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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 $936,945,198
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 479,815 $168,822,988 18.02%
2.
Spdr S & P 500 Etf Trust
 SPY 125,772 $95,916,897 10.24%
3.
Allspring Exchange Traded Fu - BROA MARK BD ETF
 2,208,064 $52,046,944 5.55%
4.
Vanguard Star Fds
 590,048 $50,130,504 5.35%
5.
Ishares Trust
 IEF 511,957 $48,400,326 5.17%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.