Burney CO Incresed Positions in Q4 2025

Burney CO

  • $2.67 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
108K
+ 34.99%
$179.83 - $207.04 $19.5M - $22.4M
418K $77.9M
GOOGL
Alphabet Inc.

Communication Services
19K
+ 7.53%
$236.57 - $291.31 $4.5M - $5.54M
272K $75.1M
AMZN
Amazon Com Inc

Consumer Cyclical
48.5K
+ 34.95%
$213.04 - $254.0 $10.3M - $12.3M
187K $44M
MSFT
Microsoft Corp

Technology
19.2K
+ 13.39%
$496.82 - $542.07 $9.53M - $10.4M
162K $82.5M
AAPL
Apple Inc.

Technology
9.01K
+ 2.08%
$245.27 - $275.25 $2.21M - $2.48M
442K $118M
NOW
Service Now, Inc.

Technology
9.77K
+ 352.74%
$835.79 - $946.29 $8.17M - $9.25M
12.5K $10.5M
PH
Parker Hannifin Corp

Industrials
4.23K
+ 8.64%
$716.66 - $857.93 $3.03M - $3.63M
53.2K $44.3M
EIX
Edison International

Utilities
112K
+ 2475.68%
$52.12 - $59.08 $5.82M - $6.6M
116K $6.82M
AES
Aes Corp

Utilities
442K
+ 470.73%
$13.44 - $15.37 $5.94M - $6.79M
536K $7.4M
IVV
Ishares Core S&P 500 ETF

ETFs
8.59K
+ 355.92%
$656.2 - $690.71 $5.64M - $5.93M
11K $7.43M
CAH
Cardinal Health Inc

Healthcare
10.3K
+ 27.09%
$153.27 - $206.06 $1.58M - $2.12M
48.3K $9.93M
FHI
Federated Hermes, Inc.

Financial Services
83.5K
+ 61.81%
$47.3 - $52.93 $3.95M - $4.42M
219K $10.7M
AMD
Advanced Micro Devices Inc

Technology
14.8K
+ 811.49%
$164.01 - $264.33 $2.42M - $3.9M
16.6K $3.99M
VGIT
Vanguard Intermediate Term Tre

ETFs
53.2K
+ 4.2%
$59.84 - $60.54 $3.18M - $3.22M
1.32M $79.1M
OHI
Omega Healthcare Investors Inc

Real Estate
60.5K
+ 23.92%
$39.41 - $44.12 $2.39M - $2.67M
314K $13.8M
XYL
Xylem Inc.

Industrials
18.7K
+ 100.53%
$142.73 - $152.95 $2.67M - $2.86M
37.2K $5.32M
BMY
Bristol Myers Squibb CO

Healthcare
53.1K
+ 507.07%
$42.6 - $49.08 $2.26M - $2.61M
63.6K $2.98M
MU
Micron Technology Inc

Technology
9.32K
+ 590.44%
$181.6 - $253.3 $1.69M - $2.36M
10.9K $2.69M
ALL
Allstate Corp

Financial Services
10.1K
+ 32.31%
$190.0 - $214.3 $1.91M - $2.16M
41.2K $8.83M
DFIC
Dimensional ETF Tr Dimensional

ETFs
42.4K
+ 4.99%
$32.24 - $33.72 $1.37M - $1.43M
893K $29.8M
CSCO
Cisco Systems, Inc.

Technology
3.96K
+ 2.36%
$67.46 - $78.0 $267K - $309K
172K $13.4M
MS
Morgan Stanley

Financial Services
11.5K
+ 46.23%
$151.86 - $169.92 $1.75M - $1.96M
36.4K $5.8M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.03K
+ 384.27%
$1638.68 - $1845.3 $1.68M - $1.89M
1.29K $2.31M
QLYS
Qualys, Inc.

Technology
10.6K
+ 76.25%
$121.21 - $153.8 $1.29M - $1.63M
24.5K $3.52M
GOOG
Alphabet Inc.

Communication Services
3.65K
+ 34.22%
$237.49 - $291.74 $867K - $1.06M
14.3K $4.09M
ADSK
Autodesk, Inc.

Technology
5.82K
+ 8.23%
N/A
76.6K $18.8M
SYY
Sysco Corp

Consumer Defensive
21.6K
+ 78.46%
$72.9 - $83.27 $1.57M - $1.8M
49.1K $3.67M
VGSH
Vanguard

ETFs
21.4K
+ 111.16%
$58.64 - $58.96 $1.26M - $1.26M
40.7K $2.39M
VTI
Vanguard Total Stock Market Et

ETFs
3.7K
+ 124.76%
$321.8 - $337.95 $1.19M - $1.25M
6.67K $2.2M
INCY
Incyte Corp

Healthcare
7.37K
+ 33.19%
$83.8 - $108.26 $617K - $798K
29.6K $3.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.72K
+ 30.13%
$653.02 - $687.39 $1.12M - $1.18M
7.42K $4.94M
CAT
Caterpillar Inc

Industrials
375
+ 3.02%
$480.82 - $585.49 $180K - $220K
12.8K $7.06M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2.47K
+ 15.86%
$506.07 - $566.91 $1.25M - $1.4M
18K $9.54M
D
Dominion Energy, Inc

Utilities
15.1K
+ 197.28%
$58.49 - $61.69 $884K - $932K
22.8K $1.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.47K
+ 32.95%
$589.5 - $635.77 $869K - $937K
5.95K $3.59M
BKH
Black Hills Corp

Utilities
2.65K
+ 3.35%
$59.76 - $72.17 $158K - $191K
81.7K $5.72M
XLK
Technology Sector Spdr

ETFs
2.63K
+ 146.82%
$278.39 - $304.13 $732K - $799K
4.42K $1.27M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
105K
+ 107.75%
$10.81 - $16.82 $1.13M - $1.76M
202K $2.18M
WAT
Waters Corp

Healthcare
851
+ 27.42%
$318.35 - $387.37 $271K - $330K
3.96K $1.5M
VLO
Valero Energy Corp

Energy
386
+ 0.98%
$156.39 - $181.76 $60.4K - $70.2K
39.9K $7.25M
JNJ
Johnson & Johnson

Healthcare
150
+ 0.45%
$185.98 - $199.58 $27.9K - $29.9K
33.7K $6.72M
DE
Deere & CO

Industrials
371
+ 2.22%
$439.11 - $480.78 $163K - $178K
17.1K $8.12M
EW
Edwards Lifesciences Corp

Healthcare
1.41K
+ 3.49%
$72.65 - $86.3 $103K - $122K
41.9K $3.62M
HURN
Huron Consulting Group Inc.

Industrials
1.98K
+ 31.0%
$145.01 - $169.61 $287K - $336K
8.38K $1.39M
DOV
Dover Corp

Industrials
624
+ 3.08%
$161.16 - $183.97 $101K - $115K
20.9K $3.82M
IMO
Imperial Oil LTD

Energy
1.59K
+ 4.54%
$84.68 - $98.93 $134K - $157K
36.5K $3.61M
IBM
International Business Machines Corp

Technology
578
+ 3.32%
$275.97 - $314.98 $160K - $182K
18K $5.35M
ES
Eversource Energy

Utilities
3.31K
+ 3.81%
$70.59 - $74.88 $233K - $248K
90.1K $6.6M
SFNC
Simmons First National Corp

Financial Services
47.2K
+ 22.03%
$17.26 - $19.5 $816K - $921K
262K $4.52M
Activity Summary
Buys All Purchases 288 New Holdings 56 Increased Positions 232 Sells All Sells 286 Reductions 286 Sold out 0 Options Calls 0 Puts 0
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