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.
| 1 | AES | AES Corporation | 3.41% | Add +13.9% | 16,601,532 | $213.33M | $12.85 | No quote |
| 2 | TMO | Thermo Fisher Scientific, | 3.38% | Reduce -1.1% | 1,572,906 | $211.3M | $134.34 | No quote |
| 3 | GE | General Electric Company | 3.19% | Add +9.2% | 8,043,595 | $199.56M | $24.81 | No quote |
| 4 | AIG | American Intl Group, Inc. | 3.08% | Add +5.9% | 3,506,765 | $192.14M | $54.79 | No quote |
| 5 | C | CitiGroup, Inc. | 3.07% | Add +10.0% | 3,717,641 | $191.53M | $51.52 | No quote |
| 6 | ORCL | Oracle Corporation | 3.04% | Add +4.0% | 4,397,017 | $189.73M | $43.15 | No quote |
| 7 | BAC | Bank of America Corporatio | 3.02% | Add +11.6% | 12,260,118 | $188.68M | $15.39 | No quote |
| 8 | BP | BP PLC Sponsored ADR | 3.01% | Add +17.8% | 4,802,035 | $187.81M | $39.11 | No quote |
| 9 | COF | Capital One Financial Corp | 3.00% | Add +21.4% | 2,378,652 | $187.49M | $78.82 | No quote |
| 10 | IP | International Paper Corp. | 2.93% | Reduce -3.5% | 3,298,704 | $183.05M | No quote | No quote |
| 11 | AON | Aon PLC | 2.93% | Reduce -1.4% | 1,902,525 | $182.87M | $96.12 | No quote |
| 12 | SNY | Sanofi ADR | 2.92% | Add +8.1% | 3,684,733 | $182.17M | $49.44 | No quote |
| 13 | CIT | CIT Group Inc | 2.88% | Add +6.3% | 3,990,799 | $180.07M | No quote | No quote |
| 14 | IVZ | Invesco Ltd. | 2.87% | Add +15.4% | 4,524,713 | $179.59M | $39.69 | No quote |
| 15 | CBS | CBS Corporation | 2.87% | Add +10.4% | 2,956,860 | $179.27M | No quote | No quote |
| 16 | CFG | Citizens Financial Group | 2.81% | Add +10.4% | 7,279,898 | $175.66M | $24.13 | No quote |
| 17 | AMAT | Applied Materials | 2.79% | Add +17.0% | 7,732,992 | $174.46M | $22.56 | No quote |
| 18 | CMCSA | Comcast Corporation Class A | 2.74% | Add +1.5% | 3,034,115 | $171.34M | $56.47 | No quote |
| 19 | VOD | Vodafone Group Plc ADR | 2.74% | Add +11.9% | 5,241,281 | $171.29M | No quote | No quote |
| 20 | HOUS | Realogy Holdings Corporation | 2.73% | Reduce -0.6% | 3,744,881 | $170.32M | No quote | No quote |
| 21 | FLEX | Flextronics International | 2.71% | Add +13.9% | 13,372,366 | $169.5M | $12.68 | No quote |
| 22 | MMC | Marsh & McLennan Companies Inc. | 2.71% | Add +10.4% | 3,021,686 | $169.49M | No quote | No quote |
| 23 | KEYS | Keysight Technologies, Inc. | 2.70% | Reduce -0.6% | 4,535,490 | $168.49M | $37.15 | No quote |
| 24 | PG | Procter & Gamble Company | 2.67% | Add +12.1% | 2,033,797 | $166.65M | $81.94 | No quote |
| 25 | MSFT | Microsoft Corp | 2.65% | Add +18.0% | 4,076,883 | $165.75M | $40.66 | No quote |
| 26 | TWX | Time Warner, Inc. | 2.65% | Add +1.6% | 1,959,740 | $165.48M | No quote | No quote |
| 27 | QCOM | Qualcomm Inc. | 2.64% | Add +44.8% | 2,377,653 | $164.87M | $69.34 | No quote |
| 28 | ELV | Anthem Inc. | 2.63% | Reduce -20.9% | 1,063,781 | $164.26M | $154.41 | No quote |
| 29 | A | Agilent Technologies, Inc. | 2.54% | Add +20.2% | 3,812,072 | $158.39M | $41.55 | No quote |
| 30 | CVS | CVS Caremark Corporation | 2.53% | Reduce -1.0% | 1,533,562 | $158.28M | $103.21 | No quote |
| 31 | TXN | Texas Instruments Inc. | 2.53% | Add +13.7% | 2,762,266 | $157.96M | $57.18 | No quote |
| 32 | LOW | Lowe's Companies, Inc. | 2.41% | Reduce -1.6% | 2,026,182 | $150.73M | $74.39 | No quote |
| 33 | RS | Reliance Steel & Aluminum | 2.31% | Add +0.9% | 2,367,097 | $144.58M | $61.08 | No quote |
| 34 | OI | Owens-Illinois, Inc. | 2.27% | Add +5.3% | 6,093,791 | $142.11M | No quote | No quote |
| 35 | GOOGL | Google Inc. Cl A | 1.85% | Add +33.7% | 208,429 | $115.62M | $554.70 | No quote |
| 36 | DD | E. I. du Pont de Nemours & | 1.57% | Reduce -35.4% | 1,371,127 | $97.99M | $71.47 | No quote |
| 37 | GOOG | Google Inc. Cl C | 1.21% | Reduce -1.1% | 137,802 | $75.52M | $548.00 | No quote |
| 38 | RDSA | Royal Dutch Shell PLC ADR | 0.01% | New | 5,900 | $352K | No quote | No quote |
| 51 | TJX | TJX Companies, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 50 | PNC | PNC Financial Svces Grp | - | Sold | 0 | $0 | No quote | No quote |
| 49 | PM | Phillip Morris International | - | Sold | 0 | $0 | No quote | No quote |
| 48 | NVS | Novartis AG ADR | - | Sold | 0 | $0 | No quote | No quote |
| 47 | MRK | Merck & Co. Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 46 | JBLU | JetBlue Airways Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 45 | JBL | Jabil Circuit, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 44 | HSP | Hospira Inc | - | Sold | 0 | $0 | No quote | No quote |
| 43 | HES | Hess Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 42 | GS | Goldman Sachs Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 41 | XOM | Exxon Mobil Corp | - | Sold | 0 | $0 | No quote | No quote |
| 40 | DTV | DIRECTV Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 39 | CB | Chubb Corporation | - | Sold | 0 | $0 | No quote | No quote |