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
$111B
$2.6 Million 0.1% of portfolio
6,631
Q3 2025 Reduced 83.05%
$5.97B
$2.68 Million 0.1% of portfolio
16,995
Q3 2025 New
$22.7B
$2.71 Million 0.1% of portfolio
156,702
Q3 2025 Added 5.72%
$75.4B
$2.69 Million 0.1% of portfolio
20,495
Q3 2025 Reduced 0.12%
$1.74T
$2.6 Million 0.1% of portfolio
10,665
Q3 2025 Reduced 6.29%
$7.74B
$2.49 Million 0.09% of portfolio
3,002
Q3 2025 Reduced 23.4%
$7.05B
$2.35 Million 0.09% of portfolio
19,266
Q3 2025 Added 3.4%
$37.9B
$2.27 Million 0.09% of portfolio
27,524
Q3 2025 Added 4.44%
$55.7B
$2.4 Million 0.09% of portfolio
15,754
Q3 2025 Reduced 1.9%
$44.4B
$2.33 Million 0.09% of portfolio
12,411
Q3 2025 Reduced 8.16%
$25.4B
$2.27 Million 0.09% of portfolio
8,860
Q3 2025 Reduced 1.14%
$18.5B
$2.41 Million 0.09% of portfolio
11,066
Q3 2025 Added 349.29%
$3.89B
$2.29 Million 0.09% of portfolio
107,137
Q3 2025 Reduced 5.82%
$15.2B
$2.21 Million 0.08% of portfolio
29,653
Q3 2025 Added 3.65%
$22.2B
$2.02 Million 0.08% of portfolio
76,467
Q3 2025 Reduced 48.03%
$5B
$2.2 Million 0.08% of portfolio
7,997
Q3 2025 Added 3.74%
$123B
$2.17 Million 0.08% of portfolio
7,671
Q3 2025 Reduced 1.32%
$65.7B
$2.1 Million 0.08% of portfolio
7,000
Q3 2025 Reduced 0.24%
$9.99B
$2.01 Million 0.08% of portfolio
22,406
Q3 2025 Added 5.24%
$55.9B
$2.11 Million 0.08% of portfolio
38,863
Q3 2025 New
$1.29T
$2.19 Million 0.08% of portfolio
4,930
Q3 2025 Reduced 10.51%
$68.5B
$2.01 Million 0.08% of portfolio
14,767
Q3 2025 Added 0.44%
$7.02B
$2.22 Million 0.08% of portfolio
43,896
Q3 2025 Reduced 4.25%
$270B
$2.08 Million 0.08% of portfolio
29,026
Q3 2025 Added 0.17%
$27B
$2.26 Million 0.08% of portfolio
17,103
Q3 2025 Reduced 0.18%
$65.7B
$2.21 Million 0.08% of portfolio
27,617
Q3 2025 Added 2.14%
$5.51B
$1.84 Million 0.07% of portfolio
13,913
Q3 2025 Reduced 7.05%
$3.54B
$1.94 Million 0.07% of portfolio
57,426
Q3 2025 Reduced 3.32%
$12.5B
$1.81 Million 0.07% of portfolio
6,302
Q3 2025 Added 1.74%
$279B
$1.94 Million 0.07% of portfolio
7,267
Q3 2025 Reduced 1.24%
$12.6B
$1.84 Million 0.07% of portfolio
224,761
Q3 2025 Reduced 12.87%
$23.2B
$1.88 Million 0.07% of portfolio
22,200
Q3 2025 New
$8.79B
$1.79 Million 0.07% of portfolio
16,439
Q3 2025 Reduced 0.93%
$20.1B
$1.89 Million 0.07% of portfolio
3,338
Q3 2025 Reduced 6.97%
$91.4B
$1.88 Million 0.07% of portfolio
12,093
Q3 2025 Reduced 4.71%
$86.7B
$1.81 Million 0.07% of portfolio
2,978
Q3 2025 Reduced 3.87%
$19.3B
$1.88 Million 0.07% of portfolio
20,177
Q3 2025 Reduced 3.72%
$8.52B
$1.91 Million 0.07% of portfolio
22,072
Q3 2025 Reduced 14.27%
$4.44B
$1.86 Million 0.07% of portfolio
14,911
Q3 2025 Added 1.71%
$78.2B
$1.85 Million 0.07% of portfolio
5,720
Q3 2025 Reduced 7.34%
$20.8B
$1.78 Million 0.07% of portfolio
13,246
Q3 2025 Reduced 0.11%
$4.19B
$1.66 Million 0.06% of portfolio
38,546
Q3 2025 Reduced 1.01%
$143B
$1.7 Million 0.06% of portfolio
50,699
Q3 2025 Reduced 3.95%
$7.32B
$1.72 Million 0.06% of portfolio
30,380
Q3 2025 Added 4.29%
$46.8B
$1.68 Million 0.06% of portfolio
1,761
Q3 2025 Added 0.23%
$82.8B
$1.73 Million 0.06% of portfolio
6,000
Q3 2025 Reduced 2.74%
$39.9B
$1.51 Million 0.06% of portfolio
14,588
Q3 2025 Reduced 22.64%
$4.96B
$1.55 Million 0.06% of portfolio
49,073
Q3 2025 Reduced 3.86%
$11.3B
$1.63 Million 0.06% of portfolio
13,315
Q3 2025 Added 6.96%

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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