Burns J W & Co Inc/Ny Portfolio Shifts in Q2 2026: Focus on Technology and ETF Adjustments
Burns J W & Co Inc/Ny's portfolio analysis for Q2 2026 reveals significant changes, including notable additions to NVIDIA Corp (NVDA) and holdings of popular ETFs like VTI.
As reported by InsiderSet, the investment strategy of Burns J W & Co Inc/Ny, as reflected in their portfolio data for Q2 2026 (ending June 30th), shows a dynamic approach with both strategic purchases and sales observed during this period.
The investor's focus appears heavily weighted towards Technology stocks. A particularly noteworthy purchase was the acquisition of shares in NVIDIA Corporation (NVDA). The position saw an increase of 7161 shares, representing a 5.19% change from the previous quarter and boosting its portfolio allocation to 3.02%. This significant stake can be explored further at InsiderSet.
In addition to Technology, the investor also adjusted their holdings in various Exchange-Traded Funds (ETFs). The Vanguard Total Stock Market ETF (VTI) experienced a substantial increase of 4336 shares, leading to a 4.47% change and maintaining its portfolio percentage allocation at 3.91%. Similarly, the iShares Nasdaq 100 ETF (QQQ), despite having slightly lower share growth (-218 shares or -0.48%), remains a significant part of the investor's holdings at approximately 3.44%.
The portfolio also reflects activity in fixed income and other asset classes during Q2 2026. The iShares Ultra Short Term Bond ETF (ICSH) showed an extraordinary increase, with all its shares purchased this quarter (+100% or 5450 new shares), resulting in a very small but newly established position of 0.03%. Conversely, the Vanguard International Dividend Yield ETF (VYMI) saw a slight reduction in allocation (-0.24%) due to share decreases.
Sector-wise analysis indicates shifts across multiple areas. The Technology sector itself showed net growth (+16,598 shares), although specific companies like Apple Inc (AAPL) and Alphabet Class C (GOOG) saw individual declines in their respective positions (-3631 shares each). In the ETF category, there was a notable increase in holdings of several funds including VTI, IWF, IGSB, HYG, ICST, ANGL, VXUS, XJH, and VYM.
On the selling side, while no major sell-offs were highlighted by InsiderSet data ("significant_sell_symbols" list is empty), several holdings experienced decreases. For instance, Danaery Corp Del Com (DHR) saw a significant reduction (-30.61%) in its position, Netflix Inc (NFLX) decreased slightly (-6.89%), and Paychex Inc Com (PAYX) also reduced its stake (-27.98%). The overall portfolio allocation percentages for these holdings reflect the impact of their respective share reductions.