Burney Co/

13F filer · CIK 0000940445

Reported Jul 15, 2026

13F portfolio value$3.71BU.S. long equity reported on 13F

Positions545Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight15.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026545 positions
AAPLApple Inc.	$106M	2.86%	0.00%	+2.4%	Q2 2013
LRCXLam Research Corp	$88.5M	2.39%	0.02%	-13.1%	Q3 2017
GOOGLAlphabet Inc.	$86.2M	2.32%	0.00%	+0.9%	Q4 2017
NVDANvidia Corp	$81.7M	2.20%	0.00%	+17.6%	Q2 2018
ANETArista Networks, Inc.	$48.2M	1.30%	0.02%	+21.0%	Q2 2019
EXPEExpedia Group, Inc.	$37M	1.00%	0.13%	+21.3%	Q2 2013
AVGOBroadcom Inc.	$36.9M	1.00%	0.00%	-4.1%	Q2 2019
PHParker-Hannifin Corp	$32.9M	0.89%	0.03%	-28.9%	Q2 2013
AMZNAmazon Com Inc	$32.7M	0.88%	0.00%	+97.8%	Q3 2015
KLACKla Corp	$32.6M	0.88%	0.01%	-14.2%	Q3 2017
METAMeta Platforms, Inc.	$31.4M	0.85%	Not reported	-26.9%	Q1 2015
MSFTMicrosoft Corp	$31.2M	0.84%	0.00%	+0.3%	Q2 2013
LLYELI LILLY & Co	$29.3M	0.79%	0.00%	-1.5%	Q2 2013
COFCapital One Financial Corp	$28.5M	0.77%	0.02%	+2.3%	Q2 2013
AMATApplied Materials Inc	$27.5M	0.74%	0.00%	-2.4%	Q2 2017
TJXTJX Companies Inc	$24.5M	0.66%	0.01%	-1.4%	Q2 2013
ALSNAllison Transmission Holdings Inc	$23.4M	0.63%	0.25%	-3.9%	Q1 2018
CRUSCirrus Logic, Inc.	$22.7M	0.61%	0.30%	-11.4%	Q3 2015
CCitigroup Inc	$22.6M	0.61%	0.01%	+183.8%	Q2 2014
MUMicron Technology Inc	$22.1M	0.59%	0.00%	+166.3%	Q4 2020
RTXRTX Corp	$21.5M	0.58%	0.01%	-7.6%	Q2 2020
STTState Street Corp	$20.8M	0.56%	0.04%	-0.3%	Q4 2017
AZOAutozone Inc	$19.3M	0.52%	0.04%	-2.0%	Q2 2013
MCKMckesson Corp	$19.3M	0.52%	0.02%	-35.4%	Q2 2013
JPMJPMorgan Chase & Co	$17.2M	0.46%	0.00%	-2.6%	Q2 2013
CORCencora, Inc.	$16.7M	0.45%	0.03%	-9.8%	Q2 2013
BRK.BBerkshire Hathaway Inc	$16.4M	0.44%	Not reported	-2.8%	Q1 2015
CBOECboe Global Markets, Inc.	$16.3M	0.44%	0.06%	-1.7%	Q1 2024
APHAmphenol Corp	$15.8M	0.43%	0.01%	+18.3%	Q3 2022
TRGPTarga Resources Corp.	$15.6M	0.42%	0.03%	-5.7%	Q1 2023
WTSWatts Water Technologies Inc	$14.7M	0.40%	Not reported	+2.5%	Q2 2025
RLRalph Lauren Corp	$14.5M	0.39%	Not reported	+32.3%	Q3 2015
UGIUgi Corp	$14.5M	0.39%	0.20%	-9.8%	Q2 2020
CSCOCisco Systems, Inc.	$14.4M	0.39%	0.00%	-8.4%	Q2 2013
LHXL3harris Technologies, Inc.	$14.1M	0.38%	0.03%	+0.3%	Q3 2019
WMTWalmart Inc.	$14.1M	0.38%	0.00%	+0.5%	Q2 2013
CFCF Industries Holdings, Inc.	$13.8M	0.37%	0.08%	-32.9%	Q2 2013
PANWPalo Alto Networks Inc	$13.2M	0.36%	0.00%	-26.1%	Q2 2020
