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Burns Matteson Capital Management

Latest statistics and disclosures from Burns Matteson Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLW, Acco Brands, SPHQ, COWZ, SPIB, and represent 33.45% of Burns Matteson Capital Management's stock portfolio.
Added to shares of these 10 stocks: Acco Brands (+$29M), SPIB, IGIB, Apple Inc option, Ventas Inc call, AXTA, MOH, THC, VTRS, CAH.
Started 62 new stock positions in Abbvie, COR, Abbvie, AOS, BABA, CHRW, MTG, Homestreet, JNJ, ABVX.
Reduced shares in these 10 stocks: , Ishares Silver Trust, Powershares Qqq Etf Put Opt 01/19 154.0 put, IEF, GLD, APP, MU, , MPWR, UBER.
Sold out of its positions in ADT, APPF, APP, BYD, EAT, CRUS, CMCSA, Corning Inc option, Corning Inc option, CPNG.
Burns Matteson Capital Management was a net buyer of stock by $27M.
Burns Matteson Capital Management has $285M in assets under management (AUM), dropping by 12.82%.
Central Index Key (CIK): 0001894164

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Portfolio Holdings for Burns Matteson Capital Management

Burns Matteson Capital Management holds 199 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Corning Stock (GLW)	10.3	$29M		767k	38.21	View chart
Acco Brands Corp Stock Put Option	10.3	$29M	NEW	2.0k	14661.32	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	5.9	$17M		223k	75.05	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	3.9	$11M	-3%	183k	60.17	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	3.2	$9.1M	+59%	269k	33.81	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	3.2	$9.0M	+60%	167k	53.88	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	3.1	$8.9M		32k	276.94	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	2.4	$6.9M		253k	27.43	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	2.2	$6.4M		62k	102.42	View chart
Spdr Gold Shares Etf (GLD)	2.0	$5.8M	-18%	15k	396.31	View chart
Wisdomtree Dynamic International Equity Fund Etf (DDWM)	1.7	$4.9M	+2%	112k	43.54	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.7	$4.8M		35k	136.94	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	1.6	$4.6M		52k	89.43	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.6	$4.6M		141k	32.62	View chart
Amazon Stock (AMZN)	1.5	$4.3M	+6%	19k	230.82	View chart
Omega Healthcare Invs Reit (OHI)	1.4	$4.1M		92k	44.34	View chart
Nvidia Corporation Stock (NVDA)	1.4	$4.0M	-12%	22k	186.50	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	1.4	$4.0M		56k	71.42	View chart
Microsoft Corp Stock (MSFT)	1.4	$3.9M	-7%	8.1k	483.64	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	1.3	$3.8M	+3%	91k	41.36	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.3	$3.6M	-10%	35k	103.56	View chart
Vanguard Total Stock Index Etf (VTI)	1.1	$3.1M		9.2k	335.27	View chart
Apple Stock (AAPL)	1.1	$3.0M	+9%	11k	271.86	View chart
Apple Stock Put Option	1.0	$2.7M	NEW	4.0k	681.92	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$2.2M	-17%	7.1k	312.99	View chart
Unitedhealth Group Stock (UNH)	0.7	$2.1M	-19%	6.5k	330.11	View chart
Realty Income Corp Reit (O)	0.7	$2.1M		42k	50.09	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.6	$1.9M	-3%	22k	82.64	View chart
