MondegarAI
Burns Matteson Capital Management, LLC

Q2 2024 · 13F-HR

Burns Matteson Capital Management, LLCholdings as filed

Filed 2024-07-09 · accession 0001894164-24-000005

$159.1M
Reported value
157
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
219350105GLWCORNING INC COM$16.0M10.0%837,733CommonSOLE
69374H881COWZPACER US CASH COWS 100 ETF$9.9M6.20%181,120CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$9.5M5.99%150,012CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$6.4M4.05%82,924CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROWTH ETF$6.2M3.91%29,024CommonSOLE
46137V472XMHQINVESCO S&P MIDCAP QUALITY ETF$5.3M3.31%54,354CommonSOLE
46138E354SPLVINVESCO S&P 500 LOW VOLATILITY ETF$4.7M2.94%71,936CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROWTH ETF$4.0M2.51%36,176CommonSOLE
594918104MSFTMICROSOFT CORP COM$3.9M2.45%8,711CommonSOLE
962166104WYWEYERHAEUSER (PLUM CREEK TIMBER)$3.5M2.21%123,962CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC COM$3.3M2.05%95,024CommonSOLE
97717X669DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND$3.1M1.97%40,137CommonSOLE
92189F643MOATVANECK MORNINGSTAR WIDE MOAT ETF$3.1M1.95%35,882CommonSOLE
78463V107GLDSPDR GOLD SHARES$2.8M1.75%12,976CommonSOLE
808524300SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$2.8M1.75%27,628CommonSOLE
023135106AMZNAMAZON COM INC COM$2.6M1.64%13,503CommonSOLE
922908769VTIVANGUARD TOTAL STOCK INDEX$2.4M1.48%8,802CommonSOLE
756109104OREALTY INCOME CORP COM$2.3M1.42%47,572CommonSOLE
464287440IEFISHARES 7-10 YEAR TREASURY BOND ETF$2.0M1.27%21,618CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$2.0M1.25%16,069CommonSOLE
037833100AAPLAPPLE INC COM$1.8M1.12%8,460CommonSOLE
46137V324RSPNINVESCO S&P 500 INDUSTRIALS ETF$1.6M0.98%34,246CommonSOLE
866674104SUISUN COMMUNITIES INC$1.5M0.96%12,651CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$1.4M0.89%3,210CommonSOLE
46435G433SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF$1.4M0.89%37,778CommonSOLE
532457108LLYLILLY ELI & CO COM$1.3M0.83%1,452CommonSOLE
92276F100VTRVENTAS HEALTHCARE INC COM$1.2M0.77%24,005CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$1.1M0.66%14,295CommonSOLE
464287671IUSGISHARES CORE S&P U.S. GROWTH ETF$1.0M0.66%8,220CommonSOLE
464288562REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF$1.0M0.65%13,409CommonSOLE
922908611VBRVANGUARD SMALL-CAP VALUE INDEX$1.0M0.64%5,611CommonSOLE
69374H766INDSPACER INDUSTRIAL REAL ESTATE$981,5150.62%25,952CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$959,0790.60%14,236CommonSOLE
30303M102METAFACEBOOK INC CL A$907,8190.57%1,800CommonSOLE
97717X594IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND$907,3420.57%19,902CommonSOLE
316188309FBNDFIDELITY TOTAL BOND ETF$906,4160.57%20,174CommonSOLE
69374H303PTNQPACER TRENDPILOT 100 ETF$905,1620.57%12,556CommonSOLE
808524508SCHMSCHWAB U.S. MID-CAP ETF$900,0890.57%11,565CommonSOLE
46266C105IQVIQVIA HLDGS INC COM$842,1660.53%3,983CommonSOLE
G29183103ETNEATON CORP PLC SHS$838,1190.53%2,673CommonSOLE
46434V803HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF$826,2980.52%23,240CommonSOLE
12514G108CDWCDW CORP COM$753,8930.47%3,368CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$748,6850.47%2,910CommonSOLE
922908538VOTVANGUARD MID-CAP GROWTH INDEX FUND$742,8160.47%3,236CommonSOLE
46435G672IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND FUND$736,8330.46%14,760CommonSOLE
58155Q103MCKMCKESSON CORP COM$725,9690.46%1,243CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$712,5670.45%3,912CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$701,0330.44%2,937CommonSOLE
