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 40 of 65 rows. Rows without a quote are marked unavailable.
| 1 | SUN | Sunoco, Inc. COMMON | 3.72% | Add +3.3% | 4,651,536 | $190.81M | $41.02 | No quote |
| 2 | TWX | Time Warner, Inc. COMMON | 3.69% | Reduce -3.8% | 5,239,209 | $189.35M | No quote | No quote |
| 3 | CVS | CVS Caremark Corporation COMMON | 3.47% | Reduce -1.1% | 4,375,235 | $178.42M | $40.78 | No quote |
| 4 | V | Visa, Inc. COMMON | 3.34% | Reduce -3.2% | 1,688,835 | $171.47M | $101.53 | No quote |
| 5 | ABT | Abbott Laboratories COMMON | 3.33% | Reduce -3.6% | 3,038,261 | $170.84M | $56.23 | No quote |
| 6 | WMT | Wal-Mart Stores, Inc. COMMON | 3.27% | Reduce -1.4% | 2,809,268 | $167.88M | $59.76 | No quote |
| 7 | MSFT | Microsoft Corp COMMON | 3.23% | Reduce -14.1% | 6,398,780 | $166.11M | $25.96 | No quote |
| 8 | AES | AES Corporation COMMON | 3.21% | Reduce -2.6% | 13,934,820 | $164.99M | $11.84 | No quote |
| 9 | IVZ | Invesco Ltd. COMMON | 3.13% | Reduce 0.0% | 7,989,889 | $160.52M | $20.09 | No quote |
| 10 | EXC | Exelon Corporation COMMON | 3.13% | Reduce -1.6% | 3,701,042 | $160.51M | No quote | No quote |
| 11 | TXN | Texas Instruments Inc. COMMON | 3.12% | Reduce -3.5% | 5,502,630 | $160.18M | $29.11 | No quote |
| 12 | PFE | Pfizer Inc. COMMON | 3.10% | Reduce -2.5% | 7,360,813 | $159.29M | $21.64 | No quote |
| 13 | STT | State Street Corporation COMMON | 3.10% | Add +28.6% | 3,948,410 | $159.16M | $40.31 | No quote |
| 14 | LOW | Lowe's Companies, Inc. COMMON | 3.03% | Add +33.9% | 6,133,862 | $155.68M | $25.38 | No quote |
| 15 | DVN | Devon Energy Corporation COMMON | 3.01% | Add +88.4% | 2,493,080 | $154.57M | $62.00 | No quote |
| 16 | CMCSA | Comcast Corporation Class A COMMON | 3.00% | Reduce -2.1% | 6,490,989 | $153.9M | $23.71 | No quote |
| 17 | MMC | Marsh & McLennan Companies Inc. COMMON | 2.96% | Add +0.4% | 4,811,552 | $152.14M | No quote | No quote |
| 18 | LIFE | Life Technologies Corporation COMMON | 2.87% | New | 3,790,304 | $147.48M | No quote | No quote |
| 19 | C | CitiGroup, Inc. COMMON | 2.77% | Reduce -5.2% | 5,409,084 | $142.31M | $26.31 | No quote |
| 20 | SNY | Sanofi ADR COMMON | 2.62% | Add +0.4% | 3,680,950 | $134.5M | $36.54 | No quote |
| 21 | LUV | Southwest Airlines Company COMMON | 2.62% | Add +14.9% | 15,698,588 | $134.38M | $8.56 | No quote |
| 22 | GM | General Motors Company COMMON | 2.59% | Add +2.6% | 6,556,531 | $132.9M | $20.27 | No quote |
| 23 | SCHW | Charles Schwab Corporation COMMON | 2.56% | Add +26.9% | 11,670,254 | $131.41M | $11.26 | No quote |
| 24 | MET | MetLife Inc. COMMON | 2.54% | Add +3.8% | 4,180,267 | $130.34M | $31.18 | No quote |
| 25 | FLEX | Flextronics International COMMON | 2.38% | Reduce -1.3% | 21,638,237 | $122.47M | $5.66 | No quote |
| 26 | SYMC | Symantec Corporation COMMON | 2.34% | Reduce -4.0% | 7,689,673 | $120.34M | No quote | No quote |
| 27 | NVS | Novartis AG ADR COMMON | 2.33% | Add +14.0% | 2,090,442 | $119.51M | $57.17 | No quote |
| 28 | WFT | Weatherford International, Ltd. COMMON | 2.29% | Add +71.0% | 8,028,121 | $117.53M | No quote | No quote |
| 29 | AMAT | Applied Materials COMMON | 2.19% | Reduce -14.0% | 10,482,180 | $112.26M | $10.71 | No quote |
| 30 | SYY | Sysco Corporation COMMON | 2.13% | New | 3,721,571 | $109.15M | $29.33 | No quote |
