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 59 rows. Rows without a quote are marked unavailable.
| 1 | COF | Capital One Financial | 2.92% | Add +4.9% | 2,384,786 | $149.79M | $62.81 | No quote |
| 2 | TMO | Thermo Fisher Scientific, | 2.85% | Reduce -1.9% | 1,729,662 | $146.38M | $84.63 | No quote |
| 3 | AON | Aon PLC | 2.78% | Reduce -1.9% | 2,222,245 | $143M | $64.35 | No quote |
| 4 | AIG | American Intl Group, Inc. | 2.78% | Reduce -17.3% | 3,189,825 | $142.59M | $44.70 | No quote |
| 5 | BAC | Bank of America Corp | 2.74% | Reduce -2.0% | 10,925,681 | $140.5M | $12.86 | No quote |
| 6 | WLP | WellPoint Inc. | 2.66% | Reduce -3.4% | 1,667,860 | $136.5M | No quote | No quote |
| 7 | MSFT | Microsoft Corp | 2.64% | Reduce -21.0% | 3,919,777 | $135.41M | $34.55 | No quote |
| 8 | HSP | Hospira Inc | 2.63% | Reduce -0.8% | 3,520,080 | $134.85M | No quote | No quote |
| 9 | GE | General Electric Co | 2.61% | Reduce -3.0% | 5,782,882 | $134.11M | $23.19 | No quote |
| 10 | BP | BP PLC Sponsored ADR | 2.61% | Add +1.4% | 3,210,804 | $134.02M | $41.74 | No quote |
| 11 | FLEX | Flextronics International | 2.61% | Reduce -7.3% | 17,310,054 | $133.98M | $7.74 | No quote |
| 12 | TXN | Texas Instruments Inc. | 2.59% | Reduce -6.4% | 3,813,883 | $132.91M | $34.85 | No quote |
| 13 | 25490A | DIRECTV Group Inc | 2.58% | Add +13.7% | 2,151,434 | $132.61M | No quote | No quote |
| 14 | DD | E I du Pont de Nemours & | 2.57% | Reduce -5.4% | 2,512,150 | $131.89M | $52.50 | No quote |
| 15 | WFT | Weatherford Intl, Ltd. | 2.57% | Add +6.5% | 9,621,899 | $131.82M | No quote | No quote |
| 16 | MMC | Marsh & McLennan Cos. | 2.56% | Reduce -2.9% | 3,298,659 | $131.68M | No quote | No quote |
| 17 | AMAT | Applied Materials | 2.56% | Add +20.8% | 8,822,713 | $131.64M | $14.92 | No quote |
| 18 | CAH | Cardinal Health Inc. | 2.54% | Reduce -1.9% | 2,769,691 | $130.73M | $47.20 | No quote |
| 19 | GOOGL | Google Inc. | 2.54% | Reduce -12.8% | 148,425 | $130.67M | $880.37 | No quote |
| 20 | SLB | Schlumberger Ltd. | 2.52% | New | 1,808,540 | $129.6M | $71.66 | No quote |
| 21 | CVS | CVS Caremark Corp | 2.50% | Reduce -10.3% | 2,250,061 | $128.66M | $57.18 | No quote |
| 22 | IVZ | Invesco Ltd. | 2.48% | Reduce -11.4% | 3,998,670 | $127.16M | $31.80 | No quote |
| 23 | - | Merck & Co. Inc.CUSIP 58933Y109 | 2.44% | Reduce -7.6% | 2,701,864 | $125.5M | No quote | No quote |
| 24 | STT | State Street Corporation | 2.43% | Reduce -8.0% | 1,917,614 | $125.05M | $65.21 | No quote |
| 25 | SCHW | Charles Schwab Corp | 2.37% | Reduce -21.4% | 5,744,647 | $121.96M | $21.23 | No quote |
| 26 | A | Agilent Technologies, Inc. | 2.36% | New | 2,839,391 | $121.41M | $42.76 | No quote |
| 27 | NVS | Novartis AG ADR | 2.36% | Reduce -10.3% | 1,712,768 | $121.11M | $70.71 | No quote |
| 28 | TWX | Time Warner, Inc. | 2.24% | Reduce -2.2% | 1,989,594 | $115.04M | No quote | No quote |
