Burney CO Portfolio Holdings

Burney CO

  • $2.55 Billion
  • Q2 2025

Burney CO has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.55 Billion distributed in 650 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $85.2M, Vanguard Intermediate Term Tre with a value of $73.3M, Microsoft Corp with a value of $62.8M, Capital One Financial Corp with a value of $53.3M, and Meta Platforms, Inc. with a value of $50.5M.

Examining the 13F form we can see an increase of $143M in the current position value, from $2.4B to 2.55B.

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 $2.55 Billion
Technology: $606 Million
Financial Services: $387 Million
Consumer Cyclical: $301 Million
Industrials: $291 Million
Healthcare: $276 Million
ETFs: $185 Million
Communication Services: $173 Million
Consumer Defensive: $116 Million
Other: $209 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.48B
$3.82 Million 0.15% of portfolio
33,602
Q2 2025 Reduced 4.31%
$12.4B
$3.83 Million 0.15% of portfolio
30,324
Q2 2025 Reduced 0.5%
$31.4B
$3.87 Million 0.15% of portfolio
118,837
Q2 2025 Reduced 4.93%
$213B
$3.56 Million 0.14% of portfolio
44,968
Q2 2025 Reduced 12.54%
$13.1B
$3.46 Million 0.14% of portfolio
89,901
Q2 2025 Added 0.31%
$269B
$3.45 Million 0.14% of portfolio
24,495
Q2 2025 Reduced 46.68%
$0
$3.51 Million 0.14% of portfolio
5,687
Q2 2025 Added 7.08%
$304B
$3.59 Million 0.14% of portfolio
25,095
Q2 2025 Reduced 20.21%
$0
$3.48 Million 0.14% of portfolio
66,513
Q2 2025 Added 40.25%
$10.1B
$3.68 Million 0.14% of portfolio
8,612
Q2 2025 Reduced 7.27%
$0
$3.65 Million 0.14% of portfolio
73,883
Q2 2025 Reduced 0.13%
$122B
$3.35 Million 0.13% of portfolio
10,860
Q2 2025 Reduced 8.62%
$18.9B
$3.36 Million 0.13% of portfolio
93,561
Q2 2025 New
$86.6B
$3.4 Million 0.13% of portfolio
69,124
Q2 2025 New
$149B
$3.2 Million 0.13% of portfolio
8,974
Q2 2025 Added 18.89%
$120B
$3.43 Million 0.13% of portfolio
38,272
Q2 2025 Reduced 3.79%
$235B
$3.28 Million 0.13% of portfolio
24,087
Q2 2025 Reduced 0.35%
$75.4B
$2.94 Million 0.12% of portfolio
5,742
Q2 2025 Reduced 20.26%
$32.9B
$3.11 Million 0.12% of portfolio
12,730
Q2 2025 Added 365.96%
$77.2B
$3.07 Million 0.12% of portfolio
48,849
Q2 2025 Reduced 2.12%
$65.4B
$3.05 Million 0.12% of portfolio
11,414
Q2 2025 Added 1.11%
$145B
$3.02 Million 0.12% of portfolio
13,118
Q2 2025 Reduced 10.42%
$48.1B
$2.86 Million 0.11% of portfolio
36,530
Q2 2025 New
$20B
$2.74 Million 0.11% of portfolio
46,997
Q2 2025 New
$21.1B
$2.68 Million 0.11% of portfolio
147,136
Q2 2025 Added 0.38%
$3.9B
$2.81 Million 0.11% of portfolio
25,223
Q2 2025 Reduced 5.94%
$11.7B
$2.73 Million 0.11% of portfolio
16,593
Q2 2025 Added 27.89%
$77.6B
$2.74 Million 0.11% of portfolio
20,520
Q2 2025 Reduced 8.68%
$8.18B
$2.71 Million 0.11% of portfolio
3,919
Q2 2025 Added 64.04%
$186B
$2.9 Million 0.11% of portfolio
2,825
Q2 2025 Reduced 7.16%
$55.5B
$2.77 Million 0.11% of portfolio
34,850
Q2 2025 Added 1.29%
$29.6B
$2.75 Million 0.11% of portfolio
9,538
Q2 2025 Added 2.65%
$7.94B
$2.85 Million 0.11% of portfolio
40,341
Q2 2025 Reduced 10.17%
$87.3B
$2.89 Million 0.11% of portfolio
5,758
Q2 2025 Reduced 90.37%
$0
$2.69 Million 0.11% of portfolio
54,775
Q2 2025 Added 94.5%
$24.9B
$2.48 Million 0.1% of portfolio
148,227
Q2 2025 New
$0
$2.59 Million 0.1% of portfolio
4,693
Q2 2025 Added 7.81%
$27.5B
$2.66 Million 0.1% of portfolio
16,051
Q2 2025 Reduced 5.35%
$8.26B
$2.59 Million 0.1% of portfolio
24,418
Q2 2025 Reduced 4.29%
$3.45B
$2.45 Million 0.1% of portfolio
113,752
Q2 2025 Reduced 71.43%
$10.7B
$2.47 Million 0.1% of portfolio
17,268
Q2 2025 Reduced 16.23%
$8.02B
$2.52 Million 0.1% of portfolio
45,842
Q2 2025 Added 2.49%
$8B
$2.53 Million 0.1% of portfolio
18,633
Q2 2025 Reduced 2.38%
$43.2B
$2.45 Million 0.1% of portfolio
13,513
Q2 2025 Added 11.66%
$66.7B
$2.46 Million 0.1% of portfolio
27,038
Q2 2025 Added 11.73%
$193B
$2.6 Million 0.1% of portfolio
19,666
Q2 2025 Reduced 11.97%
$36.7B
$2.42 Million 0.1% of portfolio
19,778
Q2 2025 Added 26.51%
$4.37B
$2.56 Million 0.1% of portfolio
62,930
Q2 2025 Reduced 31.84%
$2.27B
$2.53 Million 0.1% of portfolio
39,138
Q2 2025 Added 15.49%

Summary

  • Portfolio
  • No. of Stocks 650
  • Current Value $2.55 Billion
  • Prior Value $2.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 42 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 353 stocks
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