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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.1B
$1.34 Million 0.05% of portfolio
10,784
Q3 2025 Reduced 2.81%
$92.7B
$1.32 Million 0.05% of portfolio
5,059
Q2 2025 Reduced 3.84%
$51.8B
$1.31 Million 0.05% of portfolio
5,755
Q3 2025 Reduced 16.32%
$6.81B
$1.44 Million 0.05% of portfolio
63,337
Q3 2025 Reduced 5.11%
$100B
$1.45 Million 0.05% of portfolio
5,362
Q3 2025 Reduced 67.51%
$68.9B
$1.38 Million 0.05% of portfolio
5,864
Q3 2025 Reduced 0.73%
$24.8B
$1.2 Million 0.05% of portfolio
5,822
Q3 2025 Reduced 13.05%
$3.8B
$1.2 Million 0.05% of portfolio
46,828
Q3 2025 Added 2.22%
$4.39B
$1.46 Million 0.05% of portfolio
48,974
Q3 2025 Reduced 6.38%
$45.6B
$1.36 Million 0.05% of portfolio
30,134
Q3 2025 Reduced 0.57%
$114B
$1.25 Million 0.05% of portfolio
5,801
Q3 2025 Reduced 7.77%
$177B
$1.46 Million 0.05% of portfolio
7,490
Q3 2025 Reduced 5.37%
$104B
$1.46 Million 0.05% of portfolio
22,071
Q3 2025 Added 10.84%
$147B
$1.26 Million 0.05% of portfolio
12,902
Q3 2025 Added 10.64%
$9.23B
$1.24 Million 0.05% of portfolio
93,881
Q3 2025 Added 128.39%
$132B
$1.21 Million 0.05% of portfolio
5,739
Q3 2025 Reduced 0.17%
$11.2B
$1.24 Million 0.05% of portfolio
7,482
Q3 2025 Reduced 10.59%
$112B
$1.45 Million 0.05% of portfolio
42,126
Q3 2025 Added 0.54%
$45.2B
$1.24 Million 0.05% of portfolio
20,736
Q3 2025 Reduced 0.81%
$16.1B
$1.05 Million 0.04% of portfolio
17,406
Q3 2025 Added 1.42%
$5.22B
$1.12 Million 0.04% of portfolio
21,919
Q3 2025 Added 40.46%
$81.8B
$998,000 0.04% of portfolio
9,082
Q3 2025 Reduced 0.27%
$23.2B
$937,000 0.04% of portfolio
19,112
Q3 2025 Added 0.62%
$14.5B
$1.13 Million 0.04% of portfolio
10,617
Q3 2025 Added 14.25%
$3.85B
$1 Million 0.04% of portfolio
7,584
Q3 2025 New
$120B
$995,000 0.04% of portfolio
31,675
Q3 2025 Reduced 5.62%
$232M
$1.03 Million 0.04% of portfolio
193,430
Q3 2025 Added 76.63%
$79.5B
$1.05 Million 0.04% of portfolio
8,402
Q3 2025 Reduced 18.78%
$18.6B
$933,000 0.04% of portfolio
7,152
Q2 2025 Added 58.86%
$9.48B
$1.11 Million 0.04% of portfolio
13,516
Q3 2025 Reduced 0.88%
$52.5B
$1.12 Million 0.04% of portfolio
65,110
Q3 2025 Reduced 2.06%
$17.7B
$976,000 0.04% of portfolio
9,900
Q3 2025 Reduced 22.5%
$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
$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
$5.08B
$857,000 0.03% of portfolio
118,344
Q3 2025 Added 5.2%
$12.2B
$767,000 0.03% of portfolio
3,925
Q2 2025 Reduced 12.37%

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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