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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.6B
$53.3 Million 2.1% of portfolio
250,622
Q2 2025 Added 210.47%
$134B
$47.9 Million 1.88% of portfolio
173,597
Q2 2025 Reduced 3.88%
$111B
$44.7 Million 1.76% of portfolio
60,969
Q2 2025 Reduced 1.22%
$97.4B
$35.1 Million 1.38% of portfolio
50,230
Q2 2025 Reduced 4.67%
$26B
$30.5 Million 1.2% of portfolio
130,696
Q2 2025 Added 1,782.69%
$81.4B
$26.2 Million 1.03% of portfolio
7,056
Q2 2025 Reduced 3.06%
$37.8B
$25.5 Million 1.0% of portfolio
13,961
Q2 2025 Reduced 3.1%
$23.3B
$25.1 Million 0.99% of portfolio
115,055
Q2 2025 Added 4,802.22%
$60.9B
$23.1 Million 0.91% of portfolio
112,692
Q2 2025 Reduced 0.14%
$153B
$23.3 Million 0.91% of portfolio
25,961
Q2 2025 Added 4.12%
$66.3B
$23.1 Million 0.91% of portfolio
218,236
Q2 2025 Reduced 42.75%
$187B
$23 Million 0.9% of portfolio
144,525
Q2 2025 Reduced 40.96%
$168B
$22.3 Million 0.88% of portfolio
180,891
Q2 2025 Reduced 4.0%
$81.5B
$21.9 Million 0.86% of portfolio
117,778
Q2 2025 Added 11.07%
$53.1B
$21.8 Million 0.86% of portfolio
88,777
Q2 2025 Added 71.14%
$73.6B
$20.5 Million 0.81% of portfolio
207,792
Q2 2025 Reduced 0.62%
$38.4B
$18.7 Million 0.73% of portfolio
100,948
Q2 2025 Reduced 8.84%
$13.3B
$17.9 Million 0.7% of portfolio
406,128
Q2 2025 Added 1.22%
$101B
$17.4 Million 0.68% of portfolio
39,131
Q2 2025 Added 0.84%
$22.6B
$16.4 Million 0.65% of portfolio
198,547
Q2 2025 Reduced 0.55%
$174B
$16.3 Million 0.64% of portfolio
178,565
Q2 2025 Added 99.73%
$13.4B
$13.9 Million 0.55% of portfolio
76,852
Q2 2025 Added 163.54%
$58.4B
$13.4 Million 0.53% of portfolio
53,544
Q2 2025 Reduced 8.93%
$12.9B
$12.8 Million 0.5% of portfolio
64,696
Q2 2025 Reduced 1.29%
$122B
$12.4 Million 0.49% of portfolio
32,449
Q2 2025 Reduced 2.99%
$12.4B
$12.1 Million 0.48% of portfolio
61,284
Q2 2025 Reduced 4.74%
$66.2B
$11.9 Million 0.47% of portfolio
15,749
Q2 2025 Reduced 20.5%
$43.3B
$12 Million 0.47% of portfolio
80,662
Q2 2025 Added 943.49%
$99B
$12.1 Million 0.47% of portfolio
175,119
Q2 2025 Reduced 26.22%
$88.1B
$11.8 Million 0.46% of portfolio
129,334
Q2 2025 Added 68.49%
$20.2B
$11.6 Million 0.45% of portfolio
213,018
Q2 2025 Added 557.48%
$76.3B
$11.3 Million 0.45% of portfolio
26,954
Q2 2025 Added 1.76%
$26.5B
$11.2 Million 0.44% of portfolio
29,837
Q2 2025 New
$14.5B
$10.2 Million 0.4% of portfolio
131,265
Q2 2025 Reduced 7.74%
$185B
$9.9 Million 0.39% of portfolio
228,779
Q2 2025 Added 2.98%
$10.2B
$9.32 Million 0.37% of portfolio
41,556
Q2 2025 Added 2,071.16%
$96.4B
$9.45 Million 0.37% of portfolio
30,661
Q2 2025 Reduced 0.73%
$131B
$9.34 Million 0.37% of portfolio
20,175
Q2 2025 Reduced 3.28%
$97.8B
$9.48 Million 0.37% of portfolio
21,667
Q2 2025 Reduced 1.4%
$176B
$9.04 Million 0.36% of portfolio
49,396
Q2 2025 Reduced 0.56%
$138B
$9.18 Million 0.36% of portfolio
18,056
Q2 2025 Reduced 6.26%
$37.1B
$9.1 Million 0.36% of portfolio
59,350
Q2 2025 Reduced 4.6%
$85.6B
$8.94 Million 0.35% of portfolio
132,545
Q2 2025 Added 1,633.97%
$48.3B
$8.82 Million 0.35% of portfolio
122,926
Q2 2025 Reduced 0.28%
$20.8B
$8.68 Million 0.34% of portfolio
17,761
Q2 2025 Reduced 3.37%
$20.4B
$8.55 Million 0.34% of portfolio
116,412
Q2 2025 Added 0.22%
$20.1B
$8.58 Million 0.34% of portfolio
75,062
Q2 2025 New
$18.4B
$8.39 Million 0.33% of portfolio
26,960
Q2 2025 Reduced 3.54%
$156B
$8.34 Million 0.33% of portfolio
37,605
Q2 2025 Reduced 56.22%

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