Sun Communities Reit (SUI)	0.6	$1.8M	+40%	15k	123.91	View chart
Amphenol Corp New Cl A Stock (APH)	0.5	$1.5M	-3%	11k	135.14	View chart
Facebook Inc Cl A Stock (META)	0.5	$1.5M	-25%	2.3k	660.04	View chart
Invesco S&p 500 Industrials Etf Etf (RSPN)	0.5	$1.5M	-8%	27k	56.63	View chart
Ishares Msci Usa Small-cap Min Vol Factor Etf Etf (SMMV)	0.5	$1.5M		34k	43.33	View chart
Weyerhaeuser Reit (WY)	0.5	$1.4M	-5%	58k	23.69	View chart
Ventas Healthcare Reit (VTR)	0.5	$1.3M		17k	77.38	View chart
Ventas Healthcare Reit Call Option	0.5	$1.3M	NEW	20k	64.42	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.4	$1.3M	-2%	7.5k	167.94	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$1.1M	-4%	2.0k	570.88	View chart
Cardinal Health Stock (CAH)	0.4	$1.1M	+182%	5.4k	205.50	View chart
Schwab Charles Corp Stock (SCHW)	0.4	$1.0M	-4%	10k	99.91	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.4	$1.0M		34k	30.07	View chart
Vanguard Small-cap Value Index Etf (VBR)	0.3	$981k	-3%	4.6k	211.78	View chart
United Airls Hldgs Stock (UAL)	0.3	$974k		8.7k	111.82	View chart
Nrg Energy Stock (NRG)	0.3	$967k	+108%	6.1k	159.24	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$960k		5.4k	177.75	View chart
Lilly Eli & Co Stock (LLY)	0.3	$883k		822.00	1074.21	View chart
Invesco S&p 500 Equal Weight Real Estate Etf Etf (RSPR)	0.3	$882k	-2%	26k	33.63	View chart
Broadcom Stock (AVGO)	0.3	$852k	-3%	2.5k	346.17	View chart
Pacer Industrial Real Estate Etf (INDS)	0.3	$811k	-4%	22k	36.68	View chart
Vanguard Mid-cap Growth Index Fund Etf (VOT)	0.3	$791k	-6%	2.8k	279.15	View chart
Axalta Coating Sys Stock (AXTA)	0.3	$780k	NEW	24k	32.31	View chart
Molina Healthcare Stock (MOH)	0.3	$768k	NEW	4.4k	173.54	View chart
Tenet Healthcare Corp Stock (THC)	0.3	$757k	NEW	3.8k	198.72	View chart
Invesco Qqq Trust Etf (QQQ)	0.3	$750k	-4%	1.2k	614.55	View chart
Viatris Stock (VTRS)	0.3	$728k	NEW	59k	12.45	View chart
Fedex Corp Stock (FDX)	0.2	$712k	NEW	2.5k	288.86	View chart
Fedex Corp Stock Call Option	0.2	$694k	NEW	4.0k	173.54	View chart
Berkshire Hathaway Class B Stock (BRK.B)	0.2	$692k	+6%	1.4k	502.65	View chart
Biogen Stock (BIIB)	0.2	$690k	NEW	3.9k	175.99	View chart
Ishares Core International Aggregate Bond Fund Etf (IAGG)	0.2	$687k		14k	50.01	View chart
C H Robinson Worldwide Stock (CHRW)	0.2	$681k	NEW	4.2k	160.76	View chart
Eaton Corp Stock (ETN)	0.2	$679k	-3%	2.1k	318.51	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.2	$669k	-9%	8.1k	82.50	View chart
Nextera Energy Stock (NEE)	0.2	$668k		8.3k	80.28	View chart
Synchrony Financial Stock (SYF)	0.2	$666k	NEW	8.0k	83.43	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$656k		2.0k	322.29	View chart
International Business Machs Stock (IBM)	0.2	$646k	+84%	2.2k	296.21	View chart
Embraer Adr (EMBJ)	0.2	$641k	+9%	10k	64.37	View chart
Delta Air Lines Inc Del Stock (DAL)	0.2	$625k	+3%	9.0k	69.40	View chart
Allstate Corp Stock (ALL)	0.2	$617k	NEW	3.0k	208.15	View chart
Old Rep Intl Corp Stock (ORI)	0.2	$616k	NEW	14k	45.64	View chart
Cvs Health Corp Stock (CVS)	0.2	$615k	NEW	7.7k	79.36	View chart
Iqvia Hldgs Stock (IQV)	0.2	$603k	-6%	2.7k	225.41	View chart
Edison Intl Stock (EIX)	0.2	$602k	+25%	46k	13.00	View chart
