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 37 of 60 rows. Rows without a quote are marked unavailable.
| 1 | WMT | Inc................. COMMON | 3.08% | Add +25.4% | 3,790,630 | $210.76M | $55.60 | No quote |
| 2 | PFE | Pfizer Inc........... COMMON | 3.07% | Add +5.5% | 12,238,918 | $209.9M | $17.15 | No quote |
| 3 | VLO | Corporation......... COMMON | 3.06% | Add +21.1% | 10,608,561 | $208.99M | $19.70 | No quote |
| 4 | C | CitiGroup, Inc....... COMMON | 2.99% | Add +8.5% | 50,445,515 | $204.3M | $4.05 | No quote |
| 5 | MSFT | Microsoft Corp....... COMMON | 2.98% | Add +19.4% | 6,961,208 | $203.88M | $29.29 | No quote |
| 6 | IVZ | Invesco Ltd.......... COMMON | 2.93% | Add +22.9% | 9,147,591 | $200.42M | $21.91 | No quote |
| 7 | TXN | Inc................. COMMON | 2.91% | Add +5.6% | 8,124,229 | $198.8M | $24.47 | No quote |
| 8 | COP | Inc................. COMMON | 2.89% | Add +36.9% | 3,856,143 | $197.32M | $51.17 | No quote |
| 9 | EQT | EQT Corporation...... COMMON | 2.86% | Add +51.4% | 4,763,728 | $195.31M | $41.00 | No quote |
| 10 | QCOM | Qualcomm Inc......... COMMON | 2.82% | Add +26.2% | 4,593,906 | $192.76M | $41.96 | No quote |
| 11 | EXC | Corporation......... COMMON | 2.79% | Add +16.3% | 4,348,905 | $190.53M | No quote | No quote |
| 12 | CMCSA | Class A............. COMMON | 2.77% | Add +3.6% | 10,066,286 | $189.55M | $18.83 | No quote |
| 13 | FLEX | International....... COMMON | 2.75% | Add +28.7% | 23,978,888 | $187.99M | $7.84 | No quote |
| 14 | BAC | Corporation......... COMMON | 2.72% | Add +117.2% | 10,425,927 | $186.1M | $17.85 | No quote |
| 15 | CS | Group............... COMMON | 2.67% | Add +58.3% | 3,554,425 | $182.63M | No quote | No quote |
| 16 | GENZ | Corporation......... COMMON | 2.64% | Add +7.6% | 3,477,471 | $180.24M | No quote | No quote |
| 17 | KO | Company............. COMMON | 2.57% | Add +61.2% | 3,193,030 | $175.62M | $55.00 | No quote |
| 18 | NVS | Novartis AG ADR...... COMMON | 2.55% | Add +21.4% | 3,218,878 | $174.14M | $54.10 | No quote |
| 19 | STT | Corporation......... COMMON | 2.52% | Add +25.5% | 3,814,390 | $172.18M | $45.14 | No quote |
| 20 | AES | AES Corporation...... COMMON | 2.49% | Add +45.0% | 15,468,712 | $170.16M | $11.00 | No quote |
| 21 | MS | Morgan Stanley....... COMMON | 2.49% | Add +24.2% | 5,798,164 | $169.83M | $29.29 | No quote |
| 22 | APOL | Apollo Group, Inc.... COMMON | 2.43% | Add +5.3% | 2,707,642 | $165.95M | No quote | No quote |
| 23 | EBAY | eBay Inc............. COMMON | 2.40% | New | 6,083,096 | $164.05M | $26.97 | No quote |
| 24 | ABT | Laboratories........ COMMON | 2.40% | Add +1.3% | 3,109,410 | $163.8M | $52.68 | No quote |
| 25 | HES | Hess Corporation..... COMMON | 2.38% | Reduce -28.6% | 2,600,945 | $162.69M | No quote | No quote |
| 26 | NEM | Corporation......... COMMON | 2.35% | Reduce -3.0% | 3,154,363 | $160.65M | $50.93 | No quote |
| 27 | MMC | Companies........... COMMON | 2.33% | Reduce -8.4% | 6,508,015 | $158.93M | No quote | No quote |
| 28 | MRO | Corporation......... COMMON | 2.32% | New | 5,008,220 | $158.46M | No quote | No quote |
