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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 45 of 61 rows. Rows without a quote are marked unavailable.

1MSFTMicrosoft Corp COMMON3.80%Reduce -13.4%7,445,300$185.31M$24.89No quote
2TWXTime Warner, Inc. COMMON3.34%Add +2.6%5,447,993$163.28MNo quoteNo quote
3ABTAbbott Laboratories COMMON3.30%Reduce -14.1%3,150,790$161.13M$51.14No quote
4EXCExelon Corporation COMMON3.28%Reduce -23.3%3,763,019$160.34MNo quoteNo quote
5TXNTexas Instruments Inc. COMMON3.11%Add +14.2%5,703,413$152M$26.65No quote
6VVisa, Inc. COMMON3.06%Reduce -10.1%1,744,426$149.53M$85.72No quote
7CVSCVS Caremark Corporation COMMON3.04%Add +4.2%4,424,930$148.63M$33.59No quote
8WMTWal-Mart Stores, Inc. COMMON3.03%Reduce -16.9%2,848,003$147.81M$51.90No quote
9CCitiGroup, Inc. COMMON2.99%Add +3.3%5,705,184$146.14M$25.61No quote
10EBAYeBay Inc. COMMON2.96%Reduce -15.8%4,894,644$144.34M$29.49No quote
11AESAES Corporation COMMON2.86%Add +6.7%14,308,492$139.65M$9.76No quote
12SUNSunoco, Inc. COMMON2.86%Add +12.8%4,501,148$139.58M$31.01No quote
13CMCSAComcast Corporation Class A COMMON2.84%Reduce -0.1%6,627,506$138.65M$20.92No quote
14PFEPfizer Inc. COMMON2.73%Reduce -11.0%7,548,520$133.46M$17.68No quote
15SYMCSymantec Corporation COMMON2.68%Reduce -21.6%8,013,685$130.62MNo quoteNo quote
16GMGeneral Motors Company COMMON2.64%Reduce -2.4%6,389,191$128.93M$20.18No quote
17MMCInc. COMMON2.61%New4,794,025$127.28MNo quoteNo quote
18AMATApplied Materials COMMON2.58%Reduce -2.6%12,184,134$126.17M$10.36No quote
19IVZInvesco Ltd. COMMON2.54%Add +7.9%7,990,131$123.93M$15.51No quote
20FLEXFlextronics International COMMON2.53%Add +0.0%21,920,987$123.42M$5.63No quote
21BAXBaxter International Inc COMMON2.50%Add +3.0%2,173,664$122.03M$56.14No quote
22SNYSanofi ADR COMMON2.46%New3,666,704$120.27M$32.80No quote
23BACBank of America Corporation COMMON2.34%Add +19.5%18,635,225$114.05M$6.12No quote
24METMetLife Inc. COMMON2.31%Reduce -2.5%4,028,802$112.85M$28.01No quote
25LUVSouthwest Airlines Company COMMON2.25%Reduce -2.4%13,658,339$109.81M$8.04No quote
26PEGGroup COMMON2.23%New3,257,456$108.7M$33.37No quote
27CSCredit Suisse Group COMMON2.20%Add +0.7%4,085,095$107.19MNo quoteNo quote
28SCHWCharles Schwab Corporation COMMON2.12%Add +4.5%9,194,734$103.63M$11.27No quote
29NVSNovartis AG ADR COMMON2.09%Reduce -19.5%1,833,078$102.23M$55.77No quote
30LYBLyondellBasell Industries COMMON2.04%Add +22.3%4,071,781$99.47M$24.43No quote
31STTState Street Corporation COMMON2.02%Reduce -8.0%3,071,194$98.77M$32.16No quote
32DALDelta Air Lines, Inc. COMMON1.97%Add +4.9%12,811,922$96.09M$7.50No quote
33OIOwens-Illinois, Inc. COMMON1.83%Reduce -6.7%5,919,968$89.51MNo quoteNo quote
34LOWLowe's Companies, Inc. COMMON1.82%Add +46901.9%4,582,682$88.63M$19.34No quote
35NEMNewmont Mining Corporation COMMON1.73%Reduce -54.5%1,341,459$84.45M$62.95No quote
36EQTEQT Corporation COMMON1.53%Reduce -42.4%1,404,197$74.93M$53.36No quote
37DVNDevon Energy Corporation COMMON1.50%New1,323,060$73.35M$55.44No quote
38WFTLtd. COMMON1.17%New4,696,020$57.34MNo quoteNo quote
39MPCCorporation COMMON1.15%New2,074,295$56.13M$27.06No quote
40COPConocoPhillips, Inc. COMMON1.05%New813,078$51.48M$63.32No quote
41EPEl Paso Corporation COMMON1.04%Reduce -52.9%2,906,404$50.8MNo quoteNo quote
42DOInc. COMMON1.03%Reduce -60.0%922,303$50.49MNo quoteNo quote
43WDCWestern Digital Corporation COMMON0.73%New1,382,915$35.57M$25.72No quote
44TJXTJX Companies, Inc. COMMON0.02%-14,250$790K$55.44No quote
45DTVDIRECTV Group Inc COMMON0.01%-15,626$661KNo quoteNo quote
46PMPhillip Morris International COMMON0.01%-7,150$446K$62.38No quote
47IBMIntl Business Machines COMMON0.01%-2,048$358K$174.80No quote
48JBLJabil Circuit, Inc. COMMON0.01%-20,000$356K$17.80No quote
49CBChubb Corporation COMMON0.01%-5,000$300K$60.00No quote
50MRKMerck & Co. Inc. COMMON0.01%-8,400$275K$32.74No quote
51XOMExxon Mobil Corp COMMON0.01%-3,548$258K$72.72No quote
52GSGoldman Sachs Group Inc COMMON0.01%-2,700$255K$94.44No quote
53FTRFrontier Communications Co COMMON0.00%-38,500$235KNo quoteNo quote
54JBLUJetBlue Airways Corporation COMMON0.00%-55,000$225K$4.09No quote
55MOAltria Group Inc. COMMON0.00%-8,150$219K$26.87No quote
56PNCPNC Financial Services Group COMMON0.00%-4,300$207K$48.14No quote
61VLOValero Energy Corporation COMMON-Sold0$0No quoteNo quote
60MROMarathon Oil Corporation COMMON-Sold0$0No quoteNo quote
59IGTInternational Game Technol COMMON-Sold0$0No quoteNo quote
58APOLApollo Group, Inc. COMMON-Sold0$0No quoteNo quote
57ALLAllstate Corporation COMMON-Sold0$0No quoteNo quote