James J. Burns & Company, LLC - Portfolio Stock Holdings
James J. Burns & Company, LLC disclosed 172 stock positions in a recent SEC 13F filing. $936,943,525 of stock holdings were filed, with the largest holdings including VV, SPY, and AFIX. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,253,310,566 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
172Est. Stock Holding Value:
$936,943,525Top Stock Holdings By Sector
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Portfolio Stock Holdings - James J. Burns & Company, LLC
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% of Portfolio
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