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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Burns Matteson Capital Management, LLC

Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001894164-25-000004

Total Value
$185.9M
Positions
176
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (176)

#IssuerTicker / CUSIPSharesValue% of Filing
1CORNING INC COMGLW801,637$17.1M9.20%
2INVESCO S&P 500 QUALITY ETFIVZ209,165$13.9M7.46%
3PACER US CASH COWS 100 ETF69374H881188,775$10.3M5.56%
4SCHWAB US DIVIDEND EQUITY ETF808524797243,206$6.8M3.66%
5ISHARES RUSSELL TOP 200 GROWTH ETF46428943829,706$6.3M3.37%
6ISHARES RUSSELL MID-CAP GROWTH ETF46428748143,648$5.1M2.76%
7INVESCO S&P MIDCAP QUALITY ETFIVZ53,859$4.9M2.65%
8INVESCO S&P 500 LOW VOLATILITY ETFIVZ59,704$4.5M2.40%
9VANECK MORNINGSTAR WIDE MOAT ETF92189F64346,798$4.1M2.21%
10WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT51,504$4.1M2.21%
11SPDR GOLD SHARESGLD13,223$3.8M2.05%
12OMEGA HEALTHCARE INVS INC COM68193610093,416$3.6M1.91%
13MICROSOFT CORP COMMSFT9,008$3.4M1.82%
14AMAZON COM INC COMAMZN17,581$3.3M1.80%
15SCHWAB U.S. LARGE-CAP GROWTH ETF808524300131,502$3.3M1.77%
16SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A37587,919$2.9M1.57%
17ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428863855,380$2.9M1.56%
18NVIDIA CORPORATION COMNVDA26,563$2.9M1.55%
19WEYERHAEUSER (PLUM CREEK TIMBER)WY95,291$2.8M1.50%
20ISHARES 7-10 YEAR TREASURY BOND ETF46428744027,509$2.6M1.41%
21APPLE INC COMAAPL11,031$2.5M1.32%
22VANGUARD TOTAL STOCK INDEX9229087698,789$2.4M1.30%
23REALTY INCOME CORP COMO43,435$2.2M1.21%
24FACEBOOK INC CL AMETA3,159$1.8M0.98%
25ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF46428856218,782$1.6M0.87%
26INVESCO S&P 500 INDUSTRIALS ETFIVZ30,064$1.5M0.79%
27SUN COMMUNITIES INC86667410411,277$1.5M0.78%
28ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF46435G43334,512$1.4M0.77%
29ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V80335,922$1.3M0.70%
30ALPHABET INC CAP STK CL AGOOG8,270$1.3M0.69%
31MASTERCARD INCORPORATED CL AMA2,306$1.3M0.68%
32PACER INDUSTRIAL REAL ESTATE69374H76633,537$1.2M0.67%
33BERKSHIRE HATHAWAY CLASS BBRK-A2,312$1.2M0.66%
34VENTAS HEALTHCARE INC COMVTR17,427$1.2M0.64%
35WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDWT27,565$1.2M0.64%
36ISHARES RUSSELL MID-CAP ETF46428749912,337$1.0M0.56%
37ISHARES CORE S&P U.S. GROWTH ETF4642876717,940$1.0M0.54%
38SCHWAB U.S. MID-CAP ETF80852450835,087$919,2750.49%
39PACER TRENDPILOT 100 ETF69374H30312,870$913,9250.49%
40VANGUARD SMALL-CAP VALUE INDEX9229086114,803$894,7180.48%
41SCHWAB CHARLES CORP COMSCHW-PJ11,386$891,2870.48%
42VANGUARD MID-CAP GROWTH INDEX FUND9229085383,119$762,9890.41%
43LILLY ELI & CO COMLLY887$732,8770.39%
44SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A80510,216$694,7900.37%
45ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND46435G67213,855$692,6110.37%
46AUTOMATIC DATA PROCESSING INC COMADP2,196$670,9440.36%
47UNION PAC CORP COMUNP2,826$667,5310.36%
48FAIR ISAAC CORP COMFICO360$663,8980.36%
49AMPHENOL CORP NEW CL A0320951019,736$638,5840.34%
50FIDELITY TOTAL BOND ETF31618830913,889$634,0330.34%
