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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 44 of 59 rows. Rows without a quote are marked unavailable.

1COFCapital One Financial2.92%Add +4.9%2,384,786$149.79M$62.81No quote
2TMOThermo Fisher Scientific,2.85%Reduce -1.9%1,729,662$146.38M$84.63No quote
3AONAon PLC2.78%Reduce -1.9%2,222,245$143M$64.35No quote
4AIGAmerican Intl Group, Inc.2.78%Reduce -17.3%3,189,825$142.59M$44.70No quote
5BACBank of America Corp2.74%Reduce -2.0%10,925,681$140.5M$12.86No quote
6WLPWellPoint Inc.2.66%Reduce -3.4%1,667,860$136.5MNo quoteNo quote
7MSFTMicrosoft Corp2.64%Reduce -21.0%3,919,777$135.41M$34.55No quote
8HSPHospira Inc2.63%Reduce -0.8%3,520,080$134.85MNo quoteNo quote
9GEGeneral Electric Co2.61%Reduce -3.0%5,782,882$134.11M$23.19No quote
10BPBP PLC Sponsored ADR2.61%Add +1.4%3,210,804$134.02M$41.74No quote
11FLEXFlextronics International2.61%Reduce -7.3%17,310,054$133.98M$7.74No quote
12TXNTexas Instruments Inc.2.59%Reduce -6.4%3,813,883$132.91M$34.85No quote
1325490ADIRECTV Group Inc2.58%Add +13.7%2,151,434$132.61MNo quoteNo quote
14DDE I du Pont de Nemours &2.57%Reduce -5.4%2,512,150$131.89M$52.50No quote
15WFTWeatherford Intl, Ltd.2.57%Add +6.5%9,621,899$131.82MNo quoteNo quote
16MMCMarsh & McLennan Cos.2.56%Reduce -2.9%3,298,659$131.68MNo quoteNo quote
17AMATApplied Materials2.56%Add +20.8%8,822,713$131.64M$14.92No quote
18CAHCardinal Health Inc.2.54%Reduce -1.9%2,769,691$130.73M$47.20No quote
19GOOGLGoogle Inc.2.54%Reduce -12.8%148,425$130.67M$880.37No quote
20SLBSchlumberger Ltd.2.52%New1,808,540$129.6M$71.66No quote
21CVSCVS Caremark Corp2.50%Reduce -10.3%2,250,061$128.66M$57.18No quote
22IVZInvesco Ltd.2.48%Reduce -11.4%3,998,670$127.16M$31.80No quote
23-Merck & Co. Inc.CUSIP 58933Y1092.44%Reduce -7.6%2,701,864$125.5MNo quoteNo quote
24STTState Street Corporation2.43%Reduce -8.0%1,917,614$125.05M$65.21No quote
25SCHWCharles Schwab Corp2.37%Reduce -21.4%5,744,647$121.96M$21.23No quote
26AAgilent Technologies, Inc.2.36%New2,839,391$121.41M$42.76No quote
27NVSNovartis AG ADR2.36%Reduce -10.3%1,712,768$121.11M$70.71No quote
28TWXTime Warner, Inc.2.24%Reduce -2.2%1,989,594$115.04MNo quoteNo quote
29SNYSanofi ADR2.23%Reduce -14.7%2,225,601$114.64M$51.51No quote
30LOWLowe's Companies, Inc.2.15%Reduce -3.6%2,704,861$110.63M$40.90No quote
31RSGRepublic Services Inc.2.14%Reduce -18.1%3,237,496$109.88MNo quoteNo quote
32CMCSAComcast Corp Cl A2.13%Reduce -7.0%2,621,488$109.45M$41.75No quote
33AESAES Corporation2.13%Reduce -12.2%9,117,414$109.32M$11.99No quote
34QCOMQualcomm Inc.2.12%New1,783,390$108.95M$61.09No quote
35CCitiGroup, Inc.2.12%Reduce -16.8%2,268,209$108.81M$47.97No quote
36UNHUnitedHealth Group Inc.2.12%Add +6.2%1,661,425$108.79M$65.48No quote
37LUVSouthwest Airlines Co1.97%Reduce -20.9%7,838,978$101.04M$12.89No quote
38OIOwens-Illinois, Inc.1.93%Reduce -3.1%3,570,518$99.23MNo quoteNo quote
39DVNDevon Energy Corp1.92%Reduce -19.2%1,904,679$98.82M$51.88No quote
40PFEPfizer Inc.1.74%Reduce -29.4%3,184,307$89.19M$28.01No quote
41ZTSZoetis Inc.1.54%New2,565,399$79.25M$30.89No quote
42CITCIT Group Inc0.84%New926,815$43.22MNo quoteNo quote
43FLRFluor Corporation0.75%Add +586.2%649,149$38.5M$59.31No quote
44DODiamond Offshore Drilling, Inc.0.03%-20,600$1.42MNo quoteNo quote
45TJXTJX Companies, Inc.0.02%Reduce -31.1%15,500$776K$50.06No quote
46PMPhillip Morris Intl0.01%-7,150$619K$86.57No quote
47CBChubb Corporation0.01%-5,000$423K$84.60No quote
49JBLJabil Circuit, Inc.0.01%-20,000$408K$20.40No quote
48GSGoldman Sachs Group Inc0.01%-2,700$408K$151.11No quote
50IBMIntl Business Machines0.01%-2,048$391K$190.92No quote
51JBLUJetBlue Airways Corp0.01%-55,000$346K$6.29No quote
52XOMExxon Mobil Corp0.01%-3,548$321K$90.47No quote
53PNCPNC Financial Svces Grp0.01%-4,300$314K$73.02No quote
54LLoews Corporation0.01%-7,000$311K$44.43No quote
55LIFELife Technologies Corp0.01%Reduce -99.8%4,000$296KNo quoteNo quote
56MOAltria Group Inc.0.01%-8,150$285K$34.97No quote
57RIMMResearch in Motion Ltd0.00%-14,000$146KNo quoteNo quote
59TEVATeva Pharmaceutical Ind., COMMON-Sold0$0No quoteNo quote
58NEMNewmont Mining Corporation COMMON-Sold0$0No quoteNo quote