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 26 of 42 rows. Rows without a quote are marked unavailable.
| 1 | MRK | Merck & Co. Inc. | 3.77% | Reduce -0.3% | 3,387,016 | $211.38M | $62.41 | No quote |
| 2 | COF | Capital One Financial Corp | 3.38% | Add +17.0% | 2,644,664 | $189.97M | $71.83 | No quote |
| 3 | C | CitiGroup, Inc. | 3.38% | Add +14.2% | 4,017,856 | $189.76M | $47.23 | No quote |
| 4 | BAC | Bank of America Corporatio | 3.37% | Add +10.6% | 12,075,903 | $188.99M | $15.65 | No quote |
| 5 | GE | General Electric Company | 3.24% | Add +28.5% | 6,141,698 | $181.92M | $29.62 | No quote |
| 6 | BP | BP PLC Sponsored ADR | 3.19% | Add +21.2% | 5,096,968 | $179.21M | $35.16 | No quote |
| 7 | TTE | TOTAL S.A. - ADR | 3.12% | Reduce -0.3% | 3,667,753 | $174.95M | $47.70 | No quote |
| 8 | PFE | Pfizer Inc. | 3.07% | Add +14.0% | 5,085,058 | $172.23M | $33.87 | No quote |
| 9 | LBTYK | Liberty Global plc - Series C | 3.07% | Add +6.1% | 5,207,448 | $172.05M | $33.04 | No quote |
| 10 | ORCL | Oracle Corporation | 3.03% | Reduce -0.3% | 4,329,823 | $170.08M | $39.28 | No quote |
| 11 | CIT | CIT Group Inc | 3.00% | Reduce -0.3% | 4,631,334 | $168.12M | No quote | No quote |
| 12 | CBS | CBS Corporation | 2.97% | Add +15.3% | 3,044,942 | $166.68M | No quote | No quote |
| 13 | WBA | Walgreens Boots Alliance, Inc. | 2.91% | New | 2,025,402 | $163.29M | No quote | No quote |
| 14 | HPE | Hewlett Packard Enterprise | 2.88% | Reduce -15.9% | 7,096,883 | $161.45M | $22.75 | No quote |
| 15 | AON | Aon PLC | 2.86% | Add +11.6% | 1,426,622 | $160.48M | $112.49 | No quote |
| 16 | TMO | Thermo Fisher Scientific, | 2.82% | Reduce -54.9% | 994,938 | $158.26M | $159.06 | No quote |
| 17 | EXC | Exelon Corporation | 2.80% | Add +15.4% | 4,726,155 | $157.33M | No quote | No quote |
| 18 | BRK/B | Berkshire Hathaway, Inc. CCUSIP 084670702 | 2.78% | Reduce -0.2% | 1,081,128 | $156.19M | No quote | No quote |
| 19 | FDC | First Data Corporation | 2.74% | Reduce -0.3% | 11,682,717 | $153.75M | No quote | No quote |
| 20 | AMAT | Applied Materials | 2.74% | Reduce -15.0% | 5,094,574 | $153.6M | $30.15 | No quote |
| 21 | MSFT | Microsoft Corporation | 2.73% | Reduce -0.1% | 2,657,413 | $153.07M | $57.60 | No quote |
| 22 | PG | Procter & Gamble Company | 2.70% | Reduce -0.3% | 1,689,503 | $151.63M | $89.75 | No quote |
| 23 | KEYS | Keysight Technologies, Inc. | 2.69% | Reduce -0.3% | 4,767,414 | $151.08M | $31.69 | No quote |
| 24 | CMCSA | Comcast Corporation Class A | 2.69% | Reduce -8.8% | 2,276,992 | $151.06M | $66.34 | No quote |
| 25 | FLEX | Flex, Ltd. | 2.68% | Reduce -0.3% | 11,061,685 | $150.66M | $13.62 | No quote |
| 26 | TWX | Time Warner, Inc. | 2.68% | Reduce -0.3% | 1,889,580 | $150.43M | No quote | No quote |
| 27 | VOD | Vodafone Group Plc ADR | 2.63% | Add +20.8% | 5,058,899 | $147.47M | No quote | No quote |
| 28 | GOOGL | Alphabet Inc. Cl A | 2.62% | Reduce -2.8% | 183,112 | $147.23M | $804.06 | No quote |
| 29 | IP | International Paper Company | 2.62% | Reduce -20.4% | 3,059,860 | $146.81M | No quote | No quote |
| 30 | ADI | Analog Devices Inc | 2.46% | Reduce -14.5% | 2,143,199 | $138.13M | $64.45 | No quote |
| 31 | TXN | Texas Instruments Inc. | 2.12% | Add +1128.3% | 1,696,178 | $119.04M | $70.18 | No quote |
| 32 | IVZ | Invesco Ltd. | 2.11% | Reduce -21.1% | 3,787,802 | $118.45M | $31.27 | No quote |
| 33 | CPN | Calpine Corporation | 2.09% | Reduce -6.3% | 9,288,982 | $117.41M | No quote | No quote |
| 34 | A | Agilent Technologies, Inc. | 2.08% | Reduce -14.3% | 2,479,974 | $116.78M | $47.09 | No quote |
| 35 | MMC | Marsh & McLennan Companies Inc. | 2.03% | Reduce -15.6% | 1,696,174 | $114.07M | No quote | No quote |
| 36 | AER | AerCap Holdings NV | 1.94% | Reduce -0.3% | 2,824,735 | $108.72M | $38.49 | No quote |
| 37 | GOOG | Alphabet Inc. Cl C | 0.01% | - | 415 | $323K | $778.31 | No quote |
| 42 | HOUS | Realogy Holdings Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 41 | LOW | Lowe's Companies, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 40 | LILAK | Liberty LiLac Group plc | - | Sold | 0 | $0 | No quote | No quote |
| 39 | EQT | EQT Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 38 | CFG | Citizens Financial Group | - | Sold | 0 | $0 | No quote | No quote |