| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CORNING INC COM | 15 | Q2 2024 | 10.0% |
| INVESCO S&P 500 LOW VOLATILITY ETF | 15 | Q2 2024 | 13.7% |
| WEYERHAEUSER (PLUM CREEK TIMBER) | 15 | Q2 2024 | 6.9% |
| OMEGA HEALTHCARE INVS INC COM | 15 | Q2 2024 | 11.3% |
| SCHWAB US DIVIDEND EQUITY ETF | 15 | Q2 2024 | 4.6% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | 15 | Q2 2024 | 3.9% |
| REALTY INCOME CORP COM | 15 | Q2 2024 | 3.7% |
| SUN COMMUNITIES INC | 15 | Q2 2024 | 3.4% |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 15 | Q2 2024 | 3.1% |
| VENTAS HEALTHCARE INC COM | 15 | Q2 2024 | 2.8% |
View Burns Matteson Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-09 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-12-12 |
| 13F-HR | 2023-12-12 |
| 13F-HR | 2023-12-12 |
| 13F-HR | 2023-12-12 |
| 13F-HR | 2023-12-12 |
View Burns Matteson Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.