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
$20.5B
$970,000 0.04% of portfolio
11,685
Q3 2025 Reduced 1.6%
$115B
$1.14 Million 0.04% of portfolio
2,328
Q3 2025 Added 2.37%
$128B
$980,000 0.04% of portfolio
10,292
Q3 2025 Added 2.43%
$12.5B
$1.09 Million 0.04% of portfolio
23,365
Q3 2025 Reduced 0.49%
$277B
$1.1 Million 0.04% of portfolio
14,287
Q3 2025 Reduced 4.7%
$3.44B
$938,000 0.04% of portfolio
6,393
Q3 2025 New
$0
$986,000 0.04% of portfolio
2,107
Q3 2025 Reduced 2.41%
$66.3B
$1.06 Million 0.04% of portfolio
4,633
Q3 2025 Reduced 0.17%
$98.6B
$1.08 Million 0.04% of portfolio
11,431
Q3 2025 Reduced 0.01%
$43.5B
$1.01 Million 0.04% of portfolio
2,900
Q2 2025 Reduced 21.6%
$328B
$1.13 Million 0.04% of portfolio
3,750
Q3 2025 Added 0.27%
$33.8B
$700,000 0.03% of portfolio
1,060
Q3 2024 New
$2.57B
$743,000 0.03% of portfolio
18,689
Q3 2025 New
$37.6B
$789,000 0.03% of portfolio
11,771
Q3 2025 Reduced 13.51%
$2.43B
$734,000 0.03% of portfolio
4,392
Q3 2025 Reduced 0.54%
$3.59B
$703,000 0.03% of portfolio
5,921
Q3 2025 New
$0
$735,000 0.03% of portfolio
9,317
Q3 2025 Added 0.67%
$12.2B
$767,000 0.03% of portfolio
3,925
Q2 2025 Reduced 12.37%
$22.7B
$930,000 0.03% of portfolio
3,104
Q3 2025 Reduced 21.89%
$33.2B
$931,000 0.03% of portfolio
9,476
Q3 2025 Reduced 62.72%
$37B
$835,000 0.03% of portfolio
9,133
Q3 2025 Reduced 0.91%
$38B
$892,000 0.03% of portfolio
6,592
Q2 2025 Reduced 12.71%
$32.2B
$846,000 0.03% of portfolio
14,178
Q3 2025 Reduced 3.0%
$2.85B
$805,000 0.03% of portfolio
18,563
Q3 2025 Added 3.72%
$1.38B
$718,000 0.03% of portfolio
24,258
Q3 2025 New
$168B
$695,000 0.03% of portfolio
9,214
Q3 2025 Reduced 8.9%
$7.07B
$908,000 0.03% of portfolio
4,596
Q3 2025 Added 0.02%
$56.6B
$738,000 0.03% of portfolio
10,164
Q4 2024 New
$54.5B
$923,000 0.03% of portfolio
4,934
Q3 2025 Reduced 7.01%
$3.65B
$702,000 0.03% of portfolio
19,317
Q3 2025 Reduced 86.55%
$7.56B
$784,000 0.03% of portfolio
4,610
Q3 2025 Reduced 4.16%
$148B
$713,000 0.03% of portfolio
8,929
Q3 2025 Reduced 7.29%
$13.5B
$776,000 0.03% of portfolio
16,030
Q3 2025 Reduced 23.96%
$60.5B
$833,000 0.03% of portfolio
19,947
Q3 2025 Reduced 0.2%
$42.6B
$761,000 0.03% of portfolio
5,710
Q4 2024 Reduced 33.57%
$18.7B
$716,000 0.03% of portfolio
3,116
Q1 2025 Added 151.09%
$0
$834,000 0.03% of portfolio
10,005
Q3 2025 Added 286.89%
$4.89B
$916,000 0.03% of portfolio
9,219
Q3 2025 Reduced 12.52%
$0
$914,000 0.03% of portfolio
9,699
Q3 2025 Reduced 30.57%
$5.23B
$835,000 0.03% of portfolio
3,805
Q3 2025 New
$54.4B
$823,000 0.03% of portfolio
2,660
Q2 2025 Reduced 5.0%
$237B
$864,000 0.03% of portfolio
3,649
Q3 2025 Reduced 37.54%
$156B
$750,000 0.03% of portfolio
6,760
Q3 2025 Reduced 6.5%
$28.7B
$703,000 0.03% of portfolio
11,968
Q2 2025 New
$13.8B
$711,000 0.03% of portfolio
6,038
Q3 2025 Added 40.0%
$0
$888,000 0.03% of portfolio
9,515
Q3 2025 Reduced 5.18%
$23.5B
$688,000 0.03% of portfolio
7,297
Q3 2025 Added 6.18%
$132B
$860,000 0.03% of portfolio
3,484
Q3 2025 Reduced 12.9%
$10.5B
$809,000 0.03% of portfolio
9,894
Q3 2025 Reduced 0.84%

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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