Back to Burns Matteson Capital Management, LLC

Burns Matteson Capital Management, LLC

Q2 2026 13F filing

Updated 55 days ago

196 disclosed positions worth $319.7M

Portfolio value
$319.7M
Total holdings
196
New positions
73
Closed positions
73
Increased
48
Decreased
57
Turnover
74.5%
Filed
2026-07-17

Full holdings

Every line item disclosed in Q2 2026

G
1.GLW

CORNING INC COM

-2.6%
Value
$79.5M
Shares
311.2K
% Port
24.86%
E

INVESCO S&P 500 QUALITY ETF

+1.1%
Value
$19.8M
Shares
219.9K
% Port
6.20%
?
3.N/A

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+16.0%
Value
$11.7M
Shares
350.1K
% Port
3.66%
?
4.N/A

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+16.1%
Value
$11.6M
Shares
218.1K
% Port
3.63%
?
5.N/A

PACER US CASH COWS 100 ETF

-1.8%
Value
$10.8M
Shares
173.2K
% Port
3.37%
E

ISHARES RUSSELL TOP 200 GROWTH ETF

-2.3%
Value
$9.5M
Shares
32.9K
% Port
2.99%
?
7.N/A

WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND

+12.4%
Value
$8.8M
Shares
190.9K
% Port
2.76%
?
8.N/A

ISHARES CURRENCY HEDGED MSCI EAFE ETF

+10.4%
Value
$7.9M
Shares
169.0K
% Port
2.48%
S

SCHWAB US DIVIDEND EQUITY ETF

+0.9%
Value
$7.8M
Shares
246.7K
% Port
2.45%
?
10.N/A

INVESCO S&P MIDCAP QUALITY ETF

-0.1%
Value
$6.7M
Shares
59.5K
% Port
2.10%
S

SCHWAB U.S. LARGE-CAP GROWTH ETF

-1.0%
Value
$5.8M
Shares
170.9K
% Port
1.81%
G
12.GLD

SPDR GOLD SHARES

-3.2%
Value
$5.4M
Shares
14.7K
% Port
1.70%
B
13.BTCW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

-0.2%
Value
$5M
Shares
52.2K
% Port
1.56%
E
14.ETHA

ISHARES RUSSELL MID-CAP GROWTH ETF

-2.5%
Value
$4.8M
Shares
32.5K
% Port
1.49%
O
15.OHI

OMEGA HEALTHCARE INVS INC COM

-0.4%
Value
$4.3M
Shares
89.4K
% Port
1.33%
N
16.NVDA

NVIDIA CORPORATION COM

+8.7%
Value
$4.2M
Shares
21.1K
% Port
1.32%
I
17.IVZ

INVESCO S&P 500 LOW VOLATILITY ETF

-5.3%
Value
$3.9M
Shares
51.7K
% Port
1.21%
A
18.AAPL

APPLE INC COM

-5.7%
Value
$3M
Shares
10.2K
% Port
0.93%
M
19.MSFT

MICROSOFT CORP COM

+0.1%
Value
$2.3M
Shares
6.2K
% Port
0.72%
A
20.AMZN

AMAZON COM INC COM

-9.0%
Value
$2.3M
Shares
9.5K
% Port
0.71%
G

ALPHABET INC CAP STK CL A

+8.3%
Value
$2.2M
Shares
6.2K
% Port
0.70%
O
22.O

REALTY INCOME CORP COM

-4.8%
Value
$2M
Shares
31.8K
% Port
0.62%
M
23.MU

MICRON TECHNOLOGY INC COM

-16.8%
Value
$1.9M
Shares
1.7K
% Port
0.60%
?
24.N/A

INVESCO S&P 500 INDUSTRIALS ETF

-3.5%
Value
$1.5M
Shares
24.0K
% Port
0.48%
D
25.DELL

DELL TECHNOLOGIES INC CL C

Value
$1.5M
Shares
3.5K
% Port
0.47%
M
26.META

FACEBOOK INC CL A

+48.3%
Value
$1.5M
Shares
2.7K
% Port
0.47%
?
27.N/A

ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF

-38.9%
Value
$1.4M
Shares
30.6K
% Port
0.44%
L
28.LLY

LILLY ELI & CO COM

+38.5%
Value
$1.4M
Shares
1.2K
% Port
0.44%
A
29.APH

AMPHENOL CORP NEW CL A

+57.1%
Value
$1.4M
Shares
7.8K
% Port
0.43%
V
30.VTR

VENTAS HEALTHCARE INC COM

-1.4%
Value
$1.4M
Shares
15.3K
% Port
0.43%
?
31.N/A

ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF

-2.2%
Value
$1.3M
Shares
14.2K
% Port
0.42%
?
32.N/A

ISHARES CORE S&P U.S. GROWTH ETF

-5.6%
Value
$1.3M
Shares
6.9K
% Port
0.41%
A
33.ADBE

ADOBE INC COM

Value
$1.3M
Shares
6.3K
% Port
0.40%
?
34.N/A

US TREASURY 30 YEAR BOND ETF

Value
$1.3M
Shares
31.3K
% Port
0.40%
V
35.VGES

VANGUARD TOTAL STOCK INDEX

-62.0%
Value
$1.3M
Shares
3.4K
% Port
0.40%
W
36.WY

WEYERHAEUSER (PLUM CREEK TIMBER)

-6.3%
Value
$1.2M
Shares
50.9K
% Port
0.38%
C
37.CAH

CARDINAL HEALTH INC COM

-3.5%
Value
$1.2M
Shares
5.1K
% Port
0.38%
S

SCHWAB U.S. MID-CAP ETF

-10.0%
Value
$1.1M
Shares
30.1K
% Port
0.35%
S
39.SUI

SUN COMMUNITIES INC

-4.6%
Value
$1.1M
Shares
8.8K
% Port
0.33%
B

BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR

-4.7%
Value
$1.1M
Shares
42.0K
% Port
0.33%
D
41.DOCN

DIGITALOCEAN HLDGS INC COM

Value
$1M
Shares
6.6K
% Port
0.32%
H
42.HUM

HUMANA INC COM

+23.3%
Value
$1M
Shares
2.6K
% Port
0.32%
V
43.VGES

VANGUARD SMALL-CAP VALUE INDEX

-7.9%
Value
$1M
Shares
4.1K
% Port
0.31%
M

MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS

-2.3%
Value
$951K
Shares
47.8K
% Port
0.30%
?
45.N/A

PACER INDUSTRIAL REAL ESTATE

-1.7%
Value
$934K
Shares
23.2K
% Port
0.29%
A
46.AVGO

BROADCOM INC COM

-6.1%
Value
$917K
Shares
2.4K
% Port
0.29%
?
47.N/A

CHINA YUCHAI INTL LTD COM

+1.5%
Value
$913K
Shares
19.3K
% Port
0.29%
B

BARCLAYS PLC ADR

-0.9%
Value
$877K
Shares
32.7K
% Port
0.27%
U
49.UNH

UNITEDHEALTH GROUP INC COM

+11.4%
Value
$860K
Shares
2.1K
% Port
0.27%
Q
50.QQQ

INVESCO QQQ TRUST

+2.9%
Value
$860K
Shares
1.2K
% Port
0.27%