BURNS J W & CO INC/NY - Portfolio overview

BURNS J W & CO INC/NY has 194 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.75%
2. MSFT - MICROSOFT CORP, 5.08%
3. GOOG - ALPHABET CLASS C, 4.47%

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

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