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BURNS MATTESON CAPITAL MANAGEMENT, LLC 13F portfolio summary

BURNS MATTESON CAPITAL MANAGEMENT, LLC of BURNS MATTESON CAPITAL MANAGEMENT, LLC has 173 current stock holdings with a reported portfolio value of $273.0M. The portfolio 1 year return is +47.51%. Top holdings include SUI (0.00%), IAGG (0.00%), IGIB (0.00%), SCHZ (0.00%), UPS (0.00%).

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BURNS MATTESON CAPITAL MANAGEMENT, LLC

BURNS MATTESON CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

BURNS MATTESON CAPITAL MANAGEMENT, LLC runs BURNS MATTESON CAPITAL MANAGEMENT, LLC and currently holds 173 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $273.04M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BURNS MATTESON CAPITAL MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BURNS MATTESON CAPITAL MANAGEMENT, LLC's portfolio at BURNS MATTESON CAPITAL MANAGEMENT, LLC has delivered returns of +47.51%. Their 3-year annualized return is +74.79%. Looking at the 5-year horizon, BURNS MATTESON CAPITAL MANAGEMENT, LLC has achieved +63.58% annualized returns at BURNS MATTESON CAPITAL MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+47.51%
#0/1000
3 Year
+74.79%
#0/1000
5 Year
+63.58%
#0/1000

Portfolio Value

$273.04M

Alpha Score

58.5

#0 of 1000

Holdings

173

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change