IE
Insider Edges

BURNEY CO/ 13F portfolio summary

BURNEY CO/ of BURNEY CO/ has 605 current stock holdings with a reported portfolio value of $3.71B. The portfolio 1 year return is +19.60%. Top holdings include AAPL (2.86%), VGIT (2.42%), LRCX (2.39%), GOOGL (2.32%), NVDA (2.20%).

Back to investors

BURNEY CO/

BURNEY CO/
Latest filing: 2026-06-30

BURNEY CO/ runs BURNEY CO/ and currently holds 605 stock positions, which is more than the average of 230 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 #548 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%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
AAPL2.9%
VGIT2.4%
LRCX2.4%
GOOGL2.3%
NVDA2.2%
Top 5: 12.2%
Portfolio Returns
1 Year
+19.60%
#698/1000
3 Year
+65.64%
#561/1000
5 Year
+74.88%
#489/1000

Portfolio Value

$3.71B

Alpha Score

54.9

#548 of 1000

Holdings

605

Showper page

605 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
APPLE INC
2.86%$51.23$309.35+503.85%
Added
+2.39%
VGIT
VANGUARD SCOTTSDALE FDS
2.42%$58.96$58.32-1.09%
Added
+10.97%
LRCX
LAM RESEARCH CORP
2.39%$82.92$314.00+278.68%
Trimmed
-13.08%
GOOGL
ALPHABET INC
2.32%$123.90$344.82+178.31%
Added
+0.90%
NVDA
NVIDIA CORPORATION
2.20%$108.85$214.76+97.30%
Added
+17.59%
ANET
ARISTA NETWORKS INC
1.30%$120.94$188.67+56.00%
Added
+21.02%
DFIC
DIMENSIONAL ETF TRUST
1.05%$26.14$39.39+50.69%
Added
+8.47%
EXPE
EXPEDIA GROUP INC
1.00%$250.62$321.63+28.33%
Added
+21.25%
AVGO
BROADCOM INC
1.00%$69.41$368.45+430.83%
Trimmed
-4.12%
PH
PARKER-HANNIFIN CORP
0.89%$232.30$1,002.55+331.58%
Trimmed
-28.87%

Showing 1-10 of 605