BURNS J W & CO INC/NY has filed its latest 13F-HR, disclosing a total portfolio value of approximately $997.77 million as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions within the market.
The firm is based in Dewitt, New York, and primarily engages in investment management. According to the EDGAR submissions, BURNS J W & CO INC/NY has been active in reporting its holdings, with recent filings including multiple 13F-HR forms throughout 2026.
The filing reveals a diverse portfolio, with notable investments in major companies such as Amazon, Microsoft, and Tesla. The total number of positions reported is 190, indicating a broad strategy across various sectors.
Among the highlights of the filing, BURNS J W & CO INC/NY has invested significantly in:
- Amazon Inc - 141,160 shares valued at approximately $35.17 million.
- Microsoft Corp - 118,093 shares valued at around $60.57 million.
- Tesla Inc - 3,567 shares valued at about $1.27 million.
- Alphabet Class A - 21,488 shares valued at approximately $7.39 million.
- PepsiCo Inc - 53,577 shares valued at around $6.79 million.
This filing reflects BURNS J W & CO INC/NY's strategic focus on technology and consumer sectors, which have shown resilience and growth potential in recent years. The firm’s investment decisions may influence trends in asset management as investors seek to capitalize on emerging opportunities in these industries.
The filing does not specify what actions BURNS J W & CO INC/NY plans to take next, leaving stakeholders to speculate on future investments and strategies. As the investment landscape continues to evolve, the insights gained from this filing will be critical for understanding market dynamics.
For more details, the filing can be accessed through the SEC with the accession number 0001047339-26-000005.