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.
| 1 | TMO | Thermo Fisher Scientific, | 3.54% | Reduce -8.5% | 1,370,684 | $194.43M | $141.85 | No quote |
| 2 | MSFT | Microsoft Corporation | 3.32% | Reduce -0.2% | 3,284,272 | $182.21M | $55.48 | No quote |
| 3 | CIT | CIT Group Inc | 3.28% | Reduce -1.3% | 4,547,135 | $180.52M | No quote | No quote |
| 4 | MRK | Merck & Co. Inc. | 3.28% | Add +0.1% | 3,416,961 | $180.48M | $52.82 | No quote |
| 5 | AMAT | Applied Materials | 3.20% | Reduce -7.7% | 9,424,570 | $175.96M | $18.67 | No quote |
| 6 | ORCL | Oracle Corporation | 3.19% | Reduce -0.1% | 4,796,334 | $175.21M | $36.53 | No quote |
| 7 | C | CitiGroup, Inc. | 3.19% | Reduce -0.1% | 3,385,445 | $175.2M | $51.75 | No quote |
| 8 | BAC | Bank of America Corporatio | 3.11% | Reduce -9.7% | 10,148,439 | $170.8M | $16.83 | No quote |
| 9 | AON | Aon PLC | 3.08% | Reduce -3.9% | 1,837,113 | $169.4M | $92.21 | No quote |
| 10 | COF | Capital One Financial Corp | 3.06% | Reduce -0.1% | 2,333,045 | $168.4M | $72.18 | No quote |
| 11 | A | Agilent Technologies, Inc. | 3.05% | Reduce -2.1% | 4,008,494 | $167.6M | $41.81 | No quote |
| 12 | CFG | Citizens Financial Group | 3.02% | Reduce -6.1% | 6,333,881 | $165.88M | $26.19 | No quote |
| 13 | CMCSA | Comcast Corporation Class A | 2.95% | Reduce -0.0% | 2,874,719 | $162.22M | $56.43 | No quote |
| 14 | GE | General Electric Company | 2.87% | Reduce -22.8% | 5,066,330 | $157.82M | $31.15 | No quote |
| 15 | EQT | EQT Corporation | 2.85% | New | 3,007,561 | $156.78M | $52.13 | No quote |
| 16 | IVZ | Invesco Ltd. | 2.85% | Add +0.1% | 4,677,557 | $156.61M | $33.48 | No quote |
| 17 | MMC | Marsh & McLennan Companies Inc. | 2.84% | Add +0.9% | 2,818,978 | $156.31M | No quote | No quote |
| 18 | CBS | CBS Corporation | 2.84% | Add +0.2% | 3,308,716 | $155.94M | No quote | No quote |
| 19 | IP | International Paper Corp. | 2.82% | Add +10.8% | 4,107,658 | $154.86M | No quote | No quote |
| 20 | BP | BP PLC Sponsored ADR | 2.78% | Add +5.1% | 4,886,554 | $152.75M | $31.26 | No quote |
| 21 | PG | Procter & Gamble Company | 2.77% | Reduce -3.6% | 1,918,059 | $152.31M | $79.41 | No quote |
| 22 | SNY | Sanofi ADR | 2.77% | Add +4.3% | 3,569,654 | $152.25M | $42.65 | No quote |
| 23 | AIG | American Intl Group, Inc. | 2.74% | Reduce -20.3% | 2,428,892 | $150.52M | $61.97 | No quote |
| 24 | VOD | Vodafone Group Plc ADR | 2.73% | Reduce -1.8% | 4,657,588 | $150.25M | No quote | No quote |
| 25 | FLEX | Flextronics International | 2.73% | Reduce -3.5% | 13,364,547 | $149.82M | $11.21 | No quote |
| 26 | EXC | Exelon Corporation | 2.71% | Add +42.9% | 5,361,957 | $148.9M | No quote | No quote |
| 27 | KEYS | Keysight Technologies, Inc. | 2.70% | Add +17.1% | 5,231,621 | $148.21M | $28.33 | No quote |
| 28 | GOOGL | Alphabet Inc. Cl A | 2.65% | New | 187,308 | $145.73M | $778.01 | No quote |
| 29 | ADI | Analog Devices Inc | 2.63% | Add +23.3% | 2,610,632 | $144.42M | $55.32 | No quote |
| 30 | LBTYK | Liberty Global plc - Series C | 2.61% | New | 3,524,201 | $143.68M | $40.77 | No quote |
| 31 | AER | AerCap Holdings NV | 2.60% | Reduce -6.0% | 3,305,676 | $142.67M | $43.16 | No quote |
| 32 | TXN | Texas Instruments Inc. | 2.56% | Reduce -27.2% | 2,563,237 | $140.49M | $54.81 | No quote |
| 33 | HOUS | Realogy Holdings Corporation | 2.45% | Reduce -9.0% | 3,676,335 | $134.81M | No quote | No quote |
| 34 | LOW | Lowe's Companies, Inc. | 2.20% | Reduce -15.4% | 1,590,460 | $120.94M | $76.04 | No quote |
| 35 | TWX | Time Warner, Inc. | 2.01% | Reduce -18.7% | 1,705,747 | $110.31M | No quote | No quote |
| 36 | TTE | TOTAL S.A. - ADR | 0.02% | New | 23,300 | $1.05M | $44.94 | No quote |
| 37 | GOOG | Alphabet Inc. Cl C | 0.01% | New | 415 | $315K | $759.04 | No quote |
| 42 | VIVHY | Vivendi SA - Unspon ADR | - | Sold | 0 | $0 | No quote | No quote |
| 41 | OI | Owens-Illinois, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 40 | GOOG | Google Inc. Cl C | - | Sold | 0 | $0 | No quote | No quote |
| 39 | GOOGL | Google Inc. Cl A | - | Sold | 0 | $0 | No quote | No quote |
| 38 | CVS | CVS Caremark Corporation | - | Sold | 0 | $0 | No quote | No quote |