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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 42 rows. Rows without a quote are marked unavailable.

1MRKMerck & Co. Inc.3.30%New3,595,407$204.69M$56.93No quote
2COFCapital One Financial Corp3.25%Reduce -3.6%2,292,574$201.68M$87.97No quote
3BACBank of America Corporatio3.24%Reduce -3.7%11,808,315$200.98M$17.02No quote
4TMOThermo Fisher Scientific,3.23%Reduce -1.8%1,545,056$200.49M$129.76No quote
5CITCIT Group Inc3.23%Add +8.0%4,310,379$200.39MNo quoteNo quote
6ORCLOracle Corporation3.20%Add +12.2%4,933,903$198.84M$40.30No quote
7AIGAmerican Intl Group, Inc.3.12%Reduce -10.5%3,137,331$193.95M$61.82No quote
8CCitiGroup, Inc.3.12%Reduce -5.6%3,508,742$193.82M$55.24No quote
9BPBP PLC Sponsored ADR2.98%Reduce -3.7%4,623,318$184.75M$39.96No quote
10VODVodafone Group Plc ADR2.96%Reduce -3.8%5,042,412$183.8MNo quoteNo quote
11HOUSRealogy Holdings Corporation2.94%Add +4.4%3,908,658$182.61MNo quoteNo quote
12AONAon PLC2.89%Reduce -5.3%1,802,252$179.65M$99.68No quote
13SNYSanofi ADR2.88%Reduce -2.1%3,606,724$178.64M$49.53No quote
14AMATApplied Materials2.85%Add +19.2%9,220,428$177.22M$19.22No quote
15IPInternational Paper Corp.2.75%Add +8.7%3,584,717$170.6MNo quoteNo quote
16TXNTexas Instruments Inc.2.73%Add +19.0%3,287,004$169.31M$51.51No quote
17TWXTime Warner, Inc.2.71%Reduce -1.7%1,926,344$168.38MNo quoteNo quote
18CMCSAComcast Corporation Class A2.70%Reduce -8.3%2,782,119$167.32M$60.14No quote
19MMCMarsh & McLennan Companies Inc.2.65%Reduce -3.9%2,902,867$164.59MNo quoteNo quote
20CFGCitizens Financial Group2.64%Reduce -17.4%6,009,913$164.13M$27.31No quote
21FLEXFlextronics International2.64%Add +8.4%14,494,514$163.93M$11.31No quote
22ELVAnthem Inc.2.61%Reduce -7.1%987,841$162.14M$164.14No quote
23IVZInvesco Ltd.2.60%Reduce -4.7%4,310,714$161.61M$37.49No quote
24CBSCBS Corporation2.60%Reduce -1.8%2,903,833$161.16MNo quoteNo quote
25AESAES Corporation2.59%Reduce -27.0%12,115,748$160.66M$13.26No quote
26GEGeneral Electric Company2.58%Reduce -25.1%6,023,160$160.04M$26.57No quote
27PGProcter & Gamble Company2.53%Reduce -1.5%2,003,630$156.76M$78.24No quote
28AAgilent Technologies, Inc.2.33%Reduce -1.8%3,744,952$144.48M$38.58No quote
29QCOMQualcomm Inc.2.30%Reduce -4.3%2,275,355$142.51M$62.63No quote
30AERAerCap Holdings NV2.29%New3,100,310$141.96M$45.79No quote
31KEYSKeysight Technologies, Inc.2.24%Reduce -1.5%4,467,942$139.36M$31.19No quote
32OIOwens-Illinois, Inc.2.22%Reduce -1.6%5,997,960$137.59MNo quoteNo quote
33CVSCVS Caremark Corporation2.21%Reduce -14.5%1,310,870$137.48M$104.88No quote
34LOWLowe's Companies, Inc.2.02%Reduce -7.6%1,872,320$125.39M$66.97No quote
35EXCExelon Corporation2.00%New3,945,978$123.98MNo quoteNo quote
36RSReliance Steel & Aluminum1.95%Reduce -15.3%2,003,777$121.19M$60.48No quote
37GOOGLGoogle Inc. Cl A1.79%Reduce -1.5%205,230$110.83M$540.04No quote
38GOOGGoogle Inc. Cl C1.14%Reduce -1.4%135,884$70.73M$520.51No quote
39RDSARoyal Dutch Shell PLC ADR0.01%-5,900$336KNo quoteNo quote
40VIVHYVivendi SA - Unspon ADR0.00%New11,900$301KNo quoteNo quote
42MSFTMicrosoft Corp-Sold0$0No quoteNo quote
41DDE. I. du Pont de Nemours &-Sold0$0No quoteNo quote