account_balance
Investment manager · 13F filer · SEC CIK 2136877
Burnham & Co LLC
Reported value$127Mas of Sep 30, 2026
Positions214 25 new, 8 sold out
Top 10 weight46.9%LLY alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
7.1%Trimmed −4%
MSFTMicrosoft Corp
5.8%
NVDANVIDIA Corp
5.8%
ICLRIcon PLC
5.0%Trimmed −5%
AMZNAmazon.com Inc
4.9%
LEUCentrus Energy Corp
4.6%Trimmed −2%
AAPLApple Inc.
4.4%
HNIHni Corp
3.6%
GSSTGoldman Sachs ETF Tr
2.9%Trimmed −25%
UPSUnited Parcel Service Inc
2.8%Added +8%
CLSCelestica Inc
2.8%Added +295%
GOOGLAlphabet Inc.
2.7%
LLYELI Lilly & Co
7.1%−4%
MSFTMicrosoft Corp
5.8%
NVDANVIDIA Corp
5.8%
ICLRIcon PLC
5.0%
AMZNAmazon.com Inc
4.9%
LEUCentrus Energy Corp
4.6%−2%
AAPLApple Inc.
4.4%
HNIHni Corp
3.6%
GSST2.9%
UPS2.8%CLS2.8%GOOGL2.7%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
LLY ELI Lilly & Co 7.1% Trimmed −4%MSFT Microsoft Corp 5.8% HeldNVDA NVIDIA Corp 5.8% HeldICLR Icon PLC 5.0% Trimmed −5%AMZN Amazon.com Inc 4.9% HeldLEU Centrus Energy Corp 4.6% Trimmed −2%AAPL Apple Inc. 4.4% HeldHNI Hni Corp 3.6% Held
GSST Goldman Sachs ETF Tr 2.9% Trimmed −25%
UPS United Parcel Service Inc 2.8% Added +8%CLS Celestica Inc 2.8% Added +295%GOOGL Alphabet Inc. 2.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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