Burney Co/
Burney Co/ reported 609 stocks worth $3.7B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are BRES (18.0%), BRNY (11.9%) and AAPL (3.4%). Compared with Q2 2026, the fund opened new positions in XOM, ADBE and CDNA, added to BRES, BRNY and AAPL, trimmed LRCX, ANET and AVGO and sold out of XOM, CCL and LQDA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRES EA Series Trust | $660M | 18.0% | 25M | +301K (+1%) | 3 of 8 | |
| 2 |  BRNY EA Series Trust | $436M | 11.9% | 7.6M | +158K (+2%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $123M | 3.4% | 368K | +1,405 (+0%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $95.4M | 2.6% | 418K | +9,485 (+2%) | 8 of 8 | |
| 5 |  VGIT Vanguard Scottsdale Fds | $92.8M | 2.5% | 1.6M | +114K (+7%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $83.4M | 2.3% | 242K | +1,193 (+0%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $73.5M | 2.0% | 143K | +60K (+71%) | 8 of 8 | |
| 8 |  LRCX Lam Research Corp | $64M | 1.8% | 195K | −9,396 (−5%) | 8 of 8 | |
| 9 |  ANET Arista Networks Inc | $55.2M | 1.5% | 271K | −13K (−4%) | 8 of 8 | |
| 10 |  DFIC Dimensional Intern Core | $43.7M | 1.2% | 1.2M | +114K (+11%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $11.6M | 85K |
 CCL Carnival Corp Ltd F | $7.3M | 256K |
TAYLOR MORRISON HOME CORP | $5.3M | 73K |
 LQDA Liquidia Corporation | $4.2M | 53K |
 PTCT Ptc Therapeutics Inc | $3M | 37K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Burney Co/ 13F FAQ
What does Burney Co/ own?
Burney Co/ reported 609 stocks worth $3.7B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are BRES (18.0%), BRNY (11.9%) and AAPL (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Burney Co/ buy and sell in Q3 2026?
Compared with Q2 2026: 63 new positions, 170 added to, 311 trimmed and 59 sold out. New positions include XOM, ADBE and CDNA. It sold all of XOM, CCL and LQDA.
When will Burney Co/ file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Burney Co/'s portfolio worth?
The Q3 2026 filing reports $3.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.