Burney Co/

CIK Number: 0000940445

2.95B
Market Value
561
# of Holdings
23 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 6, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
232.81
-0.22% 423.36K -10.09% 94.04M 31.65 3.42% Share
2 VGIT Vanguard Interm...
59.64
-0.22% 1.2M +17.01% 71.39M 58.83 2.60% Share
3 MSFT Microsoft Corpo...
522.28
+0.33% 123.78K -3.72% 46.47M 124.94 1.69% Share
4 META Meta Platforms,...
781.96
+0.24% 76.68K +0.43% 44.19M 316.05 1.61% Share
5 GOOGL Alphabet Inc.
202.88
+0.46% 274.4K -0.13% 42.43M 101.53 1.54% Share
6 MCK McKesson Corpor...
673.84
+1.61% 61.72K -0.63% 41.54M 184.62 1.51% Share
7 NVDA NVIDIA Corporat...
182.02
+0.24% 373.54K +15.37% 40.48M 60.01 1.47% Share
8 QCOM QUALCOMM Incorp...
158.09
+0.96% 244.78K +66.62% 37.6M 151.17 1.37% Share
9 FTNT Fortinet, Inc.
77.25
-2.62% 381.18K +5.33% 36.69M 70.13 1.34% Share
10 PH Parker-Hannifin...
745.38
-2.19% 52.69K -4.58% 32.03M 176.43 1.17% Share
11 ALSN Allison Transmi...
88.83
-2.06% 329.26K -4.14% 31.5M 53.62 1.15% Share
12 COR Cencora, Inc.
294.88
+1.32% 110.74K -11.4% 30.8M 120.35 1.12% Share
13 CORT Corcept Therape...
72.05
-1.03% 266.4K -43.78% 30.43M 25.09 1.11% Share
14 AVGO Broadcom Inc.
311.19
+0.68% 180.6K -4.12% 30.24M 69.41 1.10% Share
15 DFS Discover Financ...
200.05
-0.21% 176.34K -5.84% 30.1M 58.44 1.10% Share
16 BRK-B Berkshire Hatha...
479.02
+0.36% 55.3K -0.25% 29.45M 258.14 1.07% Share
17 ANET Arista Networks...
136.47
-1.12% 379.46K -1.52% 29.4M 110.53 1.07% Share
18 JPM JPMorgan Chase ...
294.09
+1.23% 115.28K +4.33% 28.28M 217.19 1.03% Share
19 MCO Moody's Corpora...
521.46
+0.06% 59.78K +317.73% 27.84M 467.53 1.01% Share
20 AZO AutoZone, Inc.
3998.08
-0.95% 7.28K -3.73% 27.75M 852.71 1.01% Share
21 FICO Fair Isaac Corp...
1318.23
-1.28% 14.41K -4.97% 26.57M 122.31 0.97% Share
22 CSCO Cisco Systems, ...
69.28
-1.58% 420.06K +380.95% 25.92M 57.21 0.94% Share
23 LLY Eli Lilly and C...
684.46
+3.63% 30.15K -4.88% 24.9M 66.44 0.91% Share
24 TJX The TJX Compani...
132.95
-0.86% 188.42K -1.82% 22.95M 28.15 0.84% Share
25 DFIC Dimensional Int...
32.11
-0.17% 822.06K +5.86% 22.83M 23.51 0.83% Share
26 AMZN Amazon.com, Inc...
230.94
+2.84% 119.18K -28.24% 22.68M 131.81 0.83% Share
27 TRGP Targa Resources...
165.49
-0.75% 108.99K -0.42% 21.85M 83.67 0.80% Share
28 LRCX Lam Research Co...
107.35
+0.57% 293.88K +62.69% 21.36M 72.41 0.78% Share
29 UGI UGI Corporation
35.74
-0.51% 627.72K -5.18% 20.76M 24.75 0.76% Share
30 G Genpact Limited
43.71
-1.15% 411.59K +214.68% 20.74M 47.39 0.75% Share
31 LOW Lowe's Companie...
253.05
-1.24% 85.89K +97.26% 20.03M 175.51 0.73% Share
32 UNH UnitedHealth Gr...
271.50
-0.11% 37.57K -10.61% 19.68M 95.86 0.72% Share
33 PANW Palo Alto Netwo...
173.55
-1.87% 112.85K -20.33% 19.26M 152.54 0.70% Share
34 VRTX Vertex Pharmace...
390.30
-1.42% 38.8K +2.75% 18.81M 469.43 0.68% Share
35 GPI Group 1 Automot...
450.91
-1.88% 49.1K -9.1% 18.76M 84.47 0.68% Share
36 WMT Walmart Inc.
100.84
