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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 40 rows. Rows without a quote are marked unavailable.

1MRKMerck & Co. Inc.3.55%Add +8.1%3,692,775$195.39M$52.91No quote
2ORCLOracle Corporation3.50%Reduce -2.0%4,701,723$192.35M$40.91No quote
3MSFTMicrosoft Corporation3.29%Reduce -0.3%3,275,659$180.92M$55.23No quote
4COFCapital One Financial Corp3.09%Add +4.9%2,447,597$169.64M$69.31No quote
5CBSCBS Corporation3.03%Reduce -8.5%3,027,799$166.8MNo quoteNo quote
6IPInternational Paper Corp.3.03%Reduce -1.2%4,058,331$166.55MNo quoteNo quote
7CITCIT Group Inc3.01%Add +17.2%5,328,967$165.36MNo quoteNo quote
8ADIAnalog Devices Inc2.94%Add +4.7%2,734,139$161.83M$59.19No quote
9FLEXFlextronics International2.92%Reduce -0.3%13,318,687$160.62M$12.06No quote
10BRK/BBerkshire Hathaway, Inc. CCUSIP 0846707022.80%New1,087,020$154.23MNo quoteNo quote
11AMATApplied Materials2.80%Reduce -22.9%7,262,948$153.83M$21.18No quote
12LBTYKLiberty Global plc - Series C2.79%Add +15.8%4,081,131$153.29M$37.56No quote
13CMCSAComcast Corporation Class A2.78%Reduce -12.8%2,506,130$153.07M$61.08No quote
14EXCExelon Corporation2.78%Reduce -20.6%4,258,256$152.7MNo quoteNo quote
15KEYSKeysight Technologies, Inc.2.76%Add +4.5%5,466,709$151.65M$27.74No quote
16TWXTime Warner, Inc.2.73%Add +21.4%2,071,646$150.3MNo quoteNo quote
17GEGeneral Electric Company2.73%Reduce -6.8%4,724,009$150.18M$31.79No quote
18IVZInvesco Ltd.2.73%Add +4.1%4,871,433$149.89M$30.77No quote
19MMCMarsh & McLennan Companies Inc.2.70%Reduce -13.3%2,443,608$148.55MNo quoteNo quote
20CCitiGroup, Inc.2.68%Add +4.3%3,529,570$147.36M$41.75No quote
21BACBank of America Corporatio2.67%Add +7.2%10,879,147$147.09M$13.52No quote
22TXNTexas Instruments Inc.2.67%Reduce -0.4%2,553,185$146.6M$57.42No quote
23AAgilent Technologies, Inc.2.64%Reduce -9.2%3,641,415$145.11M$39.85No quote
24GOOGLAlphabet Inc. Cl A2.62%Add +0.7%188,595$143.88M$762.90No quote
25EQTEQT Corporation2.59%Reduce -29.7%2,113,346$142.14M$67.26No quote
26AONAon PLC2.58%Reduce -26.0%1,358,721$141.92M$104.45No quote
27PGProcter & Gamble Company2.54%Reduce -11.4%1,699,397$139.88M$82.31No quote
28TMOThermo Fisher Scientific,2.54%Reduce -28.0%986,303$139.65M$141.59No quote
29CFGCitizens Financial Group2.47%Add +2.3%6,479,598$135.75M$20.95No quote
30TTETOTAL S.A. - ADR2.45%Add +12608.3%2,961,033$134.49M$45.42No quote
31BPBP PLC Sponsored ADR2.42%Reduce -9.7%4,413,542$133.2M$30.18No quote
32HOUSRealogy Holdings Corporation2.41%Reduce -0.3%3,665,878$132.38MNo quoteNo quote
33PFEPfizer Inc.2.31%New4,282,995$126.95M$29.64No quote
34LOWLowe's Companies, Inc.2.19%Reduce -0.1%1,588,741$120.35M$75.75No quote
35VODVodafone Group Plc ADR2.17%Reduce -20.1%3,723,110$119.33MNo quoteNo quote
36HPEHewlett Packard Enterprise2.09%New6,469,513$114.7M$17.73No quote
37AERAerCap Holdings NV2.01%Reduce -13.9%2,844,681$110.26M$38.76No quote
38GOOGAlphabet Inc. Cl C0.01%-415$309K$744.58No quote
40SNYSanofi ADR-Sold0$0No quoteNo quote
39AIGAmerican Intl Group, Inc.-Sold0$0No quoteNo quote