51UNITED AIRLS HLDGS INC COMUNTCW8,946$617,7210.33%
52GALLAGHER ARTHUR J & CO COM3635761091,740$600,7180.32%
53NEXTERA ENERGY INC COMNEE-PW8,349$591,8610.32%
54EATON CORP PLC SHSETN2,048$556,7080.30%
55ROPER TECHNOLOGIES INC COMROP943$555,9740.30%
56TESLA INC COMTSLA2,131$552,2890.30%
57IQVIA HLDGS INC COMIQV3,028$533,8360.29%
58INVESCO QQQ TRUSTIVZ1,138$533,5350.29%
59GLOBE LIFE INC COMGL-PD4,004$527,4070.28%
60TJX COS INC NEW COM8725401094,244$516,9770.28%
61CENTENNIAL RESOURCE DEV INC CL APR37,232$515,6630.28%
62PAYCOM SOFTWARE INC COMPAYC2,348$512,9910.28%
63AMERICAN TOWER CORP NEW COM03027X1002,355$512,4570.28%
64COOPER COS INC COM2166485016,047$510,0640.27%
65HARTFORD FINL SVCS GROUP INC COMHIG-PG4,088$505,8080.27%
66UNUM GROUP COMUNMA6,165$502,2010.27%
67JPMORGAN CHASE & CO COMVYLD2,030$497,8450.27%
68ROBINHOOD MKTS INC COM CL A77070010211,896$495,1120.27%
69VANGUARD S&P 500 ETF922908363960$493,2630.27%
70MGIC INVT CORP WIS COM55284810319,681$487,6950.26%
71TRAVELERS COMPANIES INC COMTRV1,830$483,9620.26%
72BRINKER INTL INC COM1096411003,211$478,6000.26%
73DARDEN RESTAURANTS INC COMDRI2,293$476,3940.26%
74MATADOR RES CO COMMTDR9,286$474,4220.26%
75DOCUSIGN INC COMDOCU5,762$469,0270.25%
76VERISK ANALYTICS INC COMVRSK1,573$468,1560.25%
77CINCINNATI FINL CORP COM1720621013,085$455,7160.25%
78BROADCOM INC COMAVGO2,704$452,7890.24%
79MARKEL GROUP INC COMMKL241$450,5760.24%
80MICRON TECHNOLOGY INC COMMU5,140$446,6150.24%
81ZOETIS INC CL AZTS2,690$442,9090.24%
82EXPEDIA GROUP INC COM NEWEXPE2,626$441,4310.24%
83QUALCOMM INC COMQCOM2,869$440,7070.24%
84COMMVAULT SYS INC COMCVLT2,792$440,4660.24%
85GODADDY INC CL AGDDY2,443$440,0820.24%
86DROPBOX INC CL ADBX16,158$431,5800.23%
87ZOOM VIDEO COMMUNICATIONSZM5,801$427,9400.23%
88AIR LEASE CORP CL AAIIR8,837$426,9150.23%
89AFLAC INC COMAFL3,829$425,7470.23%
90MAPLEBEAR INCCART10,652$424,9080.23%
91ADT INC DEL COMADT51,233$417,0370.22%
92ACI WORLDWIDE INC COMACIW7,486$409,5590.22%
93CONSTELLATION BRANDS INC CL ASTZ2,215$406,4970.22%
94RYDER SYS INC COMR2,701$388,3910.21%
95DT MIDSTREAM INC COMMON STOCKDTM3,953$381,3850.21%
96GENERAL MTRS CO COM37045V1008,103$381,0840.20%
97BOYD GAMING CORP COMBYD5,727$377,0080.20%
98MATCH GROUP INC NEW COMMTCH11,897$371,1860.20%
99SYNCHRONY FINANCIAL COMSYF-PB6,963$368,6210.20%
100OSHKOSH CORP COMOSK3,913$368,1350.20%
101WORKDAY INC CL AWDAY1,552$362,4390.19%
102CADENCE DESIGN SYSTEM INC COMCDNS1,424$362,1660.19%
103ALPS O'SHARES U.S. QUALITY DIVIDEND ETF00162Q3876,743$358,8620.19%
104ECOLAB INC COMECL1,415$358,7310.19%
105WESCO INTL INC COM95082P1052,307$358,2770.19%
106OWENS CORNING NEW COMOC2,487$355,1930.19%
107AXON ENTERPRISE INC COMAXON669$351,8610.19%
108APPLOVIN CORP COM CL AAPP1,320$349,7600.19%
109BANK NEW YORK MELLON CORP COM0640581004,166$349,4020.19%
110DELTA AIR LINES INC DEL COM NEWDAL7,842$341,9110.18%
111ESAB CORPESAB2,891$336,8020.18%
112NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH17,618$334,0370.18%
113ISHARES U.S. AEROSPACE & DEFENSE ETF4642887602,141$327,7570.18%
114WYNN RESORTS LTD COMWYNN3,924$327,6540.18%
115NETAPP INC COMNTAP3,657$321,2310.17%
116HEWLETT PACKARD ENTERPRISE CO COMHPE-PC20,733$319,9100.17%
117APPFOLIO INC COM CL AAPPF1,434$315,3370.17%
