Burney CO Portfolio Holdings
Burney CO
- $2.67 Billion
- Q4 2025
Burney CO has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.67 Billion distributed in 689 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $118M, Microsoft Corp with a value of $82.5M, Vanguard Intermediate Term Tre with a value of $79.1M, Nvidia Corp with a value of $77.9M, and Alphabet Inc. with a value of $75.1M.
Examining the 13F form we can see an increase of $5.69M in the current position value, from $2.66B to 2.67B.
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
$2.67 Billion
Technology: $687 Million
Financial Services: $373 Million
Industrials: $317 Million
Consumer Cyclical: $313 Million
Healthcare: $262 Million
ETFs: $211 Million
Communication Services: $190 Million
Consumer Defensive: $89 Million
Other: $228 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 689
- Current Value $2.67 Billion
- Prior Value $2.66 Billion
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 56 stocks
- Additional Purchases 232 stocks
- Sold out of 0 stocks
- Reduced holdings in 286 stocks