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
$38.8B
$3.66 Million 0.15% of portfolio
32,765
Q1 2025 Reduced 0.01%
$7.81B
$3.27 Million 0.14% of portfolio
44,906
Q1 2025 Reduced 1.6%
$141B
$3.46 Million 0.14% of portfolio
14,644
Q1 2025 Reduced 4.72%
$7.33B
$3.41 Million 0.14% of portfolio
30,085
Q1 2025 Added 9.77%
$201B
$3.35 Million 0.14% of portfolio
22,341
Q1 2025 Added 2.07%
$8.24B
$3.3 Million 0.14% of portfolio
35,117
Q1 2025 Reduced 22.68%
$0
$3.35 Million 0.14% of portfolio
73,982
Q1 2025 Added 1.55%
$220B
$3.21 Million 0.13% of portfolio
24,172
Q1 2025 Reduced 2.7%
$7.29B
$3.17 Million 0.13% of portfolio
25,512
Q1 2025 Added 7.01%
$26.6B
$3.22 Million 0.13% of portfolio
8,702
Q1 2025 Reduced 41.47%
$22.8B
$3.06 Million 0.13% of portfolio
34,863
Q1 2025 New
$94.1B
$3.09 Million 0.13% of portfolio
7,201
Q1 2025 Reduced 79.6%
$69.9B
$2.98 Million 0.12% of portfolio
49,905
Q1 2025 Added 2.78%
$23.1B
$2.81 Million 0.12% of portfolio
45,230
Q1 2025 Added 3.99%
$26.7B
$2.9 Million 0.12% of portfolio
16,959
Q1 2025 Reduced 44.17%
$67.5B
$2.84 Million 0.12% of portfolio
6,519
Q1 2025 Reduced 4.69%
$0
$2.97 Million 0.12% of portfolio
5,311
Q1 2025 Reduced 46.56%
$3.31B
$2.86 Million 0.12% of portfolio
84,783
Q1 2025 Reduced 66.88%
$27.6B
$2.79 Million 0.12% of portfolio
27,109
Q1 2025 Reduced 72.26%
$62.5B
$2.99 Million 0.12% of portfolio
11,289
Q1 2025 Reduced 3.38%
$34.3B
$2.84 Million 0.12% of portfolio
29,154
Q1 2025 Reduced 4.57%
$8.78B
$2.58 Million 0.11% of portfolio
19,088
Q1 2025 Reduced 11.97%
$28.3B
$2.65 Million 0.11% of portfolio
14,422
Q1 2025 Reduced 6.05%
$3.65B
$2.59 Million 0.11% of portfolio
26,817
Q1 2025 Reduced 1.99%
$9.59B
$2.61 Million 0.11% of portfolio
20,614
Q1 2025 Reduced 18.45%
$85.3B
$2.46 Million 0.1% of portfolio
22,471
Q1 2025 Reduced 4.65%
$50.4B
$2.31 Million 0.1% of portfolio
7,361
Q1 2025 Reduced 2.76%
$51B
$2.49 Million 0.1% of portfolio
34,405
Q1 2025 Added 2.91%
$194B
$2.42 Million 0.1% of portfolio
3,043
Q1 2025 Reduced 66.33%
$10.1B
$2.34 Million 0.1% of portfolio
11,450
Q1 2025 Reduced 8.97%
$116B
$2.47 Million 0.1% of portfolio
8,177
Q1 2025 Reduced 2.26%
$30.5B
$2.36 Million 0.1% of portfolio
9,292
Q1 2025 Added 2.56%
$0
$2.42 Million 0.1% of portfolio
47,424
Q1 2025 Added 0.66%
$66.1B
$2.41 Million 0.1% of portfolio
8,181
Q1 2025 Reduced 7.17%
$8.9B
$2.46 Million 0.1% of portfolio
44,730
Q1 2025 Reduced 3.98%
$60.7B
$2.14 Million 0.09% of portfolio
17,364
Q1 2025 Reduced 3.58%
$6.56B
$2.13 Million 0.09% of portfolio
36,619
Q1 2025 Added 8.01%
$533B
$2.12 Million 0.09% of portfolio
3,871
Q1 2025 Reduced 1.28%
$41.1B
$2.08 Million 0.09% of portfolio
12,102
Q1 2025 Added 11.79%
$47.1B
$2.17 Million 0.09% of portfolio
16,966
Q1 2025 Reduced 13.71%
$91.6B
$2.12 Million 0.09% of portfolio
6,449
Q1 2025 Reduced 1.83%
$253B
$2.2 Million 0.09% of portfolio
30,017
Q1 2025 Added 0.17%
$20.4B
$2.19 Million 0.09% of portfolio
17,504
Q1 2025 Reduced 48.34%
$1.17T
$2.1 Million 0.09% of portfolio
13,414
Q1 2025 Added 11.41%
$29.2B
$2.24 Million 0.09% of portfolio
9,204
Q1 2025 Reduced 0.27%
$74B
$2.27 Million 0.09% of portfolio
24,199
Q1 2025 Added 2.77%
$4.87B
$2.19 Million 0.09% of portfolio
28,779
Q1 2025 Reduced 1.68%
$148B
$2.05 Million 0.09% of portfolio
7,548
Q1 2025 Added 11.15%
$358B
$2.02 Million 0.08% of portfolio
7,538
Q1 2025 Reduced 2.76%

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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