,968 | Trimmed |
| 21 | META | META PLATFORMS INC CL A | $10.8M | 1.24% | 18,868 | Added |
| 22 | WM | WASTE MANAGEMENT INC | $10.7M | 1.23% | 46,724 | Added |
| 23 | IJR | ISHARES CORE S&P SMALL-CAP ETF | $10.8M | 1.23% | 86,663 | Added |
| 24 | VYM | VANGUARD HIGH DIVIDEND ETF | $10.6M | 1.21% | 71,472 | Added |
| 25 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $8.9M | 1.03% | 116,036 | Added |
Source: SEC Form 13F filings · as of 2026-03-31