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Burns Matteson Capital Management, LLC

Q2 2025 · 13F-HR

Burns Matteson Capital Management, LLCholdings as filed

Filed 2025-07-15 · accession 0001894164-25-000006

$207.0M
Reported value
186
Positions
2025-06-30
Period end
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The Brief · Burns Matteson Capital Management, LLC · Q2 2025

AI · grounded in 13F

Burns Matteson Capital Management, LLC established a new position in Corning Inc Com GLW valued at $19.25M. The fund also initiated new stakes in Invesco S&P 500 Quality ETF SPHQ for $14.78M and Pacer US Cash Cows 100 ETF COWZ for $10.09M. Other new additions include iShares Russell Top 200 Growth ETF IWY and Schwab US Dividend Equity ETF SCHD.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
219350105GLWCORNING INC COM$19.3M9.30%795,205CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$14.8M7.14%207,432CommonSOLE
69374H881COWZPACER US CASH COWS 100 ETF$10.1M4.87%183,077CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROWTH ETF$7.7M3.71%31,185CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$6.6M3.20%249,788CommonSOLE
46137V472XMHQINVESCO S&P MIDCAP QUALITY ETF$5.9M2.83%59,662CommonSOLE
78464A375SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$5.4M2.62%161,354CommonSOLE
464288638IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$5.3M2.58%100,087CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROWTH ETF$4.9M2.36%35,206CommonSOLE
594918104MSFTMICROSOFT CORP COM$4.5M2.18%9,093CommonSOLE
46138E354SPLVINVESCO S&P 500 LOW VOLATILITY ETF$4.3M2.07%58,905CommonSOLE
78463V107GLDSPDR GOLD SHARES$4.1M1.97%13,411CommonSOLE
023135106AMZNAMAZON COM INC COM$4.1M1.96%18,467CommonSOLE
808524300SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$4.0M1.92%136,395CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$3.9M1.90%24,895CommonSOLE
92189F643MOATVANECK MORNINGSTAR WIDE MOAT ETF$3.9M1.88%41,585CommonSOLE
97717X669DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND$3.8M1.85%45,750CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC COM$3.4M1.67%94,058CommonSOLE
922908769VTIVANGUARD TOTAL STOCK INDEX$2.9M1.41%9,613CommonSOLE
97717X263DDWMWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND$2.7M1.29%67,312CommonSOLE
46434V803HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF$2.4M1.16%63,086CommonSOLE
962166104WYWEYERHAEUSER (PLUM CREEK TIMBER)$2.3M1.13%91,248CommonSOLE
30303M102METAFACEBOOK INC CL A$2.3M1.12%3,146CommonSOLE
756109104OREALTY INCOME CORP COM$2.2M1.08%43,545CommonSOLE
037833100AAPLAPPLE INC COM$2.1M1.02%10,274CommonSOLE
46137V324RSPNINVESCO S&P 500 INDUSTRIALS ETF$1.6M0.77%29,839CommonSOLE
464288562REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF$1.6M0.75%18,891CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$1.6M0.75%8,800CommonSOLE
46435G433SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF$1.4M0.70%34,353CommonSOLE
866674104SUISUN COMMUNITIES INC$1.4M0.69%11,232CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$1.2M0.57%2,107CommonSOLE
464287671IUSGISHARES CORE S&P U.S. GROWTH ETF$1.2M0.57%7,856CommonSOLE
92276F100VTRVENTAS HEALTHCARE INC COM$1.1M0.53%17,321CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$1.1M0.51%11,220CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$1.0M0.50%2,116CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$1.0M0.49%11,082CommonSOLE
