Burney CO Portfolio Holdings
Burney CO
- $2.39 Billion
- Q1 2024
Burney CO has filed its 13F form on May 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.39 Billion distributed in 693 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $81.2M, Microsoft Corp with a value of $64.5M, Toll Brothers, Inc. with a value of $44.8M, Vanguard Bd Index Fd Inc Inter with a value of $39.9M, and Alphabet Inc. with a value of $39.2M.
Examining the 13F form we can see an increase of $213M in the current position value, from $2.17B to 2.39B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 693
- Current Value $2.39 Billion
- Prior Value $2.17 Billion
- Filing
- Period Q1 2024
- Filing Date May 22, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 48 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 343 stocks