Burney Co/ Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Burney Co/ disclosed 592 stock positions valued at approximately $3.71B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, VANGUARD SCOTTSDALE FDS, and LAM RESEARCH CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 592
- Portfolio Value
- $3.71B
Holdings by Sector
Burney Co/ Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 2.86% | 366,643 | +8,574 | +2.39% | $106,091,794 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.42% | 1,522,975 | +150,549 | +10.97% | $89,825,064 |
| LAM RESEARCH CORP | LRCX | Other | 2.39% | 204,176 | -30,723 | -13.08% | $88,475,590 |
| ALPHABET INC | GOOGL | Communication Services | 2.32% | 241,221 | +2,163 | +0.90% | $86,204,978 |
| NVIDIA CORPORATION | NVDA | Technology | 2.20% | 408,265 | +61,078 | +17.59% | $81,689,692 |
| ARISTA NETWORKS INC | ANET | Other | 1.30% | 283,512 | +49,240 | +21.02% | $48,163,018 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 1.05% | 1,049,563 | +81,928 | +8.47% | $39,106,700 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 1.00% | 144,495 | +25,328 | +21.25% | $36,973,269 |
| BROADCOM INC | AVGO | Technology | 1.00% | 97,738 | -4,204 | -4.12% | $36,920,451 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.89% | 33,681 | -13,670 | -28.87% | $32,943,990 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.88% | 137,244 | +67,851 | +97.78% | $32,710,725 |
| KLA CORP | KLAC | Technology | 0.88% | 107,927 | +95,355 | +758.47% | $32,562,655 |
| META PLATFORMS INC | META | Communication Services | 0.85% | 55,779 | -20,474 | -26.85% | $31,419,705 |
| MICROSOFT CORP | MSFT | Technology | 0.84% | 83,645 | +257 | +0.31% | $31,201,396 |
| ELI LILLY & CO | LLY | Healthcare | 0.79% | 24,397 | -361 | -1.46% | $29,262,892 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.77% | 142,101 | +3,253 | +2.34% | $28,508,270 |
| APPLIED MATLS INC | AMAT | Technology | 0.74% | 38,070 | -954 | -2.44% | $27,524,595 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.66% | 161,670 | -2,274 | -1.39% | $24,492,949 |
| ALLISON TRANSMISSION HLDGS I | ALSN | Consumer Cyclical | 0.63% | 207,950 | -8,370 | -3.87% | $23,444,296 |
| CIRRUS LOGIC INC | CRUS | Technology | 0.61% | 152,746 | -19,642 | -11.39% | $22,687,363 |
| CITIGROUP INC | C | Financial Services | 0.61% | 161,718 | +104,736 | +183.81% | $22,633,996 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.59% | 19,104 | +11,930 | +166.29% | $22,051,210 |
| VANGUARD INDEX FDS | VOO | Other | 0.58% | 31,379 | +213 | +0.68% | $21,551,566 |
| RTX CORPORATION | RTX | Industrials | 0.58% | 113,283 | -9,316 | -7.60% | $21,493,091 |
| STATE STR CORP | STT | Financial Services | 0.56% | 122,688 | -333 | -0.27% | $20,807,885 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.52% | 6,040 | -124 | -2.01% | $19,303,925 |
| MCKESSON CORP | MCK | Healthcare | 0.52% | 25,509 | -13,958 | -35.37% | $19,274,533 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.46% | 52,628 | -1,375 | -2.55% | $17,226,863 |
| CENCORA INC | COR | Healthcare | 0.45% | 58,926 | -6,424 | -9.83% | $16,674,918 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.44% | 32,872 | -957 | -2.83% | $16,449,050 |
Showing 30 of 592 holdings in the latest reporting period.