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 40 of 55 rows. Rows without a quote are marked unavailable.
| 1 | C | CitiGroup, Inc. | 3.23% | Add +4.7% | 3,874,323 | $200.77M | $51.82 | No quote |
| 2 | BAC | Bank of America Corporatio | 3.22% | Add +3.6% | 11,723,117 | $199.88M | $17.05 | No quote |
| 3 | TMO | Thermo Fisher Scientific, | 3.21% | Add +22.0% | 1,636,472 | $199.16M | $121.70 | No quote |
| 4 | QCOM | Qualcomm Inc. | 3.12% | Add +12.9% | 2,589,651 | $193.63M | $74.77 | No quote |
| 5 | GE | General Electric Company | 3.03% | Add +12.4% | 7,344,132 | $188.16M | $25.62 | No quote |
| 6 | PG | Procter & Gamble Company | 2.99% | Add +14.5% | 2,214,273 | $185.42M | $83.74 | No quote |
| 7 | SNY | Sanofi ADR | 2.94% | Add +2.4% | 3,234,811 | $182.54M | $56.43 | No quote |
| 8 | A | Agilent Technologies, Inc. | 2.86% | Add +13.9% | 3,119,612 | $177.76M | $56.98 | No quote |
| 9 | AES | AES Corporation | 2.85% | Add +7.6% | 12,467,749 | $176.79M | $14.18 | No quote |
| 10 | AIG | American Intl Group, Inc. | 2.84% | Reduce -0.9% | 3,262,261 | $176.23M | $54.02 | No quote |
| 11 | CIT | CIT Group Inc | 2.78% | Add +8.3% | 3,756,409 | $172.65M | No quote | No quote |
| 12 | AON | Aon PLC | 2.72% | Add +12.3% | 1,924,070 | $168.68M | $87.67 | No quote |
| 13 | CVS | CVS Caremark Corporation | 2.64% | Add +1.1% | 2,063,233 | $164.21M | $79.59 | No quote |
| 14 | IP | International Paper Corp. | 2.62% | Add +14.8% | 3,405,712 | $162.59M | No quote | No quote |
| 15 | BP | BP PLC Sponsored ADR | 2.61% | Add +12.8% | 3,686,899 | $162.04M | $43.95 | No quote |
| 16 | NVS | Novartis AG ADR | 2.60% | Add +19.0% | 1,717,269 | $161.65M | $94.13 | No quote |
| 17 | RS | Reliance Steel & Aluminum | 2.60% | Add +20.6% | 2,362,602 | $161.6M | $68.40 | No quote |
| 18 | WLP | WellPoint Inc. | 2.60% | Reduce -10.7% | 1,349,620 | $161.44M | No quote | No quote |
| 19 | CMCSA | Comcast Corporation Class A | 2.60% | Reduce -0.9% | 3,000,338 | $161.36M | $53.78 | No quote |
| 20 | LOW | Lowe's Companies, Inc. | 2.59% | Reduce -10.3% | 3,034,788 | $160.6M | $52.92 | No quote |
| 21 | IVZ | Invesco Ltd. | 2.59% | Reduce -0.6% | 4,067,136 | $160.57M | $39.48 | No quote |
| 22 | MSFT | Microsoft Corp | 2.58% | Reduce -13.0% | 3,461,118 | $160.46M | $46.36 | No quote |
| 23 | COF | Capital One Financial Corp | 2.51% | Reduce -0.9% | 1,910,971 | $155.97M | $81.62 | No quote |
| 24 | VOD | Vodafone Group Plc ADR | 2.50% | Add +23.6% | 4,727,226 | $155.48M | No quote | No quote |
| 25 | HES | Hess Corporation | 2.43% | Reduce -13.4% | 1,597,093 | $150.64M | No quote | No quote |
| 26 | HSP | Hospira Inc | 2.33% | Add +4.4% | 2,785,635 | $144.94M | No quote | No quote |
