James J. Burns & Company, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 166 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top individual stock holding is Microsoft Corporation, with 5,222,712 shares. Other major technology positions include NVIDIA Corporation with 4,791,004 shares, Taiwan Semiconductor Manufacturing Company with 303,906 shares, and Meta Platforms Inc. with 2,219,258 shares.
A significant portion of the portfolio is allocated to ETFs. The SCHWAB STRATEGIC TR US LRG CAP ETF is the largest holding with 2,354,258 shares. Other notable ETFs include the SCHWAB STRATEGIC TR US BRD MKT ETF with 20,105,822 shares and the SCHWAB STRATEGIC TR US LCAP GR ETF with 20,397,380 shares.
Other notable individual stock positions include JPMorgan Chase & Co. with 4,290,532 shares, Eli Lilly & Co. with 4,275,063 shares, and Visa Inc. with 818,434 shares.
The filing indicates that Jim Cullen serves as the filing agent for the firm. The address listed for James J. Burns & Company, LLC is 225 Broadhollow Road, Suite 410, Melville, NY 11747.