FTNTFortinet, Inc.	$13.1M	0.35%	0.01%	+11.6%	Q4 2020
AERAerCap Holdings N.V.	$12.9M	0.35%	0.05%	+47.7%	Q4 2025
HWMHowmet Aerospace Inc.	$12.4M	0.33%	0.01%	-7.4%	Q2 2024
PSMTPricesmart Inc	$12.1M	0.33%	0.20%	-1.9%	Q4 2024
CPACopa Holdings, S.A.	$12.1M	0.33%	0.19%	+27.6%	Q3 2025
BNYBank of New York Mellon Corp	$11.9M	0.32%	0.01%	-0.4%	Q1 2017
ORCLOracle Corp	$11.8M	0.32%	0.00%	+0.5%	Q2 2013
AMDAdvanced Micro Devices Inc	$11.7M	0.32%	0.00%	+32.9%	Q4 2024
XOMExxonMobil Holdings Corp	$11.6M	0.31%	0.00%	-1.0%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$11.6M	0.31%	0.02%	-4.3%	Q1 2023
SNEXStoneX Group Inc.	$11.5M	0.31%	0.08%	+449.9%	Q4 2025
ABBVAbbVie Inc.	$11.5M	0.31%	0.00%	+5.3%	Q2 2013

Q1 2026Reported Apr 29, 2026522 positions
AAPLApple Inc.	$90.9M	2.84%	0.00%	-19.1%	Q2 2013
GOOGLAlphabet Inc.	$68.7M	2.15%	0.00%	-12.1%	Q4 2017
NVDANvidia Corp	$60.5M	1.89%	0.00%	-16.9%	Q2 2018
LRCXLam Research Corp	$50.2M	1.57%	0.02%	-28.1%	Q3 2017
METAMeta Platforms, Inc.	$43.6M	1.36%	Not reported	-11.5%	Q1 2015
PHParker-Hannifin Corp	$42.4M	1.33%	0.04%	-11.0%	Q2 2013
MCKMckesson Corp	$34.2M	1.07%	0.03%	-30.0%	Q2 2013
AVGOBroadcom Inc.	$31.6M	0.99%	0.00%	-35.9%	Q2 2019
MSFTMicrosoft Corp	$30.9M	0.97%	0.00%	-48.7%	Q2 2013
ANETArista Networks, Inc.	$28.8M	0.90%	0.02%	-36.8%	Q2 2019
EXPEExpedia Group, Inc.	$27.5M	0.86%	0.10%	+181.7%	Q2 2013
TJXTJX Companies Inc	$26.2M	0.82%	0.01%	-9.5%	Q2 2013
COFCapital One Financial Corp	$25.3M	0.79%	0.02%	-24.7%	Q2 2013
ALSNAllison Transmission Holdings Inc	$25.3M	0.79%	0.26%	-30.4%	Q1 2018
CRUSCirrus Logic, Inc.	$24.9M	0.78%	0.34%	+79.9%	Q3 2015
CFCF Industries Holdings, Inc.	$24.6M	0.77%	0.12%	+12.2%	Q2 2013
RTXRTX Corp	$23.6M	0.74%	0.01%	-4.9%	Q2 2020
LLYELI LILLY & Co	$22.8M	0.71%	0.00%	-11.8%	Q2 2013
AZOAutozone Inc	$20.8M	0.65%	0.04%	-9.7%	Q2 2013
CORCencora, Inc.	$20.5M	0.64%	0.03%	-26.0%	Q2 2013
CBOECboe Global Markets, Inc.	$19.2M	0.60%	0.07%	-37.1%	Q1 2024
KLACKla Corp	$18.5M	0.58%	0.01%	-20.6%	Q3 2017
UGIUgi Corp	$17M	0.53%	0.22%	-18.4%	Q2 2020
LHXL3harris Technologies, Inc.	$16.7M	0.52%	0.03%	-10.6%	Q3 2019
BRK.BBerkshire Hathaway Inc	$16.2M	0.51%	Not reported	-23.0%	Q1 2015
JPMJPMorgan Chase & Co	$15.9M	0.50%	0.00%	-33.1%	Q2 2013
STTState Street Corp	$15.6M	0.49%	0.04%	+681.7%	Q4 2017
TRGPTarga Resources Corp.	$15.5M	0.48%	0.03%	-42.0%	Q1 2023