| 27 | AMAT | Applied Materials | 2.31% | Reduce -0.8% | 6,625,951 | $143.19M | $21.61 | No quote |
| 28 | MMC | Marsh & McLennan Companies Inc. | 2.29% | Add +2.2% | 2,717,478 | $142.23M | No quote | No quote |
| 29 | BHI | Baker Hughes Inc. | 2.29% | Add +19.5% | 2,182,855 | $142.02M | No quote | No quote |
| 30 | TXN | Texas Instruments Inc. | 2.21% | Reduce -0.9% | 2,881,962 | $137.44M | $47.69 | No quote |
| 31 | AA | Alcoa Inc. | 2.21% | Reduce -20.4% | 8,528,728 | $137.23M | $16.09 | No quote |
| 32 | TWX | Time Warner, Inc. | 2.15% | Reduce -0.6% | 1,772,066 | $133.28M | No quote | No quote |
| 33 | DD | E. I. du Pont de Nemours & | 2.12% | Reduce -21.2% | 1,832,798 | $131.52M | $71.76 | No quote |
| 34 | FLEX | Flextronics International | 2.11% | Reduce -0.9% | 12,708,451 | $131.15M | $10.32 | No quote |
| 35 | OI | Owens-Illinois, Inc. | 2.10% | Add +9.4% | 5,010,151 | $130.51M | No quote | No quote |
| 36 | NEM | Newmont Mining Corporation | 1.99% | New | 5,354,985 | $123.43M | $23.05 | No quote |
| 37 | CFG | Citizens Financial Group | 1.96% | New | 5,198,315 | $121.75M | $23.42 | No quote |
| 38 | WFT | Weatherford Intl, Ltd. | 1.90% | Reduce -14.4% | 5,664,381 | $117.82M | No quote | No quote |
| 39 | GOOGL | Google Inc. Cl A | 1.41% | Reduce -0.8% | 148,519 | $87.39M | $588.41 | No quote |
| 40 | GOOG | Google Inc. Cl C | 1.32% | Reduce -1.0% | 141,504 | $81.7M | $577.36 | No quote |
| 41 | TJX | TJX Companies, Inc. | 0.01% | - | 13,034 | $771K | $59.15 | No quote |
| 42 | DTV | DIRECTV Group Inc | 0.01% | Reduce -99.2% | 8,750 | $757K | No quote | No quote |
| 43 | MRK | Merck & Co. Inc. | 0.01% | - | 8,400 | $498K | $59.29 | No quote |
| 44 | JBLU | JetBlue Airways Corporation | 0.01% | - | 46,666 | $496K | $10.63 | No quote |
| 45 | PM | Phillip Morris International | 0.01% | - | 5,866 | $489K | $83.36 | No quote |
| 46 | CB | Chubb Corporation | 0.01% | - | 4,334 | $395K | $91.14 | No quote |
| 47 | IBM | Intl Business Machines | 0.01% | - | 2,048 | $389K | $189.94 | No quote |
| 48 | GS | Goldman Sachs Group Inc | 0.01% | - | 1,700 | $312K | $183.53 | No quote |
| 49 | PNC | PNC Financial Svces Grp | 0.01% | - | 3,634 | $311K | $85.58 | No quote |
| 50 | MO | Altria Group Inc. | 0.00% | - | 6,535 | $300K | $45.91 | No quote |
| 51 | XOM | Exxon Mobil Corp | 0.00% | - | 3,074 | $289K | $94.01 | No quote |
| 52 | JBL | Jabil Circuit, Inc. | 0.00% | - | 12,165 | $245K | $20.14 | No quote |
| 55 | TDC | Teradata Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 54 | SLB | Schlumberger Ltd. | - | Sold | 0 | $0 | No quote | No quote |
| 53 | KSS | Kohl's Corporation | - | Sold | 0 | $0 | No quote | No quote |