Burnham & Co LLC

SEC CIK
0002136877

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 11, 2026.SEC

Positions
197
No filing for Q1 2026
Total value
$124.02M
No filing for Q1 2026

Positions

Long positions only. Changes compare share counts with Q1 2026.

Burnham & Co LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
LLYELI LILLY & CO COMStock8,117$9.74M7.85%+8,117NewView
LEUCENTRUS ENERGY CORP CL AStock42,502$7.13M5.75%+42,502NewView
ICLRICON PLCCOM39,507$6.86M5.53%+39,507NewView
NVDANVIDIA CORPORATION COMStock32,199$6.44M5.20%+32,199NewView
AMZNAMAZON COM INC COMStock25,203$6.01M4.84%+25,203NewView
MSFTMICROSOFT CORP COMStock14,386$5.37M4.33%+14,386NewView
GOLDMAN SACHS ETF TR381430230ULTR SHOR BD ETF96,046$4.86M3.92%+96,046New–
AAPLAPPLE INC COMStock16,745$4.85M3.91%+16,745NewView
HNIHNI CORP COMStock99,589$4.02M3.25%+99,589NewView
UPSUNITED PARCEL SVCS INC CL BStock35,746$3.84M3.10%+35,746NewView
SYKSTRYKER CORPORATION COMStock12,107$3.81M3.07%+12,107NewView
GOOGLALPHABET INC CAP STK CL AStock10,055$3.59M2.90%+10,055NewView
ABBVABBVIE INC COMStock12,903$3.25M2.62%+12,903NewView
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF51,400$2.6M2.10%+51,400New–
CEGCONSTELLATION ENERGY CORP COMStock9,752$2.42M1.95%+9,752NewView
IBMINTERNATIONAL BUSINESS MACHS COMStock8,047$2.26M1.82%+8,047NewView
FIDELITY MERRIMACK STR TR316188408LOW DURTIN ETF43,014$2.16M1.74%+43,014New–
SMRNUSCALE PWR CORPCL A COM213,015$2.14M1.72%+213,015NewView
JNJJOHNSON & JOHNSON COMStock7,667$1.95M1.57%+7,667NewView
VSTVISTRA CORP COMStock11,317$1.8M1.45%+11,317NewView
GOLDMAN SACHS ETF TR38149W622S&P 500 PREMIUM31,420$1.75M1.41%+31,420New–
GOOGALPHABET INC CAP STK CL CStock4,415$1.56M1.26%+4,415NewView
UNHUNITEDHEALTH GROUP INC COMStock3,155$1.31M1.06%+3,155NewView
JPMJPMORGAN CHASE & CO COMStock3,955$1.29M1.04%+3,955NewView
XYLXYLEM INCCOM10,901$1.29M1.04%+10,901NewView
ETFIS SER TR I26923G822VIRTUS INFRCAP59,609$1.23M0.99%+59,609New–
CALAMOS ETF TR12811T571AUTOC INCOM ETF40,171$1.09M0.88%+40,171New–
CLHCLEAN HARBORS INCCOM3,580$1.07M0.86%+3,580NewView
ECLECOLAB INC COMStock3,820$1.06M0.86%+3,820NewView
OKLOOKLO INCCOM CL A19,360$1.01M0.82%+19,360NewView
ABTABBOTT LABORATORIES COMStock10,107$917.11K0.74%+10,107NewView
CLSCELESTICA INC COMStock2,500$912K0.74%+2,500NewView
FIRST TR EXCHANGE-TRADED FD33733E690VEST LADDERED43,500$904.37K0.73%+43,500New–
TSLATESLA INC COMStock2,150$904.29K0.73%+2,150NewView
WMTWALMART INC COMStock7,972$902.91K0.73%+7,972NewView
WFCWELLS FARGO & CO COMStock10,675$882.18K0.71%+10,675NewView
MPMP MATERIALS CORPCOM CL A15,625$875.16K0.71%+15,625NewView
COSTCOSTCO WHOLESALE CORPORATION COMStock934$873.73K0.70%+934NewView
DBX ETF TR233051283XTRACKERS SHRT18,975$843.06K0.68%+18,975New–
TMOTHERMO FISHER SCIENTIFIC INC COMStock1,670$837.27K0.68%+1,670NewView
DBX ETF TR23306X811XTRACKERS US 0-126,175$790.09K0.64%+26,175New–
TGTTARGET CORP COMStock5,800$757.54K0.61%+5,800NewView
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF3,577$681.5K0.55%+3,577New–
AMDADVANCED MICRO DEVICES INC COMStock1,125$653.52K0.53%+1,125NewView
PLTRPALANTIR TECHNOLOGIES INC CL AStock5,305$618.93K0.50%+5,305NewView
INVESCO EXCH TRADED FD TR II46138E511PFD ETF55,488$601.49K0.49%+55,488New–
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF12,177$571.6K0.46%+12,177New–
FITBFIFTH THIRD BANCORPCOM10,000$563.7K0.45%+10,000NewView
ETFIS SER TR I26923G707VIRTUS NEWFLEET23,900$548.51K0.44%+23,900New–
