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.
Get email alerts when Harry Burn files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 43 of 59 rows. Rows without a quote are marked unavailable.
| 1 | STT | State Street Corporation COMMON | 3.27% | Reduce -5.6% | 3,106,272 | $146.03M | $47.01 | No quote |
| 2 | TXN | Texas Instruments Inc. COMMON | 3.17% | Reduce -1.5% | 4,575,991 | $141.35M | $30.89 | No quote |
| 3 | AIG | American Intl Group, Inc. COMMON | 3.13% | Add +52.7% | 3,957,173 | $139.69M | $35.30 | No quote |
| 4 | BAC | Corporation COMMON | 3.04% | Reduce -3.6% | 11,695,955 | $135.79M | $11.61 | No quote |
| 5 | COF | Capital One Financial Corp COMMON | 3.00% | Add +6.6% | 2,309,979 | $133.82M | $57.93 | No quote |
| 6 | C | CitiGroup, Inc. COMMON | 2.97% | Reduce -15.8% | 3,351,254 | $132.58M | $39.56 | No quote |
| 7 | GOOGL | Google Inc. COMMON | 2.97% | Add +11.4% | 187,234 | $132.45M | $707.38 | No quote |
| 8 | PFE | Pfizer Inc. COMMON | 2.90% | Reduce -4.7% | 5,167,796 | $129.61M | $25.08 | No quote |
| 9 | MSFT | Microsoft Corp COMMON | 2.90% | Add +8.4% | 4,840,570 | $129.29M | $26.71 | No quote |
| 10 | UNH | UnitedHealth Group Inc. COMMON | 2.86% | Add +12.5% | 2,350,796 | $127.51M | $54.24 | No quote |
| 11 | LIFE | Corporation COMMON | 2.85% | Reduce -3.8% | 2,590,100 | $126.99M | No quote | No quote |
| 12 | GE | General Electric Company COMMON | 2.82% | Reduce -3.9% | 6,005,855 | $126.06M | $20.99 | No quote |
| 13 | SNY | Sanofi ADR COMMON | 2.79% | Reduce -12.6% | 2,631,661 | $124.69M | $47.38 | No quote |
| 14 | SCHW | Corporation COMMON | 2.77% | Reduce -3.6% | 8,621,021 | $123.8M | $14.36 | No quote |
| 15 | CVS | CVS Caremark Corporation COMMON | 2.75% | Add +0.2% | 2,541,516 | $122.88M | $48.35 | No quote |
| 16 | DD | E. I. du Pont de Nemours & COMMON | 2.75% | Add +18.2% | 2,727,439 | $122.68M | $44.98 | No quote |
| 17 | NVS | Novartis AG ADR COMMON | 2.74% | Reduce -9.1% | 1,928,526 | $122.08M | $63.30 | No quote |
| 18 | BG | Bunge Limited COMMON | 2.70% | Add +0.6% | 1,654,990 | $120.3M | $72.69 | No quote |
| 19 | CAH | Cardinal Health Inc. COMMON | 2.66% | Reduce -1.8% | 2,887,137 | $118.89M | $41.18 | No quote |
| 20 | IVZ | Invesco Ltd. COMMON | 2.66% | Reduce -3.3% | 4,553,631 | $118.8M | $26.09 | No quote |
| 21 | AON | Aon PLC COMMON | 2.66% | Add +43.1% | 2,132,363 | $118.58M | $55.61 | No quote |
| 22 | FLEX | Flextronics International COMMON | 2.65% | Add +16.7% | 19,070,836 | $118.43M | $6.21 | No quote |
| 23 | CMCSA | Class A COMMON | 2.64% | Reduce -3.5% | 3,155,798 | $117.9M | $37.36 | No quote |
| 24 | MMC | Companies Inc. COMMON | 2.64% | Reduce -2.2% | 3,419,323 | $117.86M | No quote | No quote |
| 25 | DVN | Devon Energy Corporation COMMON | 2.58% | Add +24.5% | 2,210,385 | $115.03M | $52.04 | No quote |
| 26 | TMO | Thermo Fisher Scientific, COMMON | 2.58% | Add +6.6% | 1,801,853 | $114.92M | $63.78 | No quote |
| 27 | AES | AES Corporation COMMON | 2.55% | Reduce -1.2% | 10,621,556 | $113.65M | $10.70 | No quote |
