StockDriftsStockDriftsTop 50 Burns J W & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.01% | 298.6K | $86.4M | -1.20%(-3.63K) | $20.03(+1424.44%) | 2026-06-30 | |
| GOOG | ALPHABET CLASS C | 4.94% | 134.1K | $47.4M | -1.85%(-2.53K) | $48.64(+604.52%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.61% | 118.7K | $44.3M | -1.39%(-1.67K) | $36.07(+1247.57%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.91% | 101.4K | $37.5M | +4.47%(+4.34K) | $248.99(+53.97%) | 2026-06-30 | |
| V | VISA INC | 3.69% | 103.1K | $35.4M | -0.96%(-998) | $20.03(+1706.97%) | 2026-06-30 | |
| AMZN | AMAZON INC | 3.46% | 139.3K | $33.2M | -0.39%(-539) | $77.35(+239.41%) | 2026-06-30 | |
| QQQ | NASDAQ 100 ETF | 3.44% | 44.9K | $33.0M | -0.48%(-218) | $101.41(+622.36%) | 2026-06-30 | |
| VYMI | VANGUARD INTERNATIONAL DIVIDEND ETF | 3.43% | 334.7K | $32.9M | +0.24%(+809) | $72.03(+44.92%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.02% | 145.0K | $29.0M | +5.19%(+7.16K) | $55.64(+306.33%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 2.65% | 77.6K | $25.4M | -1.99%(-1.58K) | $77.39(+371.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.41% | +53.70% | +9.17% | +55.10% |
| Top 20 Holdings Unweighted | +14.26% | +49.17% | +7.72% | +45.04% |
Burns J W & CO INC reports $959.47M in US-listed equity holdings across 189 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.0%), GOOG (4.9%) and MSFT (4.6%). The top 20 holdings account for 59.13% of reported assets. Its disclosed equity book has returned +53.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Burns J W & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1047339). View Burns J W & CO INC’s 13F filings on SEC