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 63 rows. Rows without a quote are marked unavailable.
| 1 | QCOM | Qualcomm Inc. | 3.03% | Add +6.7% | 2,428,864 | $180.34M | $74.25 | No quote |
| 2 | TMO | Thermo Fisher Scientific, | 2.74% | Reduce -13.7% | 1,465,328 | $163.16M | $111.35 | No quote |
| 3 | BAC | Bank of America Corp | 2.71% | Reduce -1.7% | 10,361,693 | $161.33M | $15.57 | No quote |
| 4 | GOOGL | Google Inc. | 2.65% | Reduce -2.0% | 140,359 | $157.3M | $1120.71 | No quote |
| 5 | DTV | DIRECTV Group Inc | 2.63% | New | 2,268,282 | $156.65M | No quote | No quote |
| 6 | COF | Capital One Financial | 2.63% | Reduce -1.4% | 2,040,549 | $156.33M | $76.61 | No quote |
| 7 | CTXS | Citrix Systems, Inc. | 2.61% | New | 2,454,013 | $155.22M | No quote | No quote |
| 8 | DD | E I du Pont de Nemours & | 2.61% | Reduce -1.6% | 2,388,497 | $155.18M | $64.97 | No quote |
| 9 | AIG | American Intl Group, Inc. | 2.60% | Reduce -1.3% | 3,026,584 | $154.51M | $51.05 | No quote |
| 10 | CVS | CVS Caremark Corp | 2.60% | Reduce -13.7% | 2,157,097 | $154.38M | $71.57 | No quote |
| 11 | TXN | Texas Instruments Inc. | 2.57% | Reduce -4.9% | 3,480,646 | $152.84M | $43.91 | No quote |
| 12 | CIT | CIT Group Inc | 2.56% | Reduce -1.3% | 2,917,969 | $152.11M | No quote | No quote |
| 13 | BP | BP PLC Sponsored ADR | 2.55% | Reduce -1.6% | 3,119,139 | $151.62M | $48.61 | No quote |
| 14 | GE | General Electric Co | 2.53% | Reduce -6.6% | 5,372,370 | $150.59M | $28.03 | No quote |
| 15 | AES | AES Corporation | 2.53% | Add +26.9% | 10,376,547 | $150.56M | $14.51 | No quote |
| 16 | A | Agilent Technologies, Inc. | 2.52% | Reduce -2.1% | 2,621,671 | $149.93M | $57.19 | No quote |
| 17 | VOD | Vodafone Group Plc ADR | 2.49% | Add +0.8% | 3,758,391 | $147.74M | No quote | No quote |
| 18 | HES | Hess Corporation | 2.43% | Add +19.0% | 1,739,788 | $144.4M | No quote | No quote |
| 19 | C | CitiGroup, Inc. | 2.40% | Add +25.3% | 2,743,318 | $142.95M | $52.11 | No quote |
| 20 | WFT | Weatherford Intl, Ltd. | 2.40% | Reduce -1.6% | 9,203,040 | $142.56M | No quote | No quote |
| 21 | MSFT | Microsoft Corp | 2.37% | Reduce -1.4% | 3,762,396 | $140.75M | $37.41 | No quote |
| 22 | IVZ | Invesco Ltd. | 2.35% | Reduce -1.6% | 3,839,169 | $139.75M | $36.40 | No quote |
| 23 | MMC | Marsh & McLennan Cos. | 2.29% | Reduce -13.1% | 2,818,232 | $136.29M | No quote | No quote |
| 24 | SLB | Schlumberger Ltd. | 2.29% | Reduce -13.4% | 1,509,880 | $136.06M | $90.11 | No quote |
| 25 | AON | Aon PLC | 2.24% | Reduce -9.4% | 1,590,378 | $133.42M | $83.89 | No quote |
| 26 | CAH | Cardinal Health Inc. | 2.24% | Reduce -26.1% | 1,992,004 | $133.09M | $66.81 | No quote |
| 27 | NVS | Novartis AG ADR | 2.22% | Reduce -1.0% | 1,641,384 | $131.93M | $80.38 | No quote |
| 28 | SNY | Sanofi ADR | 2.22% | Add +14.8% | 2,455,787 | $131.7M | $53.63 | No quote |
| 29 | CMCSA | Comcast Corp Cl A | 2.18% | Reduce -1.9% | 2,499,319 | $129.88M | $51.97 | No quote |
| 30 | AMAT | Applied Materials | 2.14% | Reduce -7.4% | 7,195,556 | $127.22M | $17.68 | No quote |
