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BURNEY CO/ 13F portfolio summary

BURNEY CO/ of BURNEY CO/ has 575 current stock holdings with a reported portfolio value of $3.20B. The portfolio 1 year return is +14.66%. Top holdings include JPC (0.00%), MWA (0.00%), CW (0.00%), BSV (0.00%), PFF (0.00%).

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BURNEY CO/

BURNEY CO/
Latest filing: 2026-03-31

BURNEY CO/ runs BURNEY CO/ and currently holds 575 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $3.20B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BURNEY CO/ ranks #758 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BURNEY CO/'s portfolio at BURNEY CO/ has delivered returns of +14.66%. Their 3-year annualized return is +57.19%. Looking at the 5-year horizon, BURNEY CO/ has achieved +62.97% annualized returns at BURNEY CO/.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.66%
#882/1000
3 Year
+57.19%
#718/1000
5 Year
+62.97%
#650/1000

Portfolio Value

$3.20B

Alpha Score

45.1

#758 of 1000

Holdings

575

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change