Burns Matteson Capital Management, LLC

Holdings as of 2026-06-30, filed 2026-07-17

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 17 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
189
Value reported by manager
$319.7M
Sum of our stored positions
$317.4M
should match the line above
Disclosure lag
17 d
quarter end to filing
Top 5 concentration
42.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
8
puts and calls

Positions

189 largest shown
IssuerClassValueSharesTypeCUSIP
CORNING INC COMStock$79.5M311,205219350105
INVESCO S&P 500 QUALITY ETFETF$19.8M219,92646137V241
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFETF$11.7M350,12478464A375
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFETF$11.6M218,148464288638
PACER US CASH COWS 100 ETFETF$10.8M173,15169374H881
ISHARES RUSSELL TOP 200 GROWTH ETFETF$9.5M32,859464289438
WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDETF$8.8M190,91597717X263
ISHARES CURRENCY HEDGED MSCI EAFE ETFETF$7.9M169,00246434V803
SCHWAB US DIVIDEND EQUITY ETFETF$7.8M246,702808524797
INVESCO S&P MIDCAP QUALITY ETFETF$6.7M59,52246137V472
SCHWAB U.S. LARGE-CAP GROWTH ETFETF$5.8M170,936808524300
SPDR GOLD SHARESETF$5.4M14,71078463V107
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDETF$5M52,19797717X669
ISHARES RUSSELL MID-CAP GROWTH ETFETF$4.8M32,521464287481
OMEGA HEALTHCARE INVS INC COMREIT$4.3M89,418681936100
NVIDIA CORPORATION COMStock$4.2M21,11267066G104
INVESCO S&P 500 LOW VOLATILITY ETFETF$3.9M51,69046138E354
APPLE INC COMStock$3M10,241037833100
MICROSOFT CORP COMStock$2.3M6,183594918104
AMAZON COM INC COMStock$2.3M9,457023135106
ALPHABET INC CAP STK CL AStock$2.2M6,22602079K305
REALTY INCOME CORP COMREIT$2M31,833756109104
MICRON TECHNOLOGY INC COMStock$1.9M1,665595112103
INVESCO S&P 500 INDUSTRIALS ETFETF$1.5M24,04446137V324
DELL TECHNOLOGIES INC CL CStock$1.5M3,48024703L202
FACEBOOK INC CL AStock$1.5M2,66430303M102
ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETFETF$1.4M30,57046435G433
LILLY ELI & CO COMStock$1.4M1,163532457108
AMPHENOL CORP NEW CL AStock$1.4M7,823032095101
VENTAS HEALTHCARE INC COMREIT$1.4M15,35092276F100
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETFETF$1.3M14,249464288562
ISHARES CORE S&P U.S. GROWTH ETFETF$1.3M6,932464287671
ADOBE INC COMStock$1.3M6,30500724F101
US TREASURY 30 YEAR BOND ETFETF$1.3M31,34374933W551
VANGUARD TOTAL STOCK INDEXETF$1.3M3,419922908769
WEYERHAEUSER (PLUM CREEK TIMBER)REIT$1.2M50,913962166104
CARDINAL HEALTH INC COMStock$1.2M5,06814149Y108
SCHWAB U.S. MID-CAP ETFETF$1.1M30,119808524508
SUN COMMUNITIES INCREIT$1.1M8,829866674104
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRADR$1.1M41,97005946K101
DIGITALOCEAN HLDGS INC COMStock$1M6,58825402D102
HUMANA INC COMStock$1M2,588444859102
VANGUARD SMALL-CAP VALUE INDEXETF$1M4,129922908611
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADSADR$951.4K47,835606822104
PACER INDUSTRIAL REAL ESTATEETF$933.7K23,22169374H766
BROADCOM INC COMStock$916.6K2,42611135F101
CHINA YUCHAI INTL LTD COMStock$912.8K19,254G21082105
BARCLAYS PLC ADRADR$877.4K32,66706738E204
UNITEDHEALTH GROUP INC COMStock$860.3K2,07091324P102
INVESCO QQQ TRUSTETF$860.2K1,16846090E103
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR$857.7K1,796874039100
DAVITA INC COMStock$844.1K3,79423918K108
CVS HEALTH CORP COMStock$841.2K8,131126650100
VANGUARD MID-CAP GROWTH INDEX FUNDETF$821K2,680922908538
VIATRIS INC COMStock$813.4K51,22492556V106
COMCAST CORP NEW CL AStock$795.4K32,400Call20030N901
