James J. Burns & Company, LLC
James J. Burns & Company, LLC reported 163 positions worth $923.5M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VV (18.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VV | SH | $166.8M | 18.06% | 484,908 | — | — | |
| ▸ 2 | SPY | SH | $88.1M | 9.54% | 117,953 | — | — | |
| ▸ 3 | AFIX | SH | $52.3M | 5.66% | 2,107,718 | — | — | |
| ▸ 4 | VXF | SH | $50.4M | 5.46% | 204,797 | — | — | |
| ▸ 5 | VXUS | SH | $49.5M | 5.36% | 578,892 | — | — | |
| ▸ 6 | AGG | SH | $46.4M | 5.02% | 468,298 | — | — | |
| ▸ 7 | AAPL | SH | $34.0M | 3.68% | 117,508 | — | — | |
| ▸ 8 | AFSM | SH | $22.9M | 2.48% | 557,503 | — | — | |
| ▸ 9 | SCHB | SH | $20.4M | 2.21% | 704,165 | — | — | |
| ▸ 10 | MOAT | SH | $20.2M | 2.19% | 194,610 | — | — |
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Frequently Asked Questions
What stocks does James J. Burns & Company, LLC hold as of Q2 2026?
James J. Burns & Company, LLC reported 163 positions worth $923.5M in its Q2 2026 13F filing. Largest positions: VV (18.1%), SPY (9.5%), AFIX (5.7%), VXF (5.5%) and VXUS (5.4%).
What did James J. Burns & Company, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did James J. Burns & Company, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.