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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GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:519

Value:$283.7K

% of Portfolio:0.1% ($283.7K/$558.3M)

92204A405

VFH|92204A405

Shares:2.3K

Value:$280.6K

% of Portfolio:0.1% ($280.6K/$558.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:565

Value:$264.9K

% of Portfolio:0.0% ($264.9K/$558.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.3K

Value:$264.1K

% of Portfolio:0.0% ($264.1K/$558.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.0K

Value:$260.9K

% of Portfolio:0.0% ($260.9K/$558.3M)

74347X633

Shares:2.9K

Value:$254.7K

% of Portfolio:0.0% ($254.7K/$558.3M)

74347R206

Shares:2.8K

Value:$252.8K

% of Portfolio:0.0% ($252.8K/$558.3M)

81369Y407

Shares:1.3K

Value:$251.6K

% of Portfolio:0.0% ($251.6K/$558.3M)

Walt Disney Co

DIS|254687106

Shares:2.5K

Value:$249.8K

% of Portfolio:0.0% ($249.8K/$558.3M)

78464A870

Shares:3.1K

Value:$247.9K

% of Portfolio:0.0% ($247.9K/$558.3M)

Chubb Ltd

CB|H1467J104

Shares:798

Value:$241.3K

% of Portfolio:0.0% ($241.3K/$558.3M)

46138E537

Shares:10.4K

Value:$238.5K

% of Portfolio:0.0% ($238.5K/$558.3M)

46429B697

USMV|46429B697

Shares:2.5K

Value:$233.7K

% of Portfolio:0.0% ($233.7K/$558.3M)

GARTNER INC

IT|366651107

Shares:527

Value:$221.2K

% of Portfolio:0.0% ($221.2K/$558.3M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:949

Value:$219.7K

% of Portfolio:0.0% ($219.7K/$558.3M)

Duke Energy CORP

DUK|26441C204

Shares:1.8K

Value:$219.1K

% of Portfolio:0.0% ($219.1K/$558.3M)

25459W102

Shares:3.7K

Value:$219.0K

% of Portfolio:0.0% ($219.0K/$558.3M)

Blackstone Inc.

BX|09260D107

Shares:1.5K

Value:$205.8K

% of Portfolio:0.0% ($205.8K/$558.3M)

81369Y852

Shares:2.1K

Value:$202.4K

% of Portfolio:0.0% ($202.4K/$558.3M)