Ugi Corp Stock (UGI)	0.2	$600k	NEW	16k	37.43	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$596k		13k	46.04	View chart
Regions Financial Corp Stock (RF)	0.2	$588k	NEW	22k	27.10	View chart
Zions Bancorporation N A Stock (ZION)	0.2	$587k	NEW	10k	58.54	View chart
Mgic Invt Corp Wis Stock (MTG)	0.2	$586k	NEW	20k	29.22	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.2	$586k	NEW	1.7k	350.55	View chart
3M Stock (MMM)	0.2	$586k	+75%	3.7k	160.10	View chart
Aes Corp Stock (AES)	0.2	$585k	NEW	41k	14.34	View chart
Cencora Stock (COR)	0.2	$584k	NEW	1.7k	337.75	View chart
Synovus Finl Corp Stock (SNV)	0.2	$583k	NEW	12k	50.05	View chart
Toro Stock (TTC)	0.2	$579k	NEW	7.4k	78.72	View chart
Hancock Whitney Corporation Stock (HWC)	0.2	$576k	NEW	9.0k	63.68	View chart
Mckesson Corp Stock (MCK)	0.2	$575k	NEW	701.00	820.29	View chart
Tjx Cos Stock (TJX)	0.2	$575k	-2%	3.7k	153.60	View chart
Travelers Companies Stock (TRV)	0.2	$574k	NEW	2.0k	290.06	View chart
Ameris Bancorp Stock (ABCB)	0.2	$572k	NEW	7.7k	74.27	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$570k	-4%	909.00	627.23	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$564k	NEW	1.9k	303.89	View chart
Expeditors Intl Wash Stock (EXPD)	0.2	$564k	+4%	3.8k	149.01	View chart
Hanover Ins Group Stock (THG)	0.2	$560k	NEW	3.1k	182.77	View chart
Wesco Intl Stock (WCC)	0.2	$558k	+4%	2.3k	244.64	View chart
Banco Bilbao Vizcaya Argentari Adr (BBVA)	0.2	$553k	+9%	24k	23.31	View chart
Western Alliance Bancorp Stock (WAL)	0.2	$541k	NEW	6.4k	84.07	View chart
Union Pac Corp Stock (UNP)	0.2	$536k		2.3k	231.31	View chart
Graphic Packaging Hldg Stock (GPK)	0.2	$535k	NEW	36k	15.06	View chart
Humana Stock (HUM)	0.2	$535k	NEW	2.1k	256.13	View chart
Cadence Design System Stock (CDNS)	0.2	$535k	-4%	1.7k	312.58	View chart
Main Str Cap Corp Cef (MAIN)	0.2	$533k	NEW	8.8k	60.39	View chart
Avantor Stock (AVTR)	0.2	$532k	NEW	46k	11.46	View chart
Maximus Stock (MMS)	0.2	$532k	NEW	6.2k	86.32	View chart
The Cigna Group Stock (CI)	0.2	$518k	NEW	1.9k	275.23	View chart
The Cigna Group Stock Put Option	0.2	$516k	NEW	2.9k	177.75	View chart
Smith A O Corp Stock (AOS)	0.2	$514k	NEW	7.7k	66.88	View chart
Timken Stock (TKR)	0.2	$512k	+5%	6.1k	84.13	View chart
Bank Ozk Stock (OZK)	0.2	$511k	NEW	11k	46.02	View chart
Automatic Data Processing Stock (ADP)	0.2	$510k	-3%	2.0k	257.23	View chart
Ryder Sys Stock (R)	0.2	$509k	+2%	2.7k	191.40	View chart
Harmony Gold Mining Adr (HMY)	0.2	$498k	+9%	25k	19.90	View chart
Bank New York Mellon Corp Stock (BK)	0.2	$494k		4.3k	116.09	View chart
Gold Fields Adr (GFI)	0.2	$491k	+10%	11k	43.66	View chart
Dt Midstream Stock (DTM)	0.2	$475k		4.0k	119.68	View chart
Oshkosh Corp Stock (OSK)	0.2	$475k	+3%	3.8k	125.63	View chart
Curtiss Wright Corp Stock (CW)	0.2	$471k	+5%	855.00	551.27	View chart
Vornado Rlty Tr Sh Ben Int Reit (VNO)	0.2	$467k	NEW	14k	33.28	View chart
Tesla Stock (TSLA)	0.2	$461k	-13%	1.0k	449.75	View chart
Barclays Adr (BCS)	0.2	$461k	+10%	18k	25.45	View chart
Roper Technologies Stock (ROP)	0.2	$459k	-5%	1.0k	445.13	View chart
Cooper Cos Stock (COO)	0.2	$455k	-5%	5.6k	81.96	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$450k	+10%	4.5k	99.19	View chart
