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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.2B
$13.6 Million 0.51% of portfolio
14,732
Q3 2025 Added 1,111.51%
$12B
$12.8 Million 0.48% of portfolio
57,498
Q3 2025 Reduced 6.18%
$84.4B
$12.4 Million 0.47% of portfolio
63,219
Q3 2025 Reduced 46.32%
$136B
$12.2 Million 0.46% of portfolio
28,542
Q3 2025 Reduced 12.04%
$63.4B
$12.3 Million 0.46% of portfolio
26,917
Q3 2025 Reduced 0.14%
$12.6B
$12.3 Million 0.46% of portfolio
63,970
Q3 2025 Reduced 1.12%
$224B
$12 Million 0.45% of portfolio
39,575
Q3 2025 Added 95.7%
$3.61B
$12 Million 0.45% of portfolio
99,309
Q3 2025 Added 2.5%
$533B
$11.9 Million 0.45% of portfolio
34,892
Q3 2025 Reduced 1.12%
$0
$11.6 Million 0.44% of portfolio
148,931
Q3 2025 Reduced 2.06%
$346B
$11.5 Million 0.43% of portfolio
74,719
Q3 2025 Reduced 1.76%
$319B
$11.5 Million 0.43% of portfolio
167,847
Q3 2025 Reduced 28.45%
$89.3B
$11.2 Million 0.42% of portfolio
102,458
Q3 2025 Reduced 20.78%
$1.92B
$10.8 Million 0.41% of portfolio
248,278
Q3 2025 Added 3.81%
$367B
$11 Million 0.41% of portfolio
27,261
Q3 2025 Reduced 1.89%
$10.1B
$10.8 Million 0.41% of portfolio
31,355
Q3 2025 Reduced 24.55%
$86.4B
$10.9 Million 0.41% of portfolio
30,957
Q3 2025 Added 0.97%
$490B
$10.7 Million 0.4% of portfolio
95,048
Q3 2025 Reduced 0.17%
$10.3B
$10.7 Million 0.4% of portfolio
253,141
Q3 2025 Reduced 31.18%
$3.99B
$10.4 Million 0.39% of portfolio
110,036
Q3 2025 Added 13.17%
$29.6B
$10.3 Million 0.39% of portfolio
31,064
Q3 2025 Added 4.11%
$172B
$10.2 Million 0.38% of portfolio
230,990
Q3 2025 Added 0.97%
$197B
$10.1 Million 0.38% of portfolio
49,108
Q3 2025 Reduced 0.58%
$34.1B
$9.9 Million 0.37% of portfolio
57,359
Q3 2025 Reduced 3.35%
$123B
$9.8 Million 0.37% of portfolio
19,640
Q3 2025 Reduced 2.65%
$103B
$9.74 Million 0.37% of portfolio
129,196
Q3 2025 Reduced 26.22%
$13.4B
$9.5 Million 0.36% of portfolio
230,135
Q3 2025 Reduced 43.33%
$22.6B
$9.67 Million 0.36% of portfolio
78,868
Q3 2025 Added 5.07%
$21.2B
$9.4 Million 0.35% of portfolio
17,315
Q3 2025 Reduced 2.51%
$140B
$9.29 Million 0.35% of portfolio
36,969
Q3 2025 Reduced 1.69%
$14.2B
$9.3 Million 0.35% of portfolio
52,422
Q3 2025 New
$42.4B
$9.03 Million 0.34% of portfolio
59,433
Q3 2025 Reduced 26.32%
$96.9B
$9.14 Million 0.34% of portfolio
21,650
Q3 2025 Reduced 0.08%
$13.6B
$8.78 Million 0.33% of portfolio
121,825
Q3 2025 Reduced 7.19%
$20.5B
$8.82 Million 0.33% of portfolio
115,070
Q3 2025 Reduced 1.15%
$27.1B
$8.5 Million 0.32% of portfolio
15,550
Q3 2025 Reduced 0.4%
$8.24B
$8.48 Million 0.32% of portfolio
202,476
Q3 2025 Reduced 3.2%
$300B
$8.42 Million 0.32% of portfolio
24,371
Q3 2025 Reduced 21.58%
$181B
$8.29 Million 0.31% of portfolio
84,575
Q3 2025 New
$32.9B
$8.15 Million 0.31% of portfolio
114,696
Q3 2025 Reduced 0.51%
$2.76B
$8.28 Million 0.31% of portfolio
55,612
Q3 2025 Reduced 1.53%
$17.5B
$7.96 Million 0.3% of portfolio
22,984
Q3 2025 Reduced 14.75%
$317B
$7.87 Million 0.3% of portfolio
93,852
Q3 2025 Reduced 5.21%
$47.8B
$8.09 Million 0.3% of portfolio
120,059
Q3 2025 Reduced 2.33%
$37.7B
$7.79 Million 0.29% of portfolio
34,969
Q3 2025 Added 5.75%
$144B
$7.63 Million 0.29% of portfolio
16,691
Q3 2025 Reduced 7.56%
$10.3B
$7.53 Million 0.28% of portfolio
22,166
Q3 2025 Reduced 21.0%
$4.38B
$7.02 Million 0.26% of portfolio
135,132
Q3 2025 Added 11.79%
$0
$7.03 Million 0.26% of portfolio
145,889
Q3 2025 Reduced 2.42%

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
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