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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 $771,497,959
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 320,251 $71,137,437 9.22%
2.
Microsoft Corp
 MSFT 132,081 $49,581,700 6.43%
3.
Visa Inc.
 V 111,314 $39,011,083 5.06%
4.
Amazon Com Inc
 AMZN 134,892 $25,664,595 3.33%
5.
Berkshire Hathaway Inc
 BRK.A 42,116 $22,429,873 2.91%
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)