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Burney Co/

Portfolio Manager
Burney Co/
Performance
-4.41% (2026 Q1)
AUM (13F)
$3.20B
# of Holdings
578
Performance Rank
Allocation (Top 20)
34.86%

Burney Co/ Holdings Map

Top 50 Burney Co/ Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRNY
EA SERIES TRUST
10.61%6.96M$339.5M
-2.76%(-197.67K)
2025-Q1: 6.60M shares2025-Q2: 6.81M shares2025-Q3: 6.99M shares2025-Q4: 7.16M shares2026-Q1: 6.96M shares
$18889.30(-99.71%)
2026-03-31
AAPL
APPLE INC
2.84%358.1K$90.9M
-19.05%(-84.24K)
2025-Q1: 423.4K shares2025-Q2: 415.5K shares2025-Q3: 433.3K shares2025-Q4: 442.3K shares2026-Q1: 358.1K shares
$45.88(+551.45%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
2.56%1.37M$81.7M
+4.09%(+53.94K)
2025-Q1: 1.20M shares2025-Q2: 1.23M shares2025-Q3: 1.27M shares2025-Q4: 1.32M shares2026-Q1: 1.37M shares
$58.97(+0.02%)
2026-03-31
GOOGL
ALPHABET INC
2.15%239.1K$68.7M
-12.07%(-32.80K)
2025-Q1: 274.4K shares2025-Q2: 242.4K shares2025-Q3: 252.8K shares2025-Q4: 271.9K shares2026-Q1: 239.1K shares
$112.49(+257.93%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.89%347.2K$60.5M
-16.86%(-70.43K)
2025-Q1: 373.5K shares2025-Q2: 314.5K shares2025-Q3: 309.4K shares2025-Q4: 417.6K shares2026-Q1: 347.2K shares
$89.90(+151.19%)
2026-03-31
LRCX
LAM RESEARCH CORP
1.57%234.9K$50.2M
-28.06%(-91.60K)
2025-Q1: 293.9K shares2025-Q2: 324.3K shares2025-Q3: 376.3K shares2025-Q4: 326.5K shares2026-Q1: 234.9K shares
$56.31(+424.65%)
2026-03-31
META
META PLATFORMS INC
1.36%76.3K$43.6M
-11.48%(-9.89K)
2025-Q1: 76.7K shares2025-Q2: 68.4K shares2025-Q3: 77.9K shares2025-Q4: 86.1K shares2026-Q1: 76.3K shares
$368.40(+67.38%)
2026-03-31
PH
PARKER-HANNIFIN CORP
1.33%47.4K$42.4M
-11.01%(-5.86K)
2025-Q1: 52.7K shares2025-Q2: 50.2K shares2025-Q3: 49.0K shares2025-Q4: 53.2K shares2026-Q1: 47.4K shares
$233.58(+277.76%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
1.07%967.6K$34.4M
+8.42%(+75.12K)
2025-Q1: 822.1K shares2025-Q2: 821.9K shares2025-Q3: 850.1K shares2025-Q4: 892.5K shares2026-Q1: 967.6K shares
$24.90(+52.97%)
2026-03-31
MCK
MCKESSON CORP
1.07%39.5K$34.2M
-29.97%(-16.89K)
2025-Q1: 61.7K shares2025-Q2: 61.0K shares2025-Q3: 59.1K shares2025-Q4: 56.4K shares2026-Q1: 39.5K shares
$186.68(+294.88%)
2026-03-31

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