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

Page 5 of 8

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33734X192

Shares:5.5K

Value:$557.5K

% of Portfolio:0.1% ($557.5K/$558.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:9.0K

Value:$546.0K

% of Portfolio:0.1% ($546.0K/$558.3M)

301505707

Shares:10.6K

Value:$544.5K

% of Portfolio:0.1% ($544.5K/$558.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:6.0K

Value:$534.1K

% of Portfolio:0.1% ($534.1K/$558.3M)

464287499

IWR|464287499

Shares:5.9K

Value:$500.1K

% of Portfolio:0.1% ($500.1K/$558.3M)

921932505

VOOG|921932505

Shares:1.5K

Value:$485.5K

% of Portfolio:0.1% ($485.5K/$558.3M)

46435G326

Shares:6.8K

Value:$465.7K

% of Portfolio:0.1% ($465.7K/$558.3M)

464287655

IWM|464287655

Shares:2.3K

Value:$460.5K

% of Portfolio:0.1% ($460.5K/$558.3M)

921908844

VIG|921908844

Shares:2.4K

Value:$459.7K

% of Portfolio:0.1% ($459.7K/$558.3M)

464288406

Shares:6.1K

Value:$454.0K

% of Portfolio:0.1% ($454.0K/$558.3M)

922908553

VNQ|922908553

Shares:4.9K

Value:$442.0K

% of Portfolio:0.1% ($442.0K/$558.3M)

74348A467

Shares:4.3K

Value:$441.5K

% of Portfolio:0.1% ($441.5K/$558.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.0K

Value:$420.2K

% of Portfolio:0.1% ($420.2K/$558.3M)

47804J107

Shares:6.0K

Value:$407.2K

% of Portfolio:0.1% ($407.2K/$558.3M)

CONOCOPHILLIPS

COP|20825C104

Shares:3.8K

Value:$399.2K

% of Portfolio:0.1% ($399.2K/$558.3M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:2.2K

Value:$396.6K

% of Portfolio:0.1% ($396.6K/$558.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.5K

Value:$391.4K

% of Portfolio:0.1% ($391.4K/$558.3M)

PFIZER INC

PFE|717081103

Shares:15.4K

Value:$391.3K

% of Portfolio:0.1% ($391.3K/$558.3M)

Arista Networks, Inc.

ANET|040413205

Shares:4.8K

Value:$375.0K

% of Portfolio:0.1% ($375.0K/$558.3M)

