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
$5.52B
$616,000 0.03% of portfolio
6,314
Q1 2025 Reduced 3.29%
$21.6B
$614,000 0.03% of portfolio
8,192
Q1 2025 Reduced 0.67%
$55.6B
$724,000 0.03% of portfolio
11,762
Q1 2025 New
$14.3B
$613,000 0.03% of portfolio
8,827
Q1 2025 Reduced 13.66%
$8.56B
$669,000 0.03% of portfolio
9,978
Q1 2025 Reduced 1.8%
$70.5B
$733,000 0.03% of portfolio
9,154
Q1 2025 Added 0.75%
$3.59B
$728,000 0.03% of portfolio
68,877
Q1 2025 Reduced 33.12%
$3.79B
$733,000 0.03% of portfolio
11,430
Q1 2025 Reduced 11.81%
$495M
$631,000 0.03% of portfolio
27,701
Q1 2025 New
$14.4B
$653,000 0.03% of portfolio
7,189
Q1 2025 Reduced 23.89%
$11B
$840,000 0.03% of portfolio
4,801
Q1 2025 Reduced 58.9%
$28.7B
$722,000 0.03% of portfolio
2,732
Q1 2025 Added 1.11%
$28B
$725,000 0.03% of portfolio
6,321
Q1 2025 Reduced 50.38%
$193B
$671,000 0.03% of portfolio
1,751
Q1 2025 Reduced 48.98%
$22.8B
$692,000 0.03% of portfolio
5,795
Q4 2024 Reduced 7.8%
$1.43B
$614,000 0.03% of portfolio
11,182
Q1 2025 Reduced 7.45%
$99.5B
$782,000 0.03% of portfolio
2,218
Q1 2025 Added 2.16%
$45.1B
$690,000 0.03% of portfolio
1,221
Q1 2025 Reduced 2.4%
$0
$777,000 0.03% of portfolio
2,154
Q3 2024 Reduced 8.5%
$0
$789,000 0.03% of portfolio
9,663
Q1 2025 Added 3.99%
$0
$676,000 0.03% of portfolio
6,837
Q1 2025 Added 20.92%
$2.87B
$684,000 0.03% of portfolio
6,125
Q1 2025 Reduced 0.57%
$16.3B
$629,000 0.03% of portfolio
1,370
Q1 2025 Reduced 1.86%
$32.4B
$765,000 0.03% of portfolio
12,801
Q1 2025 Added 16.65%
$0
$700,000 0.03% of portfolio
4,056
Q1 2025 Added 24.49%
$116B
$817,000 0.03% of portfolio
9,101
Q1 2025 Reduced 0.74%
$138B
$729,000 0.03% of portfolio
6,509
Q1 2025 Reduced 1.72%
$14.8B
$524,000 0.02% of portfolio
4,530
Q1 2025 Reduced 1.44%
$297B
$428,000 0.02% of portfolio
647
Q1 2025 Added 1.41%
$89.1B
$389,000 0.02% of portfolio
3,192
Q1 2025 Reduced 5.76%
$3.41B
$373,000 0.02% of portfolio
4,645
Q1 2025 Added 94.35%
$1.37B
$533,000 0.02% of portfolio
17,103
Q1 2025 Reduced 24.56%
$31.1B
$386,000 0.02% of portfolio
3,110
Q1 2025 Added 17.14%
$19.8B
$438,000 0.02% of portfolio
15,167
Q1 2025 Reduced 0.38%
$43B
$496,000 0.02% of portfolio
2,504
Q1 2025 Reduced 14.1%
$4.62B
$382,000 0.02% of portfolio
5,050
Q1 2025 Reduced 20.47%
$177B
$496,000 0.02% of portfolio
4,403
Q4 2024 Reduced 13.29%
$11.9B
$370,000 0.02% of portfolio
2,045
Q4 2024 Added 6.23%
$16.8B
$504,000 0.02% of portfolio
9,452
Q1 2025 Reduced 5.73%
$6.72B
$395,000 0.02% of portfolio
1,914
Q1 2025 Reduced 2.3%
$2.73B
$562,000 0.02% of portfolio
14,376
Q1 2025 New
$14.7B
$521,000 0.02% of portfolio
1,025
Q1 2025 Reduced 12.99%
$2.25B
$386,000 0.02% of portfolio
4,524
Q1 2025 Reduced 20.2%
$4.47B
$543,000 0.02% of portfolio
6,032
Q1 2025 Reduced 17.69%
$17.8B
$572,000 0.02% of portfolio
4,808
Q1 2025 Reduced 2.44%
$23.7B
$396,000 0.02% of portfolio
5,109
Q1 2025 Added 2.2%
$1.52B
$546,000 0.02% of portfolio
14,547
Q1 2025 Reduced 0.41%
$275B
$569,000 0.02% of portfolio
2,846
Q1 2025 Reduced 8.07%
$5.53B
$501,000 0.02% of portfolio
3,230
Q1 2025 Reduced 18.12%

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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