Burney CO Portfolio Holdings
Burney CO
- $2.54 Billion
- Q3 2024
Burney CO has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.54 Billion distributed in 660 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $111M, Microsoft Corp with a value of $55.6M, Vanguard Intermediate Term Tre with a value of $52.5M, Toll Brothers, Inc. with a value of $49.5M, and Alphabet Inc. with a value of $45.9M.
Examining the 13F form we can see an increase of $171M in the current position value, from $2.37B to 2.54B.
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
$2.54 Billion
Technology: $618 Million
Consumer Cyclical: $390 Million
Industrials: $328 Million
Healthcare: $302 Million
Financial Services: $296 Million
ETFs: $157 Million
Communication Services: $122 Million
Consumer Defensive: $111 Million
Other: $219 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 660
- Current Value $2.54 Billion
- Prior Value $2.37 Billion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 29 stocks
- Additional Purchases 155 stocks
- Sold out of 0 stocks
- Reduced holdings in 347 stocks