BURNS J W & CO INC/NY - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, BURNS J W & CO INC/NY held in its portfolio 183 assets valued at $903,315,317 (i.e. $903.32M).
The most valuable assets in the portfolio included: APPLE INC ($83.65M), MICROSOFT CORP ($62.18M), and ALPHABET CLASS C ($43.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 183 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BURNS J W & CO INC/NY - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 307683 | 83646711 | Stock |
| MICROSOFT CORP | 128570 | 62179137 | Stock |
| ALPHABET CLASS C | 139445 | 43757894 | Stock |
| VISA INC | 107119 | 37567824 | Stock |
| AMAZON INC | 137647 | 31771733 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 94098 | 31548224 | ETF |
| NASDAQ 100 ETF | 45959 | 28232811 | ETF |
| VANGUARD INTERNATIONAL DIVIDEND ETF | 306217 | 27559507 | ETF |
| JPMORGAN CHASE & CO. COM | 79197 | 25518776 | Stock |
| NVIDIA CORPORATION COM | 135468 | 25264833 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 103214 | 22684297 | ETF |
| BERKSHIRE HATHAWAY B | 41977 | 21099488 | Stock |
| ISHARES CORE S&P MID-CAP ETF | 290064 | 19144232 | ETF |
| RTX CORPORATION COM | 77497 | 14213010 | Stock |
| NETFLIX INC COM | 147698 | 13848207 | Stock |
| MCDONALDS CORP COM | 45033 | 13763307 | Stock |
| COSTCO WHOLESALE | 14353 | 12376952 | Stock |
| META PLATFORMS INC CL A | 18627 | 12295287 | Stock |
| MORGAN STANLEY COM NEW | 66427 | 11792849 | Stock |
| JOHNSON & JOHNSON COM | 54136 | 11203419 | Stock |
| CHEVRON CORP | 67427 | 10276543 | Stock |
| WASTE MANAGEMENT INC | 46433 | 10201735 | Stock |
| ISHARES CORE S&P SMALL-CAP ETF | 82987 | 9973329 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 17160 | 9718738 | Stock |
| STRYKER CORPORATION COM | 26228 | 9218239 | Stock |
| DANAHER CORPORATION COM | 39317 | 9000519 | Stock |
| SPDR S&P 500 ETF | 12781 | 8715620 | ETF |
| VANGUARD HIGH DIVIDEND ETF | 59482 | 8536820 | ETF |
| PEPSICO INC | 56170 | 8061461 | Stock |
| PROCTER AND GAMBLE CO COM | 54267 | 7776957 | Stock |
| ABBVIE INC | 33778 | 7717863 | Stock |
| S&P TECHNOLOGY SECTOR ETF | 53113 | 7646711 | ETF |
| S&P INDUSTRIAL SECTOR ETF | 48725 | 7558225 | ETF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 99366 | 7496151 | ETF |
| AMGEN INC COM | 22569 | 7387125 | Stock |
| ALPHABET CLASS A | 22097 | 6916361 | Stock |
| ISHARES SHORT-TERM BOND ETF | 129168 | 6830404 | ETF |
| DEERE & CO COM | 14639 | 6815563 | Stock |
| PALO ALTO NETWORKS INC COM | 36945 | 6805269 | Stock |
| S&P FINANCIAL SECTOR ETF | 113984 | 6242912 | ETF |
| THERMO FISHER SCIENTIFIC INC COM | 10688 | 6193162 | Stock |
| BROADCOM INC COM | 17396 | 6020756 | Stock |
| NORFOLK SOUTHN CORP COM | 19902 | 5746171 | Stock |
| LOWES COS INC COM | 22020 | 5310260 | Stock |
| HOME DEPOT INC COM | 14790 | 5089088 | Stock |
| PAYCHEX INC COM | 44971 | 5044870 | Stock |
| ELI LILLY & CO COM | 4401 | 4730114 | Stock |
| ISHARES INVESTMENT GRADE CORPORATE BOND ETF | 41141 | 4533355 | ETF |
| ISHARES SMALL CAP VALUE ETF | 39063 | 4442287 | ETF |
| STARBUCKS CORP COM | 50889 | 4285382 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 23763 | 4223916 | Stock |
| EXXON MOBIL CORP COM | 34373 | 4136458 | Stock |
| COCA COLA CO COM | 58812 | 4111578 | Stock |
| UNITED RENTALS INC COM | 4554 | 3685643 | Stock |
| ISHARES GOLD ETF | 40775 | 3309707 | ETF |
| CME GROUP INC COM | 12056 | 3292280 | Stock |