WMTWalmart Inc.	$15.3M	0.48%	0.00%	-19.5%	Q2 2013
XOMExxonMobil Holdings Corp	$14.6M	0.46%	0.00%	-7.3%	Q2 2013
AMZNAmazon Com Inc	$14.5M	0.45%	0.00%	-63.0%	Q3 2015
GSGoldman Sachs Group Inc	$14M	0.44%	0.01%	+112.0%	Q1 2015
AMATApplied Materials Inc	$13.3M	0.42%	0.00%	-18.1%	Q2 2017
HCAHCA Healthcare, Inc.	$11.8M	0.37%	0.01%	-11.8%	Q2 2018
ORCLOracle Corp	$11.8M	0.37%	0.00%	-16.8%	Q2 2013
HWMHowmet Aerospace Inc.	$11.5M	0.36%	0.01%	-19.0%	Q2 2024
RGAReinsurance Group of America Inc	$11M	0.34%	0.08%	-15.9%	Q2 2013
SCHWSchwab Charles Corp	$10.9M	0.34%	0.01%	-35.7%	Q1 2025
WTSWatts Water Technologies Inc	$10.6M	0.33%	Not reported	-31.4%	Q2 2025
PGPROCTER & GAMBLE Co	$10.5M	0.33%	0.00%	-3.4%	Q2 2013
CSCOCisco Systems, Inc.	$10.4M	0.32%	0.00%	-22.2%	Q2 2013
CWCurtiss Wright Corp	$9.9M	0.31%	0.04%	-16.5%	Q4 2016
BNYBank of New York Mellon Corp	$9.83M	0.31%	0.01%	-17.1%	Q1 2017
LMTLockheed Martin Corp	$9.79M	0.31%	0.01%	-16.4%	Q2 2013
INCYIncyte Corp	$9.68M	0.30%	0.05%	+247.8%	Q3 2022
MPWRMonolithic Power Systems, Inc.	$9.58M	0.30%	0.02%	-37.3%	Q1 2023
APHAmphenol Corp	$9.58M	0.30%	0.01%	-25.8%	Q3 2022
PSMTPricesmart Inc	$9.53M	0.30%	0.21%	-35.7%	Q4 2024
RLRalph Lauren Corp	$9.42M	0.29%	Not reported	-27.4%	Q3 2015
ABBVAbbVie Inc.	$9.42M	0.29%	0.00%	-28.6%	Q2 2013

Q4 2025Reported Jan 23, 2026545 positions
AAPLApple Inc.	$120M	3.75%	0.00%	+2.1%	Q2 2013
GOOGLAlphabet Inc.	$85.1M	2.65%	0.00%	+7.5%	Q4 2017
MSFTMicrosoft Corp	$78.6M	2.45%	0.00%	+13.4%	Q2 2013
NVDANvidia Corp	$77.9M	2.43%	0.00%	+35.0%	Q2 2018
METAMeta Platforms, Inc.	$56.9M	1.77%	Not reported	+10.6%	Q1 2015
LRCXLam Research Corp	$55.9M	1.74%	0.03%	-13.2%	Q3 2017
AVGOBroadcom Inc.	$55M	1.72%	0.00%	-1.3%	Q2 2019
ANETArista Networks, Inc.	$48.6M	1.52%	0.03%	+0.6%	Q2 2019
PHParker-Hannifin Corp	$46.8M	1.46%	0.04%	+8.6%	Q2 2013
MCKMckesson Corp	$46.2M	1.44%	0.05%	-4.7%	Q2 2013
COFCapital One Financial Corp	$44.7M	1.39%	0.03%	-1.5%	Q2 2013
AMZNAmazon Com Inc	$43.3M	1.35%	0.00%	+35.0%	Q3 2015
ALSNAllison Transmission Holdings Inc	$30.4M	0.95%	0.37%	-2.5%	Q1 2018
LLYELI LILLY & Co	$30.2M	0.94%	0.00%	0.0%	Q2 2013
CORCencora, Inc.	$29.8M	0.93%	0.05%	-2.2%	Q2 2013
TJXTJX Companies Inc	$27.8M	0.87%	0.02%	-0.8%	Q2 2013
CBOECboe Global Markets, Inc.	$27.2M	0.85%	0.10%	-1.0%	Q1 2024
JPMJPMorgan Chase & Co	$26M	0.81%	0.00%	-30.0%	Q2 2013
RTXRTX Corp	$23.7M	0.74%	0.01%	-0.5%	Q2 2020
AZOAutozone Inc	$23.2M	0.72%	0.04%	-0.7%	Q2 2013
