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 6 of 8

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GENERAL ELECTRIC CO

GE|369604301

Shares:1.8K

Value:$369.4K

% of Portfolio:0.1% ($369.4K/$558.3M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.8K

Value:$368.2K

% of Portfolio:0.1% ($368.2K/$558.3M)

Mondelez International, Inc.

MDLZ|609207105

Shares:5.3K

Value:$360.4K

% of Portfolio:0.1% ($360.4K/$558.3M)

464287556

Shares:2.8K

Value:$355.8K

% of Portfolio:0.1% ($355.8K/$558.3M)

CHEVRON CORP

CVX|166764100

Shares:2.1K

Value:$351.2K

% of Portfolio:0.1% ($351.2K/$558.3M)

464287689

IWV|464287689

Shares:1.1K

Value:$349.4K

% of Portfolio:0.1% ($349.4K/$558.3M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:950

Value:$331.7K

% of Portfolio:0.1% ($331.7K/$558.3M)

46429B689

EFAV|46429B689

Shares:4.2K

Value:$330.3K

% of Portfolio:0.1% ($330.3K/$558.3M)

PEPSICO INC

PEP|713448108

Shares:2.1K

Value:$319.0K

% of Portfolio:0.1% ($319.0K/$558.3M)

464287598

IWD|464287598

Shares:1.7K

Value:$312.3K

% of Portfolio:0.1% ($312.3K/$558.3M)

464288877

Shares:5.3K

Value:$312.2K

% of Portfolio:0.1% ($312.2K/$558.3M)

922908363

VOO|922908363

Shares:599

Value:$307.8K

% of Portfolio:0.1% ($307.8K/$558.3M)

MCDONALDS CORP

MCD|580135101

Shares:982

Value:$306.7K

% of Portfolio:0.1% ($306.7K/$558.3M)

CATERPILLAR INC

CAT|149123101

Shares:911

Value:$300.4K

% of Portfolio:0.1% ($300.4K/$558.3M)

46432F396

MTUM|46432F396

Shares:1.5K

Value:$298.7K

% of Portfolio:0.1% ($298.7K/$558.3M)

922908736

VUG|922908736

Shares:802

Value:$297.4K

% of Portfolio:0.1% ($297.4K/$558.3M)

STARBUCKS CORP

SBUX|855244109

Shares:3.0K

Value:$295.7K

% of Portfolio:0.1% ($295.7K/$558.3M)

464287507

IJH|464287507

Shares:4.9K

Value:$288.0K

% of Portfolio:0.1% ($288.0K/$558.3M)

25459Y694

Shares:1.8K

Value:$286.7K

% of Portfolio:0.1% ($286.7K/$558.3M)

