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
$104B
$1.04 Million 0.04% of portfolio
11,286
Q1 2025 Reduced 11.72%
$2.76B
$1.02 Million 0.04% of portfolio
14,461
Q1 2025 Added 34.47%
$136B
$1.06 Million 0.04% of portfolio
6,198
Q1 2025 Reduced 16.95%
$0
$951,000 0.04% of portfolio
9,498
Q1 2025 Added 16.63%
$36.9B
$908,000 0.04% of portfolio
7,552
Q1 2025 Reduced 29.92%
$65.7B
$966,000 0.04% of portfolio
2,800
Q1 2025 Reduced 1.41%
$98.7B
$957,000 0.04% of portfolio
3,610
Q4 2024 Reduced 0.41%
$1.88B
$856,000 0.04% of portfolio
33,890
Q1 2025 New
$169B
$938,000 0.04% of portfolio
1,847
Q1 2025 Reduced 0.91%
$40.8B
$955,000 0.04% of portfolio
3,699
Q1 2025 Reduced 0.48%
$1.84B
$998,000 0.04% of portfolio
22,846
Q1 2025 Reduced 86.44%
$1.43B
$1.01 Million 0.04% of portfolio
37,850
Q1 2025 Reduced 6.18%
$5.08B
$875,000 0.04% of portfolio
120,818
Q1 2025 Added 1.17%
$12.5B
$1.04 Million 0.04% of portfolio
17,276
Q1 2025 Reduced 1.34%
$104B
$1.07 Million 0.04% of portfolio
17,769
Q1 2025 Reduced 3.56%
$93.2B
$949,000 0.04% of portfolio
4,101
Q1 2025 Added 101.03%
$4.7B
$888,000 0.04% of portfolio
19,185
Q1 2025 Added 230.09%
$3.78B
$987,000 0.04% of portfolio
48,311
Q1 2025 Added 32.59%
$6.09B
$881,000 0.04% of portfolio
8,417
Q1 2025 Reduced 4.3%
$3.81B
$669,000 0.03% of portfolio
12,197
Q1 2025 Reduced 1.72%
$6.23B
$684,000 0.03% of portfolio
15,753
Q4 2024 Reduced 21.18%
$53.4B
$791,000 0.03% of portfolio
20,432
Q1 2025 Reduced 1.39%
$152B
$725,000 0.03% of portfolio
10,235
Q3 2024 Reduced 4.21%
$7.15B
$826,000 0.03% of portfolio
4,609
Q1 2025 Reduced 38.62%
$18.3B
$634,000 0.03% of portfolio
8,115
Q4 2024 Reduced 13.35%
$11.7B
$668,000 0.03% of portfolio
5,644
Q1 2025 Added 0.28%
$95B
$791,000 0.03% of portfolio
12,468
Q1 2025 Reduced 5.35%
$1.45B
$735,000 0.03% of portfolio
14,641
Q1 2025 Added 6.42%
$3.8B
$729,000 0.03% of portfolio
8,480
Q1 2025 Reduced 2.63%
$34B
$672,000 0.03% of portfolio
3,762
Q1 2025 Reduced 1.62%
$4.71B
$653,000 0.03% of portfolio
21,192
Q1 2025 Reduced 36.29%
$16B
$658,000 0.03% of portfolio
4,473
Q1 2025 Reduced 0.33%
$102B
$754,000 0.03% of portfolio
12,368
Q1 2025 Reduced 3.02%
$168B
$615,000 0.03% of portfolio
1,237
Q1 2025 Added 46.04%
$15.6B
$692,000 0.03% of portfolio
5,054
Q4 2024 Added 11.13%
$2.62B
$838,000 0.03% of portfolio
4,820
Q1 2025 Added 0.04%
$5.82B
$704,000 0.03% of portfolio
9,796
Q1 2025 Reduced 4.01%
$11B
$801,000 0.03% of portfolio
14,170
Q1 2025 Reduced 1.39%
$36.1B
$684,000 0.03% of portfolio
6,900
Q1 2025 Added 4.31%
$3.41B
$678,000 0.03% of portfolio
17,949
Q1 2025 Reduced 45.19%
$9.92B
$694,000 0.03% of portfolio
12,050
Q1 2025 Reduced 13.49%
$85.2B
$695,000 0.03% of portfolio
503
Q1 2025 New
$52.1B
$721,000 0.03% of portfolio
4,675
Q1 2025 Reduced 4.63%
$293B
$605,000 0.03% of portfolio
7,175
Q1 2025 Reduced 39.63%
$6.48B
$727,000 0.03% of portfolio
6,253
Q1 2025 Reduced 29.39%
$39.2B
$706,000 0.03% of portfolio
5,710
Q4 2024 Reduced 33.57%
$11.9B
$708,000 0.03% of portfolio
4,479
Q1 2025 Added 1.4%
$3.17B
$617,000 0.03% of portfolio
13,033
Q1 2025 Reduced 20.77%
$58.2B
$625,000 0.03% of portfolio
20,084
Q1 2025 Reduced 11.42%

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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