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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 29 of 51 rows. Rows without a quote are marked unavailable.

1AESAES Corporation3.41%Add +13.9%16,601,532$213.33M$12.85No quote
2TMOThermo Fisher Scientific,3.38%Reduce -1.1%1,572,906$211.3M$134.34No quote
3GEGeneral Electric Company3.19%Add +9.2%8,043,595$199.56M$24.81No quote
4AIGAmerican Intl Group, Inc.3.08%Add +5.9%3,506,765$192.14M$54.79No quote
5CCitiGroup, Inc.3.07%Add +10.0%3,717,641$191.53M$51.52No quote
6ORCLOracle Corporation3.04%Add +4.0%4,397,017$189.73M$43.15No quote
7BACBank of America Corporatio3.02%Add +11.6%12,260,118$188.68M$15.39No quote
8BPBP PLC Sponsored ADR3.01%Add +17.8%4,802,035$187.81M$39.11No quote
9COFCapital One Financial Corp3.00%Add +21.4%2,378,652$187.49M$78.82No quote
10IPInternational Paper Corp.2.93%Reduce -3.5%3,298,704$183.05MNo quoteNo quote
11AONAon PLC2.93%Reduce -1.4%1,902,525$182.87M$96.12No quote
12SNYSanofi ADR2.92%Add +8.1%3,684,733$182.17M$49.44No quote
13CITCIT Group Inc2.88%Add +6.3%3,990,799$180.07MNo quoteNo quote
14IVZInvesco Ltd.2.87%Add +15.4%4,524,713$179.59M$39.69No quote
15CBSCBS Corporation2.87%Add +10.4%2,956,860$179.27MNo quoteNo quote
16CFGCitizens Financial Group2.81%Add +10.4%7,279,898$175.66M$24.13No quote
17AMATApplied Materials2.79%Add +17.0%7,732,992$174.46M$22.56No quote
18CMCSAComcast Corporation Class A2.74%Add +1.5%3,034,115$171.34M$56.47No quote
19VODVodafone Group Plc ADR2.74%Add +11.9%5,241,281$171.29MNo quoteNo quote
20HOUSRealogy Holdings Corporation2.73%Reduce -0.6%3,744,881$170.32MNo quoteNo quote
21FLEXFlextronics International2.71%Add +13.9%13,372,366$169.5M$12.68No quote
22MMCMarsh & McLennan Companies Inc.2.71%Add +10.4%3,021,686$169.49MNo quoteNo quote
23KEYSKeysight Technologies, Inc.2.70%Reduce -0.6%4,535,490$168.49M$37.15No quote
24PGProcter & Gamble Company2.67%Add +12.1%2,033,797$166.65M$81.94No quote
25MSFTMicrosoft Corp2.65%Add +18.0%4,076,883$165.75M$40.66No quote
26TWXTime Warner, Inc.2.65%Add +1.6%1,959,740$165.48MNo quoteNo quote
27QCOMQualcomm Inc.2.64%Add +44.8%2,377,653$164.87M$69.34No quote
28ELVAnthem Inc.2.63%Reduce -20.9%1,063,781$164.26M$154.41No quote
29AAgilent Technologies, Inc.2.54%Add +20.2%3,812,072$158.39M$41.55No quote
30CVSCVS Caremark Corporation2.53%Reduce -1.0%1,533,562$158.28M$103.21No quote
31TXNTexas Instruments Inc.2.53%Add +13.7%2,762,266$157.96M$57.18No quote
32LOWLowe's Companies, Inc.2.41%Reduce -1.6%2,026,182$150.73M$74.39No quote
33RSReliance Steel & Aluminum2.31%Add +0.9%2,367,097$144.58M$61.08No quote
34OIOwens-Illinois, Inc.2.27%Add +5.3%6,093,791$142.11MNo quoteNo quote
35GOOGLGoogle Inc. Cl A1.85%Add +33.7%208,429$115.62M$554.70No quote
36DDE. I. du Pont de Nemours &1.57%Reduce -35.4%1,371,127$97.99M$71.47No quote
37GOOGGoogle Inc. Cl C1.21%Reduce -1.1%137,802$75.52M$548.00No quote
38RDSARoyal Dutch Shell PLC ADR0.01%New5,900$352KNo quoteNo quote
51TJXTJX Companies, Inc.-Sold0$0No quoteNo quote
50PNCPNC Financial Svces Grp-Sold0$0No quoteNo quote
49PMPhillip Morris International-Sold0$0No quoteNo quote
48NVSNovartis AG ADR-Sold0$0No quoteNo quote
47MRKMerck & Co. Inc.-Sold0$0No quoteNo quote
46JBLUJetBlue Airways Corporation-Sold0$0No quoteNo quote
45JBLJabil Circuit, Inc.-Sold0$0No quoteNo quote
44HSPHospira Inc-Sold0$0No quoteNo quote
43HESHess Corporation-Sold0$0No quoteNo quote
42GSGoldman Sachs Group Inc-Sold0$0No quoteNo quote
41XOMExxon Mobil Corp-Sold0$0No quoteNo quote
40DTVDIRECTV Group Inc-Sold0$0No quoteNo quote
39CBChubb Corporation-Sold0$0No quoteNo quote