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.
| 1 | MRK | Merck & Co. Inc. | 3.55% | Add +8.1% | 3,692,775 | $195.39M | $52.91 | No quote |
| 2 | ORCL | Oracle Corporation | 3.50% | Reduce -2.0% | 4,701,723 | $192.35M | $40.91 | No quote |
| 3 | MSFT | Microsoft Corporation | 3.29% | Reduce -0.3% | 3,275,659 | $180.92M | $55.23 | No quote |
| 4 | COF | Capital One Financial Corp | 3.09% | Add +4.9% | 2,447,597 | $169.64M | $69.31 | No quote |
| 5 | CBS | CBS Corporation | 3.03% | Reduce -8.5% | 3,027,799 | $166.8M | No quote | No quote |
| 6 | IP | International Paper Corp. | 3.03% | Reduce -1.2% | 4,058,331 | $166.55M | No quote | No quote |
| 7 | CIT | CIT Group Inc | 3.01% | Add +17.2% | 5,328,967 | $165.36M | No quote | No quote |
| 8 | ADI | Analog Devices Inc | 2.94% | Add +4.7% | 2,734,139 | $161.83M | $59.19 | No quote |
| 9 | FLEX | Flextronics International | 2.92% | Reduce -0.3% | 13,318,687 | $160.62M | $12.06 | No quote |
| 10 | BRK/B | Berkshire Hathaway, Inc. CCUSIP 084670702 | 2.80% | New | 1,087,020 | $154.23M | No quote | No quote |
| 11 | AMAT | Applied Materials | 2.80% | Reduce -22.9% | 7,262,948 | $153.83M | $21.18 | No quote |
| 12 | LBTYK | Liberty Global plc - Series C | 2.79% | Add +15.8% | 4,081,131 | $153.29M | $37.56 | No quote |
| 13 | CMCSA | Comcast Corporation Class A | 2.78% | Reduce -12.8% | 2,506,130 | $153.07M | $61.08 | No quote |
| 14 | EXC | Exelon Corporation | 2.78% | Reduce -20.6% | 4,258,256 | $152.7M | No quote | No quote |
| 15 | KEYS | Keysight Technologies, Inc. | 2.76% | Add +4.5% | 5,466,709 | $151.65M | $27.74 | No quote |
| 16 | TWX | Time Warner, Inc. | 2.73% | Add +21.4% | 2,071,646 | $150.3M | No quote | No quote |
| 17 | GE | General Electric Company | 2.73% | Reduce -6.8% | 4,724,009 | $150.18M | $31.79 | No quote |
| 18 | IVZ | Invesco Ltd. | 2.73% | Add +4.1% | 4,871,433 | $149.89M | $30.77 | No quote |
| 19 | MMC | Marsh & McLennan Companies Inc. | 2.70% | Reduce -13.3% | 2,443,608 | $148.55M | No quote | No quote |
| 20 | C | CitiGroup, Inc. | 2.68% | Add +4.3% | 3,529,570 | $147.36M | $41.75 | No quote |
| 21 | BAC | Bank of America Corporatio | 2.67% | Add +7.2% | 10,879,147 | $147.09M | $13.52 | No quote |
| 22 | TXN | Texas Instruments Inc. | 2.67% | Reduce -0.4% | 2,553,185 | $146.6M | $57.42 | No quote |
| 23 | A | Agilent Technologies, Inc. | 2.64% | Reduce -9.2% | 3,641,415 | $145.11M | $39.85 | No quote |
| 24 | GOOGL | Alphabet Inc. Cl A | 2.62% | Add +0.7% | 188,595 | $143.88M | $762.90 | No quote |
| 25 | EQT | EQT Corporation | 2.59% | Reduce -29.7% | 2,113,346 | $142.14M | $67.26 | No quote |
| 26 | AON | Aon PLC | 2.58% | Reduce -26.0% | 1,358,721 | $141.92M | $104.45 | No quote |
| 27 | PG | Procter & Gamble Company | 2.54% | Reduce -11.4% | 1,699,397 | $139.88M | $82.31 | No quote |
| 28 | TMO | Thermo Fisher Scientific, | 2.54% | Reduce -28.0% | 986,303 | $139.65M | $141.59 | No quote |
| 29 | CFG | Citizens Financial Group | 2.47% | Add +2.3% | 6,479,598 | $135.75M | $20.95 | No quote |
| 30 | TTE | TOTAL S.A. - ADR | 2.45% | Add +12608.3% | 2,961,033 | $134.49M | $45.42 | No quote |
| 31 | BP | BP PLC Sponsored ADR | 2.42% | Reduce -9.7% | 4,413,542 | $133.2M | $30.18 | No quote |
| 32 | HOUS | Realogy Holdings Corporation | 2.41% | Reduce -0.3% | 3,665,878 | $132.38M | No quote | No quote |
| 33 | PFE | Pfizer Inc. | 2.31% | New | 4,282,995 | $126.95M | $29.64 | No quote |
| 34 | LOW | Lowe's Companies, Inc. | 2.19% | Reduce -0.1% | 1,588,741 | $120.35M | $75.75 | No quote |
| 35 | VOD | Vodafone Group Plc ADR | 2.17% | Reduce -20.1% | 3,723,110 | $119.33M | No quote | No quote |
| 36 | HPE | Hewlett Packard Enterprise | 2.09% | New | 6,469,513 | $114.7M | $17.73 | No quote |
| 37 | AER | AerCap Holdings NV | 2.01% | Reduce -13.9% | 2,844,681 | $110.26M | $38.76 | No quote |
| 38 | GOOG | Alphabet Inc. Cl C | 0.01% | - | 415 | $309K | $744.58 | No quote |
| 40 | SNY | Sanofi ADR | - | Sold | 0 | $0 | No quote | No quote |
| 39 | AIG | American Intl Group, Inc. | - | Sold | 0 | $0 | No quote | No quote |