StockDriftsStockDriftsTop 50 Burney CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRES | EA SERIES TRUST | 17.92% | 24.70M | $664.8M | +3.47%(+827.31K) | $23.94(+16.24%) | 2026-06-30 | |
| BRNY | EA SERIES TRUST | 11.63% | 7.41M | $431.4M | +6.44%(+448.74K) | $30.98(+92.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.86% | 366.6K | $106.1M | +2.39%(+8.57K) | $51.07(+497.94%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.42% | 1.52M | $89.8M | +10.97%(+150.55K) | $58.99(-1.04%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.39% | 204.2K | $88.5M | -13.08%(-30.72K) | $56.31(+499.18%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.32% | 241.2K | $86.2M | +0.90%(+2.16K) | $114.19(+201.87%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.2% | 408.3K | $81.7M | +17.59%(+61.08K) | $103.78(+117.84%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 1.3% | 283.5K | $48.2M | +21.02%(+49.24K) | $52.26(+284.80%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 1.05% | 1.05M | $39.1M | +8.47%(+81.93K) | $25.59(+53.68%) | 2026-06-30 | |
| EXPE | EXPEDIA GROUP INC | 1% | 144.5K | $37.0M | +21.25%(+25.33K) | $251.80(+30.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.18% | +96.16% | +15.57% | +106.16% |
| Top 20 Holdings Unweighted | +26.70% | +103.39% | +15.95% | +109.57% |
Burney CO reports $3.71B in US-listed equity holdings across 605 positions in its most recent 13F filing. Its largest disclosed positions are BRES (17.9%), BRNY (11.6%) and AAPL (2.9%). The top 20 holdings account for 53.39% of reported assets. Its disclosed equity book has returned +96.16% on a three-year cumulative basis. Figures reflect the Q2 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