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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 Q2 2025 · Filed July 15, 2025 · Accession 0001894164-25-000006

Total Value
$207.0M
Positions
186
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (186)

#IssuerTicker / CUSIPSharesValue% of Filing
1CORNING INC COMGLW795,205$19.3M9.30%
2INVESCO S&P 500 QUALITY ETFIVZ207,432$14.8M7.14%
3PACER US CASH COWS 100 ETF69374H881183,077$10.1M4.87%
4ISHARES RUSSELL TOP 200 GROWTH ETF46428943831,185$7.7M3.71%
5SCHWAB US DIVIDEND EQUITY ETF808524797249,788$6.6M3.20%
6INVESCO S&P MIDCAP QUALITY ETFIVZ59,662$5.9M2.83%
7SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375161,354$5.4M2.62%
8ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638100,087$5.3M2.58%
9ISHARES RUSSELL MID-CAP GROWTH ETF46428748135,206$4.9M2.36%
10MICROSOFT CORP COMMSFT9,093$4.5M2.18%
11INVESCO S&P 500 LOW VOLATILITY ETFIVZ58,905$4.3M2.07%
12SPDR GOLD SHARESGLD13,411$4.1M1.97%
13AMAZON COM INC COMAMZN18,467$4.1M1.96%
14SCHWAB U.S. LARGE-CAP GROWTH ETF808524300136,395$4.0M1.92%
15NVIDIA CORPORATION COMNVDA24,895$3.9M1.90%
16VANECK MORNINGSTAR WIDE MOAT ETF92189F64341,585$3.9M1.88%
17WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT45,750$3.8M1.85%
18OMEGA HEALTHCARE INVS INC COM68193610094,058$3.4M1.67%
19VANGUARD TOTAL STOCK INDEX9229087699,613$2.9M1.41%
20WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDWT67,312$2.7M1.29%
21ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V80363,086$2.4M1.16%
22WEYERHAEUSER (PLUM CREEK TIMBER)WY91,248$2.3M1.13%
23FACEBOOK INC CL AMETA3,146$2.3M1.12%
24REALTY INCOME CORP COMO43,545$2.2M1.08%
25APPLE INC COMAAPL10,274$2.1M1.02%
26INVESCO S&P 500 INDUSTRIALS ETFIVZ29,839$1.6M0.77%
27ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF46428856218,891$1.6M0.75%
28ALPHABET INC CAP STK CL AGOOG8,800$1.6M0.75%
29ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF46435G43334,353$1.4M0.70%
30SUN COMMUNITIES INC86667410411,232$1.4M0.69%
31MASTERCARD INCORPORATED CL AMA2,107$1.2M0.57%
32ISHARES CORE S&P U.S. GROWTH ETF4642876717,856$1.2M0.57%
33VENTAS HEALTHCARE INC COMVTR17,321$1.1M0.53%
34ROBINHOOD MKTS INC COM CL A77070010211,220$1.1M0.51%
35BERKSHIRE HATHAWAY CLASS BBRK-A2,116$1.0M0.50%
36SCHWAB CHARLES CORP COMSCHW-PJ11,082$1.0M0.49%
37SCHWAB U.S. MID-CAP ETF80852450835,060$983,4320.48%
38VANGUARD SMALL-CAP VALUE INDEX9229086114,777$931,5010.45%
39AMPHENOL CORP NEW CL A0320951019,218$910,2780.44%
40VANGUARD MID-CAP GROWTH INDEX FUND9229085383,033$862,5050.42%
41PACER INDUSTRIAL REAL ESTATE69374H76621,511$795,7760.38%
42BROADCOM INC COMAVGO2,836$781,6100.38%
43FAIR ISAAC CORP COMFICO418$764,0870.37%
44INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETFIVZ21,742$761,6370.37%
45PALANTIR TECHNOLOGIES INC CL APLTR5,556$757,3940.37%
46EATON CORP PLC SHSETN2,069$738,6120.36%
47ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND46435G67213,745$702,2320.34%
48INVESCO QQQ TRUSTIVZ1,237$682,2420.33%
49SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A8059,046$677,4550.33%
50LILLY ELI & CO COMLLY862$672,1880.32%
51SUPER MICRO COMPUTER INC COM NEWSMCI13,404$656,9300.32%
52AUTOMATIC DATA PROCESSING INC COMADP2,124$655,0420.32%
53UBER TECHNOLOGIES INC COMUBER6,595$615,3140.30%
54MICRON TECHNOLOGY INC COMMU4,970$612,5530.30%
