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 60 rows. Rows without a quote are marked unavailable.
| 1 | TMO | Thermo Fisher Scientific, | 2.91% | Reduce -1.9% | 1,697,107 | $156.39M | $92.15 | No quote |
| 2 | SLB | Schlumberger Ltd. | 2.86% | Reduce -3.6% | 1,742,855 | $154M | $88.36 | No quote |
| 3 | QCOM | Qualcomm Inc. | 2.85% | Add +27.7% | 2,277,281 | $153.31M | $67.32 | No quote |
| 4 | AIG | American Intl Group, Inc. | 2.77% | Reduce -3.8% | 3,067,469 | $149.17M | $48.63 | No quote |
| 5 | TXN | Texas Instruments Inc. | 2.74% | Reduce -4.0% | 3,659,892 | $147.46M | $40.29 | No quote |
| 6 | BAC | Bank of America Corp | 2.70% | Reduce -3.5% | 10,541,880 | $145.48M | $13.80 | No quote |
| 7 | CIT | CIT Group Inc | 2.68% | Add +219.1% | 2,957,272 | $144.23M | No quote | No quote |
| 8 | WFT | Weatherford Intl, Ltd. | 2.67% | Reduce -2.8% | 9,354,367 | $143.4M | No quote | No quote |
| 9 | COF | Capital One Financial | 2.65% | Reduce -13.2% | 2,070,610 | $142.33M | $68.74 | No quote |
| 10 | DD | E I du Pont de Nemours & | 2.64% | Reduce -3.4% | 2,427,086 | $142.13M | $58.56 | No quote |
| 11 | CVS | CVS Caremark Corp | 2.64% | Add +11.0% | 2,498,140 | $141.77M | $56.75 | No quote |
| 12 | MMC | Marsh & McLennan Cos. | 2.63% | Reduce -1.6% | 3,244,745 | $141.31M | No quote | No quote |
| 13 | CAH | Cardinal Health Inc. | 2.61% | Reduce -2.6% | 2,697,093 | $140.65M | $52.15 | No quote |
| 14 | GE | General Electric Co | 2.56% | Reduce -0.5% | 5,754,511 | $137.48M | $23.89 | No quote |
| 15 | 25490A | DIRECTV Group Inc | 2.55% | Add +6.8% | 2,297,882 | $137.37M | No quote | No quote |
| 16 | A | Agilent Technologies, Inc. | 2.55% | Reduce -5.7% | 2,677,626 | $137.23M | $51.25 | No quote |
| 17 | AMAT | Applied Materials | 2.53% | Reduce -11.9% | 7,772,312 | $136.26M | $17.53 | No quote |
| 18 | HSP | Hospira Inc | 2.49% | Reduce -2.9% | 3,417,379 | $134.03M | No quote | No quote |
| 19 | BP | BP PLC Sponsored ADR | 2.48% | Reduce -1.2% | 3,171,034 | $133.28M | $42.03 | No quote |
| 20 | VOD | Vodafone Group Plc ADR | 2.44% | New | 3,729,672 | $131.21M | No quote | No quote |
| 21 | AON | Aon PLC | 2.43% | Reduce -21.0% | 1,755,557 | $130.68M | $74.44 | No quote |
| 22 | NVS | Novartis AG ADR | 2.37% | Reduce -3.2% | 1,658,673 | $127.24M | $76.71 | No quote |
| 23 | MSFT | Microsoft Corp | 2.36% | Reduce -2.6% | 3,817,729 | $127.05M | $33.28 | No quote |
| 24 | GOOGL | Google Inc. | 2.33% | Reduce -3.5% | 143,260 | $125.48M | $875.91 | No quote |
| 25 | - | Merck & Co. Inc.CUSIP 58933Y109 | 2.33% | Reduce -2.6% | 2,630,493 | $125.24M | No quote | No quote |
| 26 | IVZ | Invesco Ltd. | 2.31% | Reduce -2.4% | 3,902,485 | $124.49M | $31.90 | No quote |
| 27 | LOW | Lowe's Companies, Inc. | 2.30% | Reduce -4.0% | 2,597,972 | $123.69M | $47.61 | No quote |
| 28 | WLP | WellPoint Inc. | 2.30% | Reduce -11.3% | 1,479,042 | $123.66M | No quote | No quote |
