James J. Burns & Company, LLC
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 936,945
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 166 | 936,945 | 13F-HR | James J. Burns & Company, LLC |
| Q2 2026 | 8/6/2026 | 163 | 923,530 | 13F-HR | James J. Burns & Company, LLC |
| Q1 2026 | 4/17/2026 | 155 | 737,036 | 13F-HR | James J. Burns & Company, LLC |
| Q4 2025 | 1/23/2026 | 161 | 724,713 | 13F-HR | James J. Burns & Company, LLC |
| Q3 2025 | 10/20/2025 | 159 | 670,792 | 13F-HR | James J. Burns & Company, LLC |
| Q2 2025 | 7/15/2025 | 156 | 613,094 | 13F-HR | James J. Burns & Company, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.3 K | 16.9% | 3.083 K | 0 | 3.083 K |
| ETFs | 778.6 K | 83.1% | 10.34 K | 0 | 10.34 K |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
936,945
Holdings
166
QoQ value change ($000)
13,415
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.