| 31 | SCHW | Charles Schwab Corp | 2.13% | Reduce -2.2% | 4,874,901 | $126.75M | $26.00 | No quote |
| 32 | LOW | Lowe's Companies, Inc. | 2.13% | Reduce -1.8% | 2,551,012 | $126.4M | $49.55 | No quote |
| 33 | LUV | Southwest Airlines Co | 2.06% | Reduce -14.8% | 6,500,877 | $122.48M | $18.84 | No quote |
| 34 | KSS | Kohl's Corporation | 2.06% | New | 2,155,217 | $122.31M | No quote | No quote |
| 35 | AA | Alcoa Inc. | 2.05% | New | 11,450,618 | $121.72M | $10.63 | No quote |
| 36 | UNH | UnitedHealth Group Inc. | 2.04% | Reduce -1.4% | 1,610,652 | $121.28M | $75.30 | No quote |
| 37 | OI | Owens-Illinois, Inc. | 2.03% | Reduce -1.6% | 3,371,731 | $120.64M | No quote | No quote |
| 38 | TWX | Time Warner, Inc. | 2.02% | Reduce -1.6% | 1,726,497 | $120.37M | No quote | No quote |
| 39 | HSP | Hospira Inc | 1.93% | Reduce -18.8% | 2,774,107 | $114.52M | No quote | No quote |
| 40 | FLEX | Flextronics International | 1.89% | Add +9.1% | 14,446,529 | $112.25M | $7.77 | No quote |
| 41 | BHI | Baker Hughes Inc. | 1.78% | Add +23.9% | 1,914,509 | $105.8M | No quote | No quote |
| 42 | WLP | WellPoint Inc. | 1.59% | Reduce -30.8% | 1,023,994 | $94.61M | No quote | No quote |
| 43 | RSG | Republic Services Inc. | 1.07% | Reduce -39.4% | 1,909,562 | $63.4M | No quote | No quote |
| 44 | TDC | Teradata Corporation | 0.77% | New | 1,011,797 | $46.03M | $45.49 | No quote |
| 45 | TJX | TJX Companies, Inc. | 0.02% | - | 15,500 | $988K | $63.74 | No quote |
| 46 | DO | Diamond Offshore Drilling, Inc. | 0.02% | Reduce -19.4% | 16,600 | $945K | No quote | No quote |
| 47 | PM | Phillip Morris Intl | 0.01% | - | 7,150 | $623K | $87.13 | No quote |
| 48 | CB | Chubb Corporation | 0.01% | - | 5,000 | $483K | $96.60 | No quote |
| 49 | JBLU | JetBlue Airways Corp | 0.01% | - | 55,000 | $470K | $8.55 | No quote |
| 50 | MRK | Merck & Co. Inc. | 0.01% | New | 8,800 | $440K | $50.00 | No quote |
| 51 | IBM | Intl Business Machines | 0.01% | - | 2,048 | $384K | $187.50 | No quote |
| 52 | GS | Goldman Sachs Group Inc | 0.01% | Reduce -22.2% | 2,100 | $372K | $177.14 | No quote |
| 53 | XOM | Exxon Mobil Corp | 0.01% | - | 3,548 | $359K | $101.18 | No quote |
| 54 | PNC | PNC Financial Svces Grp | 0.01% | - | 4,300 | $334K | $77.67 | No quote |
| 55 | MO | Altria Group Inc. | 0.01% | - | 8,150 | $313K | $38.40 | No quote |
| 56 | LIFE | Life Technologies Corp | 0.01% | - | 4,000 | $303K | No quote | No quote |
| 57 | JBL | Jabil Circuit, Inc. | 0.00% | Reduce -22.5% | 15,500 | $270K | $17.42 | No quote |
| 58 | L | Loews Corporation | 0.00% | Reduce -25.7% | 5,200 | $251K | $48.27 | No quote |
| 63 | ZTS | Zoetis Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 62 | STT | State Street Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 61 | PFE | Pfizer Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 60 | - | Merck & Co. Inc.CUSIP 58933Y109 | - | Sold | 0 | $0 | No quote | No quote |
| 59 | 25490A | DIRECTV Group Inc | - | Sold | 0 | $0 | No quote | No quote |