MondegarAI
Burns Matteson Capital Management, LLC

Q4 2024 · 13F-HR

Burns Matteson Capital Management, LLCholdings as filed

Filed 2025-01-29 · accession 0001894164-25-000001

$178.3M
Reported value
161
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
219350105GLWCORNING INC COM$14.5M8.15%733,967CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$13.3M7.46%198,520CommonSOLE
69374H881COWZPACER US CASH COWS 100 ETF$10.3M5.78%182,450CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROWTH ETF$7.0M3.93%29,813CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$6.5M3.67%239,658CommonSOLE
46137V472XMHQINVESCO S&P MIDCAP QUALITY ETF$5.5M3.10%56,162CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROWTH ETF$4.5M2.54%35,701CommonSOLE
46138E354SPLVINVESCO S&P 500 LOW VOLATILITY ETF$4.4M2.47%62,999CommonSOLE
92189F643MOATVANECK MORNINGSTAR WIDE MOAT ETF$4.3M2.41%46,427CommonSOLE
97717X669DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND$4.2M2.35%51,749CommonSOLE
023135106AMZNAMAZON COM INC COM$4.1M2.28%18,540CommonSOLE
594918104MSFTMICROSOFT CORP COM$4.0M2.25%9,501CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC COM$3.6M2.00%94,138CommonSOLE
78463V107GLDSPDR GOLD SHARES$3.1M1.73%12,723CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$3.0M1.66%22,013CommonSOLE
962166104WYWEYERHAEUSER (PLUM CREEK TIMBER)$2.8M1.57%99,627CommonSOLE
808524300SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$2.8M1.57%100,381CommonSOLE
037833100AAPLAPPLE INC COM$2.7M1.52%10,853CommonSOLE
922908769VTIVANGUARD TOTAL STOCK INDEX$2.5M1.43%8,776CommonSOLE
464287440IEFISHARES 7-10 YEAR TREASURY BOND ETF$2.1M1.19%22,962CommonSOLE
756109104OREALTY INCOME CORP COM$2.0M1.13%42,537CommonSOLE
30303M102METAFACEBOOK INC CL A$1.7M0.95%2,897CommonSOLE
78464A375SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$1.7M0.93%50,734CommonSOLE
464288638IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$1.6M0.92%31,845CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$1.5M0.86%2,916CommonSOLE
46137V324RSPNINVESCO S&P 500 INDUSTRIALS ETF$1.5M0.86%30,407CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$1.5M0.84%7,904CommonSOLE
464288562REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF$1.4M0.80%17,678CommonSOLE
46435G433SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF$1.4M0.80%34,543CommonSOLE
866674104SUISUN COMMUNITIES INC$1.4M0.79%11,411CommonSOLE
69374H766INDSPACER INDUSTRIAL REAL ESTATE$1.2M0.65%32,816CommonSOLE
03831W108APPAPPLOVIN CORP COM CL A$1.1M0.64%3,535CommonSOLE
46434V803HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF$1.1M0.64%32,811CommonSOLE
464287671IUSGISHARES CORE S&P U.S. GROWTH ETF$1.1M0.63%8,059CommonSOLE
97717X594IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND$1.1M0.61%24,905CommonSOLE
532457108LLYLILLY ELI & CO COM$1.0M0.59%1,354CommonSOLE
92276F100VTRVENTAS HEALTHCARE INC COM$1.0M0.58%17,613CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$987,0940.55%13,337CommonSOLE
808524508SCHMSCHWAB U.S. MID-CAP ETF$969,7470.54%34,996CommonSOLE
69374H303PTNQPACER TRENDPILOT 100 ETF$961,4460.54%12,989CommonSOLE
922908611VBRVANGUARD SMALL-CAP VALUE INDEX$951,0550.53%4,799CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$839,7200.47%12,091CommonSOLE
G29183103ETNEATON CORP PLC SHS$817,0640.46%2,462CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$813,6380.46%1,795CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$790,0780.44%2,699CommonSOLE
922908538VOTVANGUARD MID-CAP GROWTH INDEX FUND$777,1980.44%3,063CommonSOLE
23345M107DTMDT MIDSTREAM INC COMMON STOCK$745,4270.42%7,497CommonSOLE
46266C105IQVIQVIA HLDGS INC COM$724,9250.41%3,689CommonSOLE
303250104FICOFAIR ISAAC CORP COM$716,7350.40%360CommonSOLE
