Harry Burn - Sound Shore
As of Q2 2026, Harry Burn reported 40 long-equity positions worth $3.25B in aggregate.
Copy-investor backtest
- Latest quarter
- +6.39%
- 1-year
- +29.18%
- 3-year
- +64.21%
- 5-year
- +76.25%
- 3-year vs S&P 500
- -9.09%
- 5-year vs S&P 500
- +1.39%
- 5-year top 5
- +123.64%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 36 of 57 rows. Rows without a quote are marked unavailable.
| 1 | GENZ | Genzyme Corporation COMMON | 3.45% | Add +6.7% | 3,711,593 | $188.44M | No quote | No quote |
| 2 | ABT | Abbott Laboratories COMMON | 3.25% | Add +22.0% | 3,792,113 | $177.4M | $46.78 | No quote |
| 3 | EXC | Exelon Corporation COMMON | 3.23% | Add +6.6% | 4,636,636 | $176.05M | No quote | No quote |
| 4 | MSFT | Microsoft Corp COMMON | 3.13% | Add +6.6% | 7,420,591 | $170.75M | $23.01 | No quote |
| 5 | PFE | Pfizer Inc. COMMON | 3.11% | Reduce -2.7% | 11,907,826 | $169.81M | $14.26 | No quote |
| 6 | AES | AES Corporation COMMON | 3.11% | Add +18.8% | 18,369,271 | $169.73M | $9.24 | No quote |
| 7 | WMT | Wal-Mart Stores, Inc. COMMON | 3.09% | Reduce -7.5% | 3,507,423 | $168.6M | $48.07 | No quote |
| 8 | SUN | Sunoco, Inc. COMMON | 3.06% | Add +205.7% | 4,801,695 | $166.96M | $34.77 | No quote |
| 9 | KO | Coca Cola Company COMMON | 2.99% | Add +2.0% | 3,256,596 | $163.22M | $50.12 | No quote |
| 10 | MRO | Marathon Oil Corporation COMMON | 2.99% | Add +4.7% | 5,243,373 | $163.02M | No quote | No quote |
| 11 | DVN | Devon Energy Corporation COMMON | 2.98% | Add +22.3% | 2,673,139 | $162.85M | $60.92 | No quote |
| 12 | NVS | Novartis AG ADR COMMON | 2.92% | Add +2.6% | 3,302,482 | $159.58M | $48.32 | No quote |
| 13 | CMCSA | Comcast Corporation Class A COMMON | 2.82% | Reduce -11.9% | 8,866,334 | $154.01M | $17.37 | No quote |
| 14 | BAX | Baxter International Inc COMMON | 2.71% | Add +51.3% | 3,644,223 | $148.1M | $40.64 | No quote |
| 15 | C | CitiGroup, Inc. COMMON | 2.70% | Reduce -22.2% | 39,238,220 | $147.54M | $3.76 | No quote |
| 16 | TXN | Texas Instruments Inc. COMMON | 2.67% | Reduce -23.1% | 6,247,527 | $145.44M | $23.28 | No quote |
| 17 | SYMC | Symantec Corporation COMMON | 2.66% | Add +32.7% | 10,444,825 | $144.97M | No quote | No quote |
| 18 | STT | State Street Corporation COMMON | 2.64% | Add +11.6% | 4,254,888 | $143.9M | $33.82 | No quote |
| 19 | CS | Credit Suisse Group COMMON | 2.56% | Add +4.9% | 3,728,934 | $139.57M | No quote | No quote |
| 20 | COP | ConocoPhillips, Inc COMMON | 2.52% | Reduce -27.4% | 2,798,216 | $137.36M | $49.09 | No quote |
| 21 | EP | El Paso Corporation COMMON | 2.49% | Reduce -12.3% | 12,235,071 | $135.93M | No quote | No quote |
| 22 | AMAT | Applied Materials COMMON | 2.49% | Add +3.0% | 11,304,426 | $135.88M | $12.02 | No quote |
| 23 | BAC | Bank of America Corporation COMMON | 2.46% | Reduce -10.4% | 9,340,513 | $134.22M | $14.37 | No quote |
| 24 | BHI | Baker Hughes Inc. COMMON | 2.45% | Reduce -2.0% | 3,221,442 | $133.92M | No quote | No quote |
| 25 | IVZ | Invesco Ltd. COMMON | 2.43% | Reduce -13.9% | 7,879,729 | $132.62M | $16.83 | No quote |
| 26 | MS | Morgan Stanley COMMON | 2.43% | Reduce -1.6% | 5,705,622 | $132.43M | $23.21 | No quote |
