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 $50 Millions to $300 Millions
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