BURNS J W & CO INC/NY

CIK
1047339
City
DEWITT
State / Country
NY

Top Portfolio Positions

135 positions · $603,635,517 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
302,244 $76,706,504 12.71%
MSFT
Microsoft Corp
Technology
120,322 $44,539,594 7.38%
V
Visa Inc.
Financial Services
104,138 $31,474,669 5.21%
AMZN
Amazon Com Inc
Consumer Cyclical
139,877 $29,132,182 4.83%
QQQ
Invesco Qqq Trust, Series 1
45,080 $26,019,274 4.31%
NVDA
Nvidia Corp
Technology
137,856 $24,042,086 3.98%
JPM
Jpmorgan Chase & Co
Financial Services
79,158 $23,285,117 3.86%
RTX
RTX Corp
Industrials
76,735 $14,802,181 2.45%
NFLX
Netflix Inc
Communication Services
152,092 $14,623,645 2.42%
COST
Costco Wholesale Corp /New
Consumer Defensive
14,496 $14,444,249 2.39%

Portfolio Trend

25 quarters · across all stocks

Holdings in CHY

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $722,279 66,325
2025-12-31 $930,813 82,300