| 29 | FLEX | Flextronics International | 2.24% | Reduce -23.5% | 13,246,346 | $120.41M | $9.09 | No quote |
| 30 | UNH | UnitedHealth Group Inc. | 2.17% | Reduce -1.7% | 1,633,138 | $116.95M | $71.61 | No quote |
| 31 | TWX | Time Warner, Inc. | 2.15% | Reduce -11.8% | 1,754,178 | $115.44M | No quote | No quote |
| 32 | CMCSA | Comcast Corp Cl A | 2.14% | Reduce -2.8% | 2,548,363 | $114.97M | $45.11 | No quote |
| 33 | HES | Hess Corporation | 2.10% | New | 1,462,485 | $113.11M | No quote | No quote |
| 34 | LUV | Southwest Airlines Co | 2.07% | Reduce -2.7% | 7,630,843 | $111.11M | $14.56 | No quote |
| 35 | AES | AES Corporation | 2.02% | Reduce -10.3% | 8,179,231 | $108.7M | $13.29 | No quote |
| 36 | SNY | Sanofi ADR | 2.01% | Reduce -3.9% | 2,140,026 | $108.35M | $50.63 | No quote |
| 37 | C | CitiGroup, Inc. | 1.98% | Reduce -3.5% | 2,190,065 | $106.24M | $48.51 | No quote |
| 38 | SCHW | Charles Schwab Corp | 1.96% | Reduce -13.2% | 4,985,818 | $105.4M | $21.14 | No quote |
| 39 | RSG | Republic Services Inc. | 1.95% | Reduce -2.7% | 3,149,976 | $105.08M | No quote | No quote |
| 40 | OI | Owens-Illinois, Inc. | 1.91% | Reduce -4.0% | 3,425,993 | $102.85M | No quote | No quote |
| 41 | ZTS | Zoetis Inc. | 1.67% | Add +12.8% | 2,892,700 | $90.02M | $31.12 | No quote |
| 42 | BHI | Baker Hughes Inc. | 1.41% | New | 1,545,130 | $75.87M | No quote | No quote |
| 43 | STT | State Street Corporation | 0.41% | Reduce -82.5% | 335,338 | $22.05M | $65.75 | No quote |
| 44 | DO | Diamond Offshore Drilling, Inc. | 0.02% | - | 20,600 | $1.28M | No quote | No quote |
| 45 | TJX | TJX Companies, Inc. | 0.02% | - | 15,500 | $874K | $56.39 | No quote |
| 46 | PM | Phillip Morris Intl | 0.01% | - | 7,150 | $619K | $86.57 | No quote |
| 47 | CB | Chubb Corporation | 0.01% | - | 5,000 | $446K | $89.20 | No quote |
| 48 | JBL | Jabil Circuit, Inc. | 0.01% | - | 20,000 | $434K | $21.70 | No quote |
| 49 | GS | Goldman Sachs Group Inc | 0.01% | - | 2,700 | $427K | $158.15 | No quote |
| 50 | IBM | Intl Business Machines | 0.01% | - | 2,048 | $379K | $185.06 | No quote |
| 51 | JBLU | JetBlue Airways Corp | 0.01% | - | 55,000 | $367K | $6.67 | No quote |
| 52 | L | Loews Corporation | 0.01% | - | 7,000 | $327K | $46.71 | No quote |
| 53 | PNC | PNC Financial Svces Grp | 0.01% | - | 4,300 | $312K | $72.56 | No quote |
| 54 | XOM | Exxon Mobil Corp | 0.01% | - | 3,548 | $305K | $85.96 | No quote |
| 55 | LIFE | Life Technologies Corp | 0.01% | - | 4,000 | $299K | No quote | No quote |
| 56 | MO | Altria Group Inc. | 0.01% | - | 8,150 | $280K | $34.36 | No quote |
| 57 | PFE | Pfizer Inc. | 0.00% | Reduce -99.8% | 8,000 | $230K | $28.75 | No quote |
| 60 | RIMM | Research in Motion Ltd | - | Sold | 0 | $0 | No quote | No quote |
| 59 | FLR | Fluor Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 58 | DVN | Devon Energy Corp | - | Sold | 0 | $0 | No quote | No quote |