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Burns Matteson Capital Management, LLC

Q3 2025 · 13F-HR

Burns Matteson Capital Management, LLCholdings as filed

Filed 2025-10-16 · accession 0001894164-25-000009

$252.9M
Reported value
197
Positions
2025-09-30
Period end
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The Brief · Burns Matteson Capital Management, LLC · Q3 2025

AI · grounded in 13F

Burns Matteson Capital Management, LLC established a new position in Corning Inc Com GLW valued at $27.7M. The fund also initiated stakes in the Invesco S&P 500 Quality ETF SPHQ for $16.2M and the Pacer US Cash Cows 100 ETF COWZ for $10.9M. Additional new positions include the iShares Russell Top 200 Growth ETF IWY, the Schwab US Dividend Equity ETF SCHD, and SPDR Gold Shares GLD.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
219350105GLWCORNING INC COM$27.7M11.0%770,372CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$16.2M6.39%220,656CommonSOLE
69374H881COWZPACER US CASH COWS 100 ETF$10.9M4.31%189,555CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROWTH ETF$8.9M3.50%32,367CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$6.9M2.74%253,823CommonSOLE
78463V907GLDSPDR GOLD SHARES$6.8M2.67%19,000CALLNONE
46137V472XMHQINVESCO S&P MIDCAP QUALITY ETF$6.4M2.53%61,036CommonSOLE
78463V107GLDSPDR GOLD SHARES$6.4M2.53%17,992CommonSOLE
78464A375SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$5.7M2.26%168,482CommonSOLE
464288638IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$5.6M2.23%104,140CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROWTH ETF$5.0M1.96%34,828CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$4.6M1.84%24,875CommonSOLE
97717X263DDWMWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND$4.6M1.81%109,795CommonSOLE
97717X669DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND$4.6M1.80%51,316CommonSOLE
594918104MSFTMICROSOFT CORP COM$4.5M1.79%8,745CommonSOLE
808524300SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$4.5M1.76%139,478CommonSOLE
46482Q909ISHARES SILVER TRUST$4.3M1.70%101,600CALLNONE
46138E354SPLVINVESCO S&P 500 LOW VOLATILITY ETF$4.2M1.66%57,132CommonSOLE
023135106AMZNAMAZON COM INC COM$3.9M1.53%17,669CommonSOLE
92189F643MOATVANECK MORNINGSTAR WIDE MOAT ETF$3.9M1.53%39,114CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC COM$3.8M1.52%91,047CommonSOLE
46434V803HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF$3.5M1.38%88,391CommonSOLE
922908769VTIVANGUARD TOTAL STOCK INDEX$3.0M1.20%9,253CommonSOLE
46090E953QQQINVESCO QQQ TRUST$3.0M1.19%5,000PUTNONE
91324P102UNHUNITEDHEALTH GROUP INC COM$2.8M1.09%8,017CommonSOLE
037833100AAPLAPPLE INC COM$2.6M1.03%10,256CommonSOLE
464287440IEFISHARES 7-10 YEAR TREASURY BOND ETF$2.6M1.01%26,550CommonSOLE
30303M102METAFACEBOOK INC CL A$2.3M0.91%3,135CommonSOLE
756109104OREALTY INCOME CORP COM$2.3M0.91%42,382CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$2.1M0.84%8,696CommonSOLE
464288562REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF$2.0M0.78%23,207CommonSOLE
46137V324RSPNINVESCO S&P 500 INDUSTRIALS ETF$1.6M0.65%29,096CommonSOLE
962166104WYWEYERHAEUSER (PLUM CREEK TIMBER)$1.5M0.60%60,880CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$1.5M0.58%11,916CommonSOLE
46435G433SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF$1.5M0.57%33,773CommonSOLE
866674104SUISUN COMMUNITIES INC$1.3M0.53%10,429CommonSOLE
464287671IUSGISHARES CORE S&P U.S. GROWTH ETF$1.3M0.50%7,635CommonSOLE
92276F100VTRVENTAS HEALTHCARE INC COM$1.2M0.47%16,963CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$1.2M0.46%2,048CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$1.0M0.41%10,845CommonSOLE
808524508SCHMSCHWAB U.S. MID-CAP ETF$1.0M0.40%33,932CommonSOLE
922908611VBRVANGUARD SMALL-CAP VALUE INDEX$998,2410.39%4,783CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$986,1630.39%5,406CommonSOLE
46137V290RSPRINVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF$953,0560.38%26,881CommonSOLE
03831W108APPAPPLOVIN CORP COM CL A$927,6350.37%1,291CommonSOLE
922908538VOTVANGUARD MID-CAP GROWTH INDEX FUND$889,4660.35%3,028CommonSOLE
69374H766INDSPACER INDUSTRIAL REAL ESTATE$862,3230.34%23,173CommonSOLE
11135F101AVGOBROADCOM INC COM$842,5180.33%2,554CommonSOLE
G29183103ETNEATON CORP PLC SHS$829,7120.33%2,217CommonSOLE
910047109UALUNITED AIRLS HLDGS INC COM$826,8120.33%8,568CommonSOLE
46090E103QQQINVESCO QQQ TRUST$770,3090.30%1,283CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$757,2900.30%4,526CommonSOLE
45867G101IDCCINTERDIGITAL INC COM$738,1020.29%2,138CommonSOLE
78464A805SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$721,3340.29%8,944CommonSOLE
46435G672IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND FUND$703,3370.28%13,729CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC COM$664,7020.26%722CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$652,0540.26%1,297CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$649,8370.26%2,060CommonSOLE
532457108LLYLILLY ELI & CO COM$633,6640.25%830CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC COM$626,6480.25%1,784CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$622,3460.25%8,244CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$620,3460.25%6,332CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC COM$619,4110.24%3,278CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$613,0970.24%4,282CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$602,5560.24%2,053CommonSOLE
316188309FBNDFIDELITY TOTAL BOND ETF$598,4840.24%12,943CommonSOLE
90353W103UIUBIQUITI INC COM$590,5590.23%894CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$584,1700.23%954CommonSOLE
872540109TJXTJX COS INC NEW COM$554,5490.22%3,837CommonSOLE
907818108UNPUNION PAC CORP COM$549,3690.22%2,324CommonSOLE
29082A107EMBJEMBRAER S.A. SPONSORED ADS$547,4350.22%9,056CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$544,8390.22%4,069CommonSOLE
46266C105IQVIQVIA HLDGS INC COM$543,2280.21%2,860CommonSOLE
403949100DINOHOLLYFRONTIER CORP COM$542,1380.21%10,358CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$541,0790.21%1,085CommonSOLE
88160R101TSLATESLA INC COM$524,8030.21%1,180CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC CL A$501,8640.20%2,538CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS$495,9250.20%20,135CommonSOLE
247361702DALDELTA AIR LINES INC DEL COM NEW$494,4630.20%8,713CommonSOLE
37045V100GMGENERAL MTRS CO COM$494,0400.20%8,103CommonSOLE
783549108RRYDER SYS INC COM$489,3310.19%2,594CommonSOLE
103304101BYDBOYD GAMING CORP COM$486,0220.19%5,622CommonSOLE
35137L105FOXAFOX CORP CL A COM$483,1660.19%7,662CommonSOLE
30212P303EXPEEXPEDIA GROUP INC COM NEW$482,6480.19%2,258CommonSOLE
688239201OSKOSHKOSH CORP COM$472,8860.19%3,646CommonSOLE
56585A102MPCMARATHON PETE CORP COM$471,2490.19%2,445CommonSOLE
629377508NRGNRG ENERGY INC COM NEW$470,7890.19%2,907CommonSOLE
05464C101AXONAXON ENTERPRISE INC COM$469,3370.19%654CommonSOLE
72352L106PINSPINTEREST INC CL A$468,5240.19%14,564CommonSOLE
75700L108RRRRED ROCK RESORTS INC CL A$465,3990.18%7,622CommonSOLE
95082P105WCCWESCO INTL INC COM$463,8200.18%2,193CommonSOLE
064058100BKBANK NEW YORK MELLON CORP COM$463,1890.18%4,251CommonSOLE
747525103QCOMQUALCOMM INC COM$461,9820.18%2,777CommonSOLE
33829M101FIVEFIVE BELOW INC COM$454,5090.18%2,938CommonSOLE
23345M107DTMDT MIDSTREAM INC COMMON STOCK$449,0740.18%3,972CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC COM$443,4080.18%3,617CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC COM$440,6300.17%2,652CommonSOLE
231561101CWCURTISS WRIGHT CORP COM$438,1530.17%807CommonSOLE
00090Q103ADTADT INC DEL COM$434,8820.17%49,929CommonSOLE
22266T109CPNGCOUPANG INC CL A$434,3460.17%13,489CommonSOLE
887389104TKRTIMKEN CO COM$433,7890.17%5,770CommonSOLE
64110D104NTAPNETAPP INC COM$432,8530.17%3,654CommonSOLE
92840M102VSTVISTRA CORP COM$430,2400.17%2,196CommonSOLE
38059T106GFIGOLD FIELDS LTD SPONSORED ADR$428,5370.17%10,213CommonSOLE
705573103PEGAPEGASYSTEMS INC COM$427,0530.17%7,427CommonSOLE
482480100KLACKLA CORP COM NEW$424,9680.17%394CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$417,9750.17%21,713CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$416,8400.16%835CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD SPONSORED ADR$416,2880.16%22,936CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$414,4780.16%9,431CommonSOLE
71424F105PRCENTENNIAL RESOURCE DEV INC CL A$406,6940.16%31,773CommonSOLE
172755100CRUSCIRRUS LOGIC INC COM$403,5590.16%3,221CommonSOLE
216648501COOCOOPER COS INC COM$402,3100.16%5,868CommonSOLE
03783C100APPFAPPFOLIO INC COM CL A$401,6370.16%1,457CommonSOLE
464288760ITAISHARES U.S. AEROSPACE & DEFENSE ETF$399,6570.16%1,910CommonSOLE
256163106DOCUDOCUSIGN INC COM$396,5670.16%5,501CommonSOLE
G21082105CYDCHINA YUCHAI INTL LTD COM$389,5400.15%9,416CommonSOLE
917047102URBNURBAN OUTFITTERS INC COM$385,5790.15%5,398CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS$383,4850.15%24,058CommonSOLE
565394103CARTMAPLEBEAR INC$379,7310.15%10,330CommonSOLE
00162Q387OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF$379,6660.15%6,715CommonSOLE
109641100EATBRINKER INTL INC COM$378,3930.15%2,987CommonSOLE
303250104FICOFAIR ISAAC CORP COM$374,1330.15%250CommonSOLE
278865100ECLECOLAB INC COM$367,2460.15%1,341CommonSOLE
98978V103ZTSZOETIS INC CL A$361,8490.14%2,473CommonSOLE
219350905GLWCORNING INC COM$360,1430.14%10,000CALLNONE
21037T109CEGCONSTELLATION ENERGY CORP COM$357,7570.14%1,087CommonSOLE
690742101OCOWENS CORNING NEW COM$351,1040.14%2,482CommonSOLE
90138A103VNET21VIANET GROUP INC SPONSORED ADS A$350,6620.14%33,946CommonSOLE
268150109DTDYNATRACE INC COM NEW$350,0030.14%7,224CommonSOLE
343412102FLRFLUOR CORP NEW COM$346,7830.14%8,243CommonSOLE
78462F103SPYSPDR S&P 500 ETF$345,7240.14%519CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO COM$344,1210.14%1,111CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$344,0600.14%4,119CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$342,2840.14%1,214CommonSOLE
81141R100SESEA LTD SPONSORD ADS$341,0170.13%1,908CommonSOLE
06738E204BCSBARCLAYS PLC ADR$340,1250.13%16,455CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$336,2390.13%1,651CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$333,2310.13%1,181CommonSOLE
91531W106TIGRUP FINTECH HLDG LTD SPONSORED ADS$331,0690.13%31,028CommonSOLE
254687106DISDISNEY WALT CO COM$324,9620.13%2,838CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$323,7710.13%1,996CommonSOLE
88579Y101MMM3M CO COM$323,3950.13%2,084CommonSOLE
35473P108DIVIFRANKLIN/LIBERTYQ INTL EQUITY HEDGED ETF$323,0830.13%8,659CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$318,9490.13%1,310CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC COM NEW$318,7310.13%697CommonSOLE