216648501COOCOOPER COS INC COM$697,9640.44%7,995CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$681,6170.43%9,626CommonSOLE
303250104FICOFAIR ISAAC CORP COM$671,3860.42%451CommonSOLE
907818108UNPUNION PAC CORP COM$654,8430.41%2,894CommonSOLE
872540109TJXTJX COS INC NEW COM$645,2120.41%5,860CommonSOLE
46090E103QQQINVESCO QQQ TRUST$638,2750.40%1,332CommonSOLE
98978V103ZTSZOETIS INC CL A$602,5990.38%3,476CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$585,8820.37%3,014CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$572,3680.36%1,407CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$561,9620.35%1,124CommonSOLE
92840M102VSTVISTRA CORP COM$519,1470.33%6,038CommonSOLE
002896207ANFABERCROMBIE & FITCH CO CL A$494,0400.31%2,778CommonSOLE
88033G407THCTENET HEALTHCARE CORP COM NEW$463,6100.29%3,485CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$457,1280.29%811CommonSOLE
02209S103MOALTRIA GROUP INC COM$456,6790.29%10,026CommonSOLE
278865100ECLECOLAB INC COM$452,9140.28%1,903CommonSOLE
22266T109CPNGCOUPANG INC CL A$420,8650.26%20,089CommonSOLE
093671105HRBBLOCK H & R INC COM$414,6430.26%7,646CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$405,5530.25%1,793CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$402,7990.25%3,975CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC COM$402,3170.25%2,343CommonSOLE
464288760ITAISHARES U.S. AEROSPACE & DEFENSE ETF$399,8560.25%3,028CommonSOLE
227046109CROXCROCS INC COM$394,3300.25%2,702CommonSOLE
910047109UALUNITED AIRLS HLDGS INC COM$392,5890.25%8,068CommonSOLE
366651107ITGARTNER INC COM$387,0900.24%862CommonSOLE
H11356104BGBUNGE GLOBAL SA COM SHS$383,3040.24%3,590CommonSOLE
624756102MLIMUELLER INDS INC COM$383,1270.24%6,729CommonSOLE
247361702DALDELTA AIR LINES INC DEL COM NEW$379,7570.24%8,005CommonSOLE
457187102INGRINGREDION INC COM$378,8540.24%3,303CommonSOLE
444859102HUMHUMANA INC COM$375,8920.24%1,006CommonSOLE
88579Y101MMM3M CO COM$375,1390.24%3,671CommonSOLE
37045V100GMGENERAL MTRS CO COM$373,6780.23%8,043CommonSOLE
253393102DKSDICKS SPORTING GOODS INC COM$373,4090.23%1,738CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC CL B$367,8260.23%1,989CommonSOLE
G6095L109APTIV PLC SHS$364,4240.23%5,175CommonSOLE
126650100CVSCVS HEALTH CORP COM$358,3170.23%6,067CommonSOLE
23918K108DVADAVITA INC COM$357,7880.22%2,582CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$356,8640.22%764CommonSOLE
783549108RRYDER SYS INC COM$356,8120.22%2,880CommonSOLE
345370860FFORD MTR CO DEL COM$350,2800.22%27,933CommonSOLE
036752103ELVELEVANCE HEALTH INC COM$349,5000.22%645CommonSOLE
00912X302ALAIR LEASE CORP CL A$340,0300.21%7,154CommonSOLE
887389104TKRTIMKEN CO COM$339,8310.21%4,241CommonSOLE
231021106CMICUMMINS INC COM$339,2390.21%1,225CommonSOLE
876030107TPRTAPESTRY INC COM$336,7570.21%7,870CommonSOLE
688239201OSKOSHKOSH CORP COM$334,9870.21%3,096CommonSOLE
00162Q387OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF$334,5890.21%6,743CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$328,7140.21%2,402CommonSOLE
03073E105CORCENCORA INC COM$327,3610.21%1,453CommonSOLE
501044101KRKROGER CO COM$326,2430.21%6,534CommonSOLE
808524839SCHZSCHWAB US AGGREGATE BOND ETF$326,1830.20%7,156CommonSOLE
670837103OGEOGE ENERGY CORP COM$325,1910.20%9,109CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL COM$324,4560.20%7,301CommonSOLE
808524862SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF$318,2450.20%6,612CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS$316,7620.20%16,858CommonSOLE
