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Asset Manager ← All Institutions

Burns Matteson Capital Management, LLC

Q1 2026 · Filed 2026-01-15
Market Value
$0
-100.0%
Holdings
182
-55
New Purchases
0
Added To
0
Closed
182
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 33 $0 0%
Large Cap 105 $0 0%
Mid Cap 34 $0 0%
Small Cap 6 $0 0%
Micro Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$280.4B
Median Market Cap
$32.1B
Avg P/E
30.8
Median P/E
21.6
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
137
# ETFs / Funds
45

Top Holdings (182 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MAIN —% -$533K -8,827 -100.0% SOLD
2 GLW —% -$29M -767,373 -100.0% SOLD
3 CVX —% -$210K -1,378 -100.0% SOLD
4 FDX —% -$712K -2,465 -100.0% SOLD
5 ALL —% -$617K -2,965 -100.0% SOLD
6 CVS —% -$615K -7,748 -100.0% SOLD
7 WY —% -$1M -57,735 -100.0% SOLD
8 XOM —% -$209K -1,738 -100.0% SOLD
9 BBVA —% -$553K -23,713 -100.0% SOLD
10 NEE —% -$667K -8,315 -100.0% SOLD
11 AVTR —% -$532K -46,407 -100.0% SOLD
12 ZTS —% -$296K -2,355 -100.0% SOLD
13 ECL —% -$334K -1,272 -100.0% SOLD
14 MTG —% -$586K -20,064 -100.0% SOLD
15 IQV —% -$603K -2,675 -100.0% SOLD
16 TEVA —% -$277K -8,877 -100.0% SOLD
17 SE —% -$265K -2,081 -100.0% SOLD
18 AXTA —% -$780K -24,126 -100.0% SOLD
19 CX —% -$309K -26,878 -100.0% SOLD
20 BCS —% -$461K -18,115 -100.0% SOLD
21 AES —% -$585K -40,805 -100.0% SOLD
22 GS —% -$289K -329 -100.0% SOLD
23 AXP —% -$259K -700 -100.0% SOLD
24 EIX —% -$602K -46,321 -100.0% SOLD
25 ABBV —% -$125K -11,328 -100.0% SOLD
26 SONY —% -$223K -8,702 -100.0% SOLD
27 AJG —% -$279K -1,077 -100.0% SOLD
28 CAH —% -$1M -5,403 -100.0% SOLD
29 MTB —% -$287K -1,425 -100.0% SOLD
30 BTI —% -$241K -4,265 -100.0% SOLD
31 VST —% -$354K -2,196 -100.0% SOLD
32 KO —% -$254K -3,633 -100.0% SOLD
33 UPS —% -$450K -4,541 -100.0% SOLD
34 MSI —% -$260K -677 -100.0% SOLD
35 IBM —% -$646K -2,181 -100.0% SOLD
36 WAL —% -$540K -6,429 -100.0% SOLD
37 MMS —% -$531K -6,157 -100.0% SOLD
38 EXPD —% -$564K -3,782 -100.0% SOLD
39 THG —% -$560K -3,063 -100.0% SOLD
40 ACCO —% -$50K -13,391 -100.0% SOLD
41 LMT —% -$427K -882 -100.0% SOLD
42 TJX —% -$575K -3,742 -100.0% SOLD
43 GPK —% -$535K -35,550 -100.0% SOLD
44 JPM —% -$656K -2,034 -100.0% SOLD
45 HMY —% -$498K -25,019 -100.0% SOLD
46 BAC —% -$209K -3,800 -100.0% SOLD
47 BVN —% -$377K -13,538 -100.0% SOLD
48 GFI —% -$491K -11,238 -100.0% SOLD
49 TRV —% -$574K -1,978 -100.0% SOLD
50 SCHW —% -$1M -10,389 -100.0% SOLD
51 NRG —% -$967K -6,072 -100.0% SOLD
52 R —% -$509K -2,657 -100.0% SOLD
53 ETN —% -$679K -2,133 -100.0% SOLD
54 CYD —% -$374K -10,544 -100.0% SOLD
55 CI —% -$518K -1,881 -100.0% SOLD
56 UNP —% -$535K -2,315 -100.0% SOLD
57 DAL —% -$625K -9,008 -100.0% SOLD
58 MMM —% -$585K -3,657 -100.0% SOLD
59 MCK —% -$575K -701 -100.0% SOLD
60 MOH —% -$768K -4,425 -100.0% SOLD
61 MUFG —% -$419K -26,440 -100.0% SOLD
62 LLY —% -$883K -822 -100.0% SOLD
63 VNO —% -$467K -14,033 -100.0% SOLD
64 RF —% -$588K -21,711 -100.0% SOLD
65 AOS —% -$514K -7,692 -100.0% SOLD
66 NEM —% -$367K -3,675 -100.0% SOLD
67 MA —% -$1M -1,963 -100.0% SOLD
68 O —% -$2M -41,948 -100.0% SOLD
69 ORI —% -$616K -13,500 -100.0% SOLD
70 APH —% -$2M -11,446 -100.0% SOLD
71 UGI —% -$600K -16,029 -100.0% SOLD
72 JNJ —% -$413K -1,994 -100.0% SOLD
73 ABCB —% -$572K -7,696 -100.0% SOLD
74 KEP —% -$327K -19,814 -100.0% SOLD
75 TKR —% -$512K -6,089 -100.0% SOLD
76 TTC —% -$579K -7,353 -100.0% SOLD
77 DTM —% -$475K -3,972 -100.0% SOLD
78 VIV —% -$239K -20,158 -100.0% SOLD
79 HUM —% -$535K -2,089 -100.0% SOLD
80 CRS —% -$347K -1,101 -100.0% SOLD
81 FICO —% -$419K -248 -100.0% SOLD
82 CW —% -$471K -855 -100.0% SOLD
83 SUI —% -$2M -14,632 -100.0% SOLD
84 WCC —% -$558K -2,281 -100.0% SOLD
85 THC —% -$757K -3,810 -100.0% SOLD
86 OSK —% -$475K -3,779 -100.0% SOLD
87 UNH —% -$2M -6,452 -100.0% SOLD
88 SYF —% -$666K -7,988 -100.0% SOLD
89 SMFG —% -$286K -14,800 -100.0% SOLD
90 OHI —% -$4M -91,598 -100.0% SOLD
91 TSM —% -$564K -1,855 -100.0% SOLD
92 AXON —% -$367K -647 -100.0% SOLD
93 MEDP —% -$320K -570 -100.0% SOLD
94 ARGX —% -$203K -241 -100.0% SOLD
95 ADP —% -$510K -1,984 -100.0% SOLD
96 AMZN —% -$4M -18,830 -100.0% SOLD
97 IGIB —% -$9M -167,275 -100.0% SOLD
98 AAPL —% -$3M -11,208 -100.0% SOLD
99 DGRW —% -$5M -51,915 -100.0% SOLD
100 CDNS —% -$535K -1,711 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
EXPD —%
GLW —%
CVX —%
FDX —%
ALL —%
CVS —%
WY —%
XOM —%
BBVA —%
NEE —%
AVTR —%
ZTS —%
THG —%
MAIN —%
IQV —%
View SEC EDGAR Filings for Burns Matteson Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms