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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 42 of 57 rows. Rows without a quote are marked unavailable.

1AIGAmerican Intl Group, Inc. COMMON3.06%Reduce -2.5%3,857,892$149.76M$38.82No quote
2TXNTexas Instruments Inc. COMMON2.95%Reduce -10.9%4,075,194$144.59M$35.48No quote
3MSFTMicrosoft Corp COMMON2.90%Add +2.5%4,963,143$141.97M$28.61No quote
4AONAon PLC COMMON2.84%Add +6.2%2,265,503$139.33M$61.50No quote
5CVSCVS Caremark Corporation COMMON2.82%Reduce -1.3%2,508,487$137.94M$54.99No quote
6GEGeneral Electric Company COMMON2.81%Reduce -0.7%5,964,237$137.89M$23.12No quote
7NVSNovartis AG ADR COMMON2.78%Reduce -0.9%1,910,422$136.1M$71.24No quote
8BACBank of America Corporatio COMMON2.77%Reduce -4.7%11,151,282$135.82M$12.18No quote
9GOOGLGoogle Inc. COMMON2.76%Reduce -9.1%170,114$135.1M$794.19No quote
10TMOThermo Fisher Scientific, COMMON2.75%Reduce -2.2%1,762,496$134.81M$76.49No quote
11BPBP PLC Sponsored ADR COMMON2.74%Add +57.5%3,165,636$134.07M$42.35No quote
12LUVSouthwest Airlines Company COMMON2.73%Reduce -8.7%9,906,933$133.55M$13.48No quote
13SNYSanofi ADR COMMON2.72%Reduce -0.8%2,610,138$133.33M$51.08No quote
14DVNDevon Energy Corporation COMMON2.72%Add +6.7%2,358,117$133.05M$56.42No quote
15IVZInvesco Ltd. COMMON2.67%Reduce -0.8%4,515,252$130.76M$28.96No quote
16AESAES Corporation COMMON2.67%Reduce -2.2%10,389,518$130.6M$12.57No quote
17DDE. I. du Pont de Nemours & COMMON2.67%Reduce -2.6%2,656,400$130.59M$49.16No quote
18RSGRepublic Services Inc. COMMON2.66%Add +8.7%3,952,876$130.45MNo quoteNo quote
19PFEPfizer Inc. COMMON2.66%Reduce -12.8%4,507,292$130.08M$28.86No quote
20SCHWCharles Schwab Corporation COMMON2.64%Reduce -15.2%7,312,123$129.35M$17.69No quote
21-Merck & Co. Inc. COMMONCUSIP 58933Y1092.64%Add +34701.9%2,923,359$129.21MNo quoteNo quote
22MMCMarsh & McLennan Companies Inc. COMMON2.63%Reduce -0.6%3,398,345$129.04MNo quoteNo quote
23FLEXFlextronics International COMMON2.58%Reduce -2.1%18,662,197$126.16M$6.76No quote
24COFCapital One Financial Corp COMMON2.55%Reduce -1.6%2,273,263$124.92M$54.95No quote
25STTState Street Corporation COMMON2.51%Reduce -32.9%2,084,331$123.16M$59.09No quote
26CCitiGroup, Inc. COMMON2.46%Reduce -18.6%2,727,441$120.66M$44.24No quote
27CMCSAComcast Corporation Class A COMMON2.42%Reduce -10.7%2,819,746$118.37M$41.98No quote
28CAHCardinal Health Inc. COMMON2.40%Reduce -2.2%2,822,983$117.49M$41.62No quote
29TWXTime Warner, Inc. COMMON2.39%Reduce -6.8%2,034,648$117.24MNo quoteNo quote
30HSPHospira Inc COMMON2.38%New3,547,069$116.45MNo quoteNo quote
31LIFELife Technologies Corporation COMMON2.37%Reduce -30.5%1,799,963$116.33MNo quoteNo quote
32WLPWellPoint Inc. COMMON2.33%Add +3.2%1,727,147$114.39MNo quoteNo quote
33WFTWeatherford International, Ltd. COMMON2.24%Add +17.2%9,031,262$109.64MNo quoteNo quote
3425490ADIRECTV Group Inc COMMON2.19%Add +12010.3%1,892,352$107.09MNo quoteNo quote
35LOWLowe's Companies, Inc. COMMON2.17%Reduce -1.6%2,806,609$106.43M$37.92No quote
36AMATApplied Materials COMMON2.01%Reduce -1.7%7,306,551$98.49M$13.48No quote
37OIOwens-Illinois, Inc. COMMON2.00%Reduce -17.1%3,684,424$98.19MNo quoteNo quote
38UNHUnitedHealth Group Inc. COMMON1.83%Reduce -33.5%1,564,354$89.5M$57.21No quote
39NEMNewmont Mining Corporation COMMON1.32%Add +2.3%1,548,836$64.88M$41.89No quote
40TEVATeva Pharmaceutical Ind., COMMON1.01%New1,248,290$49.53M$39.68No quote
41FLRFluor Corporation COMMON0.13%New94,598$6.28M$66.33No quote
42DODiamond Offshore Drilling, Inc. COMMON0.03%-20,600$1.43MNo quoteNo quote
43TJXTJX Companies, Inc. COMMON0.02%-22,500$1.05M$46.76No quote
44PMPhillip Morris International COMMON0.01%-7,150$663K$92.73No quote
45CBChubb Corporation COMMON0.01%-5,000$438K$87.60No quote
46IBMIntl Business Machines COMMON0.01%-2,048$437K$213.38No quote
47GSGoldman Sachs Group Inc COMMON0.01%-2,700$397K$147.04No quote
48JBLUJetBlue Airways Corporation COMMON0.01%-55,000$380K$6.91No quote
49JBLJabil Circuit, Inc. COMMON0.01%-20,000$370K$18.50No quote
50XOMExxon Mobil Corp COMMON0.01%-3,548$320K$90.19No quote
51LLoews Corporation COMMON0.01%-7,000$308K$44.00No quote
52PNCPNC Financial Services Group COMMON0.01%-4,300$286K$66.51No quote
53MOAltria Group Inc. COMMON0.01%-8,150$280K$34.36No quote
54RIMMResearch in Motion Limited COMMON0.00%-14,000$202KNo quoteNo quote
57SYYSysco Corporation COMMON-Sold0$0No quoteNo quote
56BGBunge Limited COMMON-Sold0$0No quoteNo quote
55ADIAnalog Devices Inc COMMON-Sold0$0No quoteNo quote