Burney CO Portfolio Holdings

Burney CO

  • $2.66 Billion
  • Q3 2025

Burney CO has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.66 Billion distributed in 663 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $110M, Vanguard Intermediate Term Tre with a value of $76M, Microsoft Corp with a value of $74.2M, Alphabet Inc. with a value of $61.5M, and Nvidia Corp with a value of $57.7M.

Examining the 13F form we can see an increase of $119M in the current position value, from $2.55B to 2.66B.

Burney CO is based out at Reston, VA

Below you can find more details about Burney CO portfolio as well as his latest detailed transactions.

Portfolio value $2.66 Billion
Technology: $677 Million
Financial Services: $392 Million
Consumer Cyclical: $330 Million
Industrials: $312 Million
Healthcare: $241 Million
ETFs: $195 Million
Communication Services: $191 Million
Consumer Defensive: $108 Million
Other: $218 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$110 Million 4.14% of portfolio
433,308
Q3 2025 Added 4.29%
$0
$76 Million 2.85% of portfolio
1,265,288
Q3 2025 Added 3.26%
$3.78T
$74.2 Million 2.79% of portfolio
143,299
Q3 2025 Added 13.5%
$1.65T
$61.5 Million 2.31% of portfolio
252,829
Q3 2025 Added 4.32%
$465B
$57.7 Million 2.17% of portfolio
309,366
Q3 2025 Reduced 1.64%
$1.37T
$57.2 Million 2.15% of portfolio
77,867
Q3 2025 Added 13.87%
$139B
$53.2 Million 2.0% of portfolio
161,164
Q3 2025 Reduced 7.16%
$121B
$45.7 Million 1.71% of portfolio
59,122
Q3 2025 Reduced 3.03%
$77.2B
$39.8 Million 1.49% of portfolio
187,039
Q3 2025 Reduced 25.37%
$107B
$37.1 Million 1.39% of portfolio
48,975
Q3 2025 Reduced 2.5%
$881B
$36.4 Million 1.37% of portfolio
115,307
Q3 2025 Reduced 0.58%
$49.1B
$32.3 Million 1.21% of portfolio
26,904
Q3 2025 Reduced 2.63%
$2.39T
$30.5 Million 1.14% of portfolio
138,854
Q3 2025 Added 17.42%
$73.2B
$29.5 Million 1.11% of portfolio
6,875
Q3 2025 Reduced 2.57%
$0
$27.9 Million 1.05% of portfolio
850,108
Q3 2025 Added 3.44%
$593B
$27.4 Million 1.03% of portfolio
97,350
Q3 2025 Reduced 1.8%
$27.4B
$26.9 Million 1.01% of portfolio
109,621
Q3 2025 Reduced 16.13%
$170B
$26.4 Million 0.99% of portfolio
182,652
Q3 2025 Added 0.97%
$161B
$24.5 Million 0.92% of portfolio
22,711
Q3 2025 Reduced 12.52%
$61.4B
$22.8 Million 0.86% of portfolio
111,986
Q3 2025 Reduced 0.63%
$21.3B
$22.3 Million 0.84% of portfolio
117,060
Q3 2025 Added 1.74%
$662B
$22.3 Million 0.84% of portfolio
44,387
Q3 2025 Reduced 17.4%
$0
$21.6 Million 0.81% of portfolio
35,244
Q3 2025 Added 0.08%
$167B
$21.6 Million 0.81% of portfolio
226,656
Q3 2025 Added 26.93%
$258B
$21.7 Million 0.81% of portfolio
129,617
Q3 2025 Reduced 0.75%
$971B
$21.4 Million 0.8% of portfolio
28,069
Q3 2025 Reduced 1.91%
$44B
$19.8 Million 0.74% of portfolio
13,238
Q3 2025 Reduced 5.18%
$7.29B
$19.6 Million 0.74% of portfolio
589,951
Q3 2025 Reduced 5.2%
$279B
$19.1 Million 0.72% of portfolio
185,330
Q3 2025 Added 22.01%
$8.09B
$19.2 Million 0.72% of portfolio
230,765
Q3 2025 Reduced 7.75%
$7.37B
$18.9 Million 0.71% of portfolio
67,700
Q3 2025 Added 96.11%
$79.6B
$18.4 Million 0.69% of portfolio
148,671
Q3 2025 Reduced 28.45%
$39.2B
$18.3 Million 0.69% of portfolio
109,210
Q3 2025 Reduced 1.33%
$5.71B
$18.5 Million 0.69% of portfolio
42,188
Q3 2025 Reduced 3.06%
$64.9B
$18.2 Million 0.68% of portfolio
215,996
Q3 2025 Reduced 1.03%
$21.3B
$17.5 Million 0.66% of portfolio
197,610
Q3 2025 Reduced 0.47%
$53.1B
$17.4 Million 0.65% of portfolio
70,753
Q3 2025 Reduced 20.3%
$38.4B
$16.7 Million 0.63% of portfolio
90,245
Q3 2025 Reduced 10.6%
$6.67B
$16.3 Million 0.61% of portfolio
130,042
Q3 2025 Added 41.7%
$191B
$16.2 Million 0.61% of portfolio
3,004
Q3 2025 Reduced 2.94%
$55.4B
$16.1 Million 0.6% of portfolio
52,706
Q3 2025 Reduced 1.57%
$16.9B
$15.5 Million 0.58% of portfolio
172,390
Q3 2025 Added 184.91%
$512B
$15.3 Million 0.58% of portfolio
26,967
Q3 2025 Added 181.46%
$6.47B
$15.5 Million 0.58% of portfolio
234,501
Q3 2025 Added 0.37%
$187B
$15.2 Million 0.57% of portfolio
91,578
Q3 2025 Reduced 36.64%
$55.9B
$14.5 Million 0.54% of portfolio
15,185
Q3 2025 Reduced 3.58%
$14.2B
$14.2 Million 0.53% of portfolio
45,173
Q3 2025 Added 196.08%
$414B
$14.1 Million 0.53% of portfolio
60,899
Q3 2025 Reduced 2.43%
$14.8B
$13.9 Million 0.52% of portfolio
67,814
Q3 2025 Reduced 11.76%

Summary

  • Portfolio
  • No. of Stocks 663
  • Current Value $2.66 Billion
  • Prior Value $2.55 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 330 stocks
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