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BURNEY CO/ 13F Portfolio
BURNEY CO/
Latest SEC 13F filing: 2026-06-30
BURNEY CO/ runs BURNEY CO/ and currently holds 605 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $3.71B. Their top holdings are AAPL, VGIT, LRCX, GOOGL, NVDA. The top five represent 12.2% of reported portfolio weight. BURNEY CO/ ranks #484 out of 1000 investors tracked by Alpha Score. They added to 44 existing positions. They trimmed 56 positions. Their current best-performing preview position is SOXL with returns of +456.69%.
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Top 5 Holdings
AAPL2.9%
VGIT2.4%
LRCX2.4%
GOOGL2.3%
NVDA2.2%
Top 5: 12.2%
Portfolio Returns
1 Year
+22.43%
#568/10003 Year
+69.89%
#514/10005 Year
+79.54%
#438/1000Portfolio Value
$3.71B
Alpha Score
58.7
#484 of 1000
Holdings
605
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BURNEY CO/ Current 13F Holdings
Reported holdings from BURNEY CO/'s latest SEC 13F filing, ranked by portfolio weight.
605 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 2.86% | $51.23 | $336.68 | +557.20% | Added +2.39% |
 VGIT VANGUARD SCOTTSDALE FDS | 2.42% | $58.96 | $56.70 | -3.83% | Added +10.97% |
 LRCX LAM RESEARCH CORP | 2.39% | $82.92 | $318.84 | +284.52% | Trimmed -13.08% |
 GOOGL ALPHABET INC | 2.32% | $123.90 | $351.66 | +183.83% | Added +0.90% |
 NVDA NVIDIA CORPORATION | 2.20% | $108.85 | $229.28 | +110.64% | Added +17.59% |
 ANET ARISTA NETWORKS INC | 1.30% | $120.94 | $216.71 | +79.19% | Added +21.02% |
 DFIC DIMENSIONAL ETF TRUST | 1.05% | $26.14 | $37.51 | +43.50% | Added +8.47% |
 EXPE EXPEDIA GROUP INC | 1.00% | $250.62 | $274.22 | +9.42% | Added +21.25% |
 AVGO BROADCOM INC | 1.00% | $69.41 | $361.54 | +420.88% | Trimmed -4.12% |
 PH PARKER-HANNIFIN CORP | 0.89% | $232.30 | $962.55 | +314.36% | Trimmed -28.87% |
Showing 1-10 of 605