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
$267B
$1.97 Million 0.08% of portfolio
7,335
Q1 2025 Reduced 12.68%
$12.7B
$1.84 Million 0.08% of portfolio
12,893
Q1 2025 Reduced 58.37%
$21B
$2.04 Million 0.08% of portfolio
22,216
Q1 2025 Reduced 87.85%
$10.1B
$1.93 Million 0.08% of portfolio
20,211
Q1 2025 Added 21.74%
$5.9B
$2.01 Million 0.08% of portfolio
39,405
Q1 2025 Reduced 0.55%
$18.8B
$1.98 Million 0.08% of portfolio
12,974
Q1 2025 Reduced 18.01%
$0
$2.04 Million 0.08% of portfolio
4,353
Q1 2025 Reduced 3.65%
$1.72B
$1.99 Million 0.08% of portfolio
60,873
Q1 2025 Reduced 26.79%
$37.4B
$2.03 Million 0.08% of portfolio
27,116
Q1 2025 Reduced 1.12%
$17.9B
$1.9 Million 0.08% of portfolio
27,287
Q1 2025 Added 7.21%
$12.8B
$1.98 Million 0.08% of portfolio
11,868
Q1 2025 Reduced 86.48%
$4.4B
$1.89 Million 0.08% of portfolio
8,608
Q1 2025 Reduced 16.06%
$31.1B
$1.97 Million 0.08% of portfolio
32,399
Q1 2025 Reduced 51.34%
$80.8B
$1.94 Million 0.08% of portfolio
13,196
Q1 2025 Reduced 0.86%
$16.6B
$1.81 Million 0.08% of portfolio
21,131
Q1 2025 Reduced 28.24%
$35.4B
$1.93 Million 0.08% of portfolio
19,407
Q1 2025 Reduced 45.27%
$177B
$1.64 Million 0.07% of portfolio
8,403
Q1 2025 Reduced 1.67%
$23.6B
$1.57 Million 0.07% of portfolio
6,942
Q1 2025 Added 0.74%
$7.54B
$1.67 Million 0.07% of portfolio
18,062
Q1 2025 Reduced 17.25%
$54.9B
$1.72 Million 0.07% of portfolio
1,746
Q4 2024 Reduced 3.8%
$37.9B
$1.67 Million 0.07% of portfolio
6,202
Q1 2025 Reduced 75.9%
$10.9B
$1.7 Million 0.07% of portfolio
146,579
Q1 2025 Added 44.16%
$7.83B
$1.78 Million 0.07% of portfolio
27,091
Q1 2025 Reduced 8.47%
$9.4B
$1.59 Million 0.07% of portfolio
18,083
Q1 2025 Added 0.86%
$4.69B
$1.71 Million 0.07% of portfolio
52,537
Q1 2025 Reduced 17.58%
$5.19B
$1.74 Million 0.07% of portfolio
44,026
Q1 2025 Reduced 1.91%
$1.73B
$1.56 Million 0.07% of portfolio
14,861
Q1 2025 Added 9.92%
$45.7B
$1.57 Million 0.07% of portfolio
11,053
Q1 2025 Reduced 5.25%
$80B
$1.64 Million 0.07% of portfolio
6,776
Q1 2025 Added 32.06%
$440B
$1.6 Million 0.07% of portfolio
2
Q1 2025 Added 100.0%
$0
$1.63 Million 0.07% of portfolio
19,673
Q1 2025 Reduced 3.7%
$16.8B
$1.69 Million 0.07% of portfolio
32,462
Q1 2025 Reduced 1.18%
$79.5B
$1.8 Million 0.07% of portfolio
14,362
Q1 2025 Reduced 3.37%
$8.74B
$1.69 Million 0.07% of portfolio
8,572
Q1 2025 New
$16.6B
$1.65 Million 0.07% of portfolio
3,808
Q1 2025 Reduced 22.17%
$57.2B
$1.72 Million 0.07% of portfolio
7,265
Q1 2025 Reduced 0.82%
$7.93B
$1.71 Million 0.07% of portfolio
11,223
Q1 2025 Reduced 80.7%
$56.4B
$1.58 Million 0.07% of portfolio
6,499
Q1 2025 Reduced 7.14%
$75.1B
$1.66 Million 0.07% of portfolio
3,251
Q1 2025 Added 5.07%
$60.4B
$1.51 Million 0.06% of portfolio
2,554
Q1 2025 Reduced 1.5%
$10.5B
$1.52 Million 0.06% of portfolio
13,327
Q1 2025 Added 5.45%
$0
$1.4 Million 0.06% of portfolio
28,162
Q1 2025 Added 31.3%
$0
$1.44 Million 0.06% of portfolio
24,498
Q1 2025 Added 164.61%
$3.01B
$1.33 Million 0.06% of portfolio
41,517
Q1 2025 Reduced 35.35%
$6.81B
$1.54 Million 0.06% of portfolio
67,926
Q1 2025 Added 1.57%
$59.7B
$1.41 Million 0.06% of portfolio
22,232
Q1 2025 Reduced 1.38%
$51.4B
$1.38 Million 0.06% of portfolio
23,700
Q4 2024 Reduced 10.33%
$25.8B
$1.37 Million 0.06% of portfolio
28,538
Q1 2025 Reduced 11.56%
$20.7B
$1.46 Million 0.06% of portfolio
3,974
Q1 2025 Reduced 13.5%

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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