ADSKAutodesk, Inc.	$22.7M	0.71%	0.04%	+8.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$22.1M	0.69%	Not reported	-1.0%	Q1 2015
FICOFair Isaac Corp	$22.1M	0.69%	0.06%	-1.3%	Q2 2013
UGIUgi Corp	$21.4M	0.67%	0.27%	-3.1%	Q2 2020
NFLXNetflix Inc	$21.2M	0.66%	0.01%	-15.9%	Q4 2017
PANWPalo Alto Networks Inc	$20.1M	0.63%	0.02%	-2.5%	Q2 2020
TRGPTarga Resources Corp.	$19.7M	0.61%	0.05%	-2.4%	Q1 2023
KLACKla Corp	$19.2M	0.60%	0.01%	-30.3%	Q3 2017
ORCLOracle Corp	$18.7M	0.58%	0.00%	-1.2%	Q2 2013
SCHWSchwab Charles Corp	$18M	0.56%	0.01%	-20.4%	Q1 2025
WMTWalmart Inc.	$17.1M	0.53%	0.00%	-17.2%	Q2 2013
SSNCSS&C Technologies Holdings Inc	$16.9M	0.53%	0.08%	-2.3%	Q1 2021
BKNGBooking Holdings Inc.	$16.4M	0.51%	0.01%	+1.8%	Q1 2018
GPIGroup 1 Automotive Inc	$16M	0.50%	0.32%	-3.6%	Q1 2017
LHXL3harris Technologies, Inc.	$15.9M	0.50%	0.03%	+2.7%	Q3 2019
FTNTFortinet, Inc.	$15.7M	0.49%	0.03%	-8.4%	Q4 2020
QCOMQualcomm Inc	$15.4M	0.48%	0.01%	-2.0%	Q2 2013
WTSWatts Water Technologies Inc	$14.7M	0.46%	Not reported	-21.2%	Q2 2025
UHSUniversal Health Services Inc	$14.7M	0.46%	Not reported	-0.6%	Q2 2013
OHIOmega Healthcare Investors Inc	$13.9M	0.43%	0.11%	+23.9%	Q1 2025
ABBVAbbVie Inc.	$13.9M	0.43%	0.00%	-0.4%	Q2 2013
APHAmphenol Corp	$13.8M	0.43%	0.01%	-31.3%	Q3 2022
TMHCTaylor Morrison Home Corp	$13.6M	0.42%	0.24%	-1.7%	Q2 2018
RLRalph Lauren Corp	$13.3M	0.42%	Not reported	-16.5%	Q3 2015
CSCOCisco Systems, Inc.	$13.2M	0.41%	0.00%	+2.4%	Q2 2013
HCAHCA Healthcare, Inc.	$13.2M	0.41%	0.01%	-0.7%	Q2 2018
CFCF Industries Holdings, Inc.	$13.1M	0.41%	0.11%	-2.0%	Q2 2013
RGAReinsurance Group of America Inc	$13M	0.41%	0.10%	+0.2%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$12.7M	0.39%	0.03%	-5.2%	Q1 2023
VVisa Inc.	$12.6M	0.39%	0.00%	+3.0%	Q2 2013

Q3 2025Reported Oct 16, 2025528 positions
AAPLApple Inc.	$110M	3.51%	0.00%	+4.3%	Q2 2013
MSFTMicrosoft Corp	$74.2M	2.36%	0.00%	+13.5%	Q2 2013
GOOGLAlphabet Inc.	$61.5M	1.95%	0.00%	+4.3%	Q4 2017
NVDANvidia Corp	$57.7M	1.84%	0.00%	-1.6%	Q2 2018
METAMeta Platforms, Inc.	$57.2M	1.82%	Not reported	+13.9%	Q1 2015
ANETArista Networks, Inc.	$53.7M	1.71%	0.03%	-2.9%	Q2 2019
AVGOBroadcom Inc.	$53.2M	1.69%	0.00%	-7.2%	Q2 2019
LRCXLam Research Corp	$50.4M	1.60%	0.03%	+16.0%	Q3 2017
MCKMckesson Corp	$45.7M	1.45%	0.05%	-3.0%	Q2 2013
COFCapital One Financial Corp	$39.8M	1.26%	0.03%	-25.4%	Q2 2013
