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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 27 of 42 rows. Rows without a quote are marked unavailable.

1CITCIT Group Inc3.47%Add +6.8%4,604,618$184.32MNo quoteNo quote
2TMOThermo Fisher Scientific,3.45%Reduce -3.0%1,498,725$183.26M$122.28No quote
3BACBank of America Corporatio3.30%Reduce -4.8%11,237,113$175.07M$15.58No quote
4TXNTexas Instruments Inc.3.28%Add +7.1%3,520,315$174.33M$49.52No quote
5ORCLOracle Corporation3.26%Reduce -2.7%4,798,682$173.33M$36.12No quote
6AIGAmerican Intl Group, Inc.3.26%Reduce -2.9%3,046,109$173.08M$56.82No quote
7COFCapital One Financial Corp3.19%Add +1.9%2,335,657$169.38M$72.52No quote
8AONAon PLC3.19%Add +6.0%1,910,613$169.3M$88.61No quote
9MRKMerck & Co. Inc.3.17%Reduce -5.1%3,412,769$168.56M$49.39No quote
10CCitiGroup, Inc.3.16%Reduce -3.4%3,388,917$168.12M$49.61No quote
11GEGeneral Electric Company3.12%Add +9.0%6,565,039$165.57M$25.22No quote
12CMCSAComcast Corporation Class A3.08%Add +3.3%2,875,162$163.54M$56.88No quote
13SNYSanofi ADR3.06%Reduce -5.1%3,423,879$162.53M$47.47No quote
14CFGCitizens Financial Group3.03%Add +12.3%6,748,159$161.01M$23.86No quote
15HOUSRealogy Holdings Corporation2.86%Add +3.4%4,039,984$152.03MNo quoteNo quote
16VODVodafone Group Plc ADR2.83%Reduce -5.9%4,744,780$150.6MNo quoteNo quote
17AMATApplied Materials2.82%Add +10.8%10,212,215$150.02M$14.69No quote
18FLEXFlextronics International2.75%Reduce -4.4%13,856,295$146.05M$10.54No quote
19IVZInvesco Ltd.2.75%Add +8.4%4,673,793$145.96M$31.23No quote
20MMCMarsh & McLennan Companies Inc.2.75%Reduce -3.7%2,794,226$145.91MNo quoteNo quote
21MSFTMicrosoft Corporation2.74%New3,289,613$145.6M$44.26No quote
22TWXTime Warner, Inc.2.72%Add +8.9%2,098,766$144.29MNo quoteNo quote
23PGProcter & Gamble Company2.69%Reduce -0.7%1,989,173$143.1M$71.94No quote
24BPBP PLC Sponsored ADR2.67%Add +0.6%4,648,643$142.06M$30.56No quote
25AAgilent Technologies, Inc.2.65%Add +9.4%4,096,390$140.63M$34.33No quote
26IPInternational Paper Corp.2.64%Add +3.4%3,705,548$140.03MNo quoteNo quote
27KEYSKeysight Technologies, Inc.2.59%Reduce 0.0%4,467,870$137.79M$30.84No quote
28AERAerCap Holdings NV2.53%Add +13.5%3,518,661$134.55M$38.24No quote
29CBSCBS Corporation2.48%Add +13.7%3,301,150$131.72MNo quoteNo quote
30LOWLowe's Companies, Inc.2.44%Add +0.4%1,879,010$129.5M$68.92No quote
31GOOGLGoogle Inc. Cl A2.41%Reduce -2.1%200,955$128.28M$638.37No quote
32CVSCVS Caremark Corporation2.40%Add +0.7%1,320,493$127.4M$96.48No quote
33ADIAnalog Devices Inc2.25%New2,117,689$119.46M$56.41No quote
34OIOwens-Illinois, Inc.2.17%Reduce -7.3%5,557,748$115.16MNo quoteNo quote
35EXCExelon Corporation2.10%Reduce -4.9%3,752,587$111.45MNo quoteNo quote
36GOOGGoogle Inc. Cl C0.73%Reduce -53.4%63,331$38.53M$608.42No quote
37VIVHYVivendi SA - Unspon ADR0.01%Add +159.7%30,900$730KNo quoteNo quote
42RDSARoyal Dutch Shell PLC ADR-Sold0$0No quoteNo quote
41RSReliance Steel & Aluminum-Sold0$0No quoteNo quote
40QCOMQualcomm Inc.-Sold0$0No quoteNo quote
39ELVAnthem Inc.-Sold0$0No quoteNo quote
38AESAES Corporation-Sold0$0No quoteNo quote