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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 60 rows. Rows without a quote are marked unavailable.

1TMOThermo Fisher Scientific,2.91%Reduce -1.9%1,697,107$156.39M$92.15No quote
2SLBSchlumberger Ltd.2.86%Reduce -3.6%1,742,855$154M$88.36No quote
3QCOMQualcomm Inc.2.85%Add +27.7%2,277,281$153.31M$67.32No quote
4AIGAmerican Intl Group, Inc.2.77%Reduce -3.8%3,067,469$149.17M$48.63No quote
5TXNTexas Instruments Inc.2.74%Reduce -4.0%3,659,892$147.46M$40.29No quote
6BACBank of America Corp2.70%Reduce -3.5%10,541,880$145.48M$13.80No quote
7CITCIT Group Inc2.68%Add +219.1%2,957,272$144.23MNo quoteNo quote
8WFTWeatherford Intl, Ltd.2.67%Reduce -2.8%9,354,367$143.4MNo quoteNo quote
9COFCapital One Financial2.65%Reduce -13.2%2,070,610$142.33M$68.74No quote
10DDE I du Pont de Nemours &2.64%Reduce -3.4%2,427,086$142.13M$58.56No quote
11CVSCVS Caremark Corp2.64%Add +11.0%2,498,140$141.77M$56.75No quote
12MMCMarsh & McLennan Cos.2.63%Reduce -1.6%3,244,745$141.31MNo quoteNo quote
13CAHCardinal Health Inc.2.61%Reduce -2.6%2,697,093$140.65M$52.15No quote
14GEGeneral Electric Co2.56%Reduce -0.5%5,754,511$137.48M$23.89No quote
1525490ADIRECTV Group Inc2.55%Add +6.8%2,297,882$137.37MNo quoteNo quote
16AAgilent Technologies, Inc.2.55%Reduce -5.7%2,677,626$137.23M$51.25No quote
17AMATApplied Materials2.53%Reduce -11.9%7,772,312$136.26M$17.53No quote
18HSPHospira Inc2.49%Reduce -2.9%3,417,379$134.03MNo quoteNo quote
19BPBP PLC Sponsored ADR2.48%Reduce -1.2%3,171,034$133.28M$42.03No quote
20VODVodafone Group Plc ADR2.44%New3,729,672$131.21MNo quoteNo quote
21AONAon PLC2.43%Reduce -21.0%1,755,557$130.68M$74.44No quote
22NVSNovartis AG ADR2.37%Reduce -3.2%1,658,673$127.24M$76.71No quote
23MSFTMicrosoft Corp2.36%Reduce -2.6%3,817,729$127.05M$33.28No quote
24GOOGLGoogle Inc.2.33%Reduce -3.5%143,260$125.48M$875.91No quote
25-Merck & Co. Inc.CUSIP 58933Y1092.33%Reduce -2.6%2,630,493$125.24MNo quoteNo quote
26IVZInvesco Ltd.2.31%Reduce -2.4%3,902,485$124.49M$31.90No quote
27LOWLowe's Companies, Inc.2.30%Reduce -4.0%2,597,972$123.69M$47.61No quote
28WLPWellPoint Inc.2.30%Reduce -11.3%1,479,042$123.66MNo quoteNo quote
29FLEXFlextronics International2.24%Reduce -23.5%13,246,346$120.41M$9.09No quote
30UNHUnitedHealth Group Inc.2.17%Reduce -1.7%1,633,138$116.95M$71.61No quote
31TWXTime Warner, Inc.2.15%Reduce -11.8%1,754,178$115.44MNo quoteNo quote
32CMCSAComcast Corp Cl A2.14%Reduce -2.8%2,548,363$114.97M$45.11No quote
33HESHess Corporation2.10%New1,462,485$113.11MNo quoteNo quote
34LUVSouthwest Airlines Co2.07%Reduce -2.7%7,630,843$111.11M$14.56No quote
35AESAES Corporation2.02%Reduce -10.3%8,179,231$108.7M$13.29No quote
36SNYSanofi ADR2.01%Reduce -3.9%2,140,026$108.35M$50.63No quote
37CCitiGroup, Inc.1.98%Reduce -3.5%2,190,065$106.24M$48.51No quote
38SCHWCharles Schwab Corp1.96%Reduce -13.2%4,985,818$105.4M$21.14No quote
39RSGRepublic Services Inc.1.95%Reduce -2.7%3,149,976$105.08MNo quoteNo quote
40OIOwens-Illinois, Inc.1.91%Reduce -4.0%3,425,993$102.85MNo quoteNo quote
41ZTSZoetis Inc.1.67%Add +12.8%2,892,700$90.02M$31.12No quote
42BHIBaker Hughes Inc.1.41%New1,545,130$75.87MNo quoteNo quote
43STTState Street Corporation0.41%Reduce -82.5%335,338$22.05M$65.75No quote
44DODiamond Offshore Drilling, Inc.0.02%-20,600$1.28MNo quoteNo quote
45TJXTJX Companies, Inc.0.02%-15,500$874K$56.39No quote
46PMPhillip Morris Intl0.01%-7,150$619K$86.57No quote
47CBChubb Corporation0.01%-5,000$446K$89.20No quote
48JBLJabil Circuit, Inc.0.01%-20,000$434K$21.70No quote
49GSGoldman Sachs Group Inc0.01%-2,700$427K$158.15No quote
50IBMIntl Business Machines0.01%-2,048$379K$185.06No quote
51JBLUJetBlue Airways Corp0.01%-55,000$367K$6.67No quote
52LLoews Corporation0.01%-7,000$327K$46.71No quote
53PNCPNC Financial Svces Grp0.01%-4,300$312K$72.56No quote
54XOMExxon Mobil Corp0.01%-3,548$305K$85.96No quote
55LIFELife Technologies Corp0.01%-4,000$299KNo quoteNo quote
56MOAltria Group Inc.0.01%-8,150$280K$34.36No quote
57PFEPfizer Inc.0.00%Reduce -99.8%8,000$230K$28.75No quote
60RIMMResearch in Motion Ltd-Sold0$0No quoteNo quote
59FLRFluor Corporation-Sold0$0No quoteNo quote
58DVNDevon Energy Corp-Sold0$0No quoteNo quote