808524508SCHMSCHWAB U.S. MID-CAP ETF$983,4320.48%35,060CommonSOLE
922908611VBRVANGUARD SMALL-CAP VALUE INDEX$931,5010.45%4,777CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$910,2780.44%9,218CommonSOLE
922908538VOTVANGUARD MID-CAP GROWTH INDEX FUND$862,5050.42%3,033CommonSOLE
69374H766INDSPACER INDUSTRIAL REAL ESTATE$795,7760.38%21,511CommonSOLE
11135F101AVGOBROADCOM INC COM$781,6100.38%2,836CommonSOLE
303250104FICOFAIR ISAAC CORP COM$764,0870.37%418CommonSOLE
46137V290RSPRINVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF$761,6370.37%21,742CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$757,3940.37%5,556CommonSOLE
G29183103ETNEATON CORP PLC SHS$738,6120.36%2,069CommonSOLE
46435G672IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND FUND$702,2320.34%13,745CommonSOLE
46090E103QQQINVESCO QQQ TRUST$682,2420.33%1,237CommonSOLE
78464A805SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$677,4550.33%9,046CommonSOLE
532457108LLYLILLY ELI & CO COM$672,1880.32%862CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC COM NEW$656,9300.32%13,404CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$655,0420.32%2,124CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$615,3140.30%6,595CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$612,5530.30%4,970CommonSOLE
316188309FBNDFIDELITY TOTAL BOND ETF$607,5140.29%13,279CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$596,0800.29%2,056CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$576,8480.28%8,310CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO COM$569,4930.28%1,779CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC COM$561,4490.27%1,822CommonSOLE
05464C101AXONAXON ENTERPRISE INC COM$556,3760.27%672CommonSOLE
109641100EATBRINKER INTL INC COM$548,7440.27%3,043CommonSOLE
907818108UNPUNION PAC CORP COM$543,4950.26%2,362CommonSOLE
02209S103MOALTRIA GROUP INC COM$540,5030.26%9,219CommonSOLE
418056107HASHASBRO INC COM$540,2890.26%7,319CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC COM$539,0270.26%737CommonSOLE
72352L106PINSPINTEREST INC CL A$531,6600.26%14,826CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC COM$528,1800.26%3,348CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$526,4630.25%927CommonSOLE
552848103MTGMGIC INVT CORP WIS COM$526,0920.25%18,897CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$518,0920.25%914CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC COM$504,5080.24%2,692CommonSOLE
925050106VRNAVERONA PHARMA PLC SPONSORED ADS$488,7890.24%5,168CommonSOLE
45867G101IDCCINTERDIGITAL INC COM$487,4760.24%2,174CommonSOLE
872540109TJXTJX COS INC NEW COM$486,3730.23%3,939CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC COM$485,5310.23%3,827CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$480,2190.23%2,173CommonSOLE
237194105DRIDARDEN RESTAURANTS INC COM$477,3540.23%2,190CommonSOLE
680223104ORIOLD REP INTL CORP COM$473,7730.23%12,325CommonSOLE
91529Y106UNMUNUM GROUP COM$473,4150.23%5,862CommonSOLE
565394103CARTMAPLEBEAR INC$472,2150.23%10,438CommonSOLE
204166102CVLTCOMMVAULT SYS INC COM$471,2140.23%2,703CommonSOLE
629377508NRGNRG ENERGY INC COM NEW$470,0180.23%2,927CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC COM$469,8000.23%1,756CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC COMMON STOCK$469,1850.23%20,426CommonSOLE
