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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$71.4 Million 2.97% of portfolio
1,201,920
Q1 2025 Added 17.01%
$0
$22.8 Million 0.95% of portfolio
822,060
Q1 2025 Added 5.86%
$0
$18.1 Million 0.75% of portfolio
35,240
Q1 2025 Added 9.27%
$0
$11.6 Million 0.48% of portfolio
151,481
Q1 2025 Reduced 9.68%
$0
$5.28 Million 0.22% of portfolio
111,137
Q1 2025 Reduced 11.66%
$0
$3.76 Million 0.16% of portfolio
46,729
Q1 2025 Reduced 1.5%
$0
$3.35 Million 0.14% of portfolio
73,982
Q1 2025 Added 1.55%
$0
$2.97 Million 0.12% of portfolio
5,311
Q1 2025 Reduced 46.56%
$0
$2.42 Million 0.1% of portfolio
47,424
Q1 2025 Added 0.66%
$0
$2.04 Million 0.08% of portfolio
4,353
Q1 2025 Reduced 3.65%
$0
$1.63 Million 0.07% of portfolio
19,673
Q1 2025 Reduced 3.7%
$0
$1.4 Million 0.06% of portfolio
28,162
Q1 2025 Added 31.3%
$0
$1.44 Million 0.06% of portfolio
24,498
Q1 2025 Added 164.61%
$0
$1.55 Million 0.06% of portfolio
19,743
Q1 2025 Added 61.42%
$0
$1.52 Million 0.06% of portfolio
4,091
Q1 2025 Added 10.06%
$0
$1.25 Million 0.05% of portfolio
16,032
Q1 2025 Added 1.52%
$0
$1.03 Million 0.04% of portfolio
3,761
Q1 2025 Added 10.98%
$0
$951,000 0.04% of portfolio
9,498
Q1 2025 Added 16.63%
$0
$777,000 0.03% of portfolio
2,154
Q3 2024 Reduced 8.5%
$0
$789,000 0.03% of portfolio
9,663
Q1 2025 Added 3.99%
$0
$676,000 0.03% of portfolio
6,837
Q1 2025 Added 20.92%
$0
$700,000 0.03% of portfolio
4,056
Q1 2025 Added 24.49%
$0
$362,000 0.02% of portfolio
9,947
Q2 2024 Added 4.56%
$109B
$402,000 0.02% of portfolio
1,398
Q1 2025 Added 28.49%
$0
$504,000 0.02% of portfolio
19,082
Q1 2025 Added 70.39%
$0
$512,000 0.02% of portfolio
944
Q1 2025 Reduced 9.14%
$0
$374,000 0.02% of portfolio
1,152
Q1 2025 Reduced 8.5%
$0
$503,000 0.02% of portfolio
9,901
Q1 2025 Added 14.08%
$0
$563,000 0.02% of portfolio
7,675
Q1 2025 Reduced 25.22%
$0
$554,000 0.02% of portfolio
9,495
Q1 2025 Added 13.14%
$0
$571,000 0.02% of portfolio
4,680
Q1 2025 New
$0
$496,000 0.02% of portfolio
11,361
Q1 2025 Reduced 2.16%
$0
$375,000 0.02% of portfolio
12,207
Q1 2025 Reduced 24.31%
$0
$336,000 0.01% of portfolio
1,807
Q1 2025 Reduced 5.04%
$0
$360,000 0.01% of portfolio
1,394
Q1 2025 Added 25.02%
$0
$231,000 0.01% of portfolio
900
Q1 2024 New
$0
$264,000 0.01% of portfolio
1,050
Q1 2025 Reduced 18.86%
$0
$328,000 0.01% of portfolio
4,820
Q1 2023 New
$0
$309,000 0.01% of portfolio
5,117
Q1 2024 New
$0
$204,000 0.01% of portfolio
6,668
Q1 2025 New
$0
$227,000 0.01% of portfolio
8,776
Q1 2025 Added 5.13%
$0
$200,000 0.01% of portfolio
2,133
Q1 2025 New
$0
$327,000 0.01% of portfolio
10,485
Q3 2024 Reduced 2.21%
$0
$254,000 0.01% of portfolio
3,840
Q4 2023 New
$0
$307,000 0.01% of portfolio
4,069
Q1 2025 Added 17.91%
$0
$232,000 0.01% of portfolio
2,734
Q1 2025 Added 3.44%
$0
$324,000 0.01% of portfolio
3,501
Q3 2024 Added 2.85%
$0
$265,000 0.01% of portfolio
1,332
Q1 2025 Reduced 26.08%
$0
$287,000 0.01% of portfolio
11,468
Q1 2025 Reduced 1.71%

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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