Burney CO Portfolio Holdings

Burney CO

  • $2.4 Billion
  • Q1 2025

Burney CO has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.4 Billion distributed in 636 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $94M, Vanguard Intermediate Term Tre with a value of $71.4M, Microsoft Corp with a value of $46.5M, Meta Platforms, Inc. with a value of $44.2M, and Alphabet Inc. with a value of $42.4M.

Examining the 13F form we can see an decrease of $87M in the current position value, from $2.49B to 2.4B.

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 $2.4 Billion
Technology: $584 Million
Financial Services: $339 Million
Healthcare: $306 Million
Consumer Cyclical: $294 Million
Industrials: $249 Million
ETFs: $169 Million
Communication Services: $129 Million
Consumer Defensive: $124 Million
Other: $208 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$227B
$454,000 0.02% of portfolio
1,689
Q1 2025 Added 0.78%
$2.9B
$537,000 0.02% of portfolio
41,644
Q1 2025 Added 6.41%
$9.98B
$363,000 0.02% of portfolio
8,487
Q1 2025 Reduced 6.21%
$107B
$474,000 0.02% of portfolio
7,906
Q1 2025 Reduced 16.91%
$7.98B
$449,000 0.02% of portfolio
16,832
Q1 2025 Reduced 1.17%
$97B
$518,000 0.02% of portfolio
7,644
Q1 2025 Reduced 20.77%
$46.8B
$541,000 0.02% of portfolio
1,818
Q1 2025 Reduced 28.93%
$21.8B
$462,000 0.02% of portfolio
6,944
Q1 2025 Reduced 48.19%
$25.6B
$487,000 0.02% of portfolio
2,347
Q1 2025 Added 18.3%
$8.37B
$396,000 0.02% of portfolio
3,820
Q3 2024 Reduced 14.54%
$15.7B
$417,000 0.02% of portfolio
4,502
Q1 2025 New
$45.9B
$373,000 0.02% of portfolio
2,858
Q1 2025 Reduced 81.13%
$136B
$579,000 0.02% of portfolio
9,667
Q1 2025 Reduced 0.58%
$13.1B
$434,000 0.02% of portfolio
3,364
Q2 2024 Reduced 2.32%
$33.8B
$548,000 0.02% of portfolio
946
Q1 2025 Added 2.16%
$9.22B
$562,000 0.02% of portfolio
45,303
Q1 2025 Added 1.01%
$32.6B
$357,000 0.01% of portfolio
1,130
Q1 2025 Reduced 13.54%
$22.2B
$239,000 0.01% of portfolio
1,550
Q1 2025 Reduced 10.92%
$8.63B
$332,000 0.01% of portfolio
2,312
Q1 2025 Reduced 2.12%
$14.8B
$263,000 0.01% of portfolio
1,478
Q1 2025 Added 11.13%
$1.22T
$216,000 0.01% of portfolio
1,304
Q1 2025 Added 2.44%
$5.99B
$345,000 0.01% of portfolio
1,815
Q4 2024 New
$6.65B
$224,000 0.01% of portfolio
6,453
Q1 2025 Reduced 2.24%
$7.17B
$250,000 0.01% of portfolio
22,670
Q4 2024 Reduced 0.87%
$250B
$272,000 0.01% of portfolio
2,651
Q1 2025 Reduced 10.2%
$12.2B
$225,000 0.01% of portfolio
740
Q1 2025 Reduced 7.5%
$34.4B
$218,000 0.01% of portfolio
1,867
Q4 2024 Added 6.26%
$9.52B
$334,000 0.01% of portfolio
1,272
Q1 2025 Added 12.67%
$2.01B
$351,000 0.01% of portfolio
29,904
Q1 2025 Added 19.89%
$10.4B
$247,000 0.01% of portfolio
1,668
Q1 2025 New
$4.44B
$215,000 0.01% of portfolio
6,517
Q1 2025 Reduced 57.08%
$26.6B
$328,000 0.01% of portfolio
1,060
Q3 2024 New
$942M
$289,000 0.01% of portfolio
6,250
Q1 2025 Reduced 4.21%
$13.2B
$302,000 0.01% of portfolio
4,792
Q1 2025 Reduced 0.19%
$11.7B
$262,000 0.01% of portfolio
7,210
Q1 2025 Reduced 49.84%
$7.08B
$216,000 0.01% of portfolio
3,193
Q1 2025 Reduced 26.77%
$18.2B
$296,000 0.01% of portfolio
3,607
Q1 2025 Added 0.7%
$21.3B
$211,000 0.01% of portfolio
2,999
Q1 2025 Reduced 31.45%
$6.57B
$272,000 0.01% of portfolio
2,963
Q4 2024 Added 13.26%
$8.6B
$320,000 0.01% of portfolio
1,093
Q1 2025 Reduced 8.38%
$22B
$326,000 0.01% of portfolio
582
Q1 2025 Reduced 19.17%
$22B
$286,000 0.01% of portfolio
2,121
Q1 2025 Added 22.04%
$14.9B
$235,000 0.01% of portfolio
772
Q1 2025 Reduced 23.56%
$25.4B
$304,000 0.01% of portfolio
42
Q1 2025 Reduced 20.75%
$53B
$283,000 0.01% of portfolio
4,505
Q4 2024 Added 6.28%
$0
$277,000 0.01% of portfolio
34,854
Q4 2024 Reduced 15.56%
$12.7B
$347,000 0.01% of portfolio
2,007
Q1 2025 Reduced 14.27%
$53.3B
$305,000 0.01% of portfolio
2,406
Q1 2025 Reduced 58.73%
$720M
$163,000 0.01% of portfolio
10,361
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 636
  • Current Value $2.4 Billion
  • Prior Value $2.49 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 31 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 326 stocks
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