account_balance

Investment manager · 13F filer · SEC CIK 1894164

Burns Matteson Capital Management, LLC

Reported value$280Mas of Sep 30, 2026
Positions185 62 new, 58 sold out
Top 10 weight50.4%GLW alone is 17%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GLW Corning Inc 17.0% Held
SPHQ Invesco S&P 500 Quality ETF 6.8% Added +2%
COWZ Pacer US Cash Cows 100 ETF 4.0% Trimmed −2%
SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF 4.0% Held
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF 3.9% Held
IWY iShares Russell Top 200 Growth ETF 3.4% Trimmed −3%
DDWM Wisdomtree Dynamic International Equity Fund 3.1% Held
SCHD Schwab US Dividend Equity ETF 2.9% Held
HEFA iShares Currency Hedged MSCI EAFE ETF 2.8% Held
XMHQ Invesco S&P Midcap Quality ETF 2.4% Held
SCHG Schwab U.S. Large-Cap Growth ETF 2.2% Held
GLD SPDR Gold Trust 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 17, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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