MOLINA HEALTHCARE INC COMStock$779.6K3,40960855R100
NUTANIX INC CL AStock$771.9K15,14767059N108
AXALTA COATING SYS LTD COMStock$766.7K22,406G0750C108
NOKIA CORP SPONSORED ADRADR$764.9K57,601654902204
COMPANIA DE MINAS BUENAVENTURA SPONSORED ADRADR$749.5K25,588204448104
REDDIT INC CL AStock$732.5K4,22075734B100
NEXTERA ENERGY INC COMStock$718.3K8,18465339F101
MAPLEBEAR INCStock$717.6K15,155565394103
NETFLIX INC COMStock$714K10,000Call64110L906
MATCH GROUP INC NEW COMStock$707.4K18,59257667L107
DROPBOX INC CL AStock$694.1K25,26726210C104
ISHARES CORE INTERNATIONAL AGGREGATE BOND FUNDETF$692.8K13,69146435G672
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFETF$692.5K7,62778464A805
GOLD FIELDS LTD SPONSORED ADRADR$692.4K20,61238059T106
ELEVANCE HEALTH INC FORMERLY A COMStock$690.3K1,785036752103
VANGUARD S&P 500 ETFETF$682K993922908363
CARPENTER TECHNOLOGY CORP COMStock$681K1,104144285103
ABIVAX SA SPONSORED ADSADR$680.3K5,10500370M103
BERKSHIRE HATHAWAY CLASS BStock$673K1,345084670702
AES CORP COMStock$671.5K45,80400130H105
HP INC COMStock$663.7K30,24940434L105
CURTISS WRIGHT CORP COMStock$644.1K850231561101
SUMITOMO MITSUI FIN GRP INC SPONSORED ADRADR$644K27,31086562M209
EDISON INTL COMStock$639.2K8,585281020107
ROIVANT SCIENCES LTD SHSStock$633.2K17,891G76279101
LYFT INC CL A COMStock$629K43,05355087P104
BANK OF NY MELLON CORP COMStock$626K4,329064058100
CROWN HLDGS INC COMStock$616K5,509228368106
DT MIDSTREAM INC COMMON STOCKStock$614.4K4,18723345M107
PORTLAND GEN ELEC CO COM NEWStock$612.2K11,812736508847
ZOOM VIDEO COMMUNICATIONSStock$610K7,06798980L101
UGI CORP NEW COMStock$600.8K17,393902681105
3M CO COMStock$592.1K3,65788579Y101
FIDELITY TOTAL BOND ETFETF$587.8K12,922316188309
UNION PAC CORP COMStock$586.6K2,157907818108
PAYCOM SOFTWARE INC COMStock$582K4,63170432V102
CIRRUS LOGIC INC COMStock$577.5K3,888172755100
ADT INC DEL COMStock$576.5K88,69500090Q103
CEMEX SA EURO MTN BE 144A SPON ADR NEWADR$568.5K47,376151290889
GODADDY INC CL AStock$568.4K6,696380237107
UBER TECHNOLOGIES INC COMStock$564.8K7,82790353T100
TENET HEALTHCARE CORP COM NEWStock$562.9K3,00988033G407
WESTERN DIGITAL CORP COMStock$553.8K867958102105
THE CIGNA GROUP COMStock$552.5K2,004125523100
NOVARTIS AG SPONSORED ADRADR$544.9K3,47766987V109
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSADR$544K16,057881624209
ELBIT SYS LTD ORDStock$541K713M3760D101
GE VERNOVA INC COM SHSStock$531.1K45236828A101
PBF ENERGY INC CL AStock$528.9K11,62069318G106
MCKESSON CORP COMStock$522.9K69258155Q103
JOHNSON & JOHNSON COMStock$510.5K2,010478160104
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKStock$509K7,95236266G107
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADSADR$503.7K11,16300215W100
JPMORGAN CHASE & CO COMStock$499.4K1,52646625H100
CENCORA INC COMStock$496.6K1,75503073E105
GSK PLC SPONSORED ADRADR$494K9,42337733W204
PFIZER INC COMStock$489.7K20,337717081103
ERICSSON ADR B SEK 10ADR$487.2K43,699294821608
SM ENERGY COMPANY COMStock$486.2K18,62878454L100
TELEFONICA BRASIL SA SPONSORED ADSADR$480.7K36,53187936R205
STMICROELECTRONICS N V NY REGISTRYADR$474.1K6,330861012102
ULTRAPAR PARTICIPACOES SA SP ADR REP COMADR$470.7K93,77190400P101
BRITISH AMERN TOB PLC SPONSORED ADRADR$467.1K7,563110448107
COMPASS PATHWAYS PLC SPONSORED ADSADR$465K32,86120451W101
SK TELECOM LTD SPONSORED ADRADR$459.2K14,27878440P306
CHORD ENERGY CORPORATION COM NEWStock$456.1K3,990674215207
TECHNOLOGY SELECT SECTOR SPDR FUNDETF$455.1K2,38981369Y803
FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITSADR$452.5K3,538344419106
APACHE CORP COMStock$451.9K13,87503743Q108
MATADOR RES CO COMStock$436.3K8,764576485205
ISHARES U.S. AEROSPACE & DEFENSE ETFETF$431.7K1,781464288760
PTC INC COMStock$430.9K3,79369370C100
AERCAP HOLDINGS NV SHSStock$427.9K2,935N00985106
FABRINET SHSStock$424.9K756G3323L100
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSADR$424.4K26,474874060205
CALIFORNIA RES CORP COM STOCKStock$421.2K7,96613057Q305
TD SYNNEX CORPORATION COMStock$415.7K1,55587162W100
ENI SPA SPONSORED ADRADR$403.8K8,61726874R108
ALPHABET INC CAP STK CL CStock$402.4K1,13902079K107
EQUINOR ASA SPONSORED ADRADR$393.9K12,54629446M102
ALPS O'SHARES U.S. QUALITY DIVIDEND ETFETF$388.6K6,66200162Q387
TESLA INC COMStock$387.8K92288160R101
CELANESE CORP DEL COMStock$386.1K8,394150870103
PEGASYSTEMS INC COMStock$382.1K12,749705573103
MASTEC INC COMStock$379K911576323109
VEON LTD SPONSORED ADSADR$376.1K7,20491822M502
SASOL LTD SPONSORED ADRADR$371.1K37,795803866300
NEWMONT CORP COMStock$365.8K3,916651639106
PETROLEO BRASILEIRO S A SPONSORED ADRADR$364.8K22,57471654V408
NETFLIX INC COMStock$362.6K5,07864110L106
UBIQUITI INC COMStock$359.9K67490353W103
DBV TECHNOLOGIES S A SPONSORED ADSADR$357.8K21,81823306J309
FRANKLIN/LIBERTYQ INTL EQUITY HEDGED ETFETF$354.6K8,30235473P108
GOLDMAN SACHS GROUP INC COMStock$346.9K34338141G104
M & T BK CORP COMStock$339.2K1,42555261F104
SONOCO PRODS CO COMStock$329.6K5,850835495102
GENERAL MTRS CO COMStock$328.2K4,25837045V100
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETFETF$318.6K2,92078464A300
EBAY INC. COMStock$305.9K2,737278642103
BROADCOM INC COMStock$302.2K800Call11135F901
INVESCO NASDAQ 100 ETFETF$301.2K99446138G649
COCA COLA CO COMStock$287.5K3,538191216100
VANGUARD FTSE DEVELOPED MARKETS ETFETF$285.6K4,008921943858
ORMAT TECHNOLOGIES INC COMStock$284.3K2,611686688102
CORNING INC COMStock$281K1,100Put219350955
SPDR S&P 500 ETFETF$280.9K37678462F103
ISHARES RUSSELL 1000 GROWTH ETFETF$280.7K2,261464287614
STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETFETF$273.2K2,29378464A201
VEEVA SYS INC CL A COMStock$266.2K1,500Call922475908
ISHARES RUSSELL 2000 ETFETF$261.7K871464287655
INVESCO S&P 500 TOP 50 ETFETF$255.3K4,17046137V233
INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETFETF$250.6K6,85546137V290
MECHANICS BANCORP CL AStock$242.6K15,25943785V102
ISHARES U.S. TECHNOLOGY ETFETF$242.2K960464287721
SCHWAB CHARLES CORP COMStock$238.8K2,588808513105
AMERICAN EXPRESS CO COMStock$236.8K700025816109
ISHARES BITCOIN TRUST REGISTEREDETF$230.5K6,92446438F101
TORONTO DOMINION BK ONT COM NEWStock$228K1,878891160509
EXXON MOBIL CORP COMStock$224.2K1,64030233Q108
CHEVRON CORP NEW COMStock$223.8K1,350166764100
ALBEMARLE CORP COMStock$215K1,592012653101
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFETF$205.3K3,65674348A467
ADOBE INC COMStock$205K1,000Call00724F901
JPMORGAN INCOME ETFETF$204.5K4,44046641Q159
SCHWAB SHORT-TERM U.S. TREASURY ETFETF$203.4K8,427808524862
APPLIED MATLS INC COMStock$201K278038222105
VEEVA SYS INC CL A COMStock$188.3K1,061922475108
ZOETIS INC CL AStock$143.7K2,00098978V103
ZOETIS INC CL AStock$71.9K1,000Call98978V903
AUNA S A CLASS AStock$51.6K10,061L0415A103
PAYPAL HLDGS INC COMStock$38.3K88670450Y103
PAYPAL HLDGS INC COMStock$34.5K800Call70450Y903
COMCAST CORP NEW CL AStock$49220030N101
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-17

Burns Matteson Capital Management, LLC — 189 positions reported for 2026Q2 — Tapewire