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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72B
$1.24 Million 0.05% of portfolio
13,126
Q1 2025 Added 7.12%
$5.6B
$1.1 Million 0.05% of portfolio
11,010
Q1 2025 Reduced 92.86%
$2.14B
$1.13 Million 0.05% of portfolio
29,430
Q1 2025 Added 6.06%
$5.65B
$1.18 Million 0.05% of portfolio
10,538
Q1 2025 Reduced 32.74%
$4.35B
$899,000 0.04% of portfolio
7,897
Q1 2025 Reduced 26.18%
$7.05B
$844,000 0.04% of portfolio
14,256
Q1 2025 Reduced 43.77%
$2.35B
$1.02 Million 0.04% of portfolio
14,461
Q1 2025 Added 34.47%
$5.08B
$875,000 0.04% of portfolio
120,818
Q1 2025 Added 1.17%
$3.44B
$1.01 Million 0.04% of portfolio
45,004
Q1 2025 Reduced 5.36%
$3.95B
$888,000 0.04% of portfolio
19,185
Q1 2025 Added 230.09%
$3.67B
$987,000 0.04% of portfolio
48,311
Q1 2025 Added 32.59%
$5.39B
$881,000 0.04% of portfolio
8,417
Q1 2025 Reduced 4.3%
$3.6B
$669,000 0.03% of portfolio
12,197
Q1 2025 Reduced 1.72%
$5.27B
$684,000 0.03% of portfolio
15,753
Q4 2024 Reduced 21.18%
$6.39B
$826,000 0.03% of portfolio
4,609
Q1 2025 Reduced 38.62%
$4.21B
$729,000 0.03% of portfolio
8,480
Q1 2025 Reduced 2.63%
$2.85B
$838,000 0.03% of portfolio
4,820
Q1 2025 Added 0.04%
$5.15B
$704,000 0.03% of portfolio
9,796
Q1 2025 Reduced 4.01%
$3.1B
$678,000 0.03% of portfolio
17,949
Q1 2025 Reduced 45.19%
$9.92B
$694,000 0.03% of portfolio
12,050
Q1 2025 Reduced 13.49%
$6.49B
$727,000 0.03% of portfolio
6,253
Q1 2025 Reduced 29.39%
$3.39B
$617,000 0.03% of portfolio
13,033
Q1 2025 Reduced 20.77%
$5.52B
$616,000 0.03% of portfolio
6,314
Q1 2025 Reduced 3.29%
$8.56B
$669,000 0.03% of portfolio
9,978
Q1 2025 Reduced 1.8%
$3.59B
$728,000 0.03% of portfolio
68,877
Q1 2025 Reduced 33.12%
$3.77B
$733,000 0.03% of portfolio
11,430
Q1 2025 Reduced 11.81%
$2.87B
$684,000 0.03% of portfolio
6,125
Q1 2025 Reduced 0.57%
$3.41B
$373,000 0.02% of portfolio
4,645
Q1 2025 Added 94.35%
$4.62B
$382,000 0.02% of portfolio
5,050
Q1 2025 Reduced 20.47%
$6.72B
$395,000 0.02% of portfolio
1,914
Q1 2025 Reduced 2.3%
$2.71B
$562,000 0.02% of portfolio
14,376
Q1 2025 New
$2.23B
$386,000 0.02% of portfolio
4,524
Q1 2025 Reduced 20.2%
$4.47B
$543,000 0.02% of portfolio
6,032
Q1 2025 Reduced 17.69%
$5.47B
$501,000 0.02% of portfolio
3,230
Q1 2025 Reduced 18.12%
$5.81B
$574,000 0.02% of portfolio
4,776
Q4 2024 Reduced 21.28%
$5.01B
$512,000 0.02% of portfolio
16,810
Q1 2025 New
$2.14B
$371,000 0.02% of portfolio
14,337
Q1 2025 Added 8.85%
$3B
$463,000 0.02% of portfolio
4,056
Q1 2025 Added 13.36%
$2.65B
$537,000 0.02% of portfolio
41,644
Q1 2025 Added 6.41%
$9.42B
$363,000 0.02% of portfolio
8,487
Q1 2025 Reduced 6.21%
$8.45B
$449,000 0.02% of portfolio
16,832
Q1 2025 Reduced 1.17%
$7.75B
$396,000 0.02% of portfolio
3,820
Q3 2024 Reduced 14.54%
$7.02B
$562,000 0.02% of portfolio
45,303
Q1 2025 Added 1.01%
$7.45B
$332,000 0.01% of portfolio
2,312
Q1 2025 Reduced 2.12%
$7.26B
$345,000 0.01% of portfolio
1,815
Q4 2024 New
$6.47B
$224,000 0.01% of portfolio
6,453
Q1 2025 Reduced 2.24%
$7.17B
$250,000 0.01% of portfolio
22,670
Q4 2024 Reduced 0.87%
$9.75B
$225,000 0.01% of portfolio
740
Q1 2025 Reduced 7.5%
$8.53B
$334,000 0.01% of portfolio
1,272
Q1 2025 Added 12.67%

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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