| 28 | LUV | Company COMMON | 2.49% | Reduce -3.2% | 10,854,807 | $111.15M | $10.24 | No quote |
| 29 | RSG | Republic Services Inc. COMMON | 2.39% | New | 3,636,868 | $106.67M | No quote | No quote |
| 30 | TWX | Time Warner, Inc. COMMON | 2.34% | Reduce -9.5% | 2,183,800 | $104.45M | No quote | No quote |
| 31 | WLP | WellPoint Inc. COMMON | 2.28% | New | 1,673,893 | $101.97M | No quote | No quote |
| 32 | LOW | Lowe's Companies, Inc. COMMON | 2.27% | Reduce -5.6% | 2,851,869 | $101.3M | $35.52 | No quote |
| 33 | OI | Owens-Illinois, Inc. COMMON | 2.12% | Add +7.8% | 4,446,034 | $94.57M | No quote | No quote |
| 34 | WFT | Ltd. COMMON | 1.93% | Reduce -10.7% | 7,703,688 | $86.2M | No quote | No quote |
| 35 | AMAT | Applied Materials COMMON | 1.91% | Reduce -25.6% | 7,434,338 | $85.05M | $11.44 | No quote |
| 36 | BP | BP PLC Sponsored ADR COMMON | 1.88% | New | 2,009,756 | $83.69M | $41.64 | No quote |
| 37 | SYY | Sysco Corporation COMMON | 1.78% | Reduce -34.3% | 2,502,756 | $79.24M | $31.66 | No quote |
| 38 | NEM | Corporation COMMON | 1.58% | New | 1,514,035 | $70.31M | $46.44 | No quote |
| 39 | ADI | Analog Devices Inc COMMON | 0.89% | Reduce -53.3% | 940,427 | $39.55M | $42.06 | No quote |
| 40 | DO | Drilling, Inc. COMMON | 0.03% | - | 20,600 | $1.4M | No quote | No quote |
| 41 | TJX | TJX Companies, Inc. COMMON | 0.02% | - | 22,500 | $955K | $42.44 | No quote |
| 42 | 25490A | DIRECTV Group Inc COMMON | 0.02% | - | 15,626 | $784K | No quote | No quote |
| 43 | PM | Phillip Morris International COMMON | 0.01% | - | 7,150 | $598K | $83.64 | No quote |
| 44 | IBM | Intl Business Machines COMMON | 0.01% | - | 2,048 | $392K | $191.41 | No quote |
| 45 | JBL | Jabil Circuit, Inc. COMMON | 0.01% | - | 20,000 | $386K | $19.30 | No quote |
| 46 | CB | Chubb Corporation COMMON | 0.01% | - | 5,000 | $377K | $75.40 | No quote |
| 48 | - | Merck & Co. Inc. COMMONCUSIP 58933Y109 | 0.01% | - | 8,400 | $344K | No quote | No quote |
| 47 | GS | Goldman Sachs Group Inc COMMON | 0.01% | - | 2,700 | $344K | $127.41 | No quote |
| 49 | JBLU | Corporation COMMON | 0.01% | - | 55,000 | $315K | $5.73 | No quote |
| 50 | XOM | Exxon Mobil Corp COMMON | 0.01% | - | 3,548 | $307K | $86.53 | No quote |
| 51 | L | Loews Corporation COMMON | 0.01% | - | 7,000 | $285K | $40.71 | No quote |
| 52 | MO | Altria Group Inc. COMMON | 0.01% | - | 8,150 | $256K | $31.41 | No quote |
| 53 | PNC | Group COMMON | 0.01% | - | 4,300 | $251K | $58.37 | No quote |
| 54 | RIMM | Limited COMMON | 0.00% | - | 14,000 | $166K | No quote | No quote |
| 59 | MET | MetLife Inc. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 58 | GM | General Motors Company COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 57 | EQT | EQT Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 56 | DPS | Dr. Pepper Snapple Group I COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 55 | CS | Credit Suisse Group COMMON | - | Sold | 0 | $0 | No quote | No quote |