James-J-Burns--Company

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TEM",
  null,
  null,
  "MMM",
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  null,
  null,
  "COF",
  "DUK",
  null,
  null,
  null,
  null,
  "AKBA",
  "HD",
  "MCD",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "ICF",
  "IWS",
  "MA",
  "MSFT",
  "MDLZ",
  "GE",
  "EMN",
  "BX",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "PEP",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  "NVDA",
  "GS",
  "PFE",
  null,
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  "SHW",
  "GLD",
  null,
  "IBM",
  "SBUX",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VWO",
  "IWV",
  "VIG",
  null,
  "IT",
  null,
  "MGC",
  "WVE",
  "WM",
  "IWP",
  "IWR",
  "HSIC",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "VUG",
  "VFH",
  "VEA",
  "VXUS",
  "VOOG",
  "MGV",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "BRK-B",
  "BMY",
  "BFLY",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "ED",
  "COST",
  "DHR",
  "EFA",
  "USMV",
  "IWB",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 143
Total Value: 558334812
Accession Number: 0002063364-25-000009
Form Type: 13F-HR
CIK: james-j-burns--company
Manager Name: James-J-Burns--Company

Data Enrichment

74% identified

106 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

143 positions • $558.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288307

Shares:14.3K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$558.3M)

KKR & Co. Inc.

KKR|48251W104

Shares:8.5K

Value:$985.8K

% of Portfolio:0.2% ($985.8K/$558.3M)

Wave Life Sciences Ltd.

WVE|Y95308105

Shares:121.9K

Value:$985.1K

% of Portfolio:0.2% ($985.1K/$558.3M)

464288885

EFG|464288885

Shares:8.8K

Value:$881.9K

% of Portfolio:0.2% ($881.9K/$558.3M)

922908744

VTV|922908744

Shares:5.0K

Value:$864.7K

% of Portfolio:0.2% ($864.7K/$558.3M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:8.9K

Value:$836.3K

% of Portfolio:0.1% ($836.3K/$558.3M)

78464A284

Shares:32.7K

Value:$825.6K

% of Portfolio:0.1% ($825.6K/$558.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:17.6K

Value:$796.1K

% of Portfolio:0.1% ($796.1K/$558.3M)

808524888

Shares:22.1K

Value:$793.9K

% of Portfolio:0.1% ($793.9K/$558.3M)

33734X846

Shares:12.3K

Value:$776.3K

% of Portfolio:0.1% ($776.3K/$558.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:818

Value:$773.7K

% of Portfolio:0.1% ($773.7K/$558.3M)

464287564

ICF|464287564

Shares:12.3K

Value:$753.8K

% of Portfolio:0.1% ($753.8K/$558.3M)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:8.1K

Value:$715.0K

% of Portfolio:0.1% ($715.0K/$558.3M)

HENRY SCHEIN INC

HSIC|806407102

Shares:10.4K

Value:$714.3K

% of Portfolio:0.1% ($714.3K/$558.3M)

VISA INC.

V|92826C839

Shares:2.0K

Value:$694.3K

% of Portfolio:0.1% ($694.3K/$558.3M)

Meta Platforms, Inc.

META|30303M102

Shares:1.2K

Value:$689.1K

% of Portfolio:0.1% ($689.1K/$558.3M)

Tempus AI, Inc.

TEM|88023B103

Shares:12.0K

Value:$578.9K

% of Portfolio:0.1% ($578.9K/$558.3M)

COCA COLA CO

KO|191216100

Shares:8.0K

Value:$573.5K

% of Portfolio:0.1% ($573.5K/$558.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.0K

Value:$573.4K

% of Portfolio:0.1% ($573.4K/$558.3M)

