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Home > Institutional Investor > Burns Matteson Capital Management, Llc > Profile

Instuitional Investor - Burns Matteson Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Burns Matteson Capital Management, Llc
Portfolio Value $142,379,038
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Corning Inc
 GLW 810,673 $11,801,108 8.28%
2.
Invesco S&P 500 Low Volatility Etf
 107,385 $6,728,763 4.72%
3.
Schwab Strategic Trust
 FNDF 83,614 $6,365,499 4.47%
4.
Ishares Russell Top 200 Growth Etf
 31,907 $5,590,809 3.92%
5.
Weyerhaeuser Co
 WY 157,293 $5,469,060 3.84%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)