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
$10.3B
$2.55 Million 0.1% of portfolio
67,091
Q2 2025 Added 690.51%
$60.5B
$2.28 Million 0.09% of portfolio
8,085
Q2 2025 Reduced 1.17%
$313B
$2.24 Million 0.09% of portfolio
7,358
Q2 2025 Reduced 2.39%
$9.23B
$2.28 Million 0.09% of portfolio
20,720
Q2 2025 Added 14.72%
$17.1B
$2.19 Million 0.09% of portfolio
28,610
Q2 2025 Added 4.85%
$77.5B
$2.4 Million 0.09% of portfolio
6,173
Q2 2025 Reduced 5.31%
$59.6B
$2.33 Million 0.09% of portfolio
7,128
Q2 2025 Reduced 3.17%
$5.75B
$2.29 Million 0.09% of portfolio
28,756
Q2 2025 Reduced 0.08%
$12.2B
$2.37 Million 0.09% of portfolio
257,962
Q2 2025 New
$31.4B
$2.32 Million 0.09% of portfolio
8,962
Q2 2025 Reduced 2.63%
$34.2B
$2.42 Million 0.09% of portfolio
25,417
Q2 2025 Reduced 12.82%
$117B
$2.25 Million 0.09% of portfolio
7,774
Q2 2025 Reduced 4.93%
$41.4B
$2.32 Million 0.09% of portfolio
17,251
Q2 2025 Reduced 11.11%
$5.08B
$2.14 Million 0.08% of portfolio
14,969
Q2 2025 Reduced 72.98%
$87.9B
$2.04 Million 0.08% of portfolio
6,169
Q2 2025 Reduced 4.34%
$5.62B
$1.93 Million 0.08% of portfolio
14,661
Q2 2025 Added 74.18%
$75.6B
$2.15 Million 0.08% of portfolio
20,400
Q2 2025 Reduced 13.92%
$52.9B
$2.05 Million 0.08% of portfolio
16,059
Q2 2025 Reduced 5.35%
$1.48T
$2.02 Million 0.08% of portfolio
11,381
Q2 2025 Reduced 15.16%
$85.8B
$1.93 Million 0.08% of portfolio
12,691
Q2 2025 Reduced 3.83%
$255B
$2.04 Million 0.08% of portfolio
28,977
Q2 2025 Reduced 3.46%
$41.7B
$2 Million 0.08% of portfolio
26,353
Q2 2025 Reduced 2.81%
$4.74B
$2.11 Million 0.08% of portfolio
38,940
Q2 2025 Reduced 1.18%
$9.24B
$2.01 Million 0.08% of portfolio
25,746
Q2 2025 Reduced 4.96%
$38.6B
$2.03 Million 0.08% of portfolio
18,857
Q2 2025 Reduced 42.45%
$6.58B
$1.69 Million 0.07% of portfolio
23,276
Q2 2025 Added 8.54%
$10.1B
$1.9 Million 0.07% of portfolio
21,291
Q2 2025 Added 5.34%
$30.1B
$1.81 Million 0.07% of portfolio
17,134
Q2 2025 Reduced 36.8%
$4.24B
$1.67 Million 0.07% of portfolio
52,310
Q2 2025 Reduced 0.43%
$69.5B
$1.8 Million 0.07% of portfolio
7,017
Q2 2025 Reduced 3.41%
$5.56B
$1.78 Million 0.07% of portfolio
7,709
Q2 2025 Reduced 10.44%
$56.1B
$1.68 Million 0.07% of portfolio
5,142
Q2 2025 Reduced 17.09%
$210B
$1.87 Million 0.07% of portfolio
5,355
Q2 2025 Added 7.49%
$13.2B
$1.67 Million 0.07% of portfolio
9,384
Q2 2025 New
$21.1B
$1.83 Million 0.07% of portfolio
3,588
Q2 2025 Reduced 5.78%
$15.8B
$1.8 Million 0.07% of portfolio
32,173
Q2 2025 Reduced 0.89%
$48.2B
$1.83 Million 0.07% of portfolio
1,757
Q2 2025 Added 0.63%
$27.4B
$1.81 Million 0.07% of portfolio
20,557
Q2 2025 Added 1.9%
$77.6B
$1.86 Million 0.07% of portfolio
24,994
Q2 2025 Reduced 8.07%
$1.4T
$1.75 Million 0.07% of portfolio
5,509
Q2 2025 Added 2.36%
$3.53B
$1.82 Million 0.07% of portfolio
59,400
Q2 2025 Reduced 29.94%
$143B
$1.84 Million 0.07% of portfolio
75,917
Q2 2025 Reduced 51.64%
$65.4B
$1.75 Million 0.07% of portfolio
14,703
Q2 2025 Reduced 15.32%
$6.98B
$1.66 Million 0.07% of portfolio
29,130
Q2 2025 Reduced 3.31%
$19B
$1.74 Million 0.07% of portfolio
20,956
Q2 2025 Reduced 0.83%
$11.5B
$1.5 Million 0.06% of portfolio
6,194
Q2 2025 Reduced 45.9%
$25.9B
$1.48 Million 0.06% of portfolio
6,696
Q2 2025 Reduced 1.57%
$42B
$1.43 Million 0.06% of portfolio
11,096
Q2 2025 Added 0.39%
$52.9B
$1.46 Million 0.06% of portfolio
2,567
Q2 2025 Added 0.51%

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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