Burney CO Portfolio Holdings

Burney CO

  • $2.55 Billion
  • Q2 2025

Burney CO has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.55 Billion distributed in 650 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $85.2M, Vanguard Intermediate Term Tre with a value of $73.3M, Microsoft Corp with a value of $62.8M, Capital One Financial Corp with a value of $53.3M, and Meta Platforms, Inc. with a value of $50.5M.

Examining the 13F form we can see an increase of $143M in the current position value, from $2.4B to 2.55B.

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 $2.55 Billion
Technology: $606 Million
Financial Services: $387 Million
Consumer Cyclical: $301 Million
Industrials: $291 Million
Healthcare: $276 Million
ETFs: $185 Million
Communication Services: $173 Million
Consumer Defensive: $116 Million
Other: $209 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$85.2 Million 3.35% of portfolio
415,494
Q2 2025 Reduced 1.86%
$0
$73.3 Million 2.88% of portfolio
1,225,315
Q2 2025 Added 1.95%
$3.95T
$62.8 Million 2.47% of portfolio
126,258
Q2 2025 Added 2.0%
$83.2B
$53.3 Million 2.1% of portfolio
250,622
Q2 2025 Added 210.47%
$1.78T
$50.5 Million 1.98% of portfolio
68,385
Q2 2025 Reduced 10.81%
$456B
$49.7 Million 1.95% of portfolio
314,517
Q2 2025 Reduced 15.8%
$127B
$47.9 Million 1.88% of portfolio
173,597
Q2 2025 Reduced 3.88%
$94.7B
$44.7 Million 1.76% of portfolio
60,969
Q2 2025 Reduced 1.22%
$1.21T
$42.7 Million 1.68% of portfolio
242,357
Q2 2025 Reduced 11.68%
$545B
$37 Million 1.45% of portfolio
27,632
Q2 2025 Added 52.39%
$96.6B
$35.1 Million 1.38% of portfolio
50,230
Q2 2025 Reduced 4.67%
$859B
$33.6 Million 1.32% of portfolio
115,980
Q2 2025 Added 0.6%
$8.78B
$30.8 Million 1.21% of portfolio
323,881
Q2 2025 Reduced 1.64%
$26.4B
$30.5 Million 1.2% of portfolio
130,696
Q2 2025 Added 1,782.69%
$621B
$26.1 Million 1.03% of portfolio
53,736
Q2 2025 Reduced 2.83%
$75.9B
$26.2 Million 1.03% of portfolio
7,056
Q2 2025 Reduced 3.06%
$0
$25.6 Million 1.0% of portfolio
821,859
Q2 2025 Reduced 0.02%
$33.3B
$25.5 Million 1.0% of portfolio
13,961
Q2 2025 Reduced 3.1%
$25.1B
$25.1 Million 0.99% of portfolio
115,055
Q2 2025 Added 4,802.22%
$52.5B
$23.1 Million 0.91% of portfolio
112,692
Q2 2025 Reduced 0.14%
$133B
$23.3 Million 0.91% of portfolio
25,961
Q2 2025 Added 4.12%
$61.9B
$23.1 Million 0.91% of portfolio
218,236
Q2 2025 Reduced 42.75%
$173B
$23 Million 0.9% of portfolio
144,525
Q2 2025 Reduced 40.96%
$7.38B
$22.7 Million 0.89% of portfolio
622,324
Q2 2025 Reduced 0.86%
$155B
$22.3 Million 0.88% of portfolio
180,891
Q2 2025 Reduced 4.0%
$608B
$22.3 Million 0.88% of portfolio
28,615
Q2 2025 Reduced 5.08%
$75.1B
$21.9 Million 0.86% of portfolio
117,778
Q2 2025 Added 11.07%
$53.1B
$21.8 Million 0.86% of portfolio
88,777
Q2 2025 Added 71.14%
$684B
$21.7 Million 0.85% of portfolio
99,136
Q2 2025 Reduced 3.19%
$66.5B
$20.5 Million 0.81% of portfolio
207,792
Q2 2025 Reduced 0.62%
$0
$20 Million 0.79% of portfolio
35,216
Q2 2025 Reduced 0.07%
$38.1B
$19.3 Million 0.76% of portfolio
110,680
Q2 2025 Added 1.55%
$229B
$19.1 Million 0.75% of portfolio
130,594
Q2 2025 Added 7.53%
$6.48B
$19 Million 0.75% of portfolio
43,519
Q2 2025 Reduced 11.38%
$38.4B
$18.7 Million 0.73% of portfolio
100,948
Q2 2025 Reduced 8.84%
$7.88B
$18.4 Million 0.72% of portfolio
250,146
Q2 2025 Reduced 6.1%
$12.1B
$17.9 Million 0.7% of portfolio
406,128
Q2 2025 Added 1.22%
$217B
$17.9 Million 0.7% of portfolio
3,095
Q2 2025 Added 1.54%
$99.5B
$17.4 Million 0.68% of portfolio
39,131
Q2 2025 Added 0.84%
$22B
$16.4 Million 0.65% of portfolio
198,547
Q2 2025 Reduced 0.55%
$293B
$16.3 Million 0.64% of portfolio
234,572
Q2 2025 Reduced 44.16%
$179B
$16.3 Million 0.64% of portfolio
178,565
Q2 2025 Added 99.73%
$281B
$14.9 Million 0.58% of portfolio
151,898
Q2 2025 Reduced 27.34%
$7.16B
$14.4 Million 0.56% of portfolio
233,639
Q2 2025 Added 1.0%
$11.5B
$13.9 Million 0.55% of portfolio
76,852
Q2 2025 Added 163.54%
$9.44B
$13.5 Million 0.53% of portfolio
367,807
Q2 2025 Added 31.7%
$51.7B
$13.4 Million 0.53% of portfolio
53,544
Q2 2025 Reduced 8.93%
$12.5B
$12.8 Million 0.5% of portfolio
64,696
Q2 2025 Reduced 1.29%
$551B
$12.5 Million 0.49% of portfolio
35,286
Q2 2025 Reduced 3.69%

Summary

  • Portfolio
  • No. of Stocks 650
  • Current Value $2.55 Billion
  • Prior Value $2.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 42 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 353 stocks
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