-0.15% 209.04K -5.77% 18.35M 49.9 0.67% Share
37 VOO Vanguard S&P 50...
592.77
-0.01% 35.24K +9.27% 18.11M 254.72 0.66% Share
38 KLAC KLA Corporation
954.98
+0.58% 24.93K +143.57% 16.95M 699.77 0.62% Share
39 NFLX Netflix, Inc.
1230.56
+2.17% 18.13K -15.78% 16.91M 671.49 0.62% Share
40 SSNC SS&C Technologi...
87.85
-0.08% 199.64K +1.31% 16.68M 63.71 0.61% Share
41 RTX RTX Corporation
155.06
-0.42% 121.45K +0.18% 16.09M 61.96 0.59% Share
42 CVS CVS Health Corp...
66.70
+1.22% 237.36K +1.11K% 16.08M 69.84 0.59% Share
43 BRBR BellRing Brands...
37.99
-3.9% 208.31K +1.98% 15.51M 59.44 0.56% Share
44 EXEL Exelixis, Inc.
38.48
-0.04% 401.22K +8.92% 14.81M 33.6 0.54% Share
45 COF Capital One Fin...
221.13
+1.92% 80.72K -0.09% 14.47M 96.28 0.53% Share
46 ORCL Oracle Corporat...
244.93
+0.31% 102.4K -5.74% 14.32M 36.71 0.52% Share
47 BKNG Booking Holding...
5485.75
+0.69% 3.05K +0.23% 14.04M 2351.23 0.51% Share
48 TMHC Taylor Morrison...
67.99
-1.93% 231.34K +13.39% 13.89M 30.63 0.51% Share
49 HWM Howmet Aerospac...
176.03
-0.44% 106.04K +402.82% 13.76M 121.26 0.50% Share
50 APH Amphenol Corpor...
110.75
+0.84% 209.08K +1.07K% 13.71M 64.61 0.50% Share
51 ADSK Autodesk, Inc.
283.84
-1.1% 51.87K +23.76% 13.58M 206.29 0.49% Share
52 ABBV AbbVie Inc.
204.72
+1.61% 64.33K -0.13% 13.48M 81.27 0.49% Share
53 IRM Iron Mountain I...
91.41
-2.73% 152.15K -1.38% 13.09M 63.9 0.48% Share
54 PG The Procter & G...
153.70
-1.1% 76.31K -2.89% 13M 84.63 0.47% Share
55 DKS DICK'S Sporting...
222.77
-1.42% 64.33K -1.01% 12.97M 131.99 0.47% Share
56 RGA Reinsurance Gro...
189.01
-0.51% 65.54K -0.84% 12.9M 88.83 0.47% Share
57 V Visa Inc.
345.40
+0.83% 36.64K +14.28% 12.84M 131.63 0.47% Share
58 LULU Lululemon Athle...
195.10
-2.69% 44.68K +100.00% 12.65M 283.06 0.46% Share
59 KMI Kinder Morgan, ...
26.84
-0.09% 442.04K +133.51% 12.61M 27.29 0.46% Share
60 URI United Rentals,...
921.62
-1.14% 19.81K +2.42% 12.42M 409.62 0.45% Share
61 LHX L3Harris Techno...
270.96
+0.27% 58.79K -2.8% 12.31M 208.73 0.45% Share
62 HD The Home Depot,...
400.32
-1.68% 31.87K +4.27% 11.68M 178.52 0.42% Share
63 BIV Vanguard Interm...
77.31
-0.3% 151.48K -9.68% 11.6M 75.36 0.42% Share
64 MSI Motorola Soluti...
461.76
-1.79% 26.49K +106.12% 11.6M 283.4 0.42% Share
65 DOCU DocuSign, Inc.
68.99
-2.43% 142.27K -29.09% 11.58M 58.97 0.42% Share
66 HCA HCA Healthcare,...
393.61
+0.81% 33.45K -5.31% 11.56M 121.58 0.42% Share
67 XOM Exxon Mobil Cor...
107.38
-0.21% 95.48K -4.51% 11.36M 77.49 0.41% Share
68 CALM Cal-Maine Foods...
107.92
-1.58% 121.47K +100.00% 11.04M 90.9 0.40% Share
69 WFC Wells Fargo & C...
79.38
+1.91% 149.37K +102.11% 10.72M 64.66 0.39% Share
70 TOL Toll Brothers, ...
131.01
-1.75% 100.91K -70.31% 10.66M 77.48 0.39% Share
71 OHI Omega Healthcar...
40.84
+1.09% 279.28K +100.00% 10.63M 38.08 0.39% Share
72 VZ Verizon Communi...
43.49
-0.49% 222.15K +19.04% 10.08M 44.6 0.37% Share
73 ULTA Ulta Beauty, In...
526.18
-1.23% 27.01K +1.01K% 9.9M 374.1 0.36% Share
74 PTGX Protagonist The...
