DOSSIER · 13F-HR · Q2 2026
BURNS J W & CO INC/NY
$959M in tracked AUM across 189 positions as of Q2 2026.
BJ
CIK 0001047339 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: BURNS J W & CO INC/NY
Portfolio Overview
The most striking feature of this filing is the massive expansion of the portfolio's assets under management (AUM). Between the report dates of September 30, 2025, and December 31, 2025, the total portfolio value surged by 215.7%, growing from $286.13M to $903.32M. This rapid capital infusion significantly altered the composition of the fund.
The portfolio now holds 183 positions, reflecting...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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