534187109LNCLINCOLN NATL CORP IND COM$466,8230.23%13,492CommonSOLE
457187102INGRINGREDION INC COM$466,1260.23%3,437CommonSOLE
410867105THGHANOVER INS GROUP INC COM$463,4050.22%2,728CommonSOLE
570535104MKLMARKEL GROUP INC COM$463,3880.22%232CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL COM$459,9720.22%6,892CommonSOLE
46266C105IQVIQVIA HLDGS INC COM$458,1140.22%2,907CommonSOLE
03831W108APPAPPLOVIN CORP COM CL A$457,5550.22%1,307CommonSOLE
013091103ACIALBERTSONS COS INC COMMON STOCK$457,0230.22%21,247CommonSOLE
427866108HSYHERSHEY CO COM$450,8860.22%2,717CommonSOLE
172062101CINFCINCINNATI FINL CORP COM$448,3980.22%3,011CommonSOLE
00206R102TAT&T INC COM$447,4410.22%15,461CommonSOLE
747525103QCOMQUALCOMM INC COM$442,9020.21%2,781CommonSOLE
23345M107DTMDT MIDSTREAM INC COMMON STOCK$440,0800.21%4,004CommonSOLE
103304101BYDBOYD GAMING CORP COM$439,7310.21%5,621CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC CL A$439,6390.21%2,542CommonSOLE
29082A107EMBJEMBRAER S.A. SPONSORED ADS$435,8740.21%7,659CommonSOLE
35137L105FOXAFOX CORP CL A COM$435,3750.21%7,769CommonSOLE
92840M102VSTVISTRA CORP COM$431,2270.21%2,225CommonSOLE
256163106DOCUDOCUSIGN INC COM$429,7190.21%5,517CommonSOLE
494368103KMBKIMBERLY CLARK CORP COM$425,1780.21%3,298CommonSOLE
00090Q103ADTADT INC DEL COM$423,5170.20%50,002CommonSOLE
216648501COOCOOPER COS INC COM$423,1170.20%5,946CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$408,6810.20%9,445CommonSOLE
001055102AFLAFLAC INC COM$407,2870.20%3,862CommonSOLE
40434L105HPQHP INC COM$405,8890.20%16,594CommonSOLE
681919106OMCOMNICOM GROUP INC COM$398,1880.19%5,535CommonSOLE
231561101CWCURTISS WRIGHT CORP COM$393,7710.19%806CommonSOLE
98978V103ZTSZOETIS INC CL A$393,4620.19%2,523CommonSOLE
064058100BKBANK NEW YORK MELLON CORP COM$390,7710.19%4,289CommonSOLE
64110D104NTAPNETAPP INC COM$387,9490.19%3,641CommonSOLE
464288760ITAISHARES U.S. AEROSPACE & DEFENSE ETF$384,9320.19%2,041CommonSOLE
88160R101TSLATESLA INC COM$384,3920.19%1,210CommonSOLE
983134107WYNNWYNN RESORTS LTD COM$370,8400.18%3,959CommonSOLE
278865100ECLECOLAB INC COM$368,0550.18%1,366CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$363,5540.18%1,996CommonSOLE
00162Q387OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF$362,4090.18%6,715CommonSOLE
57667L107MTCHMATCH GROUP INC NEW COM$360,3940.17%11,667CommonSOLE
29605J106ESABESAB CORP$354,6580.17%2,942CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$351,0830.17%1,191CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP COM$350,8900.17%1,087CommonSOLE
690742101OCOWENS CORNING NEW COM$337,7490.16%2,456CommonSOLE
004498101ACIWACI WORLDWIDE INC COM$336,7500.16%7,335CommonSOLE
03783C100APPFAPPFOLIO INC COM CL A$331,8330.16%1,441CommonSOLE
172755100CRUSCIRRUS LOGIC INC COM$331,0100.16%3,175CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$330,9660.16%1,617CommonSOLE
78462F103SPYSPDR S&P 500 ETF$322,1230.16%521CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A. SPONSORED ADR$319,4730.15%6,340CommonSOLE
46428Q109SLVISHARES SILVER TRUST$317,5680.15%9,679CommonSOLE
88579Y101MMM3M CO COM$317,2680.15%2,084CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$313,0350.15%1,236CommonSOLE
35473P108DIVIFRANKLIN/LIBERTYQ INTL EQUITY HEDGED ETF$288,6880.14%8,100CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC AMERICAN DEP$278,9780.13%6,434CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$278,9190.13%18,147CommonSOLE
55261F104MTBM & T BK CORP COM$276,3900.13%1,425CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS$274,7020.13%20,022CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA SPON ADR CL D$273,4890.13%8,696CommonSOLE
65249B208NWSNEWS CORP NEW CL B$266,5200.13%7,768CommonSOLE
05961W105BMABANCO MACRO SA SPON ADR B$265,1830.13%3,777CommonSOLE
910047109UALUNITED AIRLS HLDGS INC COM$265,0090.13%3,328CommonSOLE
366651107ITGARTNER INC COM$264,3600.13%654CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$263,8900.13%1,162CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD SPONSORED ADR$262,8730.13%18,817CommonSOLE
191216100KOCOCA COLA CO COM$257,0350.12%3,633CommonSOLE
06738E204BCSBARCLAYS PLC ADR$256,5980.12%13,803CommonSOLE
803054204SAPSAP SE SPON ADR$256,0520.12%842CommonSOLE
81141R100SESEA LTD SPONSORD ADS$255,1040.12%1,595CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC COM NEW$253,1170.12%602CommonSOLE
91531W106TIGRUP FINTECH HLDG LTD SPONSORED ADS$252,0480.12%26,119CommonSOLE
615369105MCOMOODYS CORP COM$249,2900.12%497CommonSOLE
78464A300SLYVSPDR S&P 600 SMALL CAP VALUE ETF$245,4220.12%3,077CommonSOLE
46438F101IBITISHARES BITCOIN TRUST REGISTERED$244,2280.12%3,990CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$240,3120.12%566CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LTD ORD$238,0650.11%1,076CommonSOLE
697660207PAMPAMPA ENERGIA S A SPONS ADR LVL I$236,8630.11%3,414CommonSOLE
74164M108PRIPRIMERICA INC COM$232,3460.11%849CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$232,2660.11%1,309CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$231,5750.11%4,062CommonSOLE
58733R102MELIMERCADOLIBRE INC COM$227,3860.11%87CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$223,2860.11%700CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM$220,1710.11%7,100CommonSOLE
759530108RELXRELX PLC SPONSORED ADR$219,6420.11%4,042CommonSOLE
46137V233XLGINVESCO S&P 500 TOP 50 ETF$217,2570.10%4,170CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$216,6890.10%2,010CommonSOLE
808524839SCHZSCHWAB US AGGREGATE BOND ETF$213,8410.10%9,201CommonSOLE
78464A201SLYGSPDR S&P 600 SMALL CAP GROWTH ETF$208,3850.10%2,348CommonSOLE
46641Q159JPIEJPMORGAN INCOME ETF$205,6610.10%4,440CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL IN COM SHS$204,3390.10%3,645CommonSOLE
166764100CVXCHEVRON CORP NEW COM$204,0460.10%1,425CommonSOLE
48268K101KTKT CORP SPONSORED ADR$199,4260.10%9,597CommonSOLE
90138A103VNET21VIANET GROUP INC SPONSORED ADS A$186,0310.09%26,961CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$181,9110.09%843CommonSOLE
294821608ERICERICSSON ADR B SEK 10$171,2280.08%20,192CommonSOLE
654902204NOKNOKIA CORP SPONSORED ADR$167,5160.08%32,339CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR$162,3720.08%10,746CommonSOLE
0076CA104AEGAEGON N V NY REGISTRY SHS$139,7540.07%19,303CommonSOLE
49639K101KCKINGSOFT CLOUD HLDGS LTD ADS$119,3660.06%9,534CommonSOLE
00287Y109ABBVABBVIE INC COM$103,6380.05%11,328CommonSOLE
389375106GTNGRAY MEDIA INC COM$61,9610.03%13,678CommonSOLE
96758W101WOWWIDEOPENWEST INC COM$49,0490.02%12,081CommonSOLE
635309206NCMINATIONAL CINEMEDIA INC COM NEW$48,9780.02%10,109CommonSOLE
281020107EIXEDISON INTL COM$36,9000.02%36,900CommonSOLE
68622D106AACQGBPORIGIN MATERIALS INC COM$35,2740.02%73,000CommonSOLE

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.