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Peter N. Bunitsky

Burns J W & Co Inc Ny

Assets Managed
$959.472M
Holdings
189
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
9.94%(2Q avg: 3.28%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Burns J W & Co Inc Ny's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Burns J W & Co Inc Ny over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 959.472M in assets, with a quarterly growth rate of 9.94% and a 2-quarter average growth rate of 3.28%. The portfolio is managed by Peter N. Bunitsky, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.2%
9.01%
$86.407M
298,613 shares@ $289.36 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.85%
4.94%
$47.376M
134,085 shares@ $353.34 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.38%
4.62%
$44.26M
118,654 shares@ $373.03 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.47%
3.92%
$37.521M
101,396 shares@ $370.04 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.95%
3.69%
$35.386M
103,140 shares@ $343.1 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.38%
3.47%
$33.21M
139,338 shares@ $238.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.48%
3.45%
$33.036M
44,862 shares@ $736.4 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 0.25%
3.43%
$32.863M
334,655 shares@ $98.2 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.2%
3.03%
$29.016M
145,017 shares@ $200.09 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.99%
2.65%
$25.394M
77,579 shares@ $327.33 avg price

1-10 of 189