United Parcel Service Inc Cl B Stock Put Option	0.2	$448k	NEW	2.4k	186.50	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$427k	+5%	882.00	483.67	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.1	$419k	+9%	26k	15.86	View chart
Fair Isaac Corp Stock (FICO)	0.1	$419k		248.00	1690.62	View chart
Sibanye Stillwater Adr (SBSW)	0.1	$413k	+9%	29k	14.25	View chart
Johnson & Johnson Stock (JNJ)	0.1	$413k	NEW	2.0k	206.95	View chart
Constellation Energy Corp Stock (CEG)	0.1	$389k		1.1k	353.33	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.1	$388k		6.7k	57.70	View chart
Roivant Sciences Stock (ROIV)	0.1	$382k	NEW	18k	21.70	View chart
Compania De Minas Buenaventura Adr (BVN)	0.1	$377k	+10%	14k	27.83	View chart
China Yuchai Intl Stock (CYD)	0.1	$374k	+11%	11k	35.50	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$374k	-8%	1.7k	214.63	View chart
Axon Enterprise Stock (AXON)	0.1	$368k		647.00	567.93	View chart
Newmont Corp Stock (NEM)	0.1	$367k		3.7k	99.85	View chart
Abivax Sa Adr (ABVX)	0.1	$362k	NEW	2.7k	134.85	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$357k	-13%	1.1k	313.72	View chart
Vistra Corp Stock (VST)	0.1	$354k		2.2k	161.33	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$350k	+100%	2.4k	143.96	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$347k		1.1k	314.84	View chart
Franklin/libertyq Intl Equity Hedged Etf Etf (DIVI)	0.1	$337k		8.7k	38.89	View chart
Ecolab Stock (ECL)	0.1	$334k	-5%	1.3k	262.52	View chart
Up Fintech Hldg Adr (TIGR)	0.1	$328k	+10%	34k	9.56	View chart
Korea Elec Pwr Corp Adr (KEP)	0.1	$327k	+11%	20k	16.50	View chart
Spdr S&p 500 Etf Etf (SPY)	0.1	$325k	-8%	477.00	681.92	View chart
Ryanair Holdings Adr (RYAAY)	0.1	$323k	+10%	4.5k	72.19	View chart
Ryanair Holdings Adr Call Option	0.1	$322k	NEW	5.0k	64.42	View chart
Medpace Hldgs Stock (MEDP)	0.1	$320k	NEW	570.00	561.65	View chart
21vianet Group Inc Sponsored Ads A Adr (VNET)	0.1	$319k	+11%	38k	8.46	View chart
Cintas Corp Stock (CTAS)	0.1	$311k	+46%	1.7k	188.07	View chart
Cemex Sab De Cv Adr (CX)	0.1	$309k	+7%	27k	11.49	View chart
Ascendis Pharma A/s Adr (ASND)	0.1	$305k	+10%	1.4k	213.24	View chart
Palo Alto Networks Stock (PANW)	0.1	$301k		1.6k	184.23	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$296k	-4%	2.4k	125.82	View chart
Zoetis Inc Cl A Stock Call Option	0.1	$290k	NEW	4.5k	64.42	View chart
Goldman Sachs Group Stock (GS)	0.1	$289k		329.00	879.00	View chart
Futu Hldgs Ltd Spon Ads Cl A Adr (FUTU)	0.1	$288k	+11%	1.8k	164.21	View chart
M & T Bk Corp Stock (MTB)	0.1	$287k		1.4k	201.48	View chart
Sumitomo Mitsui Finl Group Adr (SMFG)	0.1	$286k	+10%	15k	19.33	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$279k	-3%	1.1k	258.79	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.1	$277k	NEW	8.9k	31.21	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$277k		3.0k	90.97	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$276k		4.4k	62.47	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$268k		566.00	473.30	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.1	$266k	+9%	2.1k	127.57	View chart
Motorola Solutions Stock (MSI)	0.1	$260k	-2%	677.00	383.32	View chart
American Express Stock (AXP)	0.1	$259k		700.00	369.95	View chart
