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
$452B
$1.46 Million 0.06% of portfolio
2
Q1 2025 Added 100.0%
$10.7B
$1.51 Million 0.06% of portfolio
12,448
Q2 2025 Reduced 6.6%
$42.6B
$1.51 Million 0.06% of portfolio
14,246
Q2 2025 Added 7.52%
$11.2B
$1.23 Million 0.05% of portfolio
4,126
Q2 2025 Reduced 2.09%
$79.5B
$1.3 Million 0.05% of portfolio
10,345
Q2 2025 Reduced 27.97%
$18B
$1.39 Million 0.05% of portfolio
3,974
Q1 2025 Reduced 13.5%
$13.4B
$1.2 Million 0.05% of portfolio
9,523
Q2 2025 Reduced 29.47%
$84.5B
$1.38 Million 0.05% of portfolio
5,059
Q2 2025 Reduced 3.84%
$3.43B
$1.19 Million 0.05% of portfolio
37,311
Q2 2025 Reduced 10.13%
$5.19B
$1.19 Million 0.05% of portfolio
51,043
Q2 2025 Added 5.66%
$5.48B
$1.19 Million 0.05% of portfolio
10,538
Q1 2025 Reduced 32.74%
$138B
$1.2 Million 0.05% of portfolio
33,562
Q2 2025 Reduced 8.88%
$142B
$1.34 Million 0.05% of portfolio
5,749
Q2 2025 Reduced 6.78%
$129B
$1.32 Million 0.05% of portfolio
6,290
Q2 2025 Added 1.48%
$140B
$1.25 Million 0.05% of portfolio
11,661
Q2 2025 Added 21.76%
$21.6B
$1.38 Million 0.05% of portfolio
17,004
Q2 2025 Reduced 1.57%
$61.4B
$1.34 Million 0.05% of portfolio
5,907
Q2 2025 Reduced 9.11%
$13.9B
$1.16 Million 0.05% of portfolio
21,082
Q2 2025 Reduced 14.09%
$118B
$1.17 Million 0.05% of portfolio
19,912
Q2 2025 Added 151.86%
$106B
$1.25 Million 0.05% of portfolio
41,901
Q1 2025 Added 0.14%
$10B
$1.24 Million 0.05% of portfolio
13,636
Q2 2025 Reduced 2.03%
$138B
$1.18 Million 0.05% of portfolio
52,786
Q2 2025 Reduced 7.52%
$44.7B
$1.32 Million 0.05% of portfolio
30,308
Q2 2025 Added 1.77%
$53B
$1.21 Million 0.05% of portfolio
66,479
Q2 2025 Reduced 1.3%
$329B
$962,000 0.04% of portfolio
3,740
Q2 2025 Added 31.41%
$53.4B
$913,000 0.04% of portfolio
5,306
Q2 2025 Reduced 3.86%
$12.6B
$1.09 Million 0.04% of portfolio
23,481
Q2 2025 Added 9.15%
$103B
$1.05 Million 0.04% of portfolio
11,432
Q2 2025 Added 1.29%
$34.7B
$1.06 Million 0.04% of portfolio
13,609
Q2 2025 Added 14.4%
$7.16B
$895,000 0.04% of portfolio
6,216
Q2 2025 Reduced 44.61%
$23B
$950,000 0.04% of portfolio
11,875
Q2 2025 Reduced 13.62%
$40.3B
$963,000 0.04% of portfolio
2,900
Q2 2025 Reduced 21.6%
$238B
$1.05 Million 0.04% of portfolio
14,991
Q2 2025 Reduced 6.14%
$72.5B
$1.14 Million 0.04% of portfolio
4,641
Q2 2025 Reduced 31.51%
$16.4B
$935,000 0.04% of portfolio
12,774
Q2 2025 Reduced 47.91%
$16.7B
$962,000 0.04% of portfolio
17,163
Q2 2025 Reduced 2.97%
$90.6B
$975,000 0.04% of portfolio
4,265
Q2 2025 Added 4.0%
$18.9B
$984,000 0.04% of portfolio
8,440
Q2 2025 Reduced 51.78%
$144B
$1.07 Million 0.04% of portfolio
4,000
Q2 2025 Reduced 3.38%
$75.7B
$961,000 0.04% of portfolio
9,107
Q2 2025 Reduced 0.51%
$7.57B
$973,000 0.04% of portfolio
13,035
Q2 2025 Reduced 27.92%
$41.3B
$935,000 0.04% of portfolio
9,481
Q2 2025 Reduced 82.82%
$358B
$1 Million 0.04% of portfolio
7,363
Q2 2025 Added 2.62%
$3.87B
$1.12 Million 0.04% of portfolio
45,812
Q2 2025 Added 1.8%
$23.2B
$1.06 Million 0.04% of portfolio
10,985
Q2 2025 Reduced 50.55%
$164B
$917,000 0.04% of portfolio
2,372
Q2 2025 Added 35.47%
$38.1B
$912,000 0.04% of portfolio
9,217
Q2 2025 Reduced 5.42%
$15B
$938,000 0.04% of portfolio
9,293
Q2 2025 New
$33.5B
$785,000 0.03% of portfolio
8,626
Q2 2025 Reduced 90.44%

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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