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
$6.2B
$6.62 Million 0.25% of portfolio
61,387
Q3 2025 Added 8.82%
$37.1B
$6.66 Million 0.25% of portfolio
33,202
Q3 2025 Added 5.78%
$190B
$6.6 Million 0.25% of portfolio
64,977
Q3 2025 Reduced 0.96%
$70.1B
$6.72 Million 0.25% of portfolio
39,476
Q3 2025 Added 0.07%
$57.9B
$6.68 Million 0.25% of portfolio
31,130
Q3 2025 Reduced 3.93%
$59.8B
$6.78 Million 0.25% of portfolio
36,125
Q3 2025 Added 41.27%
$61.4B
$6.29 Million 0.24% of portfolio
15,186
Q3 2025 Reduced 1.44%
$14.9B
$6.45 Million 0.24% of portfolio
30,608
Q3 2025 Reduced 2.44%
$14B
$6.32 Million 0.24% of portfolio
19,562
Q3 2025 Added 2.35%
$14.5B
$6.38 Million 0.24% of portfolio
21,389
Q3 2025 Added 3.01%
$0
$6.46 Million 0.24% of portfolio
61,819
Q3 2025 Added 2.17%
$14.8B
$6.49 Million 0.24% of portfolio
46,984
Q3 2025 Reduced 8.4%
$25.4B
$6.17 Million 0.23% of portfolio
86,752
Q3 2025 Added 3.62%
$8.39B
$6.17 Million 0.23% of portfolio
48,557
Q3 2025 Added 134.35%
$522B
$6.21 Million 0.23% of portfolio
33,513
Q3 2025 Added 0.64%
$291B
$5.92 Million 0.22% of portfolio
12,410
Q3 2025 Reduced 2.14%
$11.5B
$5.93 Million 0.22% of portfolio
127,224
Q3 2025 Added 0.35%
$15.4B
$5.8 Million 0.22% of portfolio
74,545
Q3 2025 Reduced 9.74%
$94.5B
$5.47 Million 0.21% of portfolio
16,040
Q3 2025 Added 1.62%
$84B
$5.47 Million 0.21% of portfolio
28,467
Q3 2025 Added 1.57%
$183B
$5.69 Million 0.21% of portfolio
20,147
Q3 2025 Reduced 0.16%
$61.6B
$5.7 Million 0.21% of portfolio
201,412
Q3 2025 Reduced 26.64%
$265B
$5.7 Million 0.21% of portfolio
7,163
Q3 2025 Reduced 0.67%
$34.7B
$5.2 Million 0.2% of portfolio
86,607
Q3 2025 Reduced 0.5%
$152B
$5.4 Million 0.2% of portfolio
21,887
Q3 2025 Added 8.12%
$99.7B
$5.35 Million 0.2% of portfolio
27,735
Q3 2025 Reduced 3.99%
$72.3B
$5.41 Million 0.2% of portfolio
48,430
Q3 2025 Reduced 1.6%
$76.2B
$4.98 Million 0.19% of portfolio
79,781
Q3 2025 Reduced 39.81%
$26.6B
$5.06 Million 0.19% of portfolio
49,603
Q3 2025 Reduced 25.75%
$62.7B
$5.18 Million 0.19% of portfolio
62,942
Q3 2025 Reduced 8.88%
$6.15B
$5.03 Million 0.19% of portfolio
88,376
Q3 2025 Added 1.74%
$100B
$5 Million 0.19% of portfolio
82,037
Q3 2025 Added 18.68%
$86.1B
$5.03 Million 0.19% of portfolio
14,524
Q3 2025 Reduced 2.22%
$266B
$4.92 Million 0.18% of portfolio
17,432
Q3 2025 Added 1.09%
$15.9B
$4.82 Million 0.18% of portfolio
17,178
Q3 2025 Reduced 0.5%
$4.02B
$4.73 Million 0.18% of portfolio
41,119
Q3 2025 Added 63.02%
$21.2B
$4.71 Million 0.18% of portfolio
11,241
Q3 2025 Reduced 2.23%
$4.55B
$4.87 Million 0.18% of portfolio
79,086
Q3 2025 Added 2.18%
$8.24B
$4.74 Million 0.18% of portfolio
29,731
Q3 2025 New
$12.1B
$4.41 Million 0.17% of portfolio
30,250
Q3 2025 Reduced 0.24%
$34.9B
$4.56 Million 0.17% of portfolio
19,137
Q3 2025 Reduced 2.87%
$47B
$4.55 Million 0.17% of portfolio
9,267
Q3 2025 Added 1.56%
$4.98B
$4.13 Million 0.16% of portfolio
32,637
Q3 2025 New
$73.4B
$4.23 Million 0.16% of portfolio
119,121
Q3 2025 Reduced 0.71%
$31.6B
$4.38 Million 0.16% of portfolio
3,567
Q3 2025 Reduced 0.17%
$6.6B
$4.13 Million 0.16% of portfolio
64,346
Q3 2025 Reduced 0.73%
$74.9B
$4.05 Million 0.15% of portfolio
15,539
Q3 2025 Reduced 3.38%
$2.19B
$4.11 Million 0.15% of portfolio
214,439
Q3 2025 Reduced 1.73%
$13.9B
$4.05 Million 0.15% of portfolio
28,825
Q3 2025 Added 202.69%

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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