651639106NEMNEWMONT CORP COM$314,0850.12%3,725CommonSOLE
14149Y108CAHCARDINAL HEALTH INC COM$299,9510.12%1,911CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD SPONSORED ADR$297,7360.12%26,489CommonSOLE
46438F101IBITISHARES BITCOIN TRUST REGISTERED$297,5700.12%4,578CommonSOLE
204448104BVNCOMPANIA DE MINAS BUENAVENTURA SPONSORED ADR$297,4830.12%12,227CommonSOLE
61945C103MOSMOSAIC CO NEW COM$291,0350.12%8,392CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$287,3360.11%9,145CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$287,1530.11%1,162CommonSOLE
55261F104MTBM & T BK CORP COM$281,5870.11%1,425CommonSOLE
36118L106FUTUFUTU HLDGS LTD SPON ADS CL A$274,0820.11%1,576CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP COM$270,3400.11%1,101CommonSOLE
78464A300SLYVSPDR S&P 600 SMALL CAP VALUE ETF$270,0280.11%3,046CommonSOLE
803054204SAPSAP SE SPON ADR$269,8820.11%1,010CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$268,4420.11%4,480CommonSOLE
65249B208NWSNEWS CORP NEW CL B$265,8620.11%7,695CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$265,1200.10%566CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$258,8140.10%325CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S SPONSORED ADR$257,2600.10%1,294CommonSOLE
278642103EBAYEBAY INC. COM$244,1100.10%2,684CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR$243,8910.10%4,050CommonSOLE
87936R205VIVTELEFONICA BRASIL SA SPONSORED ADS$240,3250.10%18,849CommonSOLE
46137V233XLGINVESCO S&P 500 TOP 50 ETF$239,8580.09%4,170CommonSOLE
58733R102MELIMERCADOLIBRE INC COM$238,3680.09%102CommonSOLE
615369105MCOMOODYS CORP COM$236,8110.09%497CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$232,5120.09%700CommonSOLE
500631106KEPKOREA ELEC PWR CORP SPONSORED ADR$231,6900.09%17,754CommonSOLE
172908105CTASCINTAS CORP COM$231,5330.09%1,128CommonSOLE
191216100KOCOCA COLA CO COM$230,3290.09%3,473CommonSOLE
48268K101KTKT CORP SPONSORED ADR$224,9910.09%11,538CommonSOLE
985194109YATSEN HLDG LTD SPONSORED ADS$224,8600.09%24,819CommonSOLE
151290889CXCEMEX SAB DE CV SPON ADR NEW$224,5340.09%24,976CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR$224,3490.09%13,402CommonSOLE
398438408GRFSGRIFOLS S A SP ADR REP B NVT$219,3890.09%22,027CommonSOLE
78464A201SLYGSPDR S&P 600 SMALL CAP GROWTH ETF$218,7050.09%2,319CommonSOLE
400506101PACGRUPO AEROPUERTO DEL PACIFICO SPON ADS B$217,5030.09%917CommonSOLE
166764100CVXCHEVRON CORP NEW COM$213,9900.08%1,378CommonSOLE
91822M502VEONVEON LTD SPONSORED ADS$210,7530.08%3,872CommonSOLE
110448107BTIBRITISH AMERN TOB PLC SPONSORED ADR$210,6750.08%3,969CommonSOLE
808524839SCHZSCHWAB US AGGREGATE BOND ETF$206,5610.08%8,801CommonSOLE
46641Q159JPIEJPMORGAN INCOME ETF$206,0600.08%4,440CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$203,9720.08%843CommonSOLE
46436E510ISVLISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF$203,6250.08%4,500CommonSOLE
464287499IWRISHARES RUSSELL MID-CAP ETF$202,9480.08%2,102CommonSOLE
43785V102MCHBMECHANICS BANCORP CL A$199,6500.08%15,000CommonSOLE
0076CA104AEGAEGON N V NY REGISTRY SHS$191,4160.08%23,957CommonSOLE
219350955GLWCORNING INC COM$180,0710.07%5,000PUTNONE
49639K101KCKINGSOFT CLOUD HLDGS LTD ADS$175,1760.07%11,741CommonSOLE
46428Q109SLVISHARES SILVER TRUST$154,8200.06%3,654CommonSOLE
00287Y109ABBVABBVIE INC COM$126,5980.05%11,328CommonSOLE
68622D106AACQGBPORIGIN MATERIALS INC COM$37,8580.01%73,000CommonSOLE
281020107EIXEDISON INTL COM$36,9000.01%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.