46641Q654

Shares:11.1K

Value:$564.6K

% of Portfolio:0.1% ($564.6K/$558.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288307)✕	14.3K	QoQ +0.71% (+101) YoY +64.26% (+5.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$558.3M)	QoQ +95147.85% (+$1.0M) YoY +168669.75% (+$1.0M)
KKR & Co. Inc.(KKRcusip48251W104)	8.5K	QoQ +1.39% (+117) YoY NEW(+8.5K)	All Managers (Combined)	$985.8K	0.2% ($985.8K/$558.3M)	QoQ +79144.85% (+$984.6K) YoY NEW(+$985.8K)
Wave Life Sciences Ltd.(WVEcusipY95308105)	121.9K	QoQ +9.72% (+10.8K) YoY NEW(+121.9K)	All Managers (Combined)	$985.1K	0.2% ($985.1K/$558.3M)	QoQ +71592.64% (+$983.7K) YoY NEW(+$985.1K)
(EFGcusip464288885)	8.8K	QoQ +0.05% (+5) YoY +108.11% (+4.6K)	All Managers (Combined)	$881.9K	0.2% ($881.9K/$558.3M)	QoQ +103282.41% (+$881.0K) YoY +203560.96% (+$881.4K)
(VTVcusip922908744)	5.0K	QoQ -6.18% (-330) YoY NEW(+5.0K)	All Managers (Combined)	$864.7K	0.2% ($864.7K/$558.3M)	QoQ +95653.59% (-$863.8K) YoY NEW(+$864.7K)
COLGATE PALMOLIVE CO(CLcusip194162103)	8.9K	QoQ +0.02% (+2) YoY +6.25% (+525)	All Managers (Combined)	$836.3K	0.1% ($836.3K/$558.3M)	QoQ +103013.93% (+$835.4K) YoY +111698.66% (+$835.5K)
(cusip78464A284)✕	32.7K	QoQ +1.12% (+363) YoY +20.89% (+5.7K)	All Managers (Combined)	$825.6K	0.1% ($825.6K/$558.3M)	QoQ +99609.29% (+$824.8K) YoY +119898.98% (+$824.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	17.6K	QoQ -0.02% (-5) YoY +74.99% (+7.5K)	All Managers (Combined)	$796.1K	0.1% ($796.1K/$558.3M)	QoQ +113301.13% (-$795.4K) YoY +186334.66% (+$795.6K)
(cusip808524888)✕	22.1K	QoQ +0.23% (+51) YoY +130.47% (+12.5K)	All Managers (Combined)	$793.9K	0.1% ($793.9K/$558.3M)	QoQ +104641.68% (+$793.2K) YoY +233412.35% (+$793.6K)
(cusip33734X846)✕	12.3K	QoQ +5.37% (+629) YoY NEW(+12.3K)	All Managers (Combined)	$776.3K	0.1% ($776.3K/$558.3M)	QoQ +104516.98% (+$775.5K) YoY NEW(+$776.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	818	QoQ +5.82% (+45) YoY NEW(+818)	All Managers (Combined)	$773.7K	0.1% ($773.7K/$558.3M)	QoQ +109181.92% (+$773.0K) YoY NEW(+$773.7K)
(ICFcusip464287564)	12.3K	QoQ -1.93% (-242) YoY -10.61% (-1.5K)	All Managers (Combined)	$753.8K	0.1% ($753.8K/$558.3M)	QoQ +99877.32% (-$753.1K) YoY +98054.81% (-$753.1K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	8.1K	QoQ 0.00% (+0) YoY NEW(+8.1K)	All Managers (Combined)	$715.0K	0.1% ($715.0K/$558.3M)	QoQ +96394.19% (+$714.3K) YoY NEW(+$715.0K)
HENRY SCHEIN INC(HSICcusip806407102)	10.4K	QoQ -29.12% (-4.3K) YoY -39.32% (-6.8K)	All Managers (Combined)	$714.3K	0.1% ($714.3K/$558.3M)	QoQ +70065.22% (-$713.3K) YoY +56769.58% (-$713.0K)
VISA INC.(Vcusip92826C839)	2.0K	QoQ +2.53% (+49) YoY NEW(+2.0K)	All Managers (Combined)	$694.3K	0.1% ($694.3K/$558.3M)	QoQ +113538.13% (+$693.7K) YoY NEW(+$694.3K)
Meta Platforms, Inc.(METAcusip30303M102)	1.2K	QoQ +9.43% (+103) YoY +47.53% (+385)	All Managers (Combined)	$689.1K	0.1% ($689.1K/$558.3M)	QoQ +107742.09% (+$688.5K) YoY +170895.28% (+$688.7K)
Tempus AI, Inc.(TEMcusip88023B103)	12.0K	QoQ +71.42% (+5.0K) YoY NEW(+12.0K)	All Managers (Combined)	$578.9K	0.1% ($578.9K/$558.3M)	QoQ +245188.13% (+$578.6K) YoY NEW(+$578.9K)
COCA COLA CO(KOcusip191216100)	8.0K	QoQ -2.49% (-205) YoY +76.44% (+3.5K)	All Managers (Combined)	$573.5K	0.1% ($573.5K/$558.3M)	QoQ +112121.33% (-$572.9K) YoY +209955.31% (+$573.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.0K	QoQ 0.00% (+0) YoY +79.92% (+884)	All Managers (Combined)	$573.4K	0.1% ($573.4K/$558.3M)	QoQ +118862.44% (+$572.9K) YoY +245993.99% (+$573.2K)
(cusip46641Q654)✕	11.1K	QoQ -15.03% (-2.0K) YoY +129.78% (+6.3K)	All Managers (Combined)	$564.6K	0.1% ($564.6K/$558.3M)	QoQ +85063.34% (-$564.0K) YoY +231306.96% (+$564.4K)