StockDriftsStockDriftsTop 50 Burney CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRES | EA SERIES TRUST | 18.04% | 25.00M | $659.5M | +1.22%(+300.79K) | $23.97(+8.83%) | 2026-09-30 | |
| BRNY | EA SERIES TRUST | 11.93% | 7.57M | $436.0M | +2.14%(+158.47K) | $31.55(+80.47%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.35% | 368.0K | $122.6M | +0.38%(+1.41K) | $52.06(+558.68%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.61% | 417.8K | $95.4M | +2.32%(+9.48K) | $106.37(+104.10%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.54% | 1.64M | $92.8M | +7.49%(+114.07K) | $58.91(-3.24%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.28% | 242.4K | $83.4M | +0.49%(+1.19K) | $115.44(+198.15%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.01% | 143.3K | $73.5M | +71.33%(+59.66K) | $308.17(+73.13%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 1.75% | 194.8K | $64.0M | -4.60%(-9.40K) | $56.31(+383.38%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC | 1.51% | 270.9K | $55.2M | -4.44%(-12.59K) | $51.27(+256.86%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 1.2% | 1.16M | $43.7M | +10.83%(+113.69K) | $26.53(+41.48%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.59% | +93.40% | +14.81% | +99.44% |
| Top 20 Holdings Unweighted | +26.09% | +100.48% | +15.38% | +104.46% |
Burney CO reports $3.66B in US-listed equity holdings across 609 positions in its most recent 13F filing. Its largest disclosed positions are BRES (18.0%), BRNY (11.9%) and AAPL (3.4%). The top 20 holdings account for 55.58% of reported assets. Its disclosed equity book has returned +93.40% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Burney CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 940445). View Burney CO’s 13F filings on SEC