INVESCO EXCHANGE TRADED FD T46137V142WATER RES ETF7,900$545.73K0.44%+7,900New–
METAMETA PLATFORMS INC CL AStock963$542.45K0.44%+963NewView
LULULULULEMON ATHLETICA INC COMStock4,180$477.27K0.38%+4,180NewView
ORCLORACLE CORP COMStock2,765$405.21K0.33%+2,765NewView
PNFPPINNACLE FINL PARTNERS INCCOM3,900$393.43K0.32%+3,900NewView
ALPS ETF TR00162Q452ALERIAN MLP6,844$354.86K0.29%+6,844New–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock700$350.27K0.28%+700NewView
ISHARES TR464288687PFD AND INCM SEC10,490$319.85K0.26%+10,490New–
PGPROCTER & GAMBLE CO COMStock1,970$288.88K0.23%+1,970NewView
J P MORGAN EXCHANGE TRADED F46641Q332EQUITY PREMIUM4,300$242.86K0.20%+4,300New–
EPDENTERPRISE PRODS PARTNERS L P COMStock6,400$235.26K0.19%+6,400NewView
PRUPRUDENTIAL FINL INC COMStock2,174$234.64K0.19%+2,174NewView
TFCTRUIST FINL CORPCOM4,500$224.19K0.18%+4,500NewView
ETENERGY TRANSFER L PCOM UT LTD PTN11,441$218.75K0.18%+11,441NewView
RTXRTX CORPORATION COMStock1,150$218.19K0.18%+1,150NewView
BACBANK OF AMER CORP COMStock3,500$199.43K0.16%+3,500NewView
HOODROBINHOOD MKTS INC COM CL AStock1,840$184.52K0.15%+1,840NewView
KEYKEYCORPCOM7,500$172.88K0.14%+7,500NewView
UBSIUNITED BANKSHARES INC WEST VCOM3,544$162.42K0.13%+3,544NewView
FIRST TR EXCHANGE-TRADED FD33734X846NASDAQ CYB ETF1,758$157.96K0.13%+1,758New–
EMREMERSON ELEC CO COMStock1,000$143.15K0.12%+1,000NewView
IRDMIRIDIUM COMMUNICATIONS INCCOM2,600$142.61K0.11%+2,600NewView
HDHOME DEPOT INC COMStock400$141.07K0.11%+400NewView
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF883$140.1K0.11%+883New–
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704ETF694$128.55K0.10%+694New–
GEVGE VERNOVA INC COMStock100$117.49K0.09%+100NewView
SCHWAB U.S. LARGE-CAP ETF808524201ETF3,889$114.44K0.09%+3,889New–
OHIOMEGA HEALTHCARE INVS INCCOM2,400$114.43K0.09%+2,400NewView
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF944$112.83K0.09%+944New–
ISHARES S&P 500 GROWTH ETF464287309ETF800$110.02K0.09%+800New–
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242ETF1,000$109.07K0.09%+1,000New–
CMGCHIPOTLE MEXICAN GRILL INCCOM3,107$105.64K0.09%+3,107NewView
GLOBAL X FDS37954Y632ARTIFICIAL ETF1,557$102.16K0.08%+1,557New–
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK575$98.25K0.08%+575NewView
VVISA INC COM CL AStock280$96.07K0.08%+280NewView
SERIES PORTFOLIOS TR81752T437INFRASTRUCTURE C1,900$95.8K0.08%+1,900New–
HBANHUNTINGTON BANCSHARES INCCOM5,300$93.97K0.08%+5,300NewView
CSXCSX CORP COMStock1,950$92.68K0.07%+1,950NewView
MCOMOODYS CORP COMStock200$90.58K0.07%+200NewView
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852ETF836$89.56K0.07%+836New–
SMCISUPER MICRO COMPUTER INC COM NEWStock3,000$87.99K0.07%+3,000NewView
WALWESTERN ALLIANCE BANCORPCOM1,000$82.2K0.07%+1,000NewView
INVESCO QQQ TRUST SERIES I46090E103ETF110$81K0.07%+110New–
PFGPRINCIPAL FINANCIAL GROUP INCOM750$80.84K0.07%+750NewView
AJGGALLAGHER ARTHUR J & COCOM332$76.22K0.06%+332NewView
ISHARES CORE S&P MID-CAP ETF464287507ETF980$75.57K0.06%+980New–
ACNACCENTURE PLC IRELAND SHS CLASS AStock600$74.66K0.06%+600NewView
XOMEXXON MOBIL CORPCOM531$72.6K0.06%+531NewView
ISHARES CORE DIVIDEND GROWTH ETF46434V621ETF950$72K0.06%+950New–
GLDSPDR GOLD SHARESETF193$71.1K0.06%+193NewView
2X ETHER ETF92864M798ETF6,032$68.82K0.06%+6,032New–

13F filings by quarter

Burnham & Co LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 11, 2026197$124.02M–SEC