Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LLYEli Lilly & Co | $9.7M | 7.9% | |
| LEUCentrus Energy Corp | $7.1M | 5.8% | |
| Icon Pub Ltd CoCUSIP G4705A100 | $6.9M | 5.5% | |
| NVDANvidia Corporation | $6.4M | 5.2% | |
| AMZNAmazon Com Inc | $6.0M | 4.8% | |
| MSFTMicrosoft Corp | $5.4M | 4.3% | |
| GSSTGoldman Sachs Etf Tr | $4.9M | 3.9% | |
| AAPLApple Inc | $4.8M | 3.9% | |
| HNIHni Corp | $4.0M | 3.2% | |
| UPSUnited Parcel Svcs Inc | $3.8M | 3.1% | |
| SYKStryker Corporation | $3.8M | 3.1% | |
| GOOGLAlphabet Inc | $3.6M | 2.9% | |
| ABBVAbbvie Inc | $3.2M | 2.6% | |
| JPSTJ P Morgan Exchange Traded F | $2.6M | 2.1% | |
| CEGConstellation Energy Corp | $2.4M | 2.0% | |
| IBMInternational Business Machs | $2.3M | 1.8% | |
| FLDRFidelity Merrimack Str Tr | $2.2M | 1.7% | |
| SMRNuscale Pwr Corp | $2.1M | 1.7% | |
| JNJJohnson & Johnson | $1.9M | 1.6% | |
| VSTVistra Corp | $1.8M | 1.4% | |
| GPIXGoldman Sachs Etf Tr | $1.7M | 1.4% | |
| GOOGAlphabet Inc | $1.6M | 1.3% | |
| UNHUnitedhealth Group Inc | $1.3M | 1.1% | |
| JPMJpmorgan Chase & Co | $1.3M | 1.0% | |
| XYLXylem Inc | $1.3M | 1.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Burnham & Co LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2136877&type=13F-HR&dateb=&owner=include&count=40CIK 2136877
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2136877/000213687726000002/Filed August 11, 2026 · accession 0002136877-26-000002