13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000940445
Total reported value
$3.7B
$3.7B
569 檔
14.0%
In Q1 2025, Burney Co/'s U.S. equity holdings reached a combined market value of $3.7B, distributed across 569 disclosed stock positions.
In Q1 2025, Burney Co/ displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRNY, AAPL, VGIT) accounted for 14.0% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 569 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | ETF-Other | 9.60% | +1.02% | +3.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.42% | +0.02% | -10.09% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.60% | -0.14% | +17.01% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.13% | -3.72% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.51% | +0.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.17% | -0.13% | |
| 7 | MCK | Mckesson CORP | Stock-Healthcare | 1.51% | -0.55% | -0.63% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.31% | +15.37% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 1.37% | -0.02% | +66.62% | |
| 10 | FTNT | Fortinet Inc | Stock-Tech | 1.34% | +0.16% | +5.33% | |
| 11 | PH | Parker Hannifin CORP | Stock-Industrials | 1.17% | -0.44% | -4.58% | |
| 12 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.15% | -0.16% | -4.14% | |
| 13 | COR | Cencora Inc | Stock-Healthcare | 1.12% | -0.19% | -11.40% | |
| 14 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 1.11% | — | -43.78% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.01% | -4.12% | |
| 16 | DFSEUR | Discover Financial Services | Stock-Other | 1.10% | — | -5.84% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.07% | -0.25% | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 1.07% | +0.40% | -1.52% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.04% | +4.33% | |
| 20 | MCO | Moody's CORP | Stock-Financials | 1.01% | -0.01% | +317.73% | |
| 21 | AZO | Autozone Inc | Stock-Consumer Disc | 1.01% | -0.13% | -3.73% | |
| 22 | FICO | Fair Isaac CORP | Stock-Tech | 0.97% | -0.02% | -4.97% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.94% | +0.07% | +380.95% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.08% | -4.88% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | -0.16% | -1.82% | |
| 26 | DFIC | Dimensional International Co | ETF-Other | 0.83% | -0.02% | +5.86% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.43% | -28.24% | |
| 28 | TRGP | Targa Resources CORP | Stock-Energy | 0.79% | -0.06% | -0.42% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 0.78% | +0.82% | +62.69% | |
| 30 | UGI | Ugi CORP | Stock-Utilities | 0.76% | -0.14% | -5.18% | |
| 31 | G | Genpact Limited | Stock-Tech | 0.75% | -0.05% | +214.68% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.73% | -0.05% | +97.26% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.05% | -10.61% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.70% | +0.10% | -20.33% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.68% | -0.04% | +2.75% | |
| 36 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 0.68% | -0.09% | -9.10% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.10% | -5.77% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | +9.27% | |
| 39 | KLAC | Kla CORP | Stock-Tech | 0.62% | +0.30% | +143.57% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.08% | -15.78% | |
| 41 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.61% | -0.07% | +1.31% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.59% | -0.16% | +0.18% | |
| 43 | CVS | Cvs Health CORP | Stock-Healthcare | 0.59% | +0.03% | +1111.28% | |
| 44 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.56% | — | +1.98% | |
| 45 | EXEL | Exelixis Inc | Stock-Healthcare | 0.54% | -0.10% | +8.92% | |
| 46 | COF | Capital One Financial CORP | Stock-Financials | 0.53% | -0.02% | -0.09% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.05% | -5.74% | |
| 48 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.51% | -0.08% | +0.23% | |
| 49 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 0.51% | -0.13% | +13.39% | |
| 50 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.50% | -0.03% | +402.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | MCK | Mckesson CORP | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 10 | FTNT | Fortinet Inc | — | NEW | New buy |
| 11 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 12 | ALSN | Allison Transmission Holding | — | NEW | New buy |
| 13 | COR | Cencora Inc | — | NEW | New buy |
| 14 | CORT | Corcept Therapeutics Inc | — | NEW | New buy |
| 15 | AVGO | Broadcom Inc | — | NEW | New buy |
| 16 | DFSEUR | Discover Financial Services | — | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 18 | ANET | Arista Networks Inc | — | NEW | New buy |
| 19 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 20 | MCO | Moody's CORP | — | NEW | New buy |
| 21 | AZO | Autozone Inc | — | NEW | New buy |
| 22 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 24 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 25 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 26 | DFIC | Dimensional International Co | — | NEW | New buy |
| 27 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 28 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 29 | LRCX | Lam Research CORP | — | NEW | New buy |
| 30 | UGI | Ugi CORP | — | NEW | New buy |
| 31 | G | Genpact Limited | — | NEW | New buy |
| 32 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 33 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 34 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 35 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 36 | GPI | Group 1 Automotive Inc | — | NEW | New buy |
| 37 | WMT | Walmart Inc | — | NEW | New buy |
| 38 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 39 | KLAC | Kla CORP | — | NEW | New buy |
| 40 | NFLX | Netflix Inc | — | NEW | New buy |
| 41 | SSNC | Ss&c Technologies Holdings | — | NEW | New buy |
| 42 | RTX | Rtx CORP | — | NEW | New buy |
| 43 | CVS | Cvs Health CORP | — | NEW | New buy |
| 44 | BRBR | Bellring Brands Inc | — | NEW | New buy |
| 45 | EXEL | Exelixis Inc | — | NEW | New buy |
| 46 | COF | Capital One Financial CORP | — | NEW | New buy |
| 47 | ORCL | Oracle CORP | — | NEW | New buy |
| 48 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 49 | TMHC | Taylor Morrison Home CORP | — | NEW | New buy |
| 50 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Burney Co/ reported a total U.S. public equity portfolio value of $3.7B across 569 disclosed positions in Q1 2025.
During Q1 2025, Burney Co/'s top holdings by market value included BRNY (9.6%)、AAPL (3.4%)、VGIT (2.6%). The largest single position, BRNY, represented 9.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BRNY
市值: $263.8M
In Q1 2025, Burney Co/ made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.