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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.1B
$5.68 Million 0.24% of portfolio
16,269
Q1 2025 Reduced 5.81%
$18.2B
$5.83 Million 0.24% of portfolio
18,380
Q1 2025 Reduced 34.45%
$64.9B
$5.65 Million 0.24% of portfolio
50,823
Q1 2025 Reduced 8.01%
$21.7B
$5.61 Million 0.23% of portfolio
16,468
Q1 2025 Reduced 2.23%
$38.5B
$5.59 Million 0.23% of portfolio
30,838
Q1 2025 Reduced 59.11%
$61.8B
$5.47 Million 0.23% of portfolio
68,168
Q1 2025 Reduced 9.63%
$108B
$5.53 Million 0.23% of portfolio
25,403
Q1 2025 Reduced 0.82%
$10.7B
$5.48 Million 0.23% of portfolio
29,161
Q1 2025 Reduced 4.78%
$5.96B
$5.59 Million 0.23% of portfolio
85,159
Q1 2025 Reduced 3.26%
$237B
$5.36 Million 0.22% of portfolio
45,942
Q1 2025 Added 85.88%
$294B
$5.26 Million 0.22% of portfolio
31,453
Q1 2025 Reduced 7.67%
$5.99B
$5.33 Million 0.22% of portfolio
3,719
Q1 2025 Reduced 0.21%
$41.2B
$5.23 Million 0.22% of portfolio
37,984
Q1 2025 Reduced 1.54%
$55.9B
$5.37 Million 0.22% of portfolio
40,624
Q1 2025 Added 1.05%
$221B
$5.28 Million 0.22% of portfolio
53,517
Q1 2025 Added 317.42%
$17.8B
$5.26 Million 0.22% of portfolio
19,764
Q1 2025 Reduced 1.46%
$36.7B
$4.98 Million 0.21% of portfolio
87,054
Q1 2025 Reduced 0.11%
$37.7B
$4.88 Million 0.2% of portfolio
20,119
Q1 2025 Reduced 0.61%
$4.29B
$4.88 Million 0.2% of portfolio
119,658
Q1 2025 New
$220B
$4.78 Million 0.2% of portfolio
14,499
Q1 2025 Reduced 2.41%
$253B
$4.71 Million 0.2% of portfolio
18,945
Q1 2025 Added 1.64%
$182B
$4.82 Million 0.2% of portfolio
67,835
Q1 2025 Added 0.68%
$6.55B
$4.78 Million 0.2% of portfolio
86,661
Q1 2025 Added 2.27%
$3.77B
$4.73 Million 0.2% of portfolio
78,049
Q1 2025 Reduced 0.57%
$2.5B
$4.49 Million 0.19% of portfolio
218,575
Q1 2025 Reduced 0.46%
$207B
$4.61 Million 0.19% of portfolio
51,414
Q1 2025 Added 7.27%
$57.3B
$4.28 Million 0.18% of portfolio
8,850
Q1 2025 Reduced 1.8%
$27.4B
$4.24 Million 0.18% of portfolio
3,590
Q1 2025 Reduced 6.44%
$79.9B
$4.31 Million 0.18% of portfolio
17,361
Q1 2025 Reduced 0.18%
$301B
$4.27 Million 0.18% of portfolio
59,628
Q1 2025 Reduced 0.47%
$81.7B
$3.98 Million 0.17% of portfolio
14,605
Q1 2025 Reduced 2.27%
$141B
$3.98 Million 0.17% of portfolio
156,990
Q1 2025 Added 9.22%
$74.1B
$4.05 Million 0.17% of portfolio
137,624
Q1 2025 Reduced 3.07%
$11.9B
$4.17 Million 0.17% of portfolio
34,837
Q1 2025 Reduced 58.57%
$10.1B
$3.97 Million 0.17% of portfolio
9,287
Q1 2025 Reduced 55.42%
$4.06B
$4.12 Million 0.17% of portfolio
92,326
Q1 2025 Added 223.74%
$32.2B
$4.08 Million 0.17% of portfolio
124,996
Q1 2025 Reduced 32.55%
$10.9B
$4 Million 0.17% of portfolio
30,475
Q1 2025 Added 1.28%
$87.4B
$4.18 Million 0.17% of portfolio
28,702
Q1 2025 Reduced 5.87%
$118B
$4.18 Million 0.17% of portfolio
39,778
Q1 2025 Reduced 14.51%
$56.5B
$4.04 Million 0.17% of portfolio
15,883
Q1 2025 Reduced 8.08%
$8.45B
$4 Million 0.17% of portfolio
57,287
Q1 2025 Reduced 23.39%
$417B
$4.03 Million 0.17% of portfolio
4,263
Q1 2025 Added 1.82%
$239B
$3.81 Million 0.16% of portfolio
6,974
Q1 2025 Added 23.13%
$0
$3.76 Million 0.16% of portfolio
46,729
Q1 2025 Reduced 1.5%
$126B
$3.63 Million 0.15% of portfolio
11,884
Q1 2025 Added 2.4%
$11.4B
$3.52 Million 0.15% of portfolio
89,625
Q1 2025 Reduced 8.95%
$13.6B
$3.67 Million 0.15% of portfolio
11,917
Q1 2025 Reduced 50.18%
$26.6B
$3.67 Million 0.15% of portfolio
20,917
Q1 2025 Reduced 4.26%

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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