| 29 | BHI | Baker Hughes Inc..... COMMON | 2.25% | Reduce -14.1% | 3,285,874 | $153.91M | No quote | No quote |
| 30 | EP | Corporation......... COMMON | 2.21% | Reduce -17.2% | 13,955,471 | $151.28M | No quote | No quote |
| 31 | AMAT | Applied Materials.... COMMON | 2.16% | New | 10,975,117 | $147.81M | $13.47 | No quote |
| 32 | WPO | Company............. COMMON | 2.14% | Add +1.4% | 329,577 | $146.39M | No quote | No quote |
| 33 | INTU | Intuit Inc........... COMMON | 2.07% | Reduce -28.1% | 4,129,011 | $141.71M | $34.32 | No quote |
| 34 | DVN | Corporation......... COMMON | 2.06% | Reduce -15.7% | 2,185,281 | $140.8M | $64.43 | No quote |
| 35 | SCHW | Corporation......... COMMON | 2.06% | Reduce -9.3% | 7,522,904 | $140.6M | $18.69 | No quote |
| 36 | BAX | Inc................. COMMON | 2.05% | Add +39.3% | 2,408,107 | $140.15M | $58.20 | No quote |
| 37 | UNH | Inc................. COMMON | 1.97% | Reduce -10.1% | 4,125,893 | $134.79M | $32.67 | No quote |
| 38 | SYMC | Corporation......... COMMON | 1.95% | Reduce -13.2% | 7,869,796 | $133.22M | No quote | No quote |
| 39 | TWX | New................. COMMON | 1.58% | Reduce -15.5% | 3,455,310 | $108.05M | No quote | No quote |
| 40 | LUV | Company............. COMMON | 1.57% | Reduce -23.8% | 8,089,671 | $106.95M | $13.22 | No quote |
| 41 | SUN | Sunoco, Inc.......... COMMON | 0.68% | New | 1,570,888 | $46.67M | $29.71 | No quote |
| 42 | DTV | Inc................. COMMON | 0.01% | - | 25,626 | $866K | No quote | No quote |
| 43 | TJX | Inc................. COMMON | 0.01% | - | 18,250 | $776K | $42.52 | No quote |
| 44 | PM | International....... COMMON | 0.01% | - | 7,150 | $373K | $52.17 | No quote |
| 45 | AB | Holding............. COMMON | 0.01% | - | 12,000 | $368K | No quote | No quote |
| 46 | MRK | Merck & Co. Inc...... COMMON | 0.00% | - | 8,400 | $314K | $37.38 | No quote |
| 47 | JBLU | Corporation......... COMMON | 0.00% | - | 55,000 | $307K | $5.58 | No quote |
| 48 | FTR | Co.................. COMMON | 0.00% | - | 38,500 | $286K | No quote | No quote |
| 49 | IBM | Machines............ COMMON | 0.00% | - | 2,048 | $263K | $128.42 | No quote |
| 50 | CB | Corporation......... COMMON | 0.00% | - | 5,000 | $259K | $51.80 | No quote |
| 52 | XTO | XTO Energy, Inc...... COMMON | 0.00% | - | 5,000 | $236K | No quote | No quote |
| 51 | LOW | Inc................. COMMON | 0.00% | - | 9,750 | $236K | $24.21 | No quote |
| 53 | BSX | Corporation......... COMMON | 0.00% | Reduce -99.8% | 24,000 | $173K | $7.21 | No quote |
| 60 | V | Visa, Inc......... COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 59 | SLB | Ltd............. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 58 | SII | Inc............. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 57 | BACPRS | Corp Pref....... PREFERPREF | - | Sold | 0 | $0 | No quote | No quote |
| 56 | BRKB | Cl B............ COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 55 | BRK/A | Cl A............ COMMONCUSIP 084670108 | - | Sold | 0 | $0 | No quote | No quote |
| 54 | UN | ADR............. COMMON | - | Sold | 0 | $0 | No quote | No quote |