Institutions / Burney Co
Burney Co
CIK 940445 · Institution · as of Dec 31, 2025
Portfolio value
$3.21B
Positions
608
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 608 →
| Company | Value | % of portfolio |
|---|---|---|
| Ea Series Trust | $361.25M | 11.3% |
| Apple Inc. | $120.25M | 3.7% |
| Alphabet Inc. | $85.09M | 2.7% |
| Vanguard Scottsdale Fds | $79.02M | 2.5% |
| Microsoft Corp | $78.58M | 2.4% |
| NVIDIA Corp | $77.89M | 2.4% |
| Meta Platforms Inc | $56.86M | 1.8% |
| Lam Research Corp | $55.89M | 1.7% |
| Broadcom Inc. | $55.04M | 1.7% |
| Arista Networks, Inc.ANET | $48.60M | 1.5% |
| Parker-Hannifin Corp | $46.77M | 1.5% |
| McKesson Corp | $46.23M | 1.4% |
| Capital One Financial Corp | $44.66M | 1.4% |
| Amazon.com Inc | $43.25M | 1.3% |
| Dimensional ETF Trust | $30.76M | 1.0% |
| Allison Transmission Holdings Inc | $30.43M | 0.9% |
| ELI LILLY & Co | $30.16M | 0.9% |
| Cencora Inc | $29.82M | 0.9% |
| TJX Cos Inc/The | $27.84M | 0.9% |
| Cboe Global Markets Inc | $27.24M | 0.8% |
| JPMORGAN CHASE & CO | $26.01M | 0.8% |
| RTX Corp | $23.65M | 0.7% |
| Autozone Inc | $23.16M | 0.7% |
| Autodesk, Inc. | $22.67M | 0.7% |
| Warren E. Buffett | $22.08M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.