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
$304B
$3.59 Million 0.14% of portfolio
25,095
Q2 2025 Reduced 20.21%
$10.1B
$3.68 Million 0.14% of portfolio
8,612
Q2 2025 Reduced 7.27%
$122B
$3.35 Million 0.13% of portfolio
10,860
Q2 2025 Reduced 8.62%
$18.9B
$3.36 Million 0.13% of portfolio
93,561
Q2 2025 New
$86.6B
$3.4 Million 0.13% of portfolio
69,124
Q2 2025 New
$149B
$3.2 Million 0.13% of portfolio
8,974
Q2 2025 Added 18.89%
$120B
$3.43 Million 0.13% of portfolio
38,272
Q2 2025 Reduced 3.79%
$19.1B
$3.3 Million 0.13% of portfolio
11,497
Q2 2025 Reduced 3.52%
$235B
$3.28 Million 0.13% of portfolio
24,087
Q2 2025 Reduced 0.35%
$75.4B
$2.94 Million 0.12% of portfolio
5,742
Q2 2025 Reduced 20.26%
$32.9B
$3.11 Million 0.12% of portfolio
12,730
Q2 2025 Added 365.96%
$77.2B
$3.07 Million 0.12% of portfolio
48,849
Q2 2025 Reduced 2.12%
$65.4B
$3.05 Million 0.12% of portfolio
11,414
Q2 2025 Added 1.11%
$145B
$3.02 Million 0.12% of portfolio
13,118
Q2 2025 Reduced 10.42%
$48.1B
$2.86 Million 0.11% of portfolio
36,530
Q2 2025 New
$20B
$2.74 Million 0.11% of portfolio
46,997
Q2 2025 New
$3.9B
$2.81 Million 0.11% of portfolio
25,223
Q2 2025 Reduced 5.94%
$11.7B
$2.73 Million 0.11% of portfolio
16,593
Q2 2025 Added 27.89%
$77.6B
$2.74 Million 0.11% of portfolio
20,520
Q2 2025 Reduced 8.68%
$8.18B
$2.71 Million 0.11% of portfolio
3,919
Q2 2025 Added 64.04%
$186B
$2.9 Million 0.11% of portfolio
2,825
Q2 2025 Reduced 7.16%
$55.5B
$2.77 Million 0.11% of portfolio
34,850
Q2 2025 Added 1.29%
$29.6B
$2.75 Million 0.11% of portfolio
9,538
Q2 2025 Added 2.65%
$7.94B
$2.85 Million 0.11% of portfolio
40,341
Q2 2025 Reduced 10.17%
$87.3B
$2.89 Million 0.11% of portfolio
5,758
Q2 2025 Reduced 90.37%
$24.9B
$2.48 Million 0.1% of portfolio
148,227
Q2 2025 New
$27.5B
$2.66 Million 0.1% of portfolio
16,051
Q2 2025 Reduced 5.35%
$8.26B
$2.59 Million 0.1% of portfolio
24,418
Q2 2025 Reduced 4.29%
$3.45B
$2.45 Million 0.1% of portfolio
113,752
Q2 2025 Reduced 71.43%
$10.7B
$2.47 Million 0.1% of portfolio
17,268
Q2 2025 Reduced 16.23%
$8.02B
$2.52 Million 0.1% of portfolio
45,842
Q2 2025 Added 2.49%
$8B
$2.53 Million 0.1% of portfolio
18,633
Q2 2025 Reduced 2.38%
$43.2B
$2.45 Million 0.1% of portfolio
13,513
Q2 2025 Added 11.66%
$66.7B
$2.46 Million 0.1% of portfolio
27,038
Q2 2025 Added 11.73%
$193B
$2.6 Million 0.1% of portfolio
19,666
Q2 2025 Reduced 11.97%
$36.7B
$2.42 Million 0.1% of portfolio
19,778
Q2 2025 Added 26.51%
$4.37B
$2.56 Million 0.1% of portfolio
62,930
Q2 2025 Reduced 31.84%
$2.27B
$2.53 Million 0.1% of portfolio
39,138
Q2 2025 Added 15.49%
$10.3B
$2.55 Million 0.1% of portfolio
67,091
Q2 2025 Added 690.51%
$60.5B
$2.28 Million 0.09% of portfolio
8,085
Q2 2025 Reduced 1.17%
$313B
$2.24 Million 0.09% of portfolio
7,358
Q2 2025 Reduced 2.39%
$9.23B
$2.28 Million 0.09% of portfolio
20,720
Q2 2025 Added 14.72%
$17.1B
$2.19 Million 0.09% of portfolio
28,610
Q2 2025 Added 4.85%
$77.5B
$2.4 Million 0.09% of portfolio
6,173
Q2 2025 Reduced 5.31%
$59.6B
$2.33 Million 0.09% of portfolio
7,128
Q2 2025 Reduced 3.17%
$5.75B
$2.29 Million 0.09% of portfolio
28,756
Q2 2025 Reduced 0.08%
$12.2B
$2.37 Million 0.09% of portfolio
257,962
Q2 2025 New
$31.4B
$2.32 Million 0.09% of portfolio
8,962
Q2 2025 Reduced 2.63%
$34.2B
$2.42 Million 0.09% of portfolio
25,417
Q2 2025 Reduced 12.82%

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
Track This Portfolio

Track Burney CO Portfolio

Follow Burney CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burney CO, based on Form 13F filings with the SEC.

News

Stay updated on Burney CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email