BURNS J W & CO INC/NY has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Corporate Treasurer Peter N. Bunitsky, lists a total of 190 securities held by the firm. The report indicates that the firm holds no positions in Amazon.com Inc., Starbucks Corporation, Johnson & Johnson, Waste Management Inc., or Vanguard Total Stock Market ETF as of the report date.
The portfolio includes a mix of individual equities and exchange-traded funds. Notable positions include Apple Inc., which is held in 297,912 shares; Berkshire Hathaway Class B, held in 40,883 shares; and Visa Inc., held in 103,159 shares. The firm also holds significant positions in NVIDIA Corporation (150,049 shares), Microsoft Corporation (118,092 shares), and Eli Lilly & Co. (4,332 shares). The top holding by share count is the Vanguard S&P 500 ETF, with 124,331 shares.
The filing details the specific number of shares held for each security. For example, the firm holds 68,612 shares of Chevron Corp., 35,257 shares of Exxon Mobil Corp., and 23,743 shares of Caterpillar Inc. The list also includes a variety of sector-specific ETFs, such as the SPDR S&P 500 ETF Trust, the Vanguard Total International Stock ETF, and the iShares Core S&P Small-Cap ETF.