55FIDELITY TOTAL BOND ETF31618830913,279$607,5140.29%
56JPMORGAN CHASE & CO COMVYLD2,056$596,0800.29%
57NEXTERA ENERGY INC COMNEE-PW8,310$576,8480.28%
58GALLAGHER ARTHUR J & CO COM3635761091,779$569,4930.28%
59CADENCE DESIGN SYSTEM INC COMCDNS1,822$561,4490.27%
60AXON ENTERPRISE INC COMAXON672$556,3760.27%
61BRINKER INTL INC COM1096411003,043$548,7440.27%
62UNION PAC CORP COMUNP2,362$543,4950.26%
63ALTRIA GROUP INC COMMO9,219$540,5030.26%
64HASBRO INC COMHAS7,319$540,2890.26%
65MONOLITHIC PWR SYS INC COM609839105737$539,0270.26%
66PINTEREST INC CL APINS14,826$531,6600.26%
67LEIDOS HOLDINGS INC COMLDOS3,348$528,1800.26%
68VANGUARD S&P 500 ETF922908363927$526,4630.25%
69MGIC INVT CORP WIS COM55284810318,897$526,0920.25%
70ROPER TECHNOLOGIES INC COMROP914$518,0920.25%
71TEXAS ROADHOUSE INC COMTXRH2,692$504,5080.24%
72VERONA PHARMA PLC SPONSORED ADS9250501065,168$488,7890.24%
73INTERDIGITAL INC COMIDCC2,174$487,4760.24%
74TJX COS INC NEW COM8725401093,939$486,3730.23%
75HARTFORD FINL SVCS GROUP INC COMHIG-PG3,827$485,5310.23%
76AMERICAN TOWER CORP NEW COM03027X1002,173$480,2190.23%
77DARDEN RESTAURANTS INC COMDRI2,190$477,3540.23%
78OLD REP INTL CORP COM68022310412,325$473,7730.23%
79UNUM GROUP COMUNMA5,862$473,4150.23%
80MAPLEBEAR INCCART10,438$472,2150.23%
81COMMVAULT SYS INC COMCVLT2,703$471,2140.23%
82NRG ENERGY INC COM NEWNRG2,927$470,0180.23%
83TRAVELERS COMPANIES INC COMTRV1,756$469,8000.23%
84SIRIUSXM HOLDINGS INC COMMON STOCK82993310020,426$469,1850.23%
85LINCOLN NATL CORP IND COM53418710913,492$466,8230.23%
86INGREDION INC COMINGR3,437$466,1260.23%
87HANOVER INS GROUP INC COM4108671052,728$463,4050.22%
88MARKEL GROUP INC COMMKL232$463,3880.22%
89SYNCHRONY FINANCIAL COMSYF-PB6,892$459,9720.22%
90IQVIA HLDGS INC COMIQV2,907$458,1140.22%
91APPLOVIN CORP COM CL AAPP1,307$457,5550.22%
92ALBERTSONS COS INC COMMON STOCK01309110321,247$457,0230.22%
93HERSHEY CO COMHSY2,717$450,8860.22%
94CINCINNATI FINL CORP COM1720621013,011$448,3980.22%
95AT&T INC COMT-PC15,461$447,4410.22%
96QUALCOMM INC COMQCOM2,781$442,9020.21%
97DT MIDSTREAM INC COMMON STOCKDTM4,004$440,0800.21%
98BOYD GAMING CORP COMBYD5,621$439,7310.21%
99NEXSTAR MEDIA GROUP INC CL ANXST2,542$439,6390.21%
100EMBRAER S.A. SPONSORED ADSEMBJ7,659$435,8740.21%
101FOX CORP CL A COMFOX7,769$435,3750.21%
102VISTRA CORP COMVST2,225$431,2270.21%
103DOCUSIGN INC COMDOCU5,517$429,7190.21%
104KIMBERLY CLARK CORP COMKMB3,298$425,1780.21%
105ADT INC DEL COMADT50,002$423,5170.20%
106COOPER COS INC COM2166485015,946$423,1170.20%
107VERIZON COMMUNICATIONSVZ9,445$408,6810.20%
108AFLAC INC COMAFL3,862$407,2870.20%
109HP INC COMHPQ16,594$405,8890.20%
110OMNICOM GROUP INC COMOMC5,535$398,1880.19%
111CURTISS WRIGHT CORP COMCW806$393,7710.19%
112ZOETIS INC CL AZTS2,523$393,4620.19%
113BANK NEW YORK MELLON CORP COM0640581004,289$390,7710.19%
114NETAPP INC COMNTAP3,641$387,9490.19%
115ISHARES U.S. AEROSPACE & DEFENSE ETF4642887602,041$384,9320.19%
116TESLA INC COMTSLA1,210$384,3920.19%
117WYNN RESORTS LTD COMWYNN3,959$370,8400.18%
118ECOLAB INC COMECL1,366$368,0550.18%
119PHILIP MORRIS INTL INC COM7181721091,996$363,5540.18%
120ALPS O'SHARES U.S. QUALITY DIVIDEND ETF00162Q3876,715$362,4090.18%
121MATCH GROUP INC NEW COMMTCH11,667$360,3940.17%
122ESAB CORPESAB2,942$354,6580.17%
123INTERNATIONAL BUSINESS MACHS COMINTR1,191$351,0830.17%
124CONSTELLATION ENERGY CORP COMCEG1,087$350,8900.17%