PHParker-Hannifin Corp	$37.1M	1.18%	0.04%	-2.5%	Q2 2013
JPMJPMorgan Chase & Co	$36.4M	1.16%	0.00%	-0.6%	Q2 2013
NFLXNetflix Inc	$32.3M	1.03%	0.01%	-2.6%	Q4 2017
AMZNAmazon Com Inc	$30.5M	0.97%	0.00%	+17.4%	Q3 2015
AZOAutozone Inc	$29.5M	0.94%	0.04%	-2.6%	Q2 2013
CORCencora, Inc.	$28.2M	0.90%	0.05%	-10.6%	Q2 2013
ORCLOracle Corp	$27.4M	0.87%	0.00%	-1.8%	Q2 2013
ALSNAllison Transmission Holdings Inc	$27.1M	0.86%	0.38%	-1.6%	Q1 2018
CBOECboe Global Markets, Inc.	$26.9M	0.86%	0.10%	-16.1%	Q1 2024
TJXTJX Companies Inc	$26.4M	0.84%	0.02%	+1.0%	Q2 2013
KLACKla Corp	$24.5M	0.78%	0.02%	-12.5%	Q3 2017
PANWPalo Alto Networks Inc	$22.8M	0.73%	0.02%	-0.6%	Q2 2020
ADSKAutodesk, Inc.	$22.5M	0.71%	0.03%	-20.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$22.3M	0.71%	Not reported	-17.4%	Q1 2015
DRIDarden Restaurants Inc	$22.3M	0.71%	0.10%	+1.7%	Q2 2013
RTXRTX Corp	$21.7M	0.69%	0.01%	-0.8%	Q2 2020
SCHWSchwab Charles Corp	$21.6M	0.69%	0.01%	+26.9%	Q1 2025
LLYELI LILLY & Co	$21.4M	0.68%	0.00%	-1.9%	Q2 2013
FICOFair Isaac Corp	$19.8M	0.63%	0.06%	-5.2%	Q2 2013
UGIUgi Corp	$19.6M	0.62%	0.27%	-5.2%	Q2 2020
CORTCorcept Therapeutics Inc	$19.2M	0.61%	0.22%	-7.8%	Q2 2020
WMTWalmart Inc.	$19.1M	0.61%	0.00%	+22.0%	Q2 2013
WTSWatts Water Technologies Inc	$18.9M	0.60%	Not reported	+96.1%	Q2 2025
GPIGroup 1 Automotive Inc	$18.5M	0.59%	0.33%	-3.1%	Q1 2017
APHAmphenol Corp	$18.4M	0.59%	0.01%	-28.5%	Q3 2022
TRGPTarga Resources Corp.	$18.3M	0.58%	0.05%	-1.3%	Q1 2023
FTNTFortinet, Inc.	$18.2M	0.58%	0.03%	-1.0%	Q4 2020
SSNCSS&C Technologies Holdings Inc	$17.5M	0.56%	0.08%	-0.5%	Q1 2021
CRUSCirrus Logic, Inc.	$16.3M	0.52%	0.25%	+41.7%	Q3 2015
BKNGBooking Holdings Inc.	$16.2M	0.52%	0.01%	-2.9%	Q1 2018
LHXL3harris Technologies, Inc.	$16.1M	0.51%	0.03%	-1.6%	Q3 2019
TMHCTaylor Morrison Home Corp	$15.5M	0.49%	0.24%	+0.4%	Q2 2018
CFCF Industries Holdings, Inc.	$15.5M	0.49%	0.11%	+184.9%	Q2 2013
MAMastercard Inc	$15.3M	0.49%	0.00%	+181.5%	Q1 2015
QCOMQualcomm Inc	$15.2M	0.48%	0.01%	-36.6%	Q2 2013
URIUnited Rentals, Inc.	$14.5M	0.46%	0.02%	-3.6%	Q2 2015
RLRalph Lauren Corp	$14.2M	0.45%	Not reported	+196.1%	Q3 2015
ABBVAbbVie Inc.	$14.1M	0.45%	0.00%	-2.4%	Q2 2013
UHSUniversal Health Services Inc	$13.9M	0.44%	Not reported	-11.8%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$13.6M	0.43%	0.03%	+1111.5%	Q1 2023

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