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Burns Matteson Capital Management, LLC

Q4 2025 · 13F-HR

Burns Matteson Capital Management, LLCholdings as filed

Filed 2026-01-15 · accession 0001894164-26-000003

$285.3M
Reported value
199
Positions
2025-12-31
Period end
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The Brief · Burns Matteson Capital Management, LLC · Q4 2025

AI · grounded in 13F

Burns Matteson Capital Management, LLC established a new position in ACCO valued at $29.3M. The fund also opened new stakes in AAPL for $2.7M and VTR for $1.3M. On the sell side, the manager closed positions in GLD for $6.8M, ISHARES SILVER TRUST for $4.3M, and QQQ for $3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
00081T958ACCOACCO BRANDS CORP COM$29.3M10.3%2,000PUTSOLE
219350105GLWCORNING INC COM$29.3M10.3%767,373CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$16.7M5.86%222,628CommonSOLE
69374H881COWZPACER US CASH COWS 100 ETF$11.0M3.85%182,595CommonSOLE
78464A375SPIBSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$9.1M3.19%269,322CommonSOLE
464288638IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$9.0M3.16%167,275CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROWTH ETF$8.9M3.12%32,100CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$6.9M2.43%252,456CommonSOLE
46137V472XMHQINVESCO S&P MIDCAP QUALITY ETF$6.4M2.23%62,056CommonSOLE
78463V107GLDSPDR GOLD SHARES$5.8M2.04%14,721CommonSOLE
97717X263DDWMWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND$4.9M1.71%112,317CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROWTH ETF$4.8M1.67%34,796CommonSOLE
97717X669DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND$4.6M1.63%51,915CommonSOLE
808524300SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$4.6M1.61%140,872CommonSOLE
023135106AMZNAMAZON COM INC COM$4.3M1.52%18,830CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC COM$4.1M1.42%91,598CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$4.0M1.42%21,666CommonSOLE
46138E354SPLVINVESCO S&P 500 LOW VOLATILITY ETF$4.0M1.41%56,346CommonSOLE
594918104MSFTMICROSOFT CORP COM$3.9M1.37%8,069CommonSOLE
46434V803HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF$3.8M1.32%91,148CommonSOLE
92189F643MOATVANECK MORNINGSTAR WIDE MOAT ETF$3.6M1.27%35,039CommonSOLE
922908769VTIVANGUARD TOTAL STOCK INDEX$3.1M1.08%9,216CommonSOLE
037833100AAPLAPPLE INC COM$3.0M1.07%11,208CommonSOLE
037833950AAPLAPPLE INC COM$2.7M0.96%4,000PUTSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$2.2M0.78%7,141CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$2.1M0.75%6,452CommonSOLE
756109104OREALTY INCOME CORP COM$2.1M0.74%41,948CommonSOLE
464288562REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF$1.9M0.65%22,439CommonSOLE
866674104SUISUN COMMUNITIES INC$1.8M0.64%14,632CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$1.5M0.54%11,446CommonSOLE
30303M102METAFACEBOOK INC CL A$1.5M0.54%2,325CommonSOLE
46137V324RSPNINVESCO S&P 500 INDUSTRIALS ETF$1.5M0.53%26,516CommonSOLE
46435G433SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF$1.5M0.51%33,856CommonSOLE
962166104WYWEYERHAEUSER (PLUM CREEK TIMBER)$1.4M0.48%57,735CommonSOLE
92276F100VTRVENTAS HEALTHCARE INC COM$1.3M0.46%16,826CommonSOLE
92276F900VTRVENTAS HEALTHCARE INC COM$1.3M0.45%20,000CALLSOLE
464287671IUSGISHARES CORE S&P U.S. GROWTH ETF$1.3M0.44%7,468CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$1.1M0.39%1,963CommonSOLE
14149Y108CAHCARDINAL HEALTH INC COM$1.1M0.39%5,403CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$1.0M0.36%10,389CommonSOLE
