Burney CO Portfolio Holdings

Burney CO

  • $2.55 Billion
  • Q2 2025

Burney CO has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.55 Billion distributed in 650 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $85.2M, Vanguard Intermediate Term Tre with a value of $73.3M, Microsoft Corp with a value of $62.8M, Capital One Financial Corp with a value of $53.3M, and Meta Platforms, Inc. with a value of $50.5M.

Examining the 13F form we can see an increase of $143M in the current position value, from $2.4B to 2.55B.

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 $2.55 Billion
Technology: $606 Million
Financial Services: $387 Million
Consumer Cyclical: $301 Million
Industrials: $291 Million
Healthcare: $276 Million
ETFs: $185 Million
Communication Services: $173 Million
Consumer Defensive: $116 Million
Other: $209 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.5B
$1.14 Million 0.04% of portfolio
4,641
Q2 2025 Reduced 31.51%
$16.4B
$935,000 0.04% of portfolio
12,774
Q2 2025 Reduced 47.91%
$16.7B
$962,000 0.04% of portfolio
17,163
Q2 2025 Reduced 2.97%
$0
$950,000 0.04% of portfolio
3,129
Q2 2025 Reduced 16.8%
$90.6B
$975,000 0.04% of portfolio
4,265
Q2 2025 Added 4.0%
$18.9B
$984,000 0.04% of portfolio
8,440
Q2 2025 Reduced 51.78%
$144B
$1.07 Million 0.04% of portfolio
4,000
Q2 2025 Reduced 3.38%
$75.7B
$961,000 0.04% of portfolio
9,107
Q2 2025 Reduced 0.51%
$7.57B
$973,000 0.04% of portfolio
13,035
Q2 2025 Reduced 27.92%
$0
$897,000 0.04% of portfolio
10,035
Q2 2025 Added 3.85%
$41.3B
$935,000 0.04% of portfolio
9,481
Q2 2025 Reduced 82.82%
$358B
$1 Million 0.04% of portfolio
7,363
Q2 2025 Added 2.62%
$0
$916,000 0.04% of portfolio
2,159
Q2 2025 Added 0.23%
$3.87B
$1.12 Million 0.04% of portfolio
45,812
Q2 2025 Added 1.8%
$23.2B
$1.06 Million 0.04% of portfolio
10,985
Q2 2025 Reduced 50.55%
$164B
$917,000 0.04% of portfolio
2,372
Q2 2025 Added 35.47%
$15B
$938,000 0.04% of portfolio
9,293
Q2 2025 New
$33.5B
$785,000 0.03% of portfolio
8,626
Q2 2025 Reduced 90.44%
$71.5B
$743,000 0.03% of portfolio
489
Q2 2025 Reduced 2.78%
$32.8B
$771,000 0.03% of portfolio
14,617
Q2 2025 Reduced 48.78%
$0
$835,000 0.03% of portfolio
28,844
Q2 2025 Added 228.67%
$53.2B
$756,000 0.03% of portfolio
10,164
Q4 2024 New
$4.11B
$681,000 0.03% of portfolio
27,427
Q2 2025 New
$65.1B
$851,000 0.03% of portfolio
2,660
Q2 2025 Reduced 5.0%
$2.93B
$793,000 0.03% of portfolio
17,898
Q2 2025 Added 24.5%
$148B
$702,000 0.03% of portfolio
10,114
Q2 2025 Reduced 1.18%
$13.2B
$644,000 0.03% of portfolio
4,684
Q2 2025 Reduced 63.67%
$2.52B
$831,000 0.03% of portfolio
4,416
Q2 2025 Reduced 8.38%
$28.1B
$797,000 0.03% of portfolio
18,994
Q2 2025 Added 271.78%
$21.1B
$680,000 0.03% of portfolio
6,872
Q2 2025 Reduced 16.11%
$45.7B
$672,000 0.03% of portfolio
4,625
Q2 2025 Reduced 1.07%
$10B
$691,000 0.03% of portfolio
9,978
Q1 2025 Reduced 1.8%
$34.8B
$853,000 0.03% of portfolio
6,592
Q2 2025 Reduced 12.71%
$5.08B
$815,000 0.03% of portfolio
112,489
Q2 2025 Reduced 6.89%
$87.8B
$795,000 0.03% of portfolio
11,203
Q2 2025 Reduced 10.15%
$0
$692,000 0.03% of portfolio
11,781
Q2 2025 Reduced 51.91%
$145B
$707,000 0.03% of portfolio
9,631
Q2 2025 Reduced 0.37%
$7.67B
$794,000 0.03% of portfolio
4,595
Q2 2025 Reduced 0.3%
$28.9B
$675,000 0.03% of portfolio
11,968
Q2 2025 New
$42.4B
$724,000 0.03% of portfolio
5,710
Q4 2024 Reduced 33.57%
$6.03B
$734,000 0.03% of portfolio
15,605
Q2 2025 Reduced 0.94%
$34.2B
$662,000 0.03% of portfolio
3,414
Q2 2025 Reduced 9.25%
$10.9B
$715,000 0.03% of portfolio
3,969
Q2 2025 Reduced 25.23%
$18.2B
$807,000 0.03% of portfolio
7,152
Q2 2025 Added 58.86%
$1.09B
$726,000 0.03% of portfolio
12,941
Q2 2025 Reduced 11.61%
$6.36B
$637,000 0.03% of portfolio
4,810
Q2 2025 New
$0
$728,000 0.03% of portfolio
9,255
Q2 2025 Reduced 42.27%
$4.42B
$734,000 0.03% of portfolio
11,129
Q2 2025 Reduced 2.63%
$3.13B
$638,000 0.03% of portfolio
4,859
Q2 2025 Reduced 38.47%

Summary

  • Portfolio
  • No. of Stocks 650
  • Current Value $2.55 Billion
  • Prior Value $2.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 42 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 353 stocks
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