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 Market Cap. of $50 Millions to $300 Millions
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