Burney CO Portfolio Holdings
Burney CO
- $2.66 Billion
- Q3 2025
Burney CO has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.66 Billion distributed in 663 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $110M, Vanguard Intermediate Term Tre with a value of $76M, Microsoft Corp with a value of $74.2M, Alphabet Inc. with a value of $61.5M, and Nvidia Corp with a value of $57.7M.
Examining the 13F form we can see an increase of $119M in the current position value, from $2.55B to 2.66B.
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
$2.66 Billion
Technology: $677 Million
Financial Services: $392 Million
Consumer Cyclical: $330 Million
Industrials: $312 Million
Healthcare: $241 Million
ETFs: $195 Million
Communication Services: $191 Million
Consumer Defensive: $108 Million
Other: $218 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 663
- Current Value $2.66 Billion
- Prior Value $2.55 Billion
- Filing
- Period Q3 2025
- Filing Date October 16, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 42 stocks
- Additional Purchases 149 stocks
- Sold out of 0 stocks
- Reduced holdings in 330 stocks