25434V807

Shares:9.5K

Value:$374.7K

% of Portfolio:0.1% ($374.7K/$558.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734X192)✕	5.5K	QoQ +6.60% (+338) YoY NEW(+5.5K)	All Managers (Combined)	$557.5K	0.1% ($557.5K/$558.3M)	QoQ +91451.39% (+$556.9K) YoY NEW(+$557.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	9.0K	QoQ 0.00% (+0) YoY NEW(+9.0K)	All Managers (Combined)	$546.0K	0.1% ($546.0K/$558.3M)	QoQ +107814.03% (+$545.5K) YoY NEW(+$546.0K)
(cusip301505707)✕	10.6K	QoQ +8.79% (+855) YoY NEW(+10.6K)	All Managers (Combined)	$544.5K	0.1% ($544.5K/$558.3M)	QoQ +99617.94% (+$543.9K) YoY NEW(+$544.5K)
Merck & Co., Inc.(MRKcusip58933Y105)	6.0K	QoQ -5.57% (-351) YoY NEW(+6.0K)	All Managers (Combined)	$534.1K	0.1% ($534.1K/$558.3M)	QoQ +85085.48% (-$533.5K) YoY NEW(+$534.1K)
(IWRcusip464287499)	5.9K	QoQ +0.75% (+44) YoY +72.17% (+2.5K)	All Managers (Combined)	$500.1K	0.1% ($500.1K/$558.3M)	QoQ +96809.49% (+$499.5K) YoY +177223.75% (+$499.8K)
(VOOGcusip921932505)	1.5K	QoQ +0.06% (+1) YoY -9.14% (-146)	All Managers (Combined)	$485.5K	0.1% ($485.5K/$558.3M)	QoQ +91328.43% (+$485.0K) YoY +100206.81% (-$485.0K)
(cusip46435G326)✕	6.8K	QoQ 0.00% (+0) YoY NEW(+6.8K)	All Managers (Combined)	$465.7K	0.1% ($465.7K/$558.3M)	QoQ +106718.80% (+$465.3K) YoY NEW(+$465.7K)
(IWMcusip464287655)	2.3K	QoQ -4.38% (-106) YoY +52.00% (+790)	All Managers (Combined)	$460.5K	0.1% ($460.5K/$558.3M)	QoQ +86135.39% (-$460.0K) YoY +147969.77% (+$460.2K)
(VIGcusip921908844)	2.4K	QoQ -4.00% (-99) YoY NEW(+2.4K)	All Managers (Combined)	$459.7K	0.1% ($459.7K/$558.3M)	QoQ +95077.84% (-$459.2K) YoY NEW(+$459.7K)
(cusip464288406)✕	6.1K	QoQ -5.39% (-349) YoY NEW(+6.1K)	All Managers (Combined)	$454.0K	0.1% ($454.0K/$558.3M)	QoQ +94474.16% (-$453.5K) YoY NEW(+$454.0K)
(VNQcusip922908553)	4.9K	QoQ +0.10% (+5) YoY NEW(+4.9K)	All Managers (Combined)	$442.0K	0.1% ($442.0K/$558.3M)	QoQ +101752.99% (+$441.6K) YoY NEW(+$442.0K)
(cusip74348A467)✕	4.3K	QoQ -83.11% (-21.3K) YoY -64.85% (-8.0K)	All Managers (Combined)	$441.5K	0.1% ($441.5K/$558.3M)	QoQ +17232.86% (-$438.9K) YoY +35791.70% (-$440.2K)
AbbVie Inc.(ABBVcusip00287Y109)	2.0K	QoQ +13.59% (+240) YoY +49.92% (+668)	All Managers (Combined)	$420.2K	0.1% ($420.2K/$558.3M)	QoQ +134155.59% (+$419.9K) YoY +173544.62% (+$420.0K)
(cusip47804J107)✕	6.0K	QoQ 0.00% (+0) YoY NEW(+6.0K)	All Managers (Combined)	$407.2K	0.1% ($407.2K/$558.3M)	QoQ +96626.12% (+$406.8K) YoY NEW(+$407.2K)
CONOCOPHILLIPS(COPcusip20825C104)	3.8K	QoQ +11.76% (+400) YoY NEW(+3.8K)	All Managers (Combined)	$399.2K	0.1% ($399.2K/$558.3M)	QoQ +118351.33% (+$398.8K) YoY NEW(+$399.2K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	2.2K	QoQ 0.00% (+0) YoY +0.54% (+12)	All Managers (Combined)	$396.6K	0.1% ($396.6K/$558.3M)	QoQ +100563.70% (+$396.2K) YoY +124621.69% (+$396.3K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.5K	QoQ 0.00% (+0) YoY NEW(+1.5K)	All Managers (Combined)	$391.4K	0.1% ($391.4K/$558.3M)	QoQ +90495.13% (+$390.9K) YoY NEW(+$391.4K)
PFIZER INC(PFEcusip717081103)	15.4K	QoQ +3.54% (+528) YoY +10.72% (+1.5K)	All Managers (Combined)	$391.3K	0.1% ($391.3K/$558.3M)	QoQ +98703.53% (+$390.9K) YoY +101791.14% (+$390.9K)
Arista Networks, Inc.(ANETcusip040413205)	4.8K	QoQ -12.31% (-680) YoY NEW(+4.8K)	All Managers (Combined)	$375.0K	0.1% ($375.0K/$558.3M)	QoQ +61376.06% (-$374.4K) YoY NEW(+$375.0K)
(cusip25434V807)✕	9.5K	QoQ +22.42% (+1.7K) YoY NEW(+9.5K)	All Managers (Combined)	$374.7K	0.1% ($374.7K/$558.3M)	QoQ +135676.44% (+$374.5K) YoY NEW(+$374.7K)