BURNS J W & CO INC/NY

Est. AUM

$959.5M

13F long equity, this entity only

Positions

189

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	Stock	$86.4M	298613	9.01%	SOLE
2	ALPHABET CLASS C	Stock	$47.4M	134085	4.94%	SOLE
3	MICROSOFT CORP	Stock	$44.3M	118654	4.61%	SOLE
4	VANGUARD TOTAL STOCK MARKET ETF	ETF	$37.5M	101396	3.91%	SOLE
5	VISA INC	Stock	$35.4M	103140	3.69%	SOLE
6	AMAZON INC	Stock	$33.2M	139338	3.46%	SOLE
7	NASDAQ 100 ETF	ETF	$33.0M	44862	3.44%	SOLE
8	VANGUARD INTERNATIONAL DIVIDEND ETF	ETF	$32.9M	334655	3.43%	SOLE
9	NVIDIA CORPORATION COM	Stock	$29.0M	145017	3.02%	SOLE
10	JPMORGAN CHASE & CO COM	Stock	$25.4M	77579	2.65%	SOLE
11	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$25.3M	106884	2.64%	SOLE
12	ISHARES CORE S&P MID-CAP ETF	ETF	$23.5M	304712	2.45%	SOLE
13	BERKSHIRE HATHAWAY B	Stock	$20.5M	40953	2.14%	SOLE
14	RTX CORPORATION COM	Stock	$14.4M	76121	1.51%	SOLE
15	MORGAN STANLEY COM NEW	Stock	$13.6M	65104	1.42%	SOLE
16	JOHNSON & JOHNSON COM	Stock	$13.6M	53495	1.42%	SOLE
17	ISHARES CORE S&P SMALL-CAP ETF	ETF	$13.4M	90166	1.39%	SOLE
18	COSTCO WHOLESALE	Stock	$13.3M	14230	1.39%	SOLE
19	PALO ALTO NETWORKS INC COM	Stock	$12.7M	37210	1.32%	SOLE
20	MCDONALDS CORP COM	Stock	$12.4M	45870	1.29%	SOLE
21	VANGUARD HIGH DIVIDEND ETF	ETF	$12.3M	77678	1.28%	SOLE
22	NETFLIX INC. COM	Stock	$11.6M	162575	1.21%	SOLE
23	CHEVRON CORP	Stock	$10.9M	66032	1.14%	SOLE
24	META PLATFORMS INC CL A	Stock	$10.7M	18929	1.11%	SOLE
25	VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$10.4M	122042	1.09%	SOLE
26	WASTE MANAGEMENT INC	Stock	$10.4M	46578	1.08%	SOLE
27	S&P TECHNOLOGY SECTOR ETF	ETF	$10.1M	52914	1.05%	SOLE
28	ISHARES SHORT-TERM BOND ETF	ETF	$9.4M	178750	0.98%	SOLE
29	SPDR S&P 500 ETF	ETF	$9.4M	12537	0.98%	SOLE
30	ABBVIE INC	Stock	$9.2M	36406	0.95%	SOLE
31	S&P INDUSTRIAL SECTOR ETF	ETF	$8.8M	47485	0.92%	SOLE
32	DEERE & CO COM	Stock	$8.8M	13813	0.91%	SOLE
33	STRYKER CORPORATION COM	Stock	$8.2M	26202	0.86%	SOLE
34	AMGEN INC COM	Stock	$8.2M	22691	0.86%	SOLE
35	ALPHABET CLASS A	Stock	$7.7M	21512	0.80%	SOLE
36	PROCTER & GAMBLE CO COM	Stock	$7.6M	52031	0.80%	SOLE
37	BROADCOM INC COM	Stock	$7.4M	19593	0.77%	SOLE
38	PEPSICO INC	Stock	$7.3M	53618	0.76%	SOLE
39	APPLIED MATLS INC COM	Stock	$6.6M	9183	0.69%	SOLE
40	INTUITIVE SURGICAL INC COM NEW	Stock	$6.5M	16338	0.68%	SOLE
41	NORFOLK SOUTHN CORP COM	Stock	$6.4M	20198	0.66%	SOLE
42	DELL TECHNOLOGIES INC CL C	Stock	$6.3M	14632	0.66%	SOLE
43	S&P FINANCIAL SECTOR ETF	ETF	$5.7M	106204	0.59%	SOLE
44	ISHARES SMALL CAP VALUE ETF	ETF	$5.5M	40438	0.58%	SOLE
45	DANAHER CORP DEL COM	Stock	$5.3M	27792	0.55%	SOLE
46	HOME DEPOT INC COM	Stock	$5.2M	14795	0.54%	SOLE
47	ELI LILLY & CO COM	Stock	$5.2M	4335	0.54%	SOLE
48	UNITED RENTALS INC COM	Stock	$5.1M	4539	0.54%	SOLE
49	THERMO FISHER SCIENTIFIC INC COM	Stock	$4.9M	9857	0.52%	SOLE
50	LAM RESEARCH CORP COM NEW	Stock	$4.9M	11214	0.51%	SOLE

1–50 of 189

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.