118PHILIP MORRIS INTL INC COM7181721091,978$313,9870.17%
119UNITED PARCEL SERVICE INC CL BUPS2,812$309,2920.17%
1203M CO COMMMM2,100$308,4060.17%
121INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETFIVZ8,625$307,9980.17%
122FIVE BELOW INC COMFIVE3,999$299,6250.16%
123CIRRUS LOGIC INC COMCRUS2,862$285,2130.15%
124GARTNER INC COMIT676$283,7440.15%
125JONES LANG LASALLE INC COMJLL1,139$282,3690.15%
126PALO ALTO NETWORKS INC COMPANW1,622$276,8300.15%
127NRG ENERGY INC COM NEWNRG2,892$276,0700.15%
128FRANKLIN/LIBERTYQ INTL EQUITY HEDGED ETFFGDL8,417$274,3170.15%
129COCA COLA CO COMKO3,768$269,8640.15%
130SPDR S&P 500 ETFSPY479$267,7680.14%
131LOUISIANA PAC CORP COMLPX2,888$265,6380.14%
132EVERCORE INC CLASS AEVR1,303$260,2350.14%
133VISTRA CORP COMVST2,176$255,5490.14%
134TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8031,236$255,1910.14%
135M & T BK CORP COM55261F1041,425$254,6560.14%
136CURTISS WRIGHT CORP COMCW797$252,8640.14%
137EMBRAER S.A. SPONSORED ADSEMBJ5,379$248,5100.13%
138GRUPO FINANCIERO GALICIA S.A. SPONSORED ADRGGAL4,543$247,4570.13%
139CHEVRON CORP NEW COMCVX1,462$244,5780.13%
140SPDR S&P 600 SMALL CAP VALUE ETF78464A3003,096$242,7260.13%
141EXXON MOBIL CORP COMXOM2,006$238,5850.13%
142BELLRING BRANDS INC COMMON STOCKBRBR3,170$236,0380.13%
143ONEOK INC NEW COMOKE2,364$234,5560.13%
144ENERGY SELECT SECTOR SPDR FUND81369Y5062,495$233,1720.13%
145NEWS CORP NEW CL BNWSLL7,672$232,9990.13%
146MOODYS CORP COMMCO492$229,1190.12%
147VERONA PHARMA PLC SPONSORED ADS9250501063,605$228,8810.12%
148INVESCO NASDAQ 100 ETFIVZ1,177$227,1850.12%
149YPF SOCIEDAD ANONIMA SPON ADR CL DYPF6,234$218,4390.12%
150ABERCROMBIE & FITCH CO CL AANF2,786$212,7670.11%
151SCHWAB US AGGREGATE BOND ETF8085248399,174$212,4600.11%
152PALANTIR TECHNOLOGIES INC CL APLTR2,507$211,5910.11%
153ALPHABET INC CAP STK CL CGOOG1,311$204,8210.11%
154JPMORGAN INCOME ETF46641Q1594,440$204,5510.11%
155ISHARES RUSSELL 1000 GROWTH ETF464287614566$204,3770.11%
156CONSTELLATION ENERGY CORP COMCEG1,005$202,6670.11%
157BANCO MACRO SA SPON ADR B05961W1052,679$202,2910.11%
158QIFU TECHNOLOGY INC AMERICAN DEPQFNHF4,481$201,2420.11%
159HARMONY GOLD MINING CO LTD SPONSORED ADRHGMCF13,356$197,2680.11%
160CHECK POINT SOFTWARE TECH LTD ORDM22465104846$192,8200.10%
161AMAZON COM INC COMAMZN1,000$190,2600.10%
162MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS60682210413,952$190,1660.10%
163PAMPA ENERGIA S A SPONS ADR LVL I6976602072,411$186,1290.10%
164BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVXF12,764$173,8460.09%
165ISHARES RUSSELL 2000 ETF464287655850$169,5900.09%
16621VIANET GROUP INC SPONSORED ADS AVNET19,515$160,0230.09%
167UP FINTECH HLDG LTD SPONSORED ADSTIGR18,320$157,3690.08%
168BARCLAYS PLC ADRBCLYF9,767$150,0210.08%
169ABBVIE INC COMABBV11,328$115,5880.06%
170ERICSSON ADR B SEK 1029482160814,076$109,2300.06%
171AEGON N V NY REGISTRY SHSAEFC14,016$92,3650.05%
172SUPER GROUP SGHC LIMITED ORD SHSSGHC10,774$69,3850.04%
173ORIGIN MATERIALS INC COMORGNW73,000$48,4430.03%
174ACCO BRANDS CORP COMACCO11,415$47,8290.03%
175EDISON INTL COM28102010736,900$36,9000.02%
17621VIANET GROUP INC SPONSORED ADS AVNET1,924$15,7770.01%