46090E103QQQINVESCO QQQ TRUST$699,9270.39%1,369CommonSOLE
46435G672IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND FUND$693,0390.39%13,883CommonSOLE
216648501COOCOOPER COS INC COM$679,3630.38%7,390CommonSOLE
88160R101TSLATESLA INC COM$656,2400.37%1,625CommonSOLE
907818108UNPUNION PAC CORP COM$648,8490.36%2,845CommonSOLE
910047109UALUNITED AIRLS HLDGS INC COM$636,4910.36%6,555CommonSOLE
872540109TJXTJX COS INC NEW COM$628,5010.35%5,202CommonSOLE
316188309FBNDFIDELITY TOTAL BOND ETF$624,5900.35%13,920CommonSOLE
49456B101KMIKINDER MORGAN$615,7970.35%22,474CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$609,3470.34%5,063CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$605,4940.34%8,446CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$595,5950.33%2,695CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$582,2720.33%3,200CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$580,6720.33%1,117CommonSOLE
682680103OKEONEOK INC NEW COM$574,0870.32%5,718CommonSOLE
11135F101AVGOBROADCOM INC COM$560,0080.31%2,415CommonSOLE
98978V103ZTSZOETIS INC CL A$532,7810.30%3,270CommonSOLE
256163106DOCUDOCUSIGN INC COM$516,6150.29%5,744CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$510,8310.29%2,785CommonSOLE
02209S103MOALTRIA GROUP INC COM$500,0950.28%9,564CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC COM$497,2610.28%1,655CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$482,5310.27%896CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$479,4660.27%2,000CommonSOLE
30212P303EXPEEXPEDIA GROUP INC COM NEW$478,6820.27%2,569CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC COM$469,3810.26%2,290CommonSOLE
26210C104DBXDROPBOX INC CL A$468,3240.26%15,590CommonSOLE
380237107GDDYGODADDY INC CL A$462,6350.26%2,344CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS$458,9750.26%5,624CommonSOLE
705573103PEGAPEGASYSTEMS INC COM$452,6720.25%4,857CommonSOLE
247361702DALDELTA AIR LINES INC DEL COM NEW$450,7860.25%7,451CommonSOLE
05464C101AXONAXON ENTERPRISE INC COM$449,9000.25%757CommonSOLE
457187102INGRINGREDION INC COM$439,7790.25%3,197CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS$435,8920.24%16,941CommonSOLE
452327109ILMNILLUMINA INC COM$423,6070.24%3,170CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP COM$420,6820.24%2,109CommonSOLE
22266T109CPNGCOUPANG INC CL A$415,1800.23%18,889CommonSOLE
00912X302ALAIR LEASE CORP CL A$405,0120.23%8,401CommonSOLE
237194105DRIDARDEN RESTAURANTS INC COM$402,8770.23%2,158CommonSOLE
278865100ECLECOLAB INC COM$398,1100.22%1,699CommonSOLE
204166102CVLTCOMMVAULT SYS INC COM$396,1390.22%2,625CommonSOLE
783549108RRYDER SYS INC COM$395,3780.22%2,521CommonSOLE
366651107ITGARTNER INC COM$393,8740.22%813CommonSOLE
103304101BYDBOYD GAMING CORP COM$392,2240.22%5,407CommonSOLE
95082P105WCCWESCO INTL INC COM$389,7880.22%2,154CommonSOLE
278642103EBAYEBAY INC. COM$382,9130.21%6,181CommonSOLE
668771108GENNORTONLIFELOCK INC COM$374,9690.21%13,695CommonSOLE
501044101KRKROGER CO COM$372,3420.21%6,089CommonSOLE
98138H101WDAYWORKDAY INC CL A$369,2410.21%1,431CommonSOLE
57667L107MTCHMATCH GROUP INC NEW COM$367,5950.21%11,238CommonSOLE
004498101ACIWACI WORLDWIDE INC COM$366,1210.21%7,053CommonSOLE
00162Q387OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF$358,1880.20%6,743CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS INC COM$355,5210.20%5,203CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO CL B$351,0280.20%6,124CommonSOLE
688239201OSKOSHKOSH CORP COM$343,2030.19%3,610CommonSOLE
577081102MATMATTEL INC COM$342,5080.19%19,318CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC COM$340,1310.19%3,556CommonSOLE
46137V290RSPRINVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF$340,0880.19%9,666CommonSOLE
