13FBOX
BURNS J W & CO INC/NY · 13F Holdings
Options Calculator Rankings

BURNS J W & CO INC/NY

No.2995
Latest AUM (Q2 2026)
$888.2M
QoQ Change Q1 2026
+$15.4M+1.8%
Holdings
183
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
183
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
8.64%8.79%$76.7M302,244$76.7M302,24400.00%Unchanged
MICROSOFT CORPMSFT
5.01%5.1%$44.5M120,322$44.5M120,32200.00%Unchanged
AAlphabet Inc Class CGOOG
4.41%4.49%$39.2M136,619$39.2M136,61900.00%Unchanged
VISA INCV
3.54%3.61%$31.5M104,138$31.5M104,13800.00%Unchanged
VVANGUARD WHITEHALL FDSVYMI
3.54%3.6%$31.5M333,846$31.5M333,84600.00%Unchanged
GGENERAL DYNAMICS CORPVTI
3.51%3.57%$31.1M97,060$31.1M97,06000.00%Unchanged
AMAZON COM INCAMZN
3.28%3.34%$29.1M139,877$29.1M139,87700.00%Unchanged
IINVESCO QQQ TRVOO
2.93%2.98%$26.0M45,080$26.0M45,08000.00%Unchanged
NVIDIA CORPORATIONNVDA
2.71%2.75%$24.0M137,856$24.0M137,85600.00%Unchanged
JPMORGAN CHASE & COJPM
2.62%2.67%$23.3M79,158$23.3M79,15800.00%Unchanged
VVANGUARD SPECIALIZED FUNDSVIG
2.55%2.6%$22.7M105,378$22.7M105,37800.00%Unchanged
IISHARES COREIJH
2.31%2.35%$20.5M303,556$20.5M303,55600.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
2.25%2.29%$20.0M41,715$20.0M41,71500.00%Unchanged
RTX CORPORATIONRTX
1.67%1.7%$14.8M76,735$14.8M76,73500.00%Unchanged
NETFLIX INCNFLX
1.65%1.68%$14.6M152,092$14.6M152,09200.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
1.63%1.65%$14.4M14,496$14.4M14,49600.00%Unchanged
CHEVRON CORPORATIONCVX
1.57%1.6%$13.9M67,323$13.9M67,32300.00%Unchanged
MCDONALDS CORPMCD
1.56%1.59%$13.9M44,656$13.9M44,65600.00%Unchanged
JOHNSON & JOHNSONJNJ
1.49%1.52%$13.2M54,204$13.2M54,20400.00%Unchanged
PALO ALTOPANW
1.35%0.64%$12.0M35,062$5.6M35,06200.00%Unchanged
MORGAN STANLEYMS
1.22%1.24%$10.9M65,968$10.9M65,96800.00%Unchanged
META PLATFORMS INCMETA
1.22%1.24%$10.8M18,868$10.8M18,86800.00%Unchanged
IISHARES COREIJR
1.21%1.23%$10.8M86,663$10.8M86,66300.00%Unchanged
WASTE MGMT INC DELWM
1.21%1.23%$10.7M46,724$10.7M46,72400.00%Unchanged
VVANGUARD WHITEHALL FDSVYM
1.19%1.21%$10.6M71,472$10.6M71,47200.00%Unchanged
VVANGUARD STAR FDSVXUS
1.01%1.03%$8.9M116,036$8.9M116,03600.00%Unchanged
IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.99%1.01%$8.8M167,820$8.8M167,82000.00%Unchanged
STRYKER CORPORATIONSYK
0.98%1%$8.7M26,437$8.7M26,43700.00%Unchanged
PEPSICO INCPEP
0.96%0.97%$8.5M54,762$8.5M54,76200.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
0.91%0.93%$8.1M12,463$8.1M12,46300.00%Unchanged
AMGEN INC COMAMGN
0.91%0.92%$8.0M22,861$8.0M22,86100.00%Unchanged
SSTATE STREETXLI
0.89%0.9%$7.9M48,763$7.9M48,76300.00%Unchanged
DEERE & CODE
0.89%0.9%$7.9M13,980$7.9M13,98000.00%Unchanged
INTUITIVE SURGICAL INCISRG
0.89%0.9%$7.9M17,079$7.9M17,07900.00%Unchanged
PROCTER & GAMBLE COPG
0.86%0.87%$7.6M52,727$7.6M52,72700.00%Unchanged
DANAHER CORP DEL COMDHR
0.85%0.87%$7.6M40,051$7.6M40,05100.00%Unchanged
ABBVIE INCABBV
0.83%0.85%$7.4M33,921$7.4M33,92100.00%Unchanged
SSELECT SECTOR SPDR TRXLK
0.81%0.82%$7.2M53,959$7.2M53,95900.00%Unchanged
DDELL TECHNOLOGIES INC CLASS CDELL
0.77%0.3%$6.9M15,915$2.6M15,91500.00%Unchanged
APPLIED MATLS INCAMAT
0.74%0.36%$6.6M9,150$3.1M9,15000.00%Unchanged
ALPHABET INCGOOGL
0.7%0.71%$6.2M21,623$6.2M21,62300.00%Unchanged
EXXON MOBIL CORPXOM
0.66%0.68%$5.9M34,768$5.9M34,76800.00%Unchanged
NORFOLK SOUTHN CORP COMNSC
0.65%0.67%$5.8M20,266$5.8M20,26600.00%Unchanged
IISHARES GOLD TRIAU
0.63%0.64%$5.6M63,361$5.6M63,36100.00%Unchanged
SSELECT SECTOR SPDR TRXLF
0.62%0.63%$5.5M111,128$5.5M111,12800.00%Unchanged
TTHERMO FISHER SCIENTIFIC INCTMO
0.6%0.61%$5.4M10,905$5.4M10,90500.00%Unchanged
LOWES COS INC COMLOW
0.59%0.6%$5.3M22,301$5.3M22,30100.00%Unchanged
BROADCOM INCAVGO
0.59%0.6%$5.2M16,921$5.2M16,92100.00%Unchanged
IISHARES TRLQD
0.56%0.57%$5.0M46,013$5.0M46,01300.00%Unchanged
HOME DEPOT INCHD
0.55%0.56%$4.9M14,865$4.9M14,86500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow