Burney CO Purchases in Q1 2025

Burney CO

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
45.5K
+ 317.73%
$437.8 - $527.48 $19.9M - $24M
59.8K $27.8M
CSCO
Cisco Systems, Inc.

Technology
333K
+ 380.95%
$58.74 - $64.87 $19.5M - $21.6M
420K $25.9M
CVS
Cvs Health Corp

Healthcare
218K
+ 1111.28%
$44.22 - $68.64 $9.63M - $14.9M
237K $16.1M
G
Genpact LTD

Technology
281K
+ 214.68%
$42.88 - $55.54 $12M - $15.6M
412K $20.7M
QCOM
Qualcomm Inc

Technology
97.9K
+ 66.62%
$151.94 - $175.86 $14.9M - $17.2M
245K $37.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
44.7K
New
$283.06 - $421.16 $12.6M - $18.8M
44.7K $12.6M
APH
Amphenol Corp

Technology
191K
+ 1066.16%
$61.62 - $78.55 $11.8M - $15M
209K $13.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
175K
+ 17.01%
$57.44 - $59.4 $10M - $10.4M
1.2M $71.4M
HWM
Howmet Aerospace Inc.

Industrials
85K
+ 402.82%
$110.79 - $139.39 $9.41M - $11.8M
106K $13.8M
CALM
Cal Maine Foods Inc

Consumer Defensive
121K
New
$80.87 - $115.8 $9.82M - $14.1M
121K $11M
KLAC
Kla Corp

Technology
14.7K
+ 143.57%
$636.62 - $777.63 $9.36M - $11.4M
24.9K $17M
PTGX
Protagonist Therapeutics, Inc

Healthcare
202K
New
$35.09 - $59.76 $7.09M - $12.1M
202K $9.77M
LOW
Lowes Companies Inc

Consumer Cyclical
42.3K
+ 97.26%
$222.66 - $268.42 $9.43M - $11.4M
85.9K $20M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
24.6K
+ 1005.9%
$314.47 - $431.35 $7.72M - $10.6M
27K $9.9M
KMI
Kinder Morgan, Inc.

Energy
253K
+ 133.51%
$26.1 - $31.22 $6.6M - $7.89M
442K $12.6M
SCHW
Schwab Charles Corp

Financial Services
89.4K
New
$71.24 - $83.64 $6.37M - $7.48M
89.4K $7M
MSI
Motorola Solutions, Inc.

Technology
13.6K
+ 106.12%
$411.73 - $482.1 $5.62M - $6.57M
26.5K $11.6M
WFC
Wells Fargo & Company

Financial Services
75.5K
+ 102.11%
$66.78 - $81.42 $5.04M - $6.14M
149K $10.7M
FHI
Federated Hermes, Inc.

Financial Services
120K
New
$37.58 - $41.51 $4.5M - $4.97M
120K $4.88M
TGT
Target Corp

Consumer Defensive
46.8K
+ 555.77%
$103.65 - $142.5 $4.85M - $6.67M
55.2K $5.76M
QLYS
Qualys, Inc.

Technology
34.4K
+ 164.16%
$121.57 - $147.7 $4.19M - $5.08M
55.4K $6.98M
DIS
Walt Disney CO

Communication Services
40.7K
+ 317.42%
$96.87 - $114.0 $3.94M - $4.64M
53.5K $5.28M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.04K
+ 2.75%
$402.49 - $513.76 $418K - $533K
38.8K $18.8M
PSMT
Pricesmart Inc

Consumer Defensive
38.4K
+ 70.36%
$82.4 - $94.86 $3.16M - $3.64M
93K $8.17M
NTAP
Net App, Inc.

Technology
34.9K
New
$87.84 - $126.3 $3.06M - $4.4M
34.9K $3.06M
POR
Portland General Electric CO

Utilities
63.8K
+ 223.74%
$40.56 - $45.24 $2.59M - $2.89M
92.3K $4.12M
DFIC
Dimensional ETF Tr Dimensional

ETFs
45.5K
+ 5.86%
$25.54 - $28.79 $1.16M - $1.31M
822K $22.8M
V
Visa Inc.

Financial Services
4.58K
+ 14.28%
$306.92 - $362.71 $1.41M - $1.66M
36.6K $12.8M
VZ
Verizon Communications Inc

Communication Services
35.5K
+ 19.04%
$37.81 - $46.49 $1.34M - $1.65M
222K $10.1M
EXEL
Exelixis, Inc.

Healthcare
32.8K
+ 8.92%
$32.38 - $39.16 $1.06M - $1.29M
401K $14.8M
FTNT
Fortinet, Inc.

Technology
19.3K
+ 5.33%
$92.49 - $114.57 $1.78M - $2.21M
381K $36.7M
ADSK
Autodesk, Inc.

Technology
9.96K
+ 23.76%
N/A
51.9K $12.8M
MS
Morgan Stanley

Financial Services
21.2K
+ 85.88%
$111.68 - $141.08 $2.37M - $2.99M
45.9K $5.36M
LRN
Stride, Inc.

Consumer Defensive
10.3K
+ 29.37%
$106.34 - $142.28 $1.09M - $1.46M
45.3K $5.74M
RTX
Raytheon Technologies Corp

Industrials
213
+ 0.18%
$114.1 - $135.66 $24.3K - $28.9K
121K $16.1M
JPM
Jpmorgan Chase & CO

Financial Services
4.79K
+ 4.33%
$225.19 - $279.95 $1.08M - $1.34M
115K $28.3M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.58K
+ 1.31%
$74.75 - $89.13 $193K - $230K
200K $16.7M
FN
Fabrinet

Technology
8.57K
New
$183.66 - $267.24 $1.57M - $2.29M
8.57K $1.69M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
27.3K
+ 13.39%
$58.09 - $67.05 $1.59M - $1.83M
231K $13.9M
URBN
Urban Outfitters Inc

Consumer Cyclical
21.4K
New
$48.81 - $60.44 $1.05M - $1.3M
21.4K $1.12M
KR
Kroger CO

Consumer Defensive
3.27K
+ 2.73%
$58.36 - $67.72 $191K - $222K
123K $8.34M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$663000.0 - $801950.0 $663K - $802K
2 $1.6M
VGSH
Vanguard

ETFs
15.2K
+ 164.61%
$58.07 - $58.69 $885K - $894K
24.5K $1.44M
PSIX
Power Solutions International, Inc.

Industrials
33.9K
New
$25.28 - $43.7 $857K - $1.48M
33.9K $856K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.99K
+ 9.27%
$507.05 - $563.67 $1.52M - $1.69M
35.2K $18.1M
MRVL
Marvell Technology, Inc.

Technology
11.8K
New
$61.57 - $126.06 $724K - $1.48M
11.8K $724K
TDG
Trans Digm Group Inc

Industrials
503
New
$1251.32 - $1394.11 $629K - $701K
503 $695K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
27.7K
New
$21.34 - $23.86 $591K - $661K
27.7K $631K
IBM
International Business Machines Corp

Technology
305
+ 1.64%
$217.4 - $264.74 $66.3K - $80.7K
18.9K $4.71M
Activity Summary
Buys All Purchases 188 New Holdings 31 Increased Positions 157 Sells All Sells 326 Reductions 326 Sold out 0 Options Calls 0 Puts 0
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