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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.2B
$5.78 Million 0.23% of portfolio
87,044
Q2 2025 Reduced 0.01%
$224B
$5.91 Million 0.23% of portfolio
20,222
Q2 2025 Reduced 3.7%
$12B
$5.92 Million 0.23% of portfolio
126,785
Q2 2025 Reduced 0.5%
$15.7B
$5.85 Million 0.23% of portfolio
51,294
Q2 2025 Reduced 49.17%
$59.3B
$5.83 Million 0.23% of portfolio
15,408
Q2 2025 Reduced 2.99%
$17.9B
$5.57 Million 0.22% of portfolio
60,507
Q2 2025 Added 645.62%
$19.3B
$5.63 Million 0.22% of portfolio
19,113
Q2 2025 Reduced 3.29%
$151B
$5.63 Million 0.22% of portfolio
20,180
Q2 2025 Added 6.08%
$65.7B
$5.56 Million 0.22% of portfolio
69,076
Q2 2025 Added 1.33%
$197B
$5.58 Million 0.22% of portfolio
65,605
Q2 2025 Reduced 3.29%
$16.6B
$5.42 Million 0.21% of portfolio
17,264
Q2 2025 Reduced 14.7%
$65.6B
$5.3 Million 0.21% of portfolio
39,450
Q2 2025 Reduced 2.89%
$4.63B
$5.36 Million 0.21% of portfolio
120,879
Q2 2025 Added 1.02%
$543B
$5.38 Million 0.21% of portfolio
9,581
Q2 2025 Added 147.51%
$14.3B
$5.31 Million 0.21% of portfolio
20,764
Q2 2025 Added 2,303.24%
$42.7B
$5.42 Million 0.21% of portfolio
33,069
Q2 2025 New
$485B
$5.09 Million 0.2% of portfolio
33,300
Q2 2025 Reduced 7.35%
$253B
$5.08 Million 0.2% of portfolio
17,244
Q2 2025 Reduced 8.98%
$70.6B
$5.19 Million 0.2% of portfolio
49,216
Q2 2025 Reduced 3.16%
$89.7B
$5.1 Million 0.2% of portfolio
14,854
Q2 2025 Reduced 8.7%
$6.77B
$5.08 Million 0.2% of portfolio
56,409
Q2 2025 Added 1,416.78%
$272B
$5.1 Million 0.2% of portfolio
7,211
Q2 2025 Added 3.4%
$252B
$4.92 Million 0.19% of portfolio
12,682
Q2 2025 Reduced 12.53%
$96.1B
$4.8 Million 0.19% of portfolio
28,887
Q2 2025 Added 0.64%
$36.8B
$4.79 Million 0.19% of portfolio
19,702
Q2 2025 Reduced 2.07%
$52.4B
$4.87 Million 0.19% of portfolio
9,125
Q2 2025 Added 3.11%
$97.1B
$4.55 Million 0.18% of portfolio
16,504
Q2 2025 Added 357.17%
$14.9B
$4.68 Million 0.18% of portfolio
31,372
Q2 2025 Reduced 9.95%
$93.6B
$4.6 Million 0.18% of portfolio
15,784
Q2 2025 Added 8.07%
$31B
$4.51 Million 0.18% of portfolio
8,439
Q2 2025 Reduced 3.02%
$6.31B
$4.58 Million 0.18% of portfolio
86,861
Q2 2025 Added 0.23%
$4.01B
$4.34 Million 0.17% of portfolio
77,396
Q2 2025 Reduced 0.84%
$287B
$4.05 Million 0.16% of portfolio
57,241
Q2 2025 Reduced 4.0%
$6.65B
$3.98 Million 0.16% of portfolio
64,818
Q2 2025 Reduced 23.89%
$209B
$3.98 Million 0.16% of portfolio
32,062
Q2 2025 Reduced 40.09%
$410B
$4.17 Million 0.16% of portfolio
4,213
Q2 2025 Reduced 1.17%
$80.1B
$3.98 Million 0.16% of portfolio
16,083
Q2 2025 Reduced 7.36%
$61.4B
$4.11 Million 0.16% of portfolio
25,572
Q2 2025 Added 1,036.03%
$2.43B
$4.14 Million 0.16% of portfolio
218,213
Q2 2025 Reduced 0.17%
$27.6B
$4.2 Million 0.16% of portfolio
3,573
Q2 2025 Reduced 0.47%
$13.5B
$4.18 Million 0.16% of portfolio
15,257
Q2 2025 Added 206.0%
$74.7B
$3.91 Million 0.15% of portfolio
119,977
Q2 2025 Reduced 12.82%
$23.4B
$3.71 Million 0.15% of portfolio
20,247
Q2 2025 Reduced 3.2%
$8.48B
$3.82 Million 0.15% of portfolio
33,602
Q2 2025 Reduced 4.31%
$12.4B
$3.83 Million 0.15% of portfolio
30,324
Q2 2025 Reduced 0.5%
$31.4B
$3.87 Million 0.15% of portfolio
118,837
Q2 2025 Reduced 4.93%
$213B
$3.56 Million 0.14% of portfolio
44,968
Q2 2025 Reduced 12.54%
$13.1B
$3.46 Million 0.14% of portfolio
89,901
Q2 2025 Added 0.31%
$269B
$3.45 Million 0.14% of portfolio
24,495
Q2 2025 Reduced 46.68%

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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