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Home > Institutional Investor > James J. Burns & Company, Llc > Profile

Instuitional Investor - James J. Burns & Company, Llc

Fund Profile
Filing Period:
Fund Name: James J. Burns & Company, Llc
Portfolio Value $724,712,688
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 500,774 $157,643,682 21.75%
2.
Vanguard Star Fds
 573,760 $43,284,429 5.97%
3.
Vanguard Index Fds - EXTEND MKT ETF
 200,791 $41,989,460 5.79%
4.
Spdr S & P 500 Etf Trust
 SPY 58,382 $39,812,351 5.49%
5.
Apple Inc.
 AAPL 117,374 $31,909,159 4.4%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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