808524508SCHMSCHWAB U.S. MID-CAP ETF$1.0M0.36%34,144CommonSOLE
922908611VBRVANGUARD SMALL-CAP VALUE INDEX$981,1600.34%4,633CommonSOLE
910047109UALUNITED AIRLS HLDGS INC COM$974,0640.34%8,711CommonSOLE
629377508NRGNRG ENERGY INC COM NEW$966,9050.34%6,072CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$960,0280.34%5,401CommonSOLE
532457108LLYLILLY ELI & CO COM$883,0000.31%822CommonSOLE
46137V290RSPRINVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF$882,0790.31%26,229CommonSOLE
11135F101AVGOBROADCOM INC COM$851,5760.30%2,460CommonSOLE
69374H766INDSPACER INDUSTRIAL REAL ESTATE$811,4120.28%22,121CommonSOLE
922908538VOTVANGUARD MID-CAP GROWTH INDEX FUND$790,8440.28%2,833CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD COM$779,5110.27%24,126CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC COM$767,9150.27%4,425CommonSOLE
88033G407THCTENET HEALTHCARE CORP COM NEW$757,1230.27%3,810CommonSOLE
46090E103QQQINVESCO QQQ TRUST$749,7450.26%1,220CommonSOLE
92556V106VTRSVIATRIS INC COM$728,1630.26%58,487CommonSOLE
31428X106FDXFEDEX CORP COM$712,0400.25%2,465CommonSOLE
31428X906FDXFEDEX CORP COM$694,1600.24%4,000CALLSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$691,6460.24%1,376CommonSOLE
09062X103BIIBBIOGEN INC COM$689,7050.24%3,919CommonSOLE
46435G672IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND FUND$686,6660.24%13,731CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC COM NEW$681,1400.24%4,237CommonSOLE
G29183103ETNEATON CORP PLC SHS$679,3820.24%2,133CommonSOLE
78464A805SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$669,0750.23%8,110CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$667,4950.23%8,315CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL COM$666,4390.23%7,988CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$655,5340.23%2,034CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$646,0340.23%2,181CommonSOLE
29082A107EMBJEMBRAER S.A. SPONSORED ADS$640,6750.22%9,953CommonSOLE
247361702DALDELTA AIR LINES INC DEL COM NEW$625,1550.22%9,008CommonSOLE
020002101ALLALLSTATE CORP COM$617,1650.22%2,965CommonSOLE
680223104ORIOLD REP INTL CORP COM$616,1400.22%13,500CommonSOLE
126650100CVSCVS HEALTH CORP COM$614,8810.22%7,748CommonSOLE
46266C105IQVIQVIA HLDGS INC COM$602,9720.21%2,675CommonSOLE
281020107EIXEDISON INTL COM$602,3480.21%46,321CommonSOLE
902681105UGIUGI CORP NEW COM$599,9650.21%16,029CommonSOLE
316188309FBNDFIDELITY TOTAL BOND ETF$595,8960.21%12,943CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW COM$588,3680.21%21,711CommonSOLE
989701107ZIONZIONS BANCORPORATION N A COM$587,0980.21%10,029CommonSOLE
552848103MTGMGIC INVT CORP WIS COM$586,2700.21%20,064CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY A COM$586,1200.21%1,672CommonSOLE
88579Y101MMM3M CO COM$585,4860.21%3,657CommonSOLE
00130H105AESAES CORP COM$585,1440.21%40,805CommonSOLE
03073E105CORCENCORA INC COM$584,3080.20%1,730CommonSOLE
87161C501SYU1SYNOVUS FINL CORP COM NEW$583,3330.20%11,655CommonSOLE
891092108TTCTORO CO COM$578,8280.20%7,353CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION COM$575,6040.20%9,039CommonSOLE
58155Q103MCKMCKESSON CORP COM$575,0230.20%701CommonSOLE
872540109TJXTJX COS INC NEW COM$574,7660.20%3,742CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC COM$573,7390.20%1,978CommonSOLE
03076K108ABCBAMERIS BANCORP COM$571,5820.20%7,696CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$570,1530.20%909CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS$563,7160.20%1,855CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC COM$563,5560.20%3,782CommonSOLE
