Burns Matteson Capital Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $207 Billion distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Corning Inc with a value of $19.3B, Invesco Exchange Traded Fd Tr with a value of $14.8B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.1B, Ishares Tr Russell 200 Growth with a value of $7.69B, and Schwab Strategic Tr Us Dividen with a value of $6.62B.
Examining the 13F form we can see an increase of $21.1B in the current position value, from $186B to 207B.
Burns Matteson Capital Management, LLC is based out at Corning, NY
Below you can find more details about Burns Matteson Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$207 Billion
ETFs: $106 Billion
Technology: $42.9 Billion
Financial Services: $13.2 Billion
Real Estate: $11 Billion
Communication Services: $8.41 Billion
Consumer Cyclical: $8.29 Billion
Industrials: $5.54 Billion
Consumer Defensive: $2.96 Billion
Other: $6.24 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
