Burns Matteson Capital Management, LLC - Portfolio overview

Burns Matteson Capital Management, LLC has 257 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. GLW - CORNING INC COM, 14.77%
2. SPHQ - INVESCO S&P 500 QUALITY ETF, 5.56%
3. COWZ - PACER US CASH COWS 100 ETF, 3.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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