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 53 rows. Rows without a quote are marked unavailable.
| 1 | PFE | Pfizer Inc. COMMON | 3.59% | Add +4.9% | 12,489,750 | $214.45M | $17.17 | No quote |
| 2 | AES | AES Corporation COMMON | 3.48% | Reduce -0.3% | 18,314,746 | $207.87M | $11.35 | No quote |
| 3 | MSFT | Microsoft Corp COMMON | 3.42% | Add +12.6% | 8,353,324 | $204.57M | $24.49 | No quote |
| 4 | DVN | Devon Energy Corporation COMMON | 3.31% | Add +14.3% | 3,056,049 | $197.85M | $64.74 | No quote |
| 5 | EXC | Exelon Corporation COMMON | 3.30% | Reduce -0.2% | 4,629,030 | $197.1M | No quote | No quote |
| 6 | C | CitiGroup, Inc. COMMON | 3.30% | Add +28.4% | 50,376,621 | $196.97M | $3.91 | No quote |
| 7 | ABT | Abbott Laboratories COMMON | 3.29% | Reduce -0.7% | 3,765,023 | $196.69M | $52.24 | No quote |
| 8 | KO | Coca Cola Company COMMON | 3.18% | Reduce -0.4% | 3,243,825 | $189.83M | $58.52 | No quote |
| 9 | BAC | Bank of America Corporation COMMON | 3.16% | Add +54.0% | 14,389,118 | $188.53M | $13.10 | No quote |
| 10 | WMT | Wal-Mart Stores, Inc. COMMON | 3.14% | Add +0.1% | 3,509,442 | $187.83M | $53.52 | No quote |
| 11 | APOL | Apollo Group, Inc. COMMON | 3.02% | Add +16.4% | 3,513,169 | $180.4M | No quote | No quote |
| 12 | SYMC | Symantec Corporation COMMON | 3.00% | Add +13.6% | 11,863,779 | $179.5M | No quote | No quote |
| 13 | MRO | Marathon Oil Corporation COMMON | 2.92% | Add +0.5% | 5,271,356 | $174.48M | No quote | No quote |
| 14 | AMAT | Applied Materials COMMON | 2.86% | Add +29.4% | 14,621,978 | $170.79M | $11.68 | No quote |
| 15 | TXN | Texas Instruments Inc. COMMON | 2.82% | Reduce -0.8% | 6,198,350 | $168.22M | $27.14 | No quote |
| 16 | IVZ | Invesco Ltd. COMMON | 2.81% | Add +0.2% | 7,897,204 | $167.66M | $21.23 | No quote |
| 17 | BAX | Baxter International Inc COMMON | 2.79% | Reduce -4.2% | 3,491,942 | $166.6M | $47.71 | No quote |
| 18 | FLEX | Flextronics International COMMON | 2.78% | Add +25.3% | 27,480,574 | $165.98M | $6.04 | No quote |
| 19 | CMCSA | Comcast Corporation Class A COMMON | 2.76% | Add +2.8% | 9,117,100 | $164.84M | $18.08 | No quote |
| 20 | BHI | Baker Hughes Inc. COMMON | 2.76% | Add +20.0% | 3,864,554 | $164.63M | No quote | No quote |
| 21 | STT | State Street Corporation COMMON | 2.66% | Reduce -0.8% | 4,220,275 | $158.94M | $37.66 | No quote |
| 22 | COP | ConocoPhillips, Inc COMMON | 2.63% | Reduce -2.2% | 2,737,402 | $157.21M | $57.43 | No quote |
| 23 | V | Visa, Inc. COMMON | 2.62% | Add +32.6% | 2,106,466 | $156.43M | $74.26 | No quote |
| 24 | SCHW | Charles Schwab Corporation COMMON | 2.58% | Add +20.8% | 11,102,612 | $154.33M | $13.90 | No quote |
| 25 | LUV | Southwest Airlines Company COMMON | 2.58% | Add +7.4% | 11,804,719 | $154.29M | $13.07 | No quote |
| 26 | SUN | Sunoco, Inc. COMMON | 2.58% | Reduce -12.1% | 4,220,116 | $154.03M | $36.50 | No quote |
| 27 | NVS | Novartis AG ADR COMMON | 2.52% | Reduce -20.9% | 2,611,197 | $150.59M | $57.67 | No quote |
| 28 | EQT | EQT Corporation COMMON | 2.46% | Add +16.1% | 4,070,251 | $146.77M | $36.06 | No quote |
| 29 | MS | Morgan Stanley COMMON | 2.38% | Add +1.0% | 5,764,466 | $142.27M | $24.68 | No quote |
| 30 | IGT | International Game Technol COMMON | 2.29% | Add +35.5% | 9,486,894 | $137.09M | No quote | No quote |
| 31 | CS | Credit Suisse Group COMMON | 2.18% | Reduce -17.7% | 3,067,495 | $130.55M | No quote | No quote |
| 32 | BG | Bunge Limited COMMON | 2.10% | New | 2,118,550 | $125.33M | $59.16 | No quote |
| 33 | GENZ | Genzyme Corporation COMMON | 2.01% | Reduce -54.3% | 1,696,446 | $120.09M | No quote | No quote |
| 34 | EBAY | eBay Inc. COMMON | 1.80% | Reduce -8.6% | 4,416,894 | $107.77M | $24.40 | No quote |
| 35 | VLO | Valero Energy Corporation COMMON | 1.70% | Reduce -8.9% | 5,791,514 | $101.41M | $17.51 | No quote |
| 36 | EP | El Paso Corporation COMMON | 1.65% | Reduce -34.9% | 7,968,790 | $98.65M | No quote | No quote |
| 37 | NEM | Newmont Mining Corporation COMMON | 1.51% | Reduce -9.2% | 1,439,691 | $90.43M | $62.81 | No quote |
| 38 | DTV | DIRECTV Group Inc COMMON | 0.01% | - | 15,626 | $651K | No quote | No quote |
| 39 | TJX | TJX Companies, Inc. COMMON | 0.01% | - | 14,250 | $636K | $44.63 | No quote |
| 40 | PM | Phillip Morris International COMMON | 0.01% | - | 7,150 | $401K | $56.08 | No quote |
| 41 | GS | Goldman Sachs Group Inc COMMON | 0.01% | - | 2,700 | $390K | $144.44 | No quote |
| 42 | JBLU | JetBlue Airways Corporation COMMON | 0.01% | - | 55,000 | $368K | $6.69 | No quote |
| 43 | AB | AllianceBernstein Holding COMMON | 0.01% | - | 12,000 | $317K | No quote | No quote |
| 44 | FTR | Frontier Communications Co COMMON | 0.01% | - | 38,500 | $315K | No quote | No quote |
| 45 | MRK | Merck & Co. Inc. COMMON | 0.01% | - | 8,400 | $309K | $36.79 | No quote |
| 46 | CB | Chubb Corporation COMMON | 0.00% | - | 5,000 | $285K | $57.00 | No quote |
| 47 | IBM | Intl Business Machines COMMON | 0.00% | - | 2,048 | $275K | $134.28 | No quote |
| 48 | XOM | Exxon Mobil Corp COMMON | 0.00% | Reduce -0.0% | 3,548 | $219K | $61.72 | No quote |
| 49 | LOW | Lowe's Companies, Inc. COMMON | 0.00% | New | 9,750 | $217K | $22.26 | No quote |
| 53 | WPO | Washington Post Company COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 52 | QCOM | Qualcomm Inc. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 51 | MMC | Marsh & McLennan Companies COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 50 | HES | Hess Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |