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 41 of 60 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp COMMON | 3.46% | Reduce -4.1% | 6,135,511 | $197.9M | $32.26 | No quote |
| 2 | C | CitiGroup, Inc. COMMON | 3.41% | Reduce -1.4% | 5,335,571 | $195.02M | $36.55 | No quote |
| 3 | TWX | Time Warner, Inc. COMMON | 3.22% | Reduce -6.8% | 4,883,410 | $184.35M | No quote | No quote |
| 4 | CMCSA | Comcast Corporation Class A COMMON | 3.18% | Reduce -6.5% | 6,067,709 | $182.09M | $30.01 | No quote |
| 5 | LOW | Lowe's Companies, Inc. COMMON | 3.16% | Reduce -6.0% | 5,768,551 | $181.02M | $31.38 | No quote |
| 6 | CVS | CVS Caremark Corporation COMMON | 3.16% | Reduce -7.7% | 4,036,446 | $180.83M | $44.80 | No quote |
| 7 | LIFE | Life Technologies Corporation COMMON | 3.16% | Reduce -2.4% | 3,699,856 | $180.63M | No quote | No quote |
| 8 | ABT | Abbott Laboratories COMMON | 3.11% | Reduce -4.3% | 2,907,991 | $178.23M | $61.29 | No quote |
| 9 | DVN | Devon Energy Corporation COMMON | 3.11% | Add +0.5% | 2,504,822 | $178.14M | $71.12 | No quote |
| 10 | AES | AES Corporation COMMON | 3.11% | Reduce -2.3% | 13,611,006 | $177.9M | $13.07 | No quote |
| 11 | TXN | Texas Instruments Inc. COMMON | 3.10% | Reduce -4.0% | 5,283,982 | $177.6M | $33.61 | No quote |
| 12 | UNH | UnitedHealth Group Inc. COMMON | 3.08% | Add +593.1% | 2,992,127 | $176.36M | $58.94 | No quote |
| 13 | COF | Capital One Financial Corp COMMON | 3.06% | New | 3,140,987 | $175.08M | $55.74 | No quote |
| 14 | BAC | Bank of America Corporatio COMMON | 2.95% | Reduce -3.1% | 17,658,424 | $168.99M | $9.57 | No quote |
| 15 | IVZ | Invesco Ltd. COMMON | 2.92% | Reduce -21.4% | 6,278,281 | $167.44M | $26.67 | No quote |
| 16 | WMT | Wal-Mart Stores, Inc. COMMON | 2.92% | Reduce -2.8% | 2,731,198 | $167.15M | $61.20 | No quote |
| 17 | GM | General Motors Company COMMON | 2.89% | Reduce -1.6% | 6,449,083 | $165.42M | $25.65 | No quote |
| 18 | MET | MetLife Inc. COMMON | 2.88% | Add +5.7% | 4,419,712 | $165.08M | $37.35 | No quote |
| 19 | MMC | Marsh & McLennan Companies Inc. COMMON | 2.85% | Add +3.5% | 4,979,519 | $163.28M | No quote | No quote |
| 20 | SCHW | Charles Schwab Corporation COMMON | 2.84% | Reduce -3.0% | 11,320,771 | $162.68M | $14.37 | No quote |
| 21 | PFE | Pfizer Inc. COMMON | 2.78% | Reduce -4.5% | 7,026,477 | $159.12M | $22.65 | No quote |
| 22 | STT | State Street Corporation COMMON | 2.58% | Reduce -17.8% | 3,245,804 | $147.68M | $45.50 | No quote |
| 23 | SUN | Sunoco, Inc. COMMON | 2.58% | Reduce -16.8% | 3,871,010 | $147.68M | $38.15 | No quote |
| 24 | FLEX | Flextronics International COMMON | 2.55% | Reduce -6.7% | 20,193,718 | $145.8M | $7.22 | No quote |
| 25 | WFT | Weatherford International, Ltd. COMMON | 2.52% | Add +19.3% | 9,575,859 | $144.5M | No quote | No quote |
| 26 | SYY | Sysco Corporation COMMON | 2.51% | Add +29.3% | 4,812,173 | $143.69M | $29.86 | No quote |
| 27 | NVS | Novartis AG ADR COMMON | 2.51% | Add +23.9% | 2,589,436 | $143.48M | $55.41 | No quote |
| 28 | SYMC | Symantec Corporation COMMON | 2.43% | Reduce -3.4% | 7,427,586 | $138.9M | No quote | No quote |