464288760ITAISHARES U.S. AEROSPACE & DEFENSE ETF$334,2600.19%2,300CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC COM NEW$334,2400.19%3,235CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC COMMON STOCK$331,0040.19%14,964CommonSOLE
03783C100APPFAPPFOLIO INC COM CL A$328,3840.18%1,331CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$327,7340.18%2,599CommonSOLE
00090Q103ADTADT INC DEL COM$327,6030.18%47,410CommonSOLE
001055102AFLAFLAC INC COM$326,6640.18%3,158CommonSOLE
009066101ABNBAIRBNB INC COM CL A$322,0860.18%2,451CommonSOLE
983134107WYNNWYNN RESORTS LTD COM$312,8470.18%3,631CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$287,3090.16%1,236CommonSOLE
78464A300SLYVSPDR S&P 600 SMALL CAP VALUE ETF$283,9120.16%3,254CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$282,0920.16%1,389CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$280,8730.16%578CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO COM$280,1600.16%987CommonSOLE
78462F103SPYSPDR S&P 500 ETF$280,1320.16%478CommonSOLE
29977A105EVREVERCORE INC CLASS A$279,4080.16%1,008CommonSOLE
88579Y101MMM3M CO COM$271,0890.15%2,100CommonSOLE
55261F104MTBM & T BK CORP COM$267,8250.15%1,425CommonSOLE
29605J106ESABESAB CORP$263,1480.15%2,194CommonSOLE
418056107HASHASBRO INC COM$262,3300.15%4,692CommonSOLE
35473P108DIVIFRANKLIN/LIBERTYQ INTL EQUITY HEDGED ETF$260,3380.15%8,675CommonSOLE
172755100CRUSCIRRUS LOGIC INC COM$251,1410.14%2,522CommonSOLE
191216100KOCOCA COLA CO COM$246,7990.14%3,964CommonSOLE
064058100BKBANK NEW YORK MELLON CORP COM$245,3180.14%3,193CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$240,2860.13%1,262CommonSOLE
526057104LENLENNAR CORP CL A$240,2840.13%1,762CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$227,2940.13%566CommonSOLE
78464A201SLYGSPDR S&P 600 SMALL CAP GROWTH ETF$223,5260.13%2,474CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$223,2190.13%2,075CommonSOLE
48020Q107JLLJONES LANG LASALLE INC COM$222,0040.12%877CommonSOLE
166764100CVXCHEVRON CORP NEW COM$221,6050.12%1,530CommonSOLE
546347105LPXLOUISIANA PAC CORP COM$221,0790.12%2,135CommonSOLE
92840M102VSTVISTRA CORP COM$220,8680.12%1,602CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A. SPONSORED ADR$216,0630.12%3,467CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$212,7980.12%717CommonSOLE
231561101CWCURTISS WRIGHT CORP COM$211,8570.12%597CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR FUND$211,1520.12%2,465CommonSOLE
46137V233XLGINVESCO S&P 500 TOP 50 ETF$208,3330.12%4,170CommonSOLE
808524839SCHZSCHWAB US AGGREGATE BOND ETF$208,0800.12%9,167CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA SPON ADR CL D$205,4510.12%4,833CommonSOLE
46641Q159JPIEJPMORGAN INCOME ETF$202,5530.11%4,440CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC COM$202,4040.11%1,405CommonSOLE
05961W105BMABANCO MACRO SA SPON ADR B$198,8420.11%2,055CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS$124,5840.07%10,630CommonSOLE
G8588X103SGHCSUPER GROUP SGHC LIMITED ORD SHS$119,0990.07%19,117CommonSOLE
00287Y109ABBVABBVIE INC COM$99,6780.06%11,328CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$95,7520.05%9,851CommonSOLE
68622D106AACQGBPORIGIN MATERIALS INC COM$93,4400.05%73,000CommonSOLE
91531W106TIGRUP FINTECH HLDG LTD SPONSORED ADS$91,2090.05%14,119CommonSOLE
294821608ERICERICSSON ADR B SEK 10$85,6620.05%10,628CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD SPONSORED ADR$84,0050.05%10,232CommonSOLE
0076CA104AEGAEGON N V NY REGISTRY SHS$62,3870.03%10,592CommonSOLE
00081T108ACCOACCO BRANDS CORP COM$61,2780.03%11,672CommonSOLE
22658D100CRCTCRICUT INC COM CL A$57,2170.03%10,038CommonSOLE
281020107EIXEDISON INTL COM$36,9000.02%36,900CommonSOLE

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.