410867105THGHANOVER INS GROUP INC COM$559,8250.20%3,063CommonSOLE
95082P105WCCWESCO INTL INC COM$558,0240.20%2,281CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$552,7500.19%23,713CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP COM$540,4860.19%6,429CommonSOLE
907818108UNPUNION PAC CORP COM$535,4780.19%2,315CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO COM$535,3830.19%35,550CommonSOLE
444859102HUMHUMANA INC COM$535,0560.19%2,089CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC COM$534,8240.19%1,711CommonSOLE
56035L104MAINMAIN STR CAP CORP COM$533,0630.19%8,827CommonSOLE
05352A100AVTRAVANTOR INC COM$531,8240.19%46,407CommonSOLE
577933104MMSMAXIMUS INC COM$531,4720.19%6,157CommonSOLE
125523100CITHE CIGNA GROUP COM$517,7080.18%1,881CommonSOLE
125523950CITHE CIGNA GROUP COM$515,4750.18%2,900PUTSOLE
831865209AOSSMITH A O CORP COM$514,4410.18%7,692CommonSOLE
887389104TKRTIMKEN CO COM$512,2680.18%6,089CommonSOLE
06417N103OZKBANK OZK COM$511,4200.18%11,113CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$510,3440.18%1,984CommonSOLE
783549108RRYDER SYS INC COM$508,5450.18%2,657CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD SPONSORED ADR$497,8780.17%25,019CommonSOLE
064058100BKBANK NEW YORK MELLON CORP COM$493,4990.17%4,251CommonSOLE
38059T106GFIGOLD FIELDS LTD SPONSORED ADR$490,6510.17%11,238CommonSOLE
23345M107DTMDT MIDSTREAM INC COMMON STOCK$475,3690.17%3,972CommonSOLE
688239201OSKOSHKOSH CORP COM$474,7560.17%3,779CommonSOLE
231561101CWCURTISS WRIGHT CORP COM$471,3360.17%855CommonSOLE
929042109VNOVORNADO RLTY TR SH BEN INT$467,0180.16%14,033CommonSOLE
88160R101TSLATESLA INC COM$461,4460.16%1,026CommonSOLE
06738E204BCSBARCLAYS PLC ADR$461,0270.16%18,115CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$458,4840.16%1,030CommonSOLE
216648501COOCOOPER COS INC COM$455,2060.16%5,554CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$450,4220.16%4,541CommonSOLE
911312956UPSUNITED PARCEL SERVICE INC CL B$447,6000.16%2,400PUTSOLE
539830109LMTLOCKHEED MARTIN CORP COM$426,5970.15%882CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS$419,3380.15%26,440CommonSOLE
303250104FICOFAIR ISAAC CORP COM$419,2740.15%248CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD SPONSORED ADR$413,3930.14%29,010CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$412,6580.14%1,994CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP COM$389,0190.14%1,101CommonSOLE
00162Q387OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF$387,4560.14%6,715CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD SHS$382,1800.13%17,612CommonSOLE
204448104BVNCOMPANIA DE MINAS BUENAVENTURA SPONSORED ADR$376,7630.13%13,538CommonSOLE
G21082105CYDCHINA YUCHAI INTL LTD COM$374,3120.13%10,544CommonSOLE
464288760ITAISHARES U.S. AEROSPACE & DEFENSE ETF$373,6790.13%1,741CommonSOLE
05464C101AXONAXON ENTERPRISE INC COM$367,4510.13%647CommonSOLE
651639106NEMNEWMONT CORP COM$366,9490.13%3,675CommonSOLE
00370M103ABVXABIVAX SA SPONSORED ADS$361,5460.13%2,681CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$357,3280.13%1,139CommonSOLE
92840M102VSTVISTRA CORP COM$354,2810.12%2,196CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$349,6830.12%2,429CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP COM$346,6390.12%1,101CommonSOLE
35473P108DIVIFRANKLIN/LIBERTYQ INTL EQUITY HEDGED ETF$336,9200.12%8,663CommonSOLE
278865100ECLECOLAB INC COM$333,9250.12%1,272CommonSOLE
91531W106TIGRUP FINTECH HLDG LTD SPONSORED ADS$327,6210.11%34,270CommonSOLE
500631106KEPKOREA ELEC PWR CORP SPONSORED ADR$326,9310.11%19,814CommonSOLE
