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 44 of 55 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp COMMON | 3.31% | - | 8,610,436 | $218.62M | $25.39 | No quote |
| 2 | EXC | Exelon Corporation COMMON | 3.16% | - | 5,073,053 | $209.21M | No quote | No quote |
| 3 | C | CitiGroup, Inc. COMMON | 3.12% | - | 46,662,998 | $206.25M | $4.42 | No quote |
| 4 | PFE | Pfizer Inc. COMMON | 3.05% | - | 9,927,300 | $201.62M | $20.31 | No quote |
| 5 | SYMC | Symantec Corporation COMMON | 2.97% | - | 10,597,410 | $196.48M | No quote | No quote |
| 6 | ABT | Abbott Laboratories COMMON | 2.82% | - | 3,802,346 | $186.51M | $49.05 | No quote |
| 7 | LUV | Southwest Airlines Company COMMON | 2.78% | - | 14,551,554 | $183.79M | $12.63 | No quote |
| 8 | TWX | Time Warner, Inc. COMMON | 2.77% | - | 5,129,801 | $183.13M | No quote | No quote |
| 9 | MET | MetLife Inc. COMMON | 2.63% | - | 3,884,526 | $173.76M | $44.73 | No quote |
| 10 | BAC | Bank of America Corporation COMMON | 2.61% | - | 12,938,150 | $172.47M | $13.33 | No quote |
| 11 | CMCSA | Comcast Corporation Class A COMMON | 2.59% | - | 6,930,729 | $171.33M | $24.72 | No quote |
| 12 | AES | AES Corporation COMMON | 2.58% | - | 13,148,789 | $170.93M | $13.00 | No quote |
| 13 | CVS | CVS Caremark Corporation COMMON | 2.58% | - | 4,974,316 | $170.72M | $34.32 | No quote |
| 14 | AMAT | Applied Materials COMMON | 2.57% | - | 10,896,356 | $170.2M | $15.62 | No quote |
| 15 | EQT | EQT Corporation COMMON | 2.55% | - | 3,376,952 | $168.51M | $49.90 | No quote |
| 16 | EBAY | eBay Inc. COMMON | 2.49% | - | 5,298,092 | $164.45M | $31.04 | No quote |
| 17 | LYB | LyondellBasell Industries COMMON | 2.47% | - | 4,137,999 | $163.66M | $39.55 | No quote |
| 18 | GM | General Motors Company COMMON | 2.45% | - | 5,231,527 | $162.33M | $31.03 | No quote |
| 19 | WMT | Wal-Mart Stores, Inc. COMMON | 2.44% | - | 3,103,971 | $161.56M | $52.05 | No quote |
| 20 | V | Visa, Inc. COMMON | 2.44% | - | 2,189,103 | $161.16M | $73.62 | No quote |
| 21 | NEM | Newmont Mining Corporation COMMON | 2.42% | - | 2,936,095 | $160.25M | $54.58 | No quote |
| 22 | MRO | Marathon Oil Corporation COMMON | 2.42% | - | 2,997,818 | $159.81M | No quote | No quote |
| 23 | FLEX | Flextronics International COMMON | 2.39% | - | 21,137,712 | $157.9M | $7.47 | No quote |
| 24 | NVS | Novartis AG ADR COMMON | 2.37% | - | 2,886,073 | $156.86M | $54.35 | No quote |
| 25 | CS | Credit Suisse Group COMMON | 2.36% | - | 3,662,547 | $155.95M | No quote | No quote |
| 26 | APOL | Apollo Group, Inc. COMMON | 2.36% | - | 3,737,277 | $155.88M | No quote | No quote |
| 27 | STT | State Street Corporation COMMON | 2.35% | - | 3,455,049 | $155.27M | $44.94 | No quote |
| 28 | TXN | Texas Instruments Inc. COMMON | 2.34% | - | 4,473,898 | $154.62M | $34.56 | No quote |
| 29 | ALL | Allstate Corporation COMMON | 2.33% | - | 4,841,749 | $153.87M | $31.78 | No quote |
| 30 | IVZ | Invesco Ltd. COMMON | 2.32% | - | 6,000,202 | $153.37M | $25.56 | No quote |
| 31 | DVN | Devon Energy Corporation COMMON | 2.29% | - | 1,653,345 | $151.73M | $91.77 | No quote |
| 32 | IGT | International Game Technol COMMON | 2.27% | - | 9,259,269 | $150.28M | No quote | No quote |
| 33 | SUN | Sunoco, Inc. COMMON | 2.26% | - | 3,285,067 | $149.77M | $45.59 | No quote |
| 34 | SCHW | Charles Schwab Corporation COMMON | 2.23% | - | 8,190,384 | $147.67M | $18.03 | No quote |
| 35 | BAX | Baxter International Inc COMMON | 2.18% | - | 2,683,211 | $144.28M | $53.77 | No quote |
| 36 | EP | El Paso Corporation COMMON | 2.00% | - | 7,340,259 | $132.13M | No quote | No quote |
| 37 | DO | Inc. COMMON | 2.00% | - | 1,699,378 | $132.04M | No quote | No quote |
| 38 | BG | Bunge Limited COMMON | 1.96% | - | 1,793,831 | $129.75M | $72.33 | No quote |
| 39 | KO | Coca Cola Company COMMON | 1.68% | - | 1,674,670 | $111.1M | $66.34 | No quote |
| 40 | DAL | Delta Air Lines, Inc. COMMON | 1.52% | - | 10,236,031 | $100.31M | $9.80 | No quote |
| 41 | VLO | Valero Energy Corporation COMMON | 1.49% | - | 3,301,828 | $98.46M | $29.82 | No quote |
| 42 | DTV | DIRECTV Group Inc COMMON | 0.01% | - | 15,626 | $731K | No quote | No quote |
| 43 | TJX | TJX Companies, Inc. COMMON | 0.01% | - | 14,250 | $709K | $49.75 | No quote |
| 44 | PM | Phillip Morris International COMMON | 0.01% | - | 7,150 | $469K | $65.59 | No quote |
| 45 | GS | Goldman Sachs Group Inc COMMON | 0.01% | - | 2,700 | $428K | $158.52 | No quote |
| 46 | JBL | Jabil Circuit, Inc. COMMON | 0.01% | - | 20,000 | $409K | $20.45 | No quote |
| 47 | JBLU | JetBlue Airways Corporation COMMON | 0.01% | - | 55,000 | $345K | $6.27 | No quote |
| 48 | IBM | Intl Business Machines COMMON | 0.01% | - | 2,048 | $334K | $163.09 | No quote |
| 49 | FTR | Frontier Communications Co COMMON | 0.00% | - | 38,500 | $316K | No quote | No quote |
| 50 | CB | Chubb Corporation COMMON | 0.00% | - | 5,000 | $307K | $61.40 | No quote |
| 51 | XOM | Exxon Mobil Corp COMMON | 0.00% | - | 3,548 | $298K | $83.99 | No quote |
| 52 | MRK | Merck & Co. Inc. COMMON | 0.00% | - | 8,400 | $277K | $32.98 | No quote |
| 53 | PNC | PNC Financial Services Group COMMON | 0.00% | - | 4,300 | $271K | $63.02 | No quote |
| 54 | LOW | Lowe's Companies, Inc. COMMON | 0.00% | - | 9,750 | $258K | $26.46 | No quote |
| 55 | MO | Altria Group Inc. COMMON | 0.00% | - | 8,150 | $212K | $26.01 | No quote |