| 29 | SNY | Sanofi ADR | 2.23% | Reduce -14.7% | 2,225,601 | $114.64M | $51.51 | No quote |
| 30 | LOW | Lowe's Companies, Inc. | 2.15% | Reduce -3.6% | 2,704,861 | $110.63M | $40.90 | No quote |
| 31 | RSG | Republic Services Inc. | 2.14% | Reduce -18.1% | 3,237,496 | $109.88M | No quote | No quote |
| 32 | CMCSA | Comcast Corp Cl A | 2.13% | Reduce -7.0% | 2,621,488 | $109.45M | $41.75 | No quote |
| 33 | AES | AES Corporation | 2.13% | Reduce -12.2% | 9,117,414 | $109.32M | $11.99 | No quote |
| 34 | QCOM | Qualcomm Inc. | 2.12% | New | 1,783,390 | $108.95M | $61.09 | No quote |
| 35 | C | CitiGroup, Inc. | 2.12% | Reduce -16.8% | 2,268,209 | $108.81M | $47.97 | No quote |
| 36 | UNH | UnitedHealth Group Inc. | 2.12% | Add +6.2% | 1,661,425 | $108.79M | $65.48 | No quote |
| 37 | LUV | Southwest Airlines Co | 1.97% | Reduce -20.9% | 7,838,978 | $101.04M | $12.89 | No quote |
| 38 | OI | Owens-Illinois, Inc. | 1.93% | Reduce -3.1% | 3,570,518 | $99.23M | No quote | No quote |
| 39 | DVN | Devon Energy Corp | 1.92% | Reduce -19.2% | 1,904,679 | $98.82M | $51.88 | No quote |
| 40 | PFE | Pfizer Inc. | 1.74% | Reduce -29.4% | 3,184,307 | $89.19M | $28.01 | No quote |
| 41 | ZTS | Zoetis Inc. | 1.54% | New | 2,565,399 | $79.25M | $30.89 | No quote |
| 42 | CIT | CIT Group Inc | 0.84% | New | 926,815 | $43.22M | No quote | No quote |
| 43 | FLR | Fluor Corporation | 0.75% | Add +586.2% | 649,149 | $38.5M | $59.31 | No quote |
| 44 | DO | Diamond Offshore Drilling, Inc. | 0.03% | - | 20,600 | $1.42M | No quote | No quote |
| 45 | TJX | TJX Companies, Inc. | 0.02% | Reduce -31.1% | 15,500 | $776K | $50.06 | No quote |
| 46 | PM | Phillip Morris Intl | 0.01% | - | 7,150 | $619K | $86.57 | No quote |
| 47 | CB | Chubb Corporation | 0.01% | - | 5,000 | $423K | $84.60 | No quote |
| 49 | JBL | Jabil Circuit, Inc. | 0.01% | - | 20,000 | $408K | $20.40 | No quote |
| 48 | GS | Goldman Sachs Group Inc | 0.01% | - | 2,700 | $408K | $151.11 | No quote |
| 50 | IBM | Intl Business Machines | 0.01% | - | 2,048 | $391K | $190.92 | No quote |
| 51 | JBLU | JetBlue Airways Corp | 0.01% | - | 55,000 | $346K | $6.29 | No quote |
| 52 | XOM | Exxon Mobil Corp | 0.01% | - | 3,548 | $321K | $90.47 | No quote |
| 53 | PNC | PNC Financial Svces Grp | 0.01% | - | 4,300 | $314K | $73.02 | No quote |
| 54 | L | Loews Corporation | 0.01% | - | 7,000 | $311K | $44.43 | No quote |
| 55 | LIFE | Life Technologies Corp | 0.01% | Reduce -99.8% | 4,000 | $296K | No quote | No quote |
| 56 | MO | Altria Group Inc. | 0.01% | - | 8,150 | $285K | $34.97 | No quote |
| 57 | RIMM | Research in Motion Ltd | 0.00% | - | 14,000 | $146K | No quote | No quote |
| 59 | TEVA | Teva Pharmaceutical Ind., COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 58 | NEM | Newmont Mining Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |