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Home > Institutional Investor > Burns J W & Co Inc > Profile

Instuitional Investor - Burns J W & Co Inc

Fund Profile
Filing Period:
Fund Name: Burns J W & Co Inc
Portfolio Value $783,191,465
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 322,369 $80,727,697 10.3%
2.
Microsoft Corp
 MSFT 132,982 $56,051,757 7.15%
3.
Visa Inc.
 V 112,886 $35,676,409 4.55%
4.
Amazon Com Inc
 AMZN 135,183 $29,657,848 3.78%
5.
Alphabet Inc.
 GOOGL 140,430 $26,743,396 3.41%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)