| 29 | SNY | Sanofi ADR COMMON | 2.33% | Reduce -6.3% | 3,447,672 | $133.6M | $38.75 | No quote |
| 30 | OI | Owens-Illinois, Inc. COMMON | 2.23% | Reduce -0.2% | 5,470,311 | $127.68M | No quote | No quote |
| 31 | AMAT | Applied Materials COMMON | 2.23% | Reduce -2.3% | 10,237,019 | $127.4M | $12.45 | No quote |
| 32 | LUV | Southwest Airlines Company COMMON | 2.19% | Reduce -3.2% | 15,196,591 | $125.22M | $8.24 | No quote |
| 33 | YHOO | Yahoo! Inc. COMMON | 2.18% | New | 8,195,893 | $124.74M | No quote | No quote |
| 34 | CS | Credit Suisse Group COMMON | 2.10% | Reduce -2.9% | 4,215,197 | $120.18M | No quote | No quote |
| 35 | V | Visa, Inc. COMMON | 2.02% | Reduce -41.9% | 981,877 | $115.86M | $118.00 | No quote |
| 36 | DAL | Delta Air Lines, Inc. COMMON | 1.94% | Reduce -5.9% | 11,183,378 | $110.88M | $9.91 | No quote |
| 37 | GOLD | Barrick Gold Corporation COMMON | 0.47% | Reduce -43.2% | 617,255 | $26.84M | No quote | No quote |
| 38 | NEM | Newmont Mining Corporation COMMON | 0.09% | New | 95,323 | $4.89M | $51.27 | No quote |
| 39 | EQT | EQT Corporation COMMON | 0.07% | New | 87,692 | $4.23M | $48.21 | No quote |
| 40 | DO | Diamond Offshore Drilling, Inc. COMMON | 0.02% | - | 19,500 | $1.3M | No quote | No quote |
| 41 | TJX | TJX Companies, Inc. COMMON | 0.02% | Add +100.0% | 22,500 | $893K | $39.69 | No quote |
| 42 | 25490A | DIRECTV Group Inc COMMON | 0.01% | - | 15,626 | $771K | No quote | No quote |
| 43 | PM | Phillip Morris International COMMON | 0.01% | - | 7,150 | $634K | $88.67 | No quote |
| 44 | JBL | Jabil Circuit, Inc. COMMON | 0.01% | - | 20,000 | $502K | $25.10 | No quote |
| 45 | IBM | Intl Business Machines COMMON | 0.01% | - | 2,048 | $427K | $208.50 | No quote |
| 46 | CB | Chubb Corporation COMMON | 0.01% | - | 5,000 | $346K | $69.20 | No quote |
| 47 | GS | Goldman Sachs Group Inc COMMON | 0.01% | - | 2,700 | $336K | $124.44 | No quote |
| 48 | - | Merck & Co. Inc. COMMONCUSIP 58933Y109 | 0.01% | - | 8,400 | $323K | No quote | No quote |
| 49 | XOM | Exxon Mobil Corp COMMON | 0.01% | - | 3,548 | $308K | $86.81 | No quote |
| 50 | L | Loews Corporation COMMON | 0.00% | New | 7,000 | $279K | $39.86 | No quote |
| 51 | PNC | PNC Financial Services Group COMMON | 0.00% | - | 4,300 | $277K | $64.42 | No quote |
| 52 | JBLU | JetBlue Airways Corporation COMMON | 0.00% | - | 55,000 | $269K | $4.89 | No quote |
| 53 | MO | Altria Group Inc. COMMON | 0.00% | - | 8,150 | $252K | $30.92 | No quote |
| 54 | RIMM | Research in Motion Limited COMMON | 0.00% | - | 14,000 | $206K | No quote | No quote |
| 55 | FTR | Frontier Communications Co COMMON | 0.00% | - | 38,500 | $161K | No quote | No quote |
| 60 | PEG | Public Service Enterprise Group COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 59 | LYB | LyondellBasell Industries COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 58 | EXC | Exelon Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 57 | CTAS | Cintas Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 56 | APOL | Apollo Group, Inc. COMMON | - | Sold | 0 | $0 | No quote | No quote |