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
$0
$3.93 Million 0.15% of portfolio
72,519
Q3 2025 Reduced 1.85%
$12.7B
$4.1 Million 0.15% of portfolio
44,684
Q3 2025 New
$270B
$3.96 Million 0.15% of portfolio
24,893
Q3 2025 Added 1.62%
$15.9B
$4.09 Million 0.15% of portfolio
12,447
Q3 2025 Reduced 24.02%
$15.6B
$3.7 Million 0.14% of portfolio
115,109
Q3 2025 Added 23.03%
$163B
$3.68 Million 0.14% of portfolio
5,128
Q3 2025 Reduced 4.24%
$13.7B
$3.81 Million 0.14% of portfolio
89,752
Q3 2025 Reduced 0.17%
$29.2B
$3.84 Million 0.14% of portfolio
117,660
Q3 2025 Reduced 0.99%
$0
$3.8 Million 0.14% of portfolio
5,702
Q3 2025 Added 0.26%
$10.1B
$3.62 Million 0.14% of portfolio
8,458
Q3 2025 Reduced 1.79%
$6.08B
$3.75 Million 0.14% of portfolio
37,059
Q3 2025 Added 28.87%
$404B
$3.77 Million 0.14% of portfolio
4,076
Q3 2025 Reduced 3.25%
$29.5B
$3.7 Million 0.14% of portfolio
5,700
Q3 2025 Reduced 32.46%
$193B
$3.36 Million 0.13% of portfolio
29,326
Q3 2025 Reduced 8.53%
$303B
$3.49 Million 0.13% of portfolio
22,464
Q3 2025 Reduced 10.48%
$235B
$3.53 Million 0.13% of portfolio
42,072
Q3 2025 Reduced 6.44%
$25.7B
$3.38 Million 0.13% of portfolio
20,255
Q3 2025 Added 0.04%
$22B
$3.13 Million 0.12% of portfolio
57,589
Q3 2025 Added 22.54%
$104B
$3.14 Million 0.12% of portfolio
10,699
Q3 2025 Reduced 1.48%
$8.15B
$3.14 Million 0.12% of portfolio
24,207
Q3 2025 Reduced 27.96%
$228B
$3.15 Million 0.12% of portfolio
23,539
Q3 2025 Reduced 2.28%
$6B
$3.32 Million 0.12% of portfolio
48,312
Q3 2025 Added 717.46%
$53.4B
$3.15 Million 0.12% of portfolio
40,490
Q3 2025 Added 10.84%
$136B
$3.1 Million 0.12% of portfolio
13,128
Q3 2025 Added 0.08%
$4.91B
$3.22 Million 0.12% of portfolio
73,270
Q3 2025 Added 16.43%
$113B
$3.26 Million 0.12% of portfolio
34,444
Q3 2025 Reduced 10.0%
$67.3B
$3.16 Million 0.12% of portfolio
11,328
Q3 2025 Reduced 0.75%
$60.5B
$3.17 Million 0.12% of portfolio
34,918
Q3 2025 Added 0.2%
$34.7B
$3.11 Million 0.12% of portfolio
21,910
Q3 2025 Added 10.78%
$74.3B
$2.96 Million 0.11% of portfolio
46,664
Q3 2025 Reduced 4.47%
$26.3B
$2.97 Million 0.11% of portfolio
15,903
Q3 2025 Reduced 0.92%
$8.84B
$2.93 Million 0.11% of portfolio
22,246
Q3 2025 Reduced 8.9%
$26.8B
$2.96 Million 0.11% of portfolio
10,581
Q3 2025 Added 10.94%
$55.8B
$2.83 Million 0.11% of portfolio
20,400
Q2 2025 Reduced 13.92%
$65.2B
$2.85 Million 0.11% of portfolio
6,743
Q3 2025 Reduced 5.4%
$140B
$2.86 Million 0.11% of portfolio
7,634
Q3 2025 Reduced 14.93%
$5.65B
$2.93 Million 0.11% of portfolio
37,359
Q3 2025 New
$7.32B
$3.03 Million 0.11% of portfolio
39,714
Q3 2025 Reduced 1.55%
$59.7B
$2.95 Million 0.11% of portfolio
5,977
Q3 2025 Added 4.09%
$0
$2.9 Million 0.11% of portfolio
57,893
Q3 2025 Added 5.69%
$87.8B
$2.8 Million 0.11% of portfolio
5,882
Q3 2025 Added 2.15%
$204B
$2.66 Million 0.1% of portfolio
18,955
Q3 2025 Reduced 3.62%
$169B
$2.55 Million 0.1% of portfolio
2,770
Q3 2025 Reduced 1.95%
$1.33B
$2.69 Million 0.1% of portfolio
27,227
Q3 2025 Reduced 30.43%
$9.96B
$2.65 Million 0.1% of portfolio
65,591
Q3 2025 Reduced 2.24%
$0
$2.69 Million 0.1% of portfolio
4,473
Q3 2025 Reduced 4.69%
$306B
$2.72 Million 0.1% of portfolio
41,012
Q3 2025 Reduced 28.35%
$25.7B
$2.74 Million 0.1% of portfolio
18,574
Q3 2025 Added 220.52%
$28.4B
$2.61 Million 0.1% of portfolio
17,928
Q3 2025 Added 5.43%

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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