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 $959.5M across 189 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($86.4M, 9.01%), GOOG ($47.4M, 4.94%), MSFT ($44.3M, 4.61%), VTI ($37.5M, 3.91%), V ($35.4M, 3.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $86.4M | 9.01% | 298,613 | Trimmed |
| 2 | GOOG | ALPHABET CLASS C | $47.4M | 4.94% | 134,085 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $44.3M | 4.61% | 118,654 | Trimmed |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $37.5M | 3.91% | 101,396 | Added |
| 5 | V | VISA INC | $35.4M | 3.69% | 103,140 | Trimmed |
| 6 | AMZN | AMAZON INC | $33.2M | 3.46% | 139,338 | Trimmed |
| 7 | QQQ | NASDAQ 100 ETF | $33.0M | 3.44% | 44,862 | Trimmed |
| 8 | VYMI | VANGUARD INTERNATIONAL DIVIDEND ETF | $32.9M | 3.43% | 334,655 | Added |
| 9 | NVDA | NVIDIA CORPORATION COM | $29.0M | 3.02% | 145,017 | Added |
| 10 | JPM | JPMORGAN CHASE & CO COM | $25.4M | 2.65% | 77,579 | Trimmed |
| 11 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $25.3M | 2.64% | 106,884 | Added |
| 12 | IJH | ISHARES CORE S&P MID-CAP ETF | $23.5M | 2.45% | 304,712 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY B | $20.5M | 2.14% | 40,953 | Trimmed |
| 14 | RTX | RTX CORPORATION COM | $14.4M | 1.51% | 76,121 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON COM | $13.6M | 1.42% | 53,495 | Trimmed |
| 16 | MS | MORGAN STANLEY COM NEW | $13.6M | 1.42% | 65,104 | Trimmed |
| 17 | COST | COSTCO WHOLESALE | $13.3M | 1.39% | 14,230 | Trimmed |
| 18 | IJR | ISHARES CORE S&P SMALL-CAP ETF | $13.4M | 1.39% | 90,166 | Added |
| 19 | PANW | PALO ALTO NETWORKS INC COM | $12.7M | 1.32% | 37,210 | Added |
| 20 | MCD | MCDONALDS CORP COM | $12.4M | 1.29% | 45,870 | Added |
| 21 | VYM | VANGUARD HIGH DIVIDEND ETF | $12.3M | 1.28% | 77,678 | Added |
| 22 | NFLX | NETFLIX INC. COM | $11.6M | 1.21% | 162,575 | Added |
| 23 | CVX | CHEVRON CORP | $10.9M | 1.14% | 66,032 | Trimmed |
| 24 | META | META PLATFORMS INC CL A | $10.7M | 1.11% | 18,929 | Added |
| 25 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $10.4M | 1.09% | 122,042 | Added |
Source: SEC Form 13F filings · as of 2026-06-30