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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

Institutional Manager · CIK 0001047339

BURNS J W & CO INC/NY

DEWITT, NY · File #028-06542

Latest AUM
$903.3M
Positions
183
Top-10 Concentration
52.0%
Filings
12

Sector Allocation

Technology
22.7%$204.8M
Financials
8.9%$80.1M
Healthcare
6.7%$61.0M
Industrials
3.8%$34.8M
Energy
1.6%$14.7M
Utilities
0.2%$1.8M
Materials
0.1%$548,127

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL307,683$83.6M10.95%
2MICROSOFT CORPMSFT128,570$62.2M8.14%
3ALPHABET CLASS CGOOG139,445$43.8M5.73%
4VISA INCV107,119$37.6M4.92%
5AMAZON INCAMZN137,647$31.8M4.16%
6VANGUARD TOTAL STOCK MARKET ETF92290876994,098$31.5M4.13%
7NASDAQ 100 ETFIVZ45,959$28.2M3.70%
8VANGUARD INTERNATIONAL DIVIDEND ETF921946794306,217$27.6M3.61%
9JPMORGAN CHASE & CO. COMVYLD79,197$25.5M3.34%
10NVIDIA CORPORATION COMNVDA135,468$25.3M3.31%
11VANGUARD DIVIDEND APPRECIATION ETF921908844103,214$22.7M2.97%
12BERKSHIRE HATHAWAY BBRK-A41,977$21.1M2.76%
13ISHARES CORE S&P MID-CAP ETF464287507290,064$19.1M2.51%
14RTX CORPORATION COMRTX77,497$14.2M1.86%
15NETFLIX INC COMNFLX147,698$13.8M1.81%
16MCDONALDS CORP COMMCD45,033$13.8M1.80%
17COSTCO WHOLESALE22160K10514,353$12.4M1.62%
18META PLATFORMS INC CL AMETA18,627$12.3M1.61%
19MORGAN STANLEY COM NEWMS-PQ66,427$11.8M1.54%
20JOHNSON & JOHNSON COMJNJ54,136$11.2M1.47%