James J. Burns & Company, LLC
Top Portfolio Positions
66 positions ·
$150,016,238 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
71,166 | $46,282,096 | 30.85% | |
| AAPL |
Apple Inc.
Technology
|
117,827 | $29,903,314 | 19.93% | |
| HSIC |
Henry Schein Inc
Healthcare
|
153,777 | $11,333,364 | 7.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,403 | $6,154,646 | 4.10% | |
| XOM |
Exxon Mobil Corp
Energy
|
24,068 | $4,083,376 | 2.72% | |
| MSFT |
Microsoft Corp
Technology
|
10,512 | $3,891,227 | 2.59% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,310 | $3,832,742 | 2.55% | |
| NVDA |
Nvidia Corp
Technology
|
20,862 | $3,638,332 | 2.43% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,672 | $3,377,395 | 2.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,327 | $3,331,950 | 2.22% |
Portfolio Trend
Holdings in SRFM
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,000 | 20,000 | Shares | Sole | 2026-04-17 | |
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