ORACLE CORP

ORCL|68389X105

Shares:2.0K

Value:$286.4K

% of Portfolio:0.1% ($286.4K/$558.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL ELECTRIC CO(GEcusip369604301)	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$369.4K	0.1% ($369.4K/$558.3M)	QoQ +119842.20% (+$369.1K) YoY NEW(+$369.4K)
DANAHER CORP /DE/(DHRcusip235851102)	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$368.2K	0.1% ($368.2K/$558.3M)	QoQ +89264.07% (+$367.8K) YoY NEW(+$368.2K)
Mondelez International, Inc.(MDLZcusip609207105)	5.3K	QoQ 0.00% (+0) YoY NEW(+5.3K)	All Managers (Combined)	$360.4K	0.1% ($360.4K/$558.3M)	QoQ +113243.71% (+$360.1K) YoY NEW(+$360.4K)
(cusip464287556)✕	2.8K	QoQ +17.83% (+421) YoY NEW(+2.8K)	All Managers (Combined)	$355.8K	0.1% ($355.8K/$558.3M)	QoQ +114299.35% (+$355.5K) YoY NEW(+$355.8K)
CHEVRON CORP(CVXcusip166764100)	2.1K	QoQ +1.94% (+40) YoY +10.35% (+197)	All Managers (Combined)	$351.2K	0.1% ($351.2K/$558.3M)	QoQ +117343.81% (+$350.9K) YoY +115412.17% (+$350.9K)
(IWVcusip464287689)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$349.4K	0.1% ($349.4K/$558.3M)	QoQ +94846.73% (+$349.0K) YoY +106751.37% (+$349.1K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	950	QoQ 0.00% (+0) YoY +18.75% (+150)	All Managers (Combined)	$331.7K	0.1% ($331.7K/$558.3M)	QoQ +102602.78% (+$331.4K) YoY +124143.44% (+$331.5K)
(EFAVcusip46429B689)	4.2K	QoQ -0.11% (-5) YoY +32.09% (+1.0K)	All Managers (Combined)	$330.3K	0.1% ($330.3K/$558.3M)	QoQ +109994.00% (-$330.0K) YoY +146692.00% (+$330.1K)
PEPSICO INC(PEPcusip713448108)	2.1K	QoQ -7.71% (-178) YoY NEW(+2.1K)	All Managers (Combined)	$319.0K	0.1% ($319.0K/$558.3M)	QoQ +91043.14% (-$318.7K) YoY NEW(+$319.0K)
(IWDcusip464287598)	1.7K	QoQ -5.03% (-88) YoY NEW(+1.7K)	All Managers (Combined)	$312.3K	0.1% ($312.3K/$558.3M)	QoQ +96303.08% (-$312.0K) YoY NEW(+$312.3K)
(cusip464288877)✕	5.3K	QoQ -0.61% (-33) YoY NEW(+5.3K)	All Managers (Combined)	$312.2K	0.1% ($312.2K/$558.3M)	QoQ +111786.37% (-$311.9K) YoY NEW(+$312.2K)
(VOOcusip922908363)	599	QoQ +7.54% (+42) YoY +22.49% (+110)	All Managers (Combined)	$307.8K	0.1% ($307.8K/$558.3M)	QoQ +102510.66% (+$307.5K) YoY +132016.73% (+$307.6K)
MCDONALDS CORP(MCDcusip580135101)	982	QoQ -1.50% (-15) YoY NEW(+982)	All Managers (Combined)	$306.7K	0.1% ($306.7K/$558.3M)	QoQ +105670.68% (-$306.4K) YoY NEW(+$306.7K)
CATERPILLAR INC(CATcusip149123101)	911	QoQ 0.00% (+0) YoY NEW(+911)	All Managers (Combined)	$300.4K	0.1% ($300.4K/$558.3M)	QoQ +90662.23% (+$300.1K) YoY NEW(+$300.4K)
(MTUMcusip46432F396)	1.5K	QoQ -13.00% (-221) YoY NEW(+1.5K)	All Managers (Combined)	$298.7K	0.1% ($298.7K/$558.3M)	QoQ +84748.29% (-$298.3K) YoY NEW(+$298.7K)
(VUGcusip922908736)	802	QoQ +1.64% (+13) YoY NEW(+802)	All Managers (Combined)	$297.4K	0.1% ($297.4K/$558.3M)	QoQ +91683.33% (+$297.1K) YoY NEW(+$297.4K)
STARBUCKS CORP(SBUXcusip855244109)	3.0K	QoQ +0.19% (+6) YoY NEW(+3.0K)	All Managers (Combined)	$295.7K	0.1% ($295.7K/$558.3M)	QoQ +107832.11% (+$295.5K) YoY NEW(+$295.7K)
(IJHcusip464287507)	4.9K	QoQ +2.30% (+111) YoY NEW(+4.9K)	All Managers (Combined)	$288.0K	0.1% ($288.0K/$558.3M)	QoQ +95591.02% (+$287.7K) YoY NEW(+$288.0K)
(cusip25459Y694)✕	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$286.7K	0.1% ($286.7K/$558.3M)	QoQ +104533.21% (+$286.4K) YoY NEW(+$286.7K)
ORACLE CORP(ORCLcusip68389X105)	2.0K	QoQ +3.32% (+66) YoY NEW(+2.0K)	All Managers (Combined)	$286.4K	0.1% ($286.4K/$558.3M)	QoQ +86679.09% (+$286.0K) YoY NEW(+$286.4K)