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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 39 of 57 rows. Rows without a quote are marked unavailable.

1AESAES Corporation3.16%Add +16.9%14,578,427$200.75M$13.77No quote
2TMOThermo Fisher Scientific,3.13%Reduce -2.8%1,590,132$199.23M$125.29No quote
3BACBank of America Corporatio3.09%Reduce -6.3%10,982,891$196.48M$17.89No quote
4ORCLOracle Corporation2.99%New4,227,102$190.09M$44.97No quote
5GEGeneral Electric Company2.93%Add +0.3%7,369,062$186.22M$25.27No quote
6AIGAmerican Intl Group, Inc.2.92%Add +1.5%3,311,483$185.48M$56.01No quote
7IPInternational Paper Corp.2.88%Add +0.4%3,418,051$183.14MNo quoteNo quote
8AONAon PLC2.88%Add +0.3%1,930,067$183.03M$94.83No quote
9CCitiGroup, Inc.2.88%Reduce -12.8%3,379,415$182.86M$54.11No quote
10CITCIT Group Inc2.82%Reduce -0.1%3,752,792$179.5MNo quoteNo quote
11CMCSAComcast Corporation Class A2.73%Reduce -0.4%2,989,037$173.39M$58.01No quote
12NVSNovartis AG ADR2.70%Add +7.7%1,849,897$171.41M$92.66No quote
13ELVAnthem Inc.2.66%New1,345,042$169.03M$125.67No quote
14HOUSRealogy Holdings Corporation2.64%New3,766,890$167.59MNo quoteNo quote
15PGProcter & Gamble Company2.60%Reduce -18.1%1,814,002$165.24M$91.09No quote
16TWXTime Warner, Inc.2.59%Add +8.8%1,927,929$164.68MNo quoteNo quote
17AMATApplied Materials2.59%Reduce -0.3%6,607,940$164.67M$24.92No quote
18CFGCitizens Financial Group2.58%Add +26.9%6,593,943$163.93M$24.86No quote
19COFCapital One Financial Corp2.54%Add +2.5%1,958,645$161.69M$82.55No quote
20MSFTMicrosoft Corp2.52%Reduce -0.2%3,455,286$160.5M$46.45No quote
21HSPHospira Inc2.52%Reduce -6.0%2,619,751$160.46MNo quoteNo quote
22VODVodafone Group Plc ADR2.52%Reduce -0.9%4,683,703$160.04MNo quoteNo quote
23DDE. I. du Pont de Nemours &2.47%Add +15.7%2,121,259$156.85M$73.94No quote
24MMCMarsh & McLennan Companies Inc.2.46%Add +0.7%2,736,824$156.66MNo quoteNo quote
25OIOwens-Illinois, Inc.2.46%Add +15.5%5,785,272$156.14MNo quoteNo quote
26SNYSanofi ADR2.44%Add +5.3%3,407,441$155.41M$45.61No quote
27BPBP PLC Sponsored ADR2.44%Add +10.5%4,075,597$155.36M$38.12No quote
28IVZInvesco Ltd.2.44%Reduce -3.6%3,919,240$154.89M$39.52No quote
29KEYSKeysight Technologies, Inc.2.42%New4,563,225$154.1M$33.77No quote
30CVSCVS Caremark Corporation2.35%Reduce -24.9%1,548,929$149.18M$96.31No quote
31CBSCBS Corporation2.33%New2,678,543$148.23MNo quoteNo quote
32RSReliance Steel & Aluminum2.26%Reduce -0.7%2,346,782$143.79M$61.27No quote
33HESHess Corporation2.24%Add +20.8%1,929,012$142.4MNo quoteNo quote
34LOWLowe's Companies, Inc.2.23%Reduce -32.2%2,058,920$141.65M$68.80No quote
35FLEXFlextronics International2.06%Reduce -7.6%11,740,628$131.26M$11.18No quote
36TXNTexas Instruments Inc.2.04%Reduce -15.7%2,428,561$129.84M$53.47No quote
37AAgilent Technologies, Inc.2.04%Add +1.6%3,170,334$129.79M$40.94No quote
38QCOMQualcomm Inc.1.92%Reduce -36.6%1,641,951$122.05M$74.33No quote
39GOOGLGoogle Inc. Cl A1.30%Add +5.0%155,871$82.72M$530.66No quote
40GOOGGoogle Inc. Cl C1.15%Reduce -1.5%139,350$73.35M$526.40No quote
41JBLUJetBlue Airways Corporation0.01%Reduce -33.3%31,110$493K$15.85No quote
42TJXTJX Companies, Inc.0.01%Reduce -49.4%6,590$452K$68.59No quote
43DTVDIRECTV Group Inc0.01%Reduce -44.8%4,834$419KNo quoteNo quote
44PMPhillip Morris International0.01%Reduce -14.6%5,010$408K$81.44No quote
45CBChubb Corporation0.01%Reduce -10.3%3,889$402K$103.37No quote
46PNCPNC Financial Svces Grp0.00%Reduce -12.3%3,189$291K$91.25No quote
47GSGoldman Sachs Group Inc0.00%Reduce -15.7%1,434$278K$193.86No quote
48XOMExxon Mobil Corp0.00%Reduce -10.3%2,759$255K$92.42No quote
49MRKMerck & Co. Inc.0.00%Reduce -47.6%4,400$250K$56.82No quote
50JBLJabil Circuit, Inc.0.00%Reduce -18.3%9,944$217K$21.82No quote
57WLPWellPoint Inc.-Sold0$0No quoteNo quote
56WFTWeatherford Intl, Ltd.-Sold0$0No quoteNo quote
55NEMNewmont Mining Corporation-Sold0$0No quoteNo quote
54IBMIntl Business Machines-Sold0$0No quoteNo quote
53BHIBaker Hughes Inc.-Sold0$0No quoteNo quote
52MOAltria Group Inc.-Sold0$0No quoteNo quote
51AAAlcoa Inc.-Sold0$0No quoteNo quote