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
$29B
$1.55 Million 0.06% of portfolio
6,803
Q1 2025 Reduced 7.54%
$54.3B
$1.54 Million 0.06% of portfolio
8,077
Q1 2025 Added 2.1%
$89B
$1.42 Million 0.06% of portfolio
41,901
Q1 2025 Added 0.14%
$11.9B
$1.49 Million 0.06% of portfolio
13,503
Q1 2025 Reduced 50.63%
$21.1B
$1.35 Million 0.06% of portfolio
13,748
Q1 2025 Reduced 0.56%
$198B
$1.48 Million 0.06% of portfolio
52,393
Q1 2025 Added 34.19%
$19.2B
$1.42 Million 0.06% of portfolio
20,173
Q1 2025 Added 1.86%
$0
$1.55 Million 0.06% of portfolio
19,743
Q1 2025 Added 61.42%
$17.1B
$1.39 Million 0.06% of portfolio
4,214
Q1 2025 Reduced 0.99%
$305B
$1.56 Million 0.06% of portfolio
5,839
Q1 2025 Reduced 1.27%
$899B
$1.39 Million 0.06% of portfolio
5,382
Q1 2025 Reduced 22.2%
$6.3B
$1.35 Million 0.06% of portfolio
2,389
Q1 2025 Reduced 0.95%
$42.6B
$1.37 Million 0.06% of portfolio
29,782
Q1 2025 Reduced 12.86%
$29B
$1.42 Million 0.06% of portfolio
15,633
Q1 2025 Added 1.26%
$6.42B
$1.47 Million 0.06% of portfolio
30,126
Q1 2025 Added 2.27%
$151B
$1.36 Million 0.06% of portfolio
36,831
Q1 2025 Reduced 5.4%
$0
$1.52 Million 0.06% of portfolio
4,091
Q1 2025 Added 10.06%
$0
$1.25 Million 0.05% of portfolio
16,032
Q1 2025 Added 1.52%
$121B
$1.32 Million 0.05% of portfolio
4,982
Q1 2025 Reduced 5.3%
$12.7B
$1.09 Million 0.05% of portfolio
21,512
Q1 2025 Added 60.43%
$6.68B
$1.12 Million 0.05% of portfolio
21,445
Q1 2025 New
$3.7B
$1.24 Million 0.05% of portfolio
13,126
Q1 2025 Added 7.12%
$164B
$1.17 Million 0.05% of portfolio
4,140
Q1 2025 Reduced 38.64%
$15.8B
$1.16 Million 0.05% of portfolio
24,540
Q1 2025 Reduced 4.92%
$5.6B
$1.1 Million 0.05% of portfolio
11,010
Q1 2025 Reduced 92.86%
$84.3B
$1.25 Million 0.05% of portfolio
5,261
Q1 2025 Reduced 14.84%
$11.1B
$1.27 Million 0.05% of portfolio
13,918
Q1 2025 Reduced 2.01%
$11B
$1.29 Million 0.05% of portfolio
24,522
Q1 2025 Reduced 82.28%
$11.8B
$1.1 Million 0.05% of portfolio
4,986
Q1 2025 Reduced 79.83%
$2.15B
$1.13 Million 0.05% of portfolio
29,430
Q1 2025 Added 6.06%
$82.1B
$1.3 Million 0.05% of portfolio
57,078
Q1 2025 Reduced 6.58%
$680M
$1.31 Million 0.05% of portfolio
64,438
Q1 2025 Reduced 1.08%
$5.65B
$1.18 Million 0.05% of portfolio
10,538
Q1 2025 Reduced 32.74%
$35.4B
$1.19 Million 0.05% of portfolio
13,250
Q1 2025 Added 9.13%
$224B
$1.17 Million 0.05% of portfolio
15,972
Q1 2025 Added 0.51%
$152B
$1.31 Million 0.05% of portfolio
6,167
Q1 2025 Reduced 3.14%
$14.9B
$1.15 Million 0.05% of portfolio
17,689
Q1 2025 Reduced 23.99%
$54.5B
$1.25 Million 0.05% of portfolio
67,353
Q1 2025 Reduced 0.39%
$0
$1.27 Million 0.05% of portfolio
2,268
Q1 2025 Reduced 18.94%
$48.8B
$1.26 Million 0.05% of portfolio
5,519
Q1 2025 Added 0.95%
$16.4B
$1.15 Million 0.05% of portfolio
2,538
Q1 2025 Reduced 6.62%
$40.7B
$1.22 Million 0.05% of portfolio
7,730
Q1 2025 Reduced 10.89%
$4.36B
$899,000 0.04% of portfolio
7,897
Q1 2025 Reduced 26.18%
$41.1B
$910,000 0.04% of portfolio
11,896
Q1 2025 Reduced 2.82%
$39.7B
$1.01 Million 0.04% of portfolio
9,745
Q1 2025 Reduced 1.7%
$147B
$966,000 0.04% of portfolio
9,577
Q1 2025 Reduced 6.03%
$7.05B
$844,000 0.04% of portfolio
14,256
Q1 2025 Reduced 43.77%
$13.2B
$969,000 0.04% of portfolio
5,308
Q1 2025 Reduced 1.54%
$0
$1.03 Million 0.04% of portfolio
3,761
Q1 2025 Added 10.98%

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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