464285204

Shares:3.4K

Value:$202.0K

% of Portfolio:0.0% ($202.0K/$558.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GOLDMAN SACHS GROUP INC(GScusip38141G104)	519	QoQ +1.56% (+8) YoY NEW(+519)	All Managers (Combined)	$283.7K	0.1% ($283.7K/$558.3M)	QoQ +96728.66% (+$283.4K) YoY NEW(+$283.7K)
(VFHcusip92204A405)	2.3K	QoQ 0.00% (+0) YoY NEW(+2.3K)	All Managers (Combined)	$280.6K	0.1% ($280.6K/$558.3M)	QoQ +101212.27% (+$280.4K) YoY NEW(+$280.6K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	565	QoQ +2.16% (+12) YoY NEW(+565)	All Managers (Combined)	$264.9K	0.0% ($264.9K/$558.3M)	QoQ +93850.35% (+$264.7K) YoY NEW(+$264.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.3K	QoQ +0.72% (+31) YoY NEW(+4.3K)	All Managers (Combined)	$264.1K	0.0% ($264.1K/$558.3M)	QoQ +105102.78% (+$263.8K) YoY NEW(+$264.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.0K	QoQ +3.45% (+35) YoY NEW(+1.0K)	All Managers (Combined)	$260.9K	0.0% ($260.9K/$558.3M)	QoQ +116908.96% (+$260.7K) YoY NEW(+$260.9K)
(cusip74347X633)✕	2.9K	QoQ 0.00% (+0) YoY NEW(+2.9K)	All Managers (Combined)	$254.7K	0.0% ($254.7K/$558.3M)	QoQ +104293.03% (+$254.5K) YoY NEW(+$254.7K)
(cusip74347R206)✕	2.8K	QoQ 0.00% (+0) YoY NEW(+2.8K)	All Managers (Combined)	$252.8K	0.0% ($252.8K/$558.3M)	QoQ +81969.80% (+$252.5K) YoY NEW(+$252.8K)
(cusip81369Y407)✕	1.3K	QoQ 0.00% (+0) YoY NEW(+1.3K)	All Managers (Combined)	$251.6K	0.0% ($251.6K/$558.3M)	QoQ +87883.21% (+$251.3K) YoY NEW(+$251.6K)
Walt Disney Co(DIScusip254687106)	2.5K	QoQ -2.08% (-54) YoY +30.06% (+585)	All Managers (Combined)	$249.8K	0.0% ($249.8K/$558.3M)	QoQ +86637.50% (-$249.5K) YoY +104420.50% (+$249.6K)
(cusip78464A870)✕	3.1K	QoQ +0.13% (+4) YoY NEW(+3.1K)	All Managers (Combined)	$247.9K	0.0% ($247.9K/$558.3M)	QoQ +90052.36% (+$247.6K) YoY NEW(+$247.9K)
Chubb Ltd(CBcusipH1467J104)	798	QoQ -9.72% (-86) YoY NEW(+798)	All Managers (Combined)	$241.3K	0.0% ($241.3K/$558.3M)	QoQ +98786.06% (-$241.0K) YoY NEW(+$241.3K)
(cusip46138E537)✕	10.4K	QoQ -16.72% (-2.1K) YoY -39.28% (-6.7K)	All Managers (Combined)	$238.5K	0.0% ($238.5K/$558.3M)	QoQ +81293.51% (-$238.2K) YoY +59076.92% (-$238.1K)
(USMVcusip46429B697)	2.5K	QoQ 0.00% (+0) YoY NEW(+2.5K)	All Managers (Combined)	$233.7K	0.0% ($233.7K/$558.3M)	QoQ +105161.71% (+$233.5K) YoY NEW(+$233.7K)
GARTNER INC(ITcusip366651107)	527	QoQ 0.00% (+0) YoY +9.79% (+47)	All Managers (Combined)	$221.2K	0.0% ($221.2K/$558.3M)	QoQ +86307.42% (+$220.9K) YoY +98212.44% (+$221.0K)
WASTE MANAGEMENT INC(WMcusip94106L109)	949	QoQ NEW(+949) YoY NEW(+949)	All Managers (Combined)	$219.7K	0.0% ($219.7K/$558.3M)	QoQ NEW(+$219.7K) YoY NEW(+$219.7K)
Duke Energy CORP(DUKcusip26441C204)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$219.1K	0.0% ($219.1K/$558.3M)	QoQ NEW(+$219.1K) YoY NEW(+$219.1K)
(cusip25459W102)✕	3.7K	QoQ 0.00% (+0) YoY NEW(+3.7K)	All Managers (Combined)	$219.0K	0.0% ($219.0K/$558.3M)	QoQ +64500.58% (+$218.7K) YoY NEW(+$219.0K)
Blackstone Inc.(BXcusip09260D107)	1.5K	QoQ -46.84% (-1.3K) YoY NEW(+1.5K)	All Managers (Combined)	$205.8K	0.0% ($205.8K/$558.3M)	QoQ +42952.92% (-$205.3K) YoY NEW(+$205.8K)
(cusip81369Y852)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$202.4K	0.0% ($202.4K/$558.3M)	QoQ NEW(+$202.4K) YoY NEW(+$202.4K)
(cusip464285204)✕	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$202.0K	0.0% ($202.0K/$558.3M)	QoQ NEW(+$202.0K) YoY NEW(+$202.0K)