125OWENS CORNING NEW COMOC2,456$337,7490.16%
126ACI WORLDWIDE INC COMACIW7,335$336,7500.16%
127APPFOLIO INC COM CL AAPPF1,441$331,8330.16%
128CIRRUS LOGIC INC COMCRUS3,175$331,0100.16%
129PALO ALTO NETWORKS INC COMPANW1,617$330,9660.16%
130SPDR S&P 500 ETFSPY521$322,1230.16%
131GRUPO FINANCIERO GALICIA S.A. SPONSORED ADRGGAL6,340$319,4730.15%
132ISHARES SILVER TRUSTSLV9,679$317,5680.15%
1333M CO COMMMM2,084$317,2680.15%
134TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8031,236$313,0350.15%
135FRANKLIN/LIBERTYQ INTL EQUITY HEDGED ETFFGDL8,100$288,6880.14%
136QIFU TECHNOLOGY INC AMERICAN DEPQFNHF6,434$278,9780.13%
137BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVXF18,147$278,9190.13%
138M & T BK CORP COM55261F1041,425$276,3900.13%
139MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS60682210420,022$274,7020.13%
140YPF SOCIEDAD ANONIMA SPON ADR CL DYPF8,696$273,4890.13%
141NEWS CORP NEW CL BNWSLL7,768$266,5200.13%
142BANCO MACRO SA SPON ADR B05961W1053,777$265,1830.13%
143UNITED AIRLS HLDGS INC COMUNTCW3,328$265,0090.13%
144GARTNER INC COMIT654$264,3600.13%
145INVESCO NASDAQ 100 ETFIVZ1,162$263,8900.13%
146HARMONY GOLD MINING CO LTD SPONSORED ADRHGMCF18,817$262,8730.13%
147COCA COLA CO COMKO3,633$257,0350.12%
148BARCLAYS PLC ADRBCLYF13,803$256,5980.12%
149SAP SE SPON ADRSAPGF842$256,0520.12%
150SEA LTD SPONSORD ADSSE1,595$255,1040.12%
151MOTOROLA SOLUTIONS INC COM NEWMSI602$253,1170.12%
152UP FINTECH HLDG LTD SPONSORED ADSTIGR26,119$252,0480.12%
153MOODYS CORP COMMCO497$249,2900.12%
154SPDR S&P 600 SMALL CAP VALUE ETF78464A3003,077$245,4220.12%
155ISHARES BITCOIN TRUST REGISTEREDIBIT3,990$244,2280.12%
156ISHARES RUSSELL 1000 GROWTH ETF464287614566$240,3120.12%
157CHECK POINT SOFTWARE TECH LTD ORDM224651041,076$238,0650.11%
158PAMPA ENERGIA S A SPONS ADR LVL I6976602073,414$236,8630.11%
159PRIMERICA INC COMPRI849$232,3460.11%
160ALPHABET INC CAP STK CL CGOOG1,309$232,2660.11%
161VANGUARD FTSE DEVELOPED MARKETS ETF9219438584,062$231,5750.11%
162MERCADOLIBRE INC COMMELI87$227,3860.11%
163AMERICAN EXPRESS CO COMAXP700$223,2860.11%
164ENTERPRISE PRODS PARTNERS L P COM2937921077,100$220,1710.11%
165RELX PLC SPONSORED ADRRLXXF4,042$219,6420.11%
166INVESCO S&P 500 TOP 50 ETFIVZ4,170$217,2570.10%
167EXXON MOBIL CORP COMXOM2,010$216,6890.10%
168SCHWAB US AGGREGATE BOND ETF8085248399,201$213,8410.10%
169SPDR S&P 600 SMALL CAP GROWTH ETF78464A2012,348$208,3850.10%
170JPMORGAN INCOME ETF46641Q1594,440$205,6610.10%
171FIDELITY NATIONAL FINANCIAL IN COM SHSFNF3,645$204,3390.10%
172CHEVRON CORP NEW COMCVX1,425$204,0460.10%
173KT CORP SPONSORED ADRKT9,597$199,4260.10%
17421VIANET GROUP INC SPONSORED ADS AVNET26,961$186,0310.09%
175ISHARES RUSSELL 2000 ETF464287655843$181,9110.09%
176ERICSSON ADR B SEK 1029482160820,192$171,2280.08%
177NOKIA CORP SPONSORED ADRNOKBF32,339$167,5160.08%
178SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR86562M20910,746$162,3720.08%
179AEGON N V NY REGISTRY SHSAEFC19,303$139,7540.07%
180KINGSOFT CLOUD HLDGS LTD ADSKCLHF9,534$119,3660.06%
181ABBVIE INC COMABBV11,328$103,6380.05%
182GRAY MEDIA INC COMGTN-A13,678$61,9610.03%
183WIDEOPENWEST INC COM96758W10112,081$49,0490.02%
184NATIONAL CINEMEDIA INC COM NEWNCMI10,109$48,9780.02%
185EDISON INTL COM28102010736,900$36,9000.02%
186ORIGIN MATERIALS INC COMORGNW73,000$35,2740.02%