| WALT DISNEY CO | 26008 | 2958895 | Stock |
| S&P 500 QUALITY ETF | 38042 | 2855052 | ETF |
| TJX COS INC NEW COM | 17746 | 2725963 | Stock |
| YUM BRANDS INC COM | 17900 | 2707902 | Stock |
| BOEING CO COM | 12202 | 2649245 | Stock |
| PHILIP MORRIS INTL INC COM | 16281 | 2611450 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 13324 | 2552375 | ETF |
| ISHARES HIGH YIELD CORPORATE BOND ETF | 31042 | 2502909 | ETF |
| APPLIED MATLS INC COM | 9125 | 2345034 | Stock |
| CAPITAL ONE FINL CORP COM | 9600 | 2326656 | Stock |
| WASTE CONNECTIONS INC COM | 12500 | 2192000 | Stock |
| ISHARES BIOTECHNOLOGY ETF | 11964 | 2019164 | ETF |
| S&P ENERGY SECTOR ETF | 44515 | 1990244 | ETF |
| ABBOTT LABS COM | 15739 | 1971920 | Stock |
| INTERCONTINENTAL EXCHANGE INC COM | 12120 | 1962955 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 4091 | 1936270 | ETF |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 65217 | 1915090 | ETF |
| LAM RESEARCH CORP COM NEW | 11180 | 1913792 | Stock |
| SPDR CONVERTIBLE SECURITIES ETF | 19684 | 1755847 | ETF |
| AUTODESK INC COM | 5897 | 1745571 | Stock |
| VANGUARD TOTAL BOND ETF | 23409 | 1733905 | ETF |
| TESLA INC COM | 3800 | 1708952 | Stock |
| CATERPILLAR INC COM | 2886 | 1653303 | Stock |
| QUANTA SVCS INC COM | 3887 | 1640547 | Stock |
| DELL TECHNOLOGIES INC CL C | 12505 | 1574129 | Stock |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 7287 | 1564505 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 28192 | 1520676 | Stock |
| CHURCH & DWIGHT CO INC COM | 17824 | 1494549 | Stock |
| SPDR GOLD SHARES | 3500 | 1387085 | ETF |
| VERIZON COMMUNICATIONS INC COM | 33619 | 1369304 | Stock |
| ZOETIS INC CL A | 10713 | 1347915 | Stock |
| AMPHENOL CORP NEW CL A | 9845 | 1330453 | Stock |
| VANGUARD VALUE ETF | 6859 | 1310000 | ETF |
| SOUTHERN CO COM | 14456 | 1260563 | Stock |
| VANGUARD S&P 500 ETF | 1961 | 1229732 | ETF |
| ISHARES S&P 500 GROWTH ETF | 9389 | 1157288 | ETF |
| SALESFORCE INC COM | 4341 | 1150044 | Stock |
| UNION PAC CORP COM | 4962 | 1147897 | Stock |
| CORNING INC COM | 12352 | 1081568 | Stock |
| NEXTERA ENERGY INC COM | 12970 | 1041232 | Stock |
| M & T BK CORP COM | 5141 | 1035801 | Stock |
| HERSHEY CO COM | 5513 | 1003256 | Stock |
| TRAVELERS COMPANIES INC COM | 3284 | 952557 | Stock |
| CALAMOS CONV & HIGH INCOME FD COM SHS | 82300 | 930813 | CEF |
| ISHARES U.S. TECHNOLOGY ETF | 4620 | 922522 | ETF |
| MARATHON PETE CORP COM | 5610 | 912354 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 3073 | 910253 | Stock |
| ALTRIA GROUP INC COM | 15727 | 906832 | Stock |
| BLACKROCK INC COM | 846 | 905552 | Stock |
| CLOROX CO DEL COM | 8955 | 902933 | Stock |
| METLIFE INC COM | 10845 | 856104 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 3306 | 850402 | Stock |
| MERCK & CO INC COM | 8020 | 844139 | Stock |
| ISHARES RUSSELL 3000 ETF | 2085 | 806582 | ETF |
| FEDEX CORP COM | 2742 | 792054 | Stock |
| CISCO SYS INC COM | 10275 | 791475 | Stock |
| FERRARI N V COM | 2130 | 787163 | Stock |
| ORACLE CORP COM | 4014 | 782369 | Stock |
| GROUP 1 AUTOMOTIVE INC COM | 1900 | 747270 | Stock |
| LOCKHEED MARTIN CORP COM | 1530 | 739841 | Stock |
| PFIZER INC COM | 29662 | 738584 | Stock |
| STATE STREET SPDR S&P DIVIDEND ETF | 5007 | 696805 | ETF |
| HCA HEALTHCARE INC COM | 1475 | 688619 | Stock |
| SPDR DOW JONES ETF | 1423 | 683851 | ETF |