125523100CITHE CIGNA GROUP COM$313,0500.20%947CommonSOLE
14149Y108CAHCARDINAL HEALTH INC COM$312,7560.20%3,181CommonSOLE
983134107WYNNWYNN RESORTS LTD COM$307,6120.19%3,437CommonSOLE
806407102HSICHENRY SCHEIN INC COM$307,3600.19%4,795CommonSOLE
15135B101CNCCENTENE CORP DEL COM$305,9080.19%4,614CommonSOLE
88160R101TSLATESLA INC COM$298,0070.19%1,506CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$297,2420.19%1,508CommonSOLE
670100205NVONOVO-NORDISK A S ADR$297,1850.19%2,082CommonSOLE
902681105UGIUGI CORP NEW COM$295,9830.19%12,925CommonSOLE
001084102AGCOAGCO CORP COM$293,7380.18%3,001CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS INC COM$292,0550.18%14,632CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$291,0960.18%7,009CommonSOLE
553530106MSMMSC INDL DIRECT INC CL A$290,8300.18%3,667CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$289,1250.18%1,429CommonSOLE
071813109BAXBAXTER INTL INC COM$287,2020.18%8,586CommonSOLE
78462F103SPYSPDR S&P 500 ETF$286,5770.18%527CommonSOLE
35473P108DIVIFRANKLIN/LIBERTYQ INTL EQUITY HEDGED ETF$281,0630.18%8,991CommonSOLE
191216100KOCOCA COLA CO COM$275,4140.17%4,327CommonSOLE
001055102AFLAFLAC INC COM$274,8070.17%3,077CommonSOLE
934423104WBDDISCOVERY INC COM SER A$269,0820.17%36,167CommonSOLE
78464A300SLYVSPDR S&P 600 SMALL CAP VALUE ETF$259,7540.16%3,317CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$246,2970.15%1,214CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$244,7470.15%1,334CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$240,0350.15%2,085CommonSOLE
166764100CVXCHEVRON CORP NEW COM$239,3230.15%1,530CommonSOLE
46641Q159JPIEJPMORGAN INCOME ETF$234,0450.15%5,148CommonSOLE
11135F101AVGOBROADCOM INC COM$233,3480.15%145CommonSOLE
808524870SCHPSCHWAB U.S. TIPS ETF$229,5350.14%4,413CommonSOLE
880779103TEXTEREX CORP NEW COM$222,2670.14%4,053CommonSOLE
452327109ILMNILLUMINA INC COM$221,4940.14%2,122CommonSOLE
78464A201SLYGSPDR S&P 600 SMALL CAP GROWTH ETF$218,4280.14%2,544CommonSOLE
922020805VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF$216,2210.14%4,454CommonSOLE
55261F104MTBM & T BK CORP COM$215,5790.14%1,424CommonSOLE
05464C101AXONAXON ENTERPRISE INC COM$214,7950.13%730CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$213,9170.13%221CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC COM$207,2960.13%253CommonSOLE
29977A105EVREVERCORE INC CLASS A$206,7630.13%992CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$206,3130.13%566CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$205,7790.13%607CommonSOLE
46137V233XLGINVESCO S&P 500 TOP 50 ETF$203,9990.13%4,459CommonSOLE
29605J106ESABESAB CORP$202,9300.13%2,149CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS$138,7040.09%12,843CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$120,7410.08%12,038CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS$117,9450.07%10,328CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD SPONSORED ADR$110,3980.07%12,039CommonSOLE
00287Y109ABBVABBVIE INC COM$96,5880.06%11,328CommonSOLE
151290889CXCEMEX SAB DE CV SPON ADR NEW$94,2840.06%14,755CommonSOLE
65535H208NMRNOMURA HLDGS INC SPONSORED ADR$93,9880.06%16,261CommonSOLE
0076CA104AEGAEGON N V NY REGISTRY SHS$79,7940.05%13,017CommonSOLE
09075A108BVSBIOVENTUS INC COM CL A$66,8670.04%11,629CommonSOLE
68622D106AACQGBPORIGIN MATERIALS INC COM$65,7950.04%73,000CommonSOLE
51819L107SWIMLATHAM GROUP INC COM$49,1130.03%16,209CommonSOLE
281020107EIXEDISON INTL COM$36,9000.02%36,900CommonSOLE
921910840MGVVANGUARD MEGA CAP VALUE ETF$11,1920.01%11,192CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.