| 31 | OI | Owens-Illinois, Inc. COMMON | 2.07% | Reduce -7.4% | 5,481,101 | $106.22M | No quote | No quote |
| 32 | CS | Credit Suisse Group COMMON | 1.98% | Add +6.2% | 4,338,937 | $101.88M | No quote | No quote |
| 33 | BAC | Bank of America Corporatio COMMON | 1.97% | Reduce -2.2% | 18,221,990 | $101.31M | $5.56 | No quote |
| 34 | DAL | Delta Air Lines, Inc. COMMON | 1.87% | Reduce -7.3% | 11,881,297 | $96.12M | $8.09 | No quote |
| 35 | PEG | Public Service Enterprise Group COMMON | 1.28% | Reduce -38.8% | 1,993,030 | $65.79M | $33.01 | No quote |
| 36 | CTAS | Cintas Corporation COMMON | 1.22% | New | 1,794,532 | $62.47M | $34.81 | No quote |
| 37 | LYB | LyondellBasell Industries COMMON | 1.04% | Reduce -59.6% | 1,643,747 | $53.41M | $32.49 | No quote |
| 38 | GOLD | Barrick Gold Corporation COMMON | 0.96% | New | 1,086,725 | $49.17M | No quote | No quote |
| 39 | UNH | UnitedHealth Group Inc. COMMON | 0.43% | New | 431,694 | $21.88M | $50.68 | No quote |
| 40 | DO | Diamond Offshore Drilling, Inc. COMMON | 0.02% | Reduce -97.9% | 19,500 | $1.08M | No quote | No quote |
| 41 | TJX | TJX Companies, Inc. COMMON | 0.01% | Reduce -21.1% | 11,250 | $726K | $64.53 | No quote |
| 42 | 25490A | DIRECTV Group Inc COMMON | 0.01% | New | 15,626 | $668K | No quote | No quote |
| 43 | PM | Phillip Morris International COMMON | 0.01% | - | 7,150 | $561K | $78.46 | No quote |
| 44 | JBL | Jabil Circuit, Inc. COMMON | 0.01% | - | 20,000 | $393K | $19.65 | No quote |
| 45 | IBM | Intl Business Machines COMMON | 0.01% | - | 2,048 | $377K | $184.08 | No quote |
| 46 | CB | Chubb Corporation COMMON | 0.01% | - | 5,000 | $346K | $69.20 | No quote |
| 47 | - | Merck & Co. Inc. COMMONCUSIP 58933Y109 | 0.01% | New | 8,400 | $317K | No quote | No quote |
| 48 | XOM | Exxon Mobil Corp COMMON | 0.01% | - | 3,548 | $301K | $84.84 | No quote |
| 49 | JBLU | JetBlue Airways Corporation COMMON | 0.01% | - | 55,000 | $286K | $5.20 | No quote |
| 50 | APOL | Apollo Group, Inc. COMMON | 0.01% | New | 5,000 | $269K | No quote | No quote |
| 51 | PNC | PNC Financial Services Group COMMON | 0.00% | - | 4,300 | $248K | $57.67 | No quote |
| 52 | GS | Goldman Sachs Group Inc COMMON | 0.00% | - | 2,700 | $244K | $90.37 | No quote |
| 53 | MO | Altria Group Inc. COMMON | 0.00% | - | 8,150 | $242K | $29.69 | No quote |
| 54 | RIMM | Research in Motion Limited COMMON | 0.00% | New | 14,000 | $203K | No quote | No quote |
| 55 | FTR | Frontier Communications Co COMMON | 0.00% | - | 38,500 | $198K | No quote | No quote |
| 65 | WDC | Western Digital Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 64 | NEM | Newmont Mining Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 63 | MRK | Merck & Co. Inc. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 62 | EQT | EQT Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 61 | EP | El Paso Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 60 | EBAY | eBay Inc. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 59 | DTV | DIRECTV Group Inc COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 58 | MPC | Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 57 | COP | ConocoPhillips, Inc. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 56 | BAX | Baxter International Inc COMMON | - | Sold | 0 | $0 | No quote | No quote |