78462F103SPYSPDR S&P 500 ETF$325,2760.11%477CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR$323,1950.11%4,477CommonSOLE
783513903RYANAIR HOLDINGS PLC SPONSORED ADR$322,1000.11%5,000CALLSOLE
58506Q109MEDPMEDPACE HLDGS INC COM$320,1410.11%570CommonSOLE
90138A103VNET21VIANET GROUP INC SPONSORED ADS A$319,1870.11%37,729CommonSOLE
172908105CTASCINTAS CORP COM$310,5040.11%1,651CommonSOLE
151290889CXCEMEX SAB DE CV SPON ADR NEW$308,8280.11%26,878CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S SPONSORED ADR$304,7200.11%1,429CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$301,2240.11%1,635CommonSOLE
98978V103ZTSZOETIS INC CL A$296,3060.10%2,355CommonSOLE
98978V903ZTSZOETIS INC CL A$289,8900.10%4,500CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$289,1910.10%329CommonSOLE
36118L106FUTUFUTU HLDGS LTD SPON ADS CL A$288,1890.10%1,755CommonSOLE
55261F104MTBM & T BK CORP COM$287,1130.10%1,425CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR$286,0840.10%14,800CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO COM$278,7170.10%1,077CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS$277,0510.10%8,877CommonSOLE
78464A300SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF$276,5490.10%3,040CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$276,0550.10%4,419CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$267,8880.09%566CommonSOLE
81141R100SESEA LTD SPONSORD ADS$265,4730.09%2,081CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC COM NEW$259,5080.09%677CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$258,9650.09%700CommonSOLE
191216100KOCOCA COLA CO COM$253,9830.09%3,633CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$251,4020.09%994CommonSOLE
46137V233XLGINVESCO S&P 500 TOP 50 ETF$247,1980.09%4,170CommonSOLE
110448107BTIBRITISH AMERN TOB PLC SPONSORED ADR$241,4840.08%4,265CommonSOLE
87936R205VIVTELEFONICA BRASIL SA SPONSORED ADS$239,0740.08%20,158CommonSOLE
278642103EBAYEBAY INC. COM$233,7760.08%2,684CommonSOLE
372303206GMABGENMAB A/S SPONSORED ADS$233,5870.08%7,584CommonSOLE
43785V102MCHBMECHANICS BANCORP CL A$225,8830.08%15,440CommonSOLE
43785V902MCHBMECHANICS BANCORP CL A$225,4700.08%3,500CALLSOLE
835699307SONYSONY CORP SPONSORED ADR$222,7710.08%8,702CommonSOLE
931142103WMTWALMART INC COM$219,0370.08%1,966CommonSOLE
78464A201SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF$217,8610.08%2,313CommonSOLE
91822M502VEONVEON LTD SPONSORED ADS$211,0160.07%4,014CommonSOLE
166764100CVXCHEVRON CORP NEW COM$210,0210.07%1,378CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$209,1630.07%1,738CommonSOLE
060505104BACBK OF AMERICA CORP COM$209,0000.07%3,800CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$207,5130.07%843CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD SPONSORED ADS$206,9710.07%1,412CommonSOLE
46641Q159JPIEJPMORGAN INCOME ETF$205,5280.07%4,440CommonSOLE
04016X101ARGXARGENX SE SPONSORED ADR$202,6690.07%241CommonSOLE
808524839SCHZSCHWAB US AGGREGATE BOND ETF$202,5180.07%8,666CommonSOLE
808524909SCHWAB US AGGREGATE BOND ETF$193,2600.07%3,000CALLSOLE
0076CA104AEGAEGON N V NY REGISTRY SHS$191,7170.07%24,866CommonSOLE
46428Q109SLVISHARES SILVER TRUST$176,7680.06%2,744CommonSOLE
46428Q959SLVISHARES SILVER TRUST$160,4890.06%4,200PUTSOLE
00287Y109ABBVABBVIE INC COM$125,0730.04%11,328CommonSOLE
00287Y909ABBVABBVIE INC COM$64,4200.02%1,000CALLSOLE
00287Y959ABBVABBVIE INC COM$53,4960.02%1,400PUTSOLE
00081T108ACCOACCO BRANDS CORP COM$49,9480.02%13,391CommonSOLE
68622D106AACQGBPORIGIN MATERIALS INC COM$15,4540.01%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.