54.97
-3.09% 201.99K +100.00% 9.77M 48.36 0.36% Share
75 SNA Snap-on Incorpo...
324.62
-2.75% 27.95K -0.84% 9.42M 172.72 0.34% Share
76 LMT Lockheed Martin...
437.38
-1.17% 20.86K -12.98% 9.32M 290.35 0.34% Share
77 DE Deere & Company
478.62
-6.8% 19.26K -1.34% 9.04M 205.07 0.33% Share
78 ACGL Arch Capital Gr...
91.45
+1.67% 90.23K -1.62% 8.68M 109.46 0.32% Share
79 RJF Raymond James F...
164.67
+0.51% 62.21K -1.56% 8.64M 34.87 0.31% Share
80 KR The Kroger Co.
69.23
-1.56% 123.28K +2.73% 8.34M 38.94 0.30% Share
81 LIN Linde plc
477.49
+0.39% 17.83K +2.48K% 8.3M 463.82 0.30% Share
82 WRB W. R. Berkley C...
71.57
+0.32% 116.15K -0.49% 8.27M 17.36 0.30% Share
83 PSMT PriceSmart, Inc...
112.37
-0.87% 92.98K +70.36% 8.17M 90.39 0.30% Share
84 CDNS Cadence Design ...
348.98
-0.04% 30.89K +0.37% 7.85M 218.12 0.29% Share
85 TT Trane Technolog...
428.66
-1.43% 21.98K -45.66% 7.4M 356.63 0.27% Share
86 AMAT Applied Materia...
188.22
-0.95% 49.67K -10.69% 7.21M 93.19 0.26% Share
87 SCHW The Charles Sch...
97.75
+2.26% 89.4K +100.00% 7M 78.28 0.25% Share
88 QLYS Qualys, Inc.
129.16
-2.28% 55.4K +164.16% 6.98M 129.3 0.25% Share
89 UNM Unum Group
70.90
-0.15% 83.6K -20.9% 6.81M 25.37 0.25% Share
90 ALL The Allstate Co...
208.73
-0.04% 32.84K -3.18% 6.8M 120.81 0.25% Share
91 SYF Synchrony Finan...
72.83
+0.33% 126.17K -55.62% 6.68M 60.44 0.24% Share
92 ACAD ACADIA Pharmace...
24.52
-2.43% 398.09K +5.06% 6.61M 18.27 0.24% Share
93 MCD McDonald's Corp...
308.84
+1.24% 21K -10.67% 6.56M 236.42 0.24% Share
94 GLPI Gaming and Leis...
45.90
-0.76% 127.42K -3.02% 6.49M 43.67 0.24% Share
95 ACN Accenture plc
246.13
+0.18% 20.66K -1.41% 6.45M 151.84 0.23% Share
96 BK The Bank of New...
103.36
+1.42% 76.76K -0.68% 6.44M 41.88 0.23% Share
97 BKR Baker Hughes Co...
43.27
+0.97% 142.06K +2.36% 6.24M 39.94 0.23% Share
98 CYBR CyberArk Softwa...
414.57
-1.95% 18.46K -0.44% 6.24M 271.07 0.23% Share
99 JNJ Johnson & Johns...
174.72
+0.17% 35.94K -3.32% 5.96M 121.19 0.22% Share
100 AMGN Amgen Inc.
290.28
+0.33% 19.02K -1.15% 5.93M 187.18 0.22% Share
101 RS Reliance Steel ...
290.01
-1.24% 20.24K -55.07% 5.84M 170.59 0.21% Share
102 CW Curtiss-Wright ...
492.18
-0.93% 18.38K -34.45% 5.83M 186.02 0.21% Share
103 TGT Target Corporat...
104.22
-1.08% 55.19K +555.77% 5.76M 101.8 0.21% Share
104 LRN Stride, Inc.
156.99
-0.86% 45.35K +29.37% 5.74M 77.85 0.21% Share
105 SHW The Sherwin-Wil...
365.43
-0.92% 16.27K -5.81% 5.68M 98.91 0.21% Share
106 AFL Aflac Incorpora...
105.31
-0.37% 50.82K -8.01% 5.65M 28.07 0.21% Share
107 CSL Carlisle Compan...
391.11
-1.97% 16.47K -2.23% 5.61M 206.64 0.20% Share
108 WAB Westinghouse Ai...
190.98
-1.76% 30.84K -59.11% 5.59M 182.05 0.20% Share
109 FAF First American ...
65.84
-0.37% 85.16K -3.26% 5.59M 53.25 0.20% Share
110 AMT American Tower ...
203.48
-0.33% 25.4K -0.82% 5.53M 208.59 0.20% Share
111 UHS Universal Healt...
178.76
+0.14% 29.16K -4.78% 5.48M 90.67 0.20% Share
112 MET MetLife, Inc.
77.90
+0.70% 68.17K -9.63% 5.47M 37.84 0.20% Share