| NOVARTIS AG SPONSORED ADR | 4918 | 678076 | ADR |
| CASEYS GENERAL STORES | 1203 | 664910 | Stock |
| MSCI 400 SOCIAL RESPONSIBLE ETF | 5150 | 663475 | ETF |
| S&P CONSUMER DISCRETIONARY SECTOR ETF | 5454 | 651262 | ETF |
| STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | 10600 | 595614 | ETF |
| AUTOZONE INC COM | 175 | 593513 | Stock |
| WALMART INC COM | 5162 | 575091 | Stock |
| CONSOLIDATED EDISON INC COM | 5646 | 560729 | Stock |
| QUALCOMM INC COM | 3253 | 556499 | Stock |
| MASTERCARD INCORPORATED CL A | 974 | 556037 | Stock |
| ISHARES CORE S&P 500 ETF | 801 | 548378 | ETF |
| AMERICAN EXPRESS CO COM | 1400 | 517930 | Stock |
| BLACKSTONE INC COM | 3275 | 504809 | Stock |
| BANK OF AMERICA CORP | 9174 | 504549 | Stock |
| CARRIER GLOBAL CORPORATION COM | 9442 | 498918 | Stock |
| INTEL CORP COM | 13314 | 491287 | Stock |
| NORDSON CORP COM | 2000 | 480860 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 2850 | 458765 | Stock |
| UNITEDHEALTH GROUP INC COM | 1362 | 449610 | Stock |
| AT&T INC COM | 17333 | 430552 | Stock |
| MOTOROLA SOLUTIONS INC COM NEW | 1120 | 429318 | Stock |
| S&P HEALTHCARE SECTOR ETF | 2754 | 426244 | ETF |
| TOOTSIE ROLL INDS INC COM | 11233 | 411465 | Stock |
| SNAP ON INC COM | 1186 | 408696 | Stock |
| GENERAL DYNAMICS CORP COM | 1201 | 404214 | Stock |
| HOWMET AEROSPACE INC COM | 1949 | 399584 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1280 | 388979 | ADR |
| ARISTA NETWORKS INC COM SHS | 2819 | 369374 | Stock |
| VANGUARD GROWTH ETF | 756 | 368822 | ETF |
| COLGATE PALMOLIVE CO COM | 4355 | 344132 | Stock |
| TORONTO DOMINION BK ONT COM NEW | 3568 | 336129 | Stock |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 3750 | 330300 | ETF |
| SCHWAB US AGGREGATE BOND ETF | 14000 | 327180 | ETF |
| SHERWIN WILLIAMS CO COM | 1007 | 326298 | Stock |
| PIMCO 0-5 YEAR HIGH YIELD CORP BOND ETF | 3273 | 310346 | ETF |
| 3M CO COM | 1925 | 308193 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 2614 | 306387 | Stock |
| BOOKING HOLDINGS INC COM | 55 | 294543 | Stock |
| L3 HARRIS TECHNOLOGIES | 987 | 289754 | Stock |
| EATON CORP PLC SHS | 900 | 286659 | Stock |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 3009 | 283327 | ETF |
| STATE STR CORP COM | 2100 | 270921 | Stock |
| ZIMMER BIOMET HOLDINGS INC COM | 2961 | 266253 | Stock |
| ARROW ELECTRS INC COM | 2370 | 261127 | Stock |
| AIR PRODS & CHEMS INC COM | 1023 | 252701 | Stock |
| TOMPKINS FINL CORP COM | 3455 | 250580 | Stock |
| BOSTON SCIENTIFIC CORP COM | 2610 | 248864 | Stock |
| HONEYWELL INTL INC COM | 1223 | 238661 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 314 | 236687 | ETF |
| GE AEROSPACE COM NEW | 725 | 223322 | Stock |
| DOVER CORP COM | 1143 | 223159 | Stock |
| WW GRAINGER INC COM | 221 | 223000 | Stock |
| ECOLAB INC COM | 845 | 221829 | Stock |
| MARRIOTT INTL INC NEW CL A | 715 | 221822 | Stock |
| NOVO-NORDISK A S ADR | 4350 | 221328 | ADR |
| VANGUARD MID-CAP ETF | 750 | 217665 | ETF |
| SEAGATE TECHNOLOGY | 786 | 216457 | Stock |
| MEDTRONIC PLC SHS | 2249 | 216039 | Stock |
| ULTA BEAUTY INC COM | 355 | 214779 | Stock |
| NORTHROP GRUMMAN CORP COM | 373 | 212688 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 1000 | 210340 | ETF |
| KEYSIGHT TECHNOLOGIES INC COM | 1005 | 204206 | Stock |
| JETBLUE AWYS CORP COM | 18000 | 81900 | Stock |
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