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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 $737,036,239
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 491,868 $146,994,784 19.94%
2.
Spdr S & P 500 Etf Trust
 SPY 71,166 $46,281,833 6.28%
3.
Vanguard Star Fds
 576,420 $44,447,866 6.03%
4.
Ishares Trust
 IEF 445,648 $44,239,606 6%
5.
Vanguard Index Fds - EXTEND MKT ETF
 204,556 $42,097,481 5.71%
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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