113 VLO Valero Energy C...
135.85
-0.22% 40.62K +1.05% 5.37M 76.49 0.20% Share
114 MS Morgan Stanley
148.51
+0.51% 45.94K +85.88% 5.36M 93.91 0.20% Share
115 ORLY O'Reilly Automo...
101.50
-1.11% 3.72K -0.21% 5.33M 824.45 0.19% Share
116 DIS The Walt Disney...
116.33
-0.27% 53.52K +317.42% 5.28M 98.63 0.19% Share
117 DFSD Dimensional Sho...
48.22
-0.11% 111.14K -11.66% 5.28M 46.63 0.19% Share
118 FFIV F5, Inc.
318.50
-2.24% 19.76K -1.46% 5.26M 131.45 0.19% Share
119 CVX Chevron Corpora...
155.20
-0.43% 31.45K -7.67% 5.26M 140.74 0.19% Share
120 CAH Cardinal Health...
150.22
+1.42% 37.98K -1.54% 5.23M 62.36 0.19% Share
121 SLF Sun Life Financ...
58.06
+0.17% 87.05K -0.11% 4.98M 43.15 0.18% Share
122 FHI Federated Herme...
53.92
+0.50% 119.66K +100.00% 4.88M 40.77 0.18% Share
123 BR Broadridge Fina...
259.14
-0.97% 20.12K -0.61% 4.88M 81.2 0.18% Share
124 C Citigroup Inc.
95.45
+0.85% 67.83K +0.68% 4.82M 45.35 0.18% Share
125 CAT Caterpillar Inc...
417.50
+0.92% 14.5K -2.41% 4.78M 139.85 0.17% Share
126 TSCO Tractor Supply ...
59.69
-0.07% 86.66K +2.27% 4.78M 50.06 0.17% Share
127 BKH Black Hills Cor...
61.58
+0.16% 78.05K -0.57% 4.73M 53.87 0.17% Share
128 IBM International B...
237.04
-1.26% 18.95K +1.64% 4.71M 150.52 0.17% Share
129 MRK Merck & Co., In...
82.74
+0.04% 51.41K +7.27% 4.61M 94.75 0.17% Share
130 SFNC Simmons First N...
20.02
-0.45% 218.57K -0.46% 4.49M 25.5 0.16% Share
131 ITW Illinois Tool W...
262.44
-1.83% 17.36K -0.18% 4.31M 132.7 0.16% Share
132 AMP Ameriprise Fina...
513.94
+0.92% 8.85K -1.8% 4.28M 263.07 0.16% Share
133 KO The Coca-Cola C...
69.52
-1.33% 59.63K -0.47% 4.27M 56.11 0.16% Share
134 MTD Mettler-Toledo ...
1314.16
-0.75% 3.59K -6.44% 4.24M 314.11 0.15% Share
135 MPC Marathon Petrol...
162.32
+0.36% 28.7K -5.87% 4.18M 117.44 0.15% Share
136 COP ConocoPhillips
95.63
-0.26% 39.78K -14.51% 4.18M 90.4 0.15% Share
137 COOP Mr. Cooper Grou...
193.47
-4.63% 34.84K -58.57% 4.17M 72.9 0.15% Share
138 POR Portland Genera...
42.63
-0.77% 92.33K +223.74% 4.12M 43.93 0.15% Share
139 VICI VICI Properties...
32.60
-1.2% 125K -32.55% 4.08M 30.83 0.15% Share
140 CSX CSX Corporation
36.35
+0.75% 137.62K -3.07% 4.05M 23.21 0.15% Share
141 PWR Quanta Services...
377.47
-0.66% 15.88K -8.08% 4.04M 38.43 0.15% Share
142 COST Costco Wholesal...
975.42
-0.35% 4.26K +1.82% 4.03M 769.64 0.15% Share
143 AFG American Financ...
133.40
-0.3% 30.48K +1.28% 4M 114.78 0.15% Share
144 BERY Berry Global Gr...
67.58
-2.93% 57.29K -23.39% 4M 49.83 0.15% Share
145 GD General Dynamic...
315.89
-0.5% 14.61K -2.27% 3.98M 140.14 0.14% Share
146 PFE Pfizer Inc.
25.11
-0.22% 156.99K +9.22% 3.98M 28.21 0.14% Share
147 GS The Goldman Sac...
746.99
+0.31% 6.97K +23.13% 3.81M 370.6 0.14% Share
148 SPYG SPDR Portfolio ...
100.24
+0.11% 46.73K -1.5% 3.76M 50.84 0.14% Share
149 DOV Dover Corporati...
179.40
-1.88% 20.92K -4.26% 3.67M 62.27 0.13% Share
150 UTHR United Therapeu...
312.06
+0.76% 11.92K -50.18% 3.67M 270.55 0.13% Share