Burney CO Reduced Holdings in Q2 2025

Burney CO

  • $2.55 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
-54K
- 90.37%
$396.7 - $501.59 $21.4M - $27.1M
5.76K $2.89M
QCOM
Qualcomm Inc

Technology
-100K
- 40.96%
$124.66 - $159.48 $12.5M - $16M
145K $23M
FTNT
Fortinet, Inc.

Technology
-163K
- 42.75%
$84.71 - $108.69 $13.8M - $17.7M
218K $23.1M
CORT
Corcept Therapeutics Inc

Healthcare
-16.3K
- 6.1%
$62.24 - $91.93 $1.01M - $1.49M
250K $18.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-42.2K
- 94.5%
$225.56 - $335.19 $9.52M - $14.2M
2.46K $583K
LOW
Lowes Companies Inc

Consumer Cyclical
-48.3K
- 56.22%
$210.83 - $235.28 $10.2M - $11.4M
37.6K $8.34M
G
Genpact LTD

Technology
-202K
- 49.18%
$40.65 - $50.56 $8.23M - $10.2M
209K $9.21M
UNH
Unitedhealth Group Inc

Healthcare
-6.49K
- 17.28%
$274.35 - $599.47 $1.78M - $3.89M
31.1K $9.7M
CSCO
Cisco Systems, Inc.

Technology
-185K
- 44.16%
$53.19 - $69.38 $9.87M - $12.9M
235K $16.3M
PTGX
Protagonist Therapeutics, Inc

Healthcare
-196K
- 96.87%
$40.89 - $56.37 $8M - $11M
6.32K $349K
ACGL
Arch Capital Group Ltd.

Financial Services
-81.6K
- 90.44%
$84.99 - $96.82 $6.94M - $7.9M
8.63K $785K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-64.7K
- 31.04%
$57.26 - $78.92 $3.7M - $5.1M
144K $8.32M
IRM
Iron Mountain Inc

Real Estate
-85.3K
- 56.09%
$76.93 - $105.25 $6.57M - $8.98M
66.8K $6.85M
BKR
Baker Hughes CO

Energy
-130K
- 91.67%
$35.0 - $44.92 $4.56M - $5.85M
11.8K $453K
QLYS
Qualys, Inc.

Technology
-40.4K
- 72.98%
$115.21 - $142.87 $4.66M - $5.78M
15K $2.14M
TGT
Target Corp

Consumer Defensive
-45.7K
- 82.82%
$88.76 - $105.77 $4.06M - $4.83M
9.48K $935K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-49.6K
- 49.17%
$90.5 - $114.3 $4.49M - $5.67M
51.3K $5.85M
KMI
Kinder Morgan, Inc.

Energy
-167K
- 37.89%
$25.21 - $29.4 $4.22M - $4.92M
275K $8.07M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-284K
- 71.43%
$14.1 - $22.95 $4.01M - $6.53M
114K $2.45M
CVS
Cvs Health Corp

Healthcare
-62.2K
- 26.22%
$60.04 - $70.18 $3.74M - $4.37M
175K $12.1M
WMT
Walmart Inc.

Consumer Defensive
-57.1K
- 27.34%
$81.79 - $99.98 $4.67M - $5.71M
152K $14.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.57K
- 2.83%
$483.48 - $539.8 $757K - $845K
53.7K $26.1M
WFC
Wells Fargo & Company

Financial Services
-50.4K
- 33.72%
$60.98 - $80.12 $3.07M - $4.04M
99K $7.93M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-11.4K
- 42.19%
$328.01 - $475.68 $3.74M - $5.42M
15.6K $7.3M
LLY
Eli Lilly & CO

Healthcare
-1.53K
- 5.08%
$713.71 - $898.95 $1.09M - $1.38M
28.6K $22.3M
IOSP
Innospec Inc.

Basic Materials
-24.2K
- 82.03%
$82.54 - $95.65 $1.99M - $2.31M
5.29K $444K
PFE
Pfizer Inc

Healthcare
-81.1K
- 51.64%
$21.59 - $24.84 $1.75M - $2.01M
75.9K $1.84M
MS
Morgan Stanley

Financial Services
-21.4K
- 46.68%
$99.83 - $140.86 $2.14M - $3.02M
24.5K $3.45M
ABBV
Abb Vie Inc.

Healthcare
-1.91K
- 2.98%
$170.16 - $206.27 $326K - $395K
62.4K $11.6M
ABC
Amerisourcebergen Corp

Healthcare
-9.79K
- 8.84%
N/A
101K $18.7M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-52.6K
- 86.39%
$30.29 - $33.43 $1.59M - $1.76M
8.29K $261K
CVX
Chevron Corp

Energy
-6.36K
- 20.21%
$133.73 - $168.51 $850K - $1.07M
25.1K $3.59M
PRU
Prudential Financial Inc

Financial Services
-13.9K
- 42.45%
$95.12 - $112.71 $1.32M - $1.57M
18.9K $2.03M
FAF
First American Financial Corp

Financial Services
-20.3K
- 23.89%
$54.11 - $67.0 $1.1M - $1.36M
64.8K $3.98M
POR
Portland General Electric CO

Utilities
-29.4K
- 31.84%
$39.96 - $44.75 $1.17M - $1.32M
62.9K $2.56M
AZO
Autozone Inc

Consumer Cyclical
-223
- 3.06%
$3478.38 - $3880.15 $776K - $865K
7.06K $26.2M
HD
Home Depot, Inc.

Consumer Cyclical
-4.08K
- 12.81%
$335.24 - $380.78 $1.37M - $1.55M
27.8K $10.2M
DOCU
Docusign, Inc.

Technology
-11K
- 7.74%
$70.35 - $93.84 $774K - $1.03M
131K $10.2M
CALM
Cal Maine Foods Inc

Consumer Defensive
-24.2K
- 19.96%
$90.17 - $103.07 $2.19M - $2.5M
97.2K $9.69M
DIS
Walt Disney CO

Communication Services
-21.5K
- 40.09%
$81.72 - $124.01 $1.75M - $2.66M
32.1K $3.98M
BLDR
Builders First Source, Inc.

Industrials
-9.06K
- 51.78%
$105.63 - $131.12 $957K - $1.19M
8.44K $984K
OC
Owens Corning

Industrials
-8.21K
- 63.67%
$126.32 - $147.75 $1.04M - $1.21M
4.68K $644K
XOM
Exxon Mobil Corp

Energy
-274
- 0.29%
$99.93 - $119.04 $27.4K - $32.6K
95.2K $10.3M
MRK
Merck & Co., Inc.

Healthcare
-6.45K
- 12.54%
$73.47 - $87.12 $474K - $562K
45K $3.56M
FICO
Fair Isaac Corp

Technology
-447
- 3.1%
$1503.62 - $2206.01 $672K - $986K
14K $25.5M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-25.4K
- 29.94%
$28.81 - $34.65 $731K - $880K
59.4K $1.82M
SNA
Snap On Inc

Industrials
-988
- 3.54%
$292.36 - $342.2 $289K - $338K
27K $8.39M
TROW
Price T Rowe Group Inc

Financial Services
-11.2K
- 50.55%
$80.27 - $98.06 $902K - $1.1M
11K $1.06M
PHM
Pultegroup Inc

Consumer Cyclical
-9.98K
- 36.8%
$92.02 - $106.54 $918K - $1.06M
17.1K $1.81M
Activity Summary
Buys All Purchases 174 New Holdings 42 Increased Positions 132 Sells All Sells 353 Reductions 353 Sold out 0 Options Calls 1 Puts 0
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