Burney CO Portfolio Holdings

Burney CO

  • $2.4 Billion
  • Q1 2025

Burney CO has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.4 Billion distributed in 636 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $94M, Vanguard Intermediate Term Tre with a value of $71.4M, Microsoft Corp with a value of $46.5M, Meta Platforms, Inc. with a value of $44.2M, and Alphabet Inc. with a value of $42.4M.

Examining the 13F form we can see an decrease of $87M in the current position value, from $2.49B to 2.4B.

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 $2.4 Billion
Technology: $584 Million
Financial Services: $339 Million
Healthcare: $306 Million
Consumer Cyclical: $294 Million
Industrials: $249 Million
ETFs: $169 Million
Communication Services: $129 Million
Consumer Defensive: $124 Million
Other: $208 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.27T
$94 Million 3.92% of portfolio
423,360
Q1 2025 Reduced 10.09%
$0
$71.4 Million 2.97% of portfolio
1,201,920
Q1 2025 Added 17.01%
$3.45T
$46.5 Million 1.93% of portfolio
123,781
Q1 2025 Reduced 3.72%
$1.5T
$44.2 Million 1.84% of portfolio
76,677
Q1 2025 Added 0.43%
$993B
$42.4 Million 1.77% of portfolio
274,397
Q1 2025 Reduced 0.13%
$103B
$41.5 Million 1.73% of portfolio
61,722
Q1 2025 Reduced 0.63%
$352B
$40.5 Million 1.69% of portfolio
373,541
Q1 2025 Added 15.37%
$167B
$37.6 Million 1.57% of portfolio
244,776
Q1 2025 Added 66.62%
$81.1B
$36.7 Million 1.53% of portfolio
381,184
Q1 2025 Added 5.33%
$85.4B
$32 Million 1.33% of portfolio
52,689
Q1 2025 Reduced 4.58%
$9.96B
$31.5 Million 1.31% of portfolio
329,265
Q1 2025 Reduced 4.14%
$7.44B
$30.4 Million 1.27% of portfolio
266,397
Q1 2025 Reduced 43.78%
$104B
$30.2 Million 1.26% of portfolio
180,601
Q1 2025 Reduced 4.12%
$54.7B
$30.1 Million 1.25% of portfolio
176,336
Q1 2025 Reduced 5.84%
$648B
$29.5 Million 1.23% of portfolio
55,302
Q1 2025 Reduced 0.25%
$781B
$28.3 Million 1.18% of portfolio
115,285
Q1 2025 Added 4.33%
$88.3B
$27.8 Million 1.16% of portfolio
59,785
Q1 2025 Added 317.73%
$44B
$26.6 Million 1.11% of portfolio
14,408
Q1 2025 Reduced 4.97%
$264B
$25.9 Million 1.08% of portfolio
420,060
Q1 2025 Added 380.95%
$713B
$24.9 Million 1.04% of portfolio
30,148
Q1 2025 Reduced 4.88%
$149B
$22.9 Million 0.96% of portfolio
188,423
Q1 2025 Reduced 1.82%
$0
$22.8 Million 0.95% of portfolio
822,060
Q1 2025 Added 5.86%
$2.1T
$22.7 Million 0.94% of portfolio
119,184
Q1 2025 Reduced 28.24%
$37.4B
$21.8 Million 0.91% of portfolio
108,987
Q1 2025 Reduced 0.42%
$7.84B
$20.7 Million 0.86% of portfolio
411,589
Q1 2025 Added 214.68%
$7.59B
$20.8 Million 0.86% of portfolio
627,716
Q1 2025 Reduced 5.18%
$38.4B
$20.5 Million 0.85% of portfolio
110,742
Q1 2025 Reduced 11.4%
$142B
$20 Million 0.83% of portfolio
85,887
Q1 2025 Added 97.26%
$282B
$19.7 Million 0.82% of portfolio
37,571
Q1 2025 Reduced 10.61%
$59B
$19.3 Million 0.8% of portfolio
112,846
Q1 2025 Reduced 20.33%
$6.26B
$18.8 Million 0.78% of portfolio
49,105
Q1 2025 Reduced 9.1%
$115B
$18.8 Million 0.78% of portfolio
38,805
Q1 2025 Added 2.75%
$271B
$18.4 Million 0.76% of portfolio
209,042
Q1 2025 Reduced 5.77%
$0
$18.1 Million 0.75% of portfolio
35,240
Q1 2025 Added 9.27%
$110B
$17 Million 0.71% of portfolio
24,934
Q1 2025 Added 143.57%
$542B
$16.9 Million 0.7% of portfolio
18,132
Q1 2025 Reduced 15.78%
$20.3B
$16.7 Million 0.69% of portfolio
199,636
Q1 2025 Added 1.31%
$83.5B
$16.1 Million 0.67% of portfolio
237,363
Q1 2025 Added 1,111.28%
$202B
$16.1 Million 0.67% of portfolio
121,451
Q1 2025 Added 0.18%
$8.53B
$15.5 Million 0.65% of portfolio
208,312
Q1 2025 Added 1.98%
$13.7B
$14.8 Million 0.62% of portfolio
401,216
Q1 2025 Added 8.92%
$456B
$14.3 Million 0.6% of portfolio
102,399
Q1 2025 Reduced 5.74%
$75.1B
$14.5 Million 0.6% of portfolio
80,723
Q1 2025 Reduced 0.09%
$217B
$14 Million 0.58% of portfolio
3,048
Q1 2025 Added 0.23%
$6.13B
$13.9 Million 0.58% of portfolio
231,336
Q1 2025 Added 13.39%
$71.7B
$13.8 Million 0.57% of portfolio
106,044
Q1 2025 Added 402.82%
$54.5B
$13.7 Million 0.57% of portfolio
209,081
Q1 2025 Added 1,066.16%
$331B
$13.5 Million 0.56% of portfolio
64,331
Q1 2025 Reduced 0.13%
$29.1B
$13.1 Million 0.54% of portfolio
152,148
Q1 2025 Reduced 1.38%

Summary

  • Portfolio
  • No. of Stocks 636
  • Current Value $2.4 Billion
  • Prior Value $2.49 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 31 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 326 stocks
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