| 27 | SCHW | Charles Schwab Corporation COMMON | 2.39% | Add +22.2% | 9,190,636 | $130.32M | $14.18 | No quote |
| 28 | APOL | Apollo Group, Inc. COMMON | 2.35% | Add +11.5% | 3,017,888 | $128.17M | No quote | No quote |
| 29 | EQT | EQT Corporation COMMON | 2.32% | Reduce -26.4% | 3,506,421 | $126.72M | $36.14 | No quote |
| 30 | FLEX | Flextronics International COMMON | 2.25% | Reduce -8.5% | 21,932,732 | $122.82M | $5.60 | No quote |
| 31 | LUV | Southwest Airlines Company COMMON | 2.24% | Add +35.8% | 10,988,029 | $122.08M | $11.11 | No quote |
| 32 | VLO | Valero Energy Corporation COMMON | 2.09% | Reduce -40.1% | 6,354,609 | $114.26M | $17.98 | No quote |
| 33 | V | Visa, Inc. COMMON | 2.06% | New | 1,588,214 | $112.37M | $70.75 | No quote |
| 34 | MMC | Marsh & McLennan Companies COMMON | 2.03% | Reduce -24.4% | 4,919,530 | $110.94M | No quote | No quote |
| 35 | IGT | International Game Technol COMMON | 2.01% | New | 6,999,336 | $109.89M | No quote | No quote |
| 36 | NEM | Newmont Mining Corporation COMMON | 1.79% | Reduce -49.8% | 1,585,013 | $97.86M | $61.74 | No quote |
| 37 | EBAY | eBay Inc. COMMON | 1.74% | Reduce -20.6% | 4,831,541 | $94.75M | $19.61 | No quote |
| 38 | WPO | Washington Post Company COMMON | 1.61% | Reduce -34.9% | 214,648 | $88.11M | No quote | No quote |
| 39 | HES | Hess Corporation COMMON | 1.11% | Reduce -53.9% | 1,199,147 | $60.37M | No quote | No quote |
| 40 | QCOM | Qualcomm Inc. COMMON | 0.59% | Reduce -78.8% | 975,852 | $32.05M | $32.84 | No quote |
| 41 | TJX | TJX Companies, Inc. COMMON | 0.01% | Reduce -21.9% | 14,250 | $598K | $41.96 | No quote |
| 42 | DTV | DIRECTV Group Inc COMMON | 0.01% | Reduce -39.0% | 15,626 | $530K | No quote | No quote |
| 43 | GS | Goldman Sachs Group Inc COMMON | 0.01% | New | 2,700 | $354K | $131.11 | No quote |
| 44 | PM | Phillip Morris International COMMON | 0.01% | - | 7,150 | $328K | $45.87 | No quote |
| 45 | AB | AllianceBernstein Holding COMMON | 0.01% | - | 12,000 | $310K | No quote | No quote |
| 46 | JBLU | JetBlue Airways Corporation COMMON | 0.01% | - | 55,000 | $302K | $5.49 | No quote |
| 47 | MRK | Merck & Co. Inc. COMMON | 0.01% | - | 8,400 | $294K | $35.00 | No quote |
| 48 | FTR | Frontier Communications Co COMMON | 0.01% | - | 38,500 | $274K | No quote | No quote |
| 49 | IBM | Intl Business Machines COMMON | 0.00% | - | 2,048 | $253K | $123.54 | No quote |
| 50 | CB | Chubb Corporation COMMON | 0.00% | - | 5,000 | $250K | $50.00 | No quote |
| 51 | XOM | Exxon Mobil Corp COMMON | 0.00% | New | 3,549 | $203K | $57.20 | No quote |
| 57 | XTO | XTO Energy, Inc...... COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 56 | TWX | New................. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 55 | INTU | Intuit Inc........... COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 54 | UNH | Inc................. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 53 | LOW | Inc................. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 52 | BSX | Corporation......... COMMON | - | Sold | 0 | $0 | No quote | No quote |