Coca Cola Stock (KO)	0.1	$254k	+4%	3.6k	69.91	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$251k	-14%	994.00	252.92	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$247k		4.2k	59.28	View chart
British Amern Tob Adr (BTI)	0.1	$242k	+7%	4.3k	56.62	View chart
Telefonica Brasil Sa Adr (VIV)	0.1	$239k	+6%	20k	11.86	View chart
Ebay Stock (EBAY)	0.1	$234k		2.7k	87.10	View chart
Genmab A/s Adr (GMAB)	0.1	$234k	NEW	7.6k	30.80	View chart
Mechanics Bancorp Cl A Stock (MCHB)	0.1	$226k	+2%	15k	14.63	View chart
Mechanics Bancorp Cl A Stock Call Option	0.1	$226k	NEW	3.5k	64.42	View chart
Sony Corp Adr (SONY)	0.1	$223k	NEW	8.7k	25.60	View chart
Walmart Stock (WMT)	0.1	$219k	NEW	2.0k	111.41	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.1	$218k		2.3k	94.19	View chart
Veon Adr (VEON)	0.1	$211k	+3%	4.0k	52.57	View chart
Chevron Corp Stock (CVX)	0.1	$210k		1.4k	152.41	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$209k	NEW	1.7k	120.35	View chart
Bk Of America Corp Stock (BAC)	0.1	$209k	NEW	3.8k	55.00	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$208k		843.00	246.16	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$207k	NEW	1.4k	146.58	View chart
Jpmorgan Income Etf Etf (JPIE)	0.1	$206k		4.4k	46.29	View chart
Argenx Se Adr (ARGX)	0.1	$203k	NEW	241.00	840.95	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$203k		8.7k	23.37	View chart
Schwab Us Aggregate Bond Etf Etf Call Option	0.1	$193k	NEW	3.0k	64.42	View chart
Aegon N V Ny Registry Adr (AEG)	0.1	$192k	+3%	25k	7.71	View chart
Ishares Silver Trust Etf (SLV)	0.1	$177k	-24%	2.7k	64.42	View chart
Ishares Silver Trust Etf Put Option	0.1	$161k	NEW	4.2k	38.21	View chart
Abbvie Stock (ABBV)	0.0	$125k		11k	11.04	View chart
Abbvie Stock Call Option	0.0	$64k	NEW	1.0k	64.42	View chart
Abbvie Stock Put Option	0.0	$54k	NEW	1.4k	38.21	View chart
Acco Brands Corp Stock (ACCO)	0.0	$50k	NEW	13k	3.73	View chart
Origin Materials Stock (ORGN)	0.0	$16k		73k	0.21	View chart

Past Filings by Burns Matteson Capital Management

SEC 13F filings are viewable for Burns Matteson Capital Management going back to 2023

Burns Matteson Capital Management 2025 Q4 filed Jan. 15, 2026
Burns Matteson Capital Management 2025 Q3 filed Oct. 16, 2025
Burns Matteson Capital Management 2025 Q2 filed July 15, 2025
Burns Matteson Capital Management 2025 Q1 filed May 2, 2025
Burns Matteson Capital Management 2024 Q4 filed Jan. 29, 2025
Burns Matteson Capital Management 2024 Q3 filed Oct. 10, 2024
Burns Matteson Capital Management 2024 Q2 filed July 9, 2024
Burns Matteson Capital Management 2024 Q1 filed May 14, 2024
Burns Matteson Capital Management 2023 Q3 filed Jan. 12, 2024
Burns Matteson Capital Management 2023 Q4 filed Jan. 12, 2024
Burns Matteson Capital Management 2020 Q4 filed Dec. 12, 2023
Burns Matteson Capital Management 2021 Q1 filed Dec. 12, 2023
Burns Matteson Capital Management 2021 Q2 filed Dec. 12, 2023
Burns Matteson Capital Management 2021 Q3 filed Dec. 12, 2023
Burns Matteson Capital Management 2021 Q4 filed Dec. 12, 2023
Burns Matteson Capital Management 2022 Q1 filed Dec. 12, 2023

View all past filings

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