Burney Co/ Top Holdings and 13F Report (2026) About Burney Co/Investment ActivityBurney Co/ has $3.20 billion in total holdings as of March 31, 2026.Burney Co/ owns shares of 578 different stocks, but just 113 companies or ETFs make up 80% of its holdings.Approximately 24.03% of the portfolio was purchased this quarter.About 22.85% of the portfolio was sold this quarter.This quarter, Burney Co/ has purchased 608 new stocks and bought additional shares in 94 stocks.Burney Co/ sold shares of 402 stocks and completely divested from 90 stocks this quarter.Largest Holdings EA SERIES TRUST $570,575,864Burney U.S. Factor Rotation ETF $339,482,514Apple $90,874,346Vanguard Intermediate-Term Treasury ETF $81,727,952Alphabet $68,743,450 Largest New Holdings this Quarter 02072Q424 - EA SERIES TRUST $570,575,864 Holding83088M102 - Skyworks Solutions $7,645,709 Holding68213N109 - Omnicell $7,118,018 Holding69331C108 - Pacific Gas & Electric $4,402,919 Holding001744101 - AMN Healthcare Services $4,152,387 Holding Largest Purchases this Quarter EA SERIES TRUST 23,871,969 shares (about $570.58M)Expedia Group 76,861 shares (about $17.75M)State Street 107,283 shares (about $13.58M)Cirrus Logic 76,563 shares (about $11.07M)Skyworks Solutions 142,777 shares (about $7.65M) Largest Sales this Quarter Microsoft 79,100 shares (about $29.28M)Amazon.com 117,987 shares (about $24.57M)Apple 84,244 shares (about $21.38M)LAM RESEARCH CORP 91,600 shares (about $19.57M)Broadcom 57,082 shares (about $17.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurney Co/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEA SERIES TRUST$570,575,864$570,575,864 â–²New Holding23,871,96917.8%BURNEY US EQTYBRNYBurney U.S. Factor Rotation ETF$339,482,514$9,637,210 â–¼-2.8%6,963,27310.6%ETFAAPLApple$90,874,346$21,380,288 â–¼-19.0%358,0692.8%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$81,727,952$3,212,007 â–²4.1%1,372,4262.6%ETFGOOGLAlphabet$68,743,450$9,433,109 â–¼-12.1%239,0582.1%Computer and TechnologyNVDANVIDIA$60,549,465$12,282,828 â–¼-16.9%347,1871.9%Computer and TechnologyLAM RESEARCH CORP$50,188,578$19,571,278 â–¼-28.1%234,8991.6%COM NEWMETAMeta Platforms$43,626,583$5,656,071 â–¼-11.5%76,2531.4%Computer and TechnologyPHParker-Hannifin$42,390,942$5,242,579 â–¼-11.0%47,3511.3%IndustrialsDFICDimensional International Core Equity 2 ETF$34,380,089$2,668,908 â–²8.4%967,6351.1%ETFMCKMcKesson$34,152,787$14,614,904 â–¼-30.0%39,4671.1%MedicalAVGOBroadcom$31,551,920$17,667,367 â–¼-35.9%101,9421.0%Computer and TechnologyMSFTMicrosoft$30,867,718$29,280,430 â–¼-48.7%83,3881.0%Computer and TechnologyARISTA NETWORKS INC$28,763,917$16,772,731 â–¼-36.8%234,2720.9%COM SHSEXPEExpedia Group$27,514,469$17,746,437 â–²181.7%119,1670.9%Retail/WholesaleTJXTJX Companies$26,181,803$2,758,333 â–¼-9.5%163,9440.8%Retail/WholesaleCOFCapital One Financial$25,330,071$8,289,082 â–¼-24.7%138,8480.8%FinanceALSNAllison Transmission$25,322,468$11,060,552 â–¼-30.4%216,3200.8%Auto/Tires/TrucksCRUSCirrus Logic$24,930,753$11,072,541 â–²79.9%172,3880.8%Computer and TechnologyCFCF Industries$24,603,771$2,668,082 â–²12.2%189,4930.8%Basic MaterialsRTXRTX$23,649,255$1,227,418 â–¼-4.9%122,5990.7%AerospaceLLYEli Lilly and Company$22,771,694$3,037,084 â–¼-11.8%24,7580.7%MedicalAZOAutoZone$20,821,109$2,242,897 â–¼-9.7%6,1640.7%Retail/WholesaleCORCencora$20,528,940$7,204,134 â–¼-26.0%65,3500.6%MedicalCBOECboe Global Markets$19,191,749$11,314,759 â–¼-37.1%68,2810.6%Financial ServicesVOOVanguard S&P 500 ETF$18,623,261$717,658 â–¼-3.7%31,1660.6%ETFKLACKLA$18,511,139$4,794,167 â–¼-20.6%12,5720.6%Computer and TechnologyUGIUGI$16,984,855$3,838,811 â–¼-18.4%466,3610.5%UtilitiesLHXL3Harris Technologies$16,703,822$1,974,596 â–¼-10.6%48,3960.5%AerospaceBRK.BBerkshire Hathaway$16,211,076$4,839,506 â–¼-23.0%33,8290.5%FinanceJPMJPMorgan Chase & Co.$15,885,647$7,859,134 â–¼-33.1%54,0030.5%FinanceSTTState Street$15,569,538$13,577,737 â–²681.7%123,0210.5%FinanceTRGPTarga Resources$15,506,917$11,211,656 â–¼-42.0%61,8470.5%EnergyWALMART INC$15,344,674$3,726,896 â–¼-19.5%123,4690.5%COMXOMExxonMobil$14,589,262$1,151,145 â–¼-7.3%85,9910.5%EnergyAMZNAmazon.com$14,452,561$24,573,290 â–¼-63.0%69,3930.5%Retail/WholesaleGSThe Goldman Sachs Group$13,989,008$7,388,727 â–²111.9%16,5360.4%FinanceAMATApplied Materials$13,337,921$2,951,336 â–¼-18.1%39,0240.4%Computer and TechnologyHCAHCA Healthcare$11,834,042$1,574,970 â–¼-11.7%25,0060.4%MedicalORCLOracle$11,775,125$2,374,797 â–¼-16.8%80,0430.4%Computer and TechnologyHWMHowmet Aerospace$11,459,393$2,694,538 â–¼-19.0%49,7240.4%AerospaceBIVVanguard Intermediate-Term Bond ETF$11,200,146$267,506 â–¼-2.3%145,1170.4%ETFRGAReinsurance Group of America$11,010,836$2,074,689 â–¼-15.9%53,9320.3%FinanceSCHWCharles Schwab$10,907,788$6,054,379 â–¼-35.7%116,0650.3%FinanceWTSWatts Water Technologies$10,622,872$4,856,552 â–¼-31.4%36,5940.3%Computer and TechnologyPGProcter & Gamble$10,539,158$365,287 â–¼-3.3%72,9660.3%Consumer StaplesCSCOCisco Systems$10,374,940$2,955,246 â–¼-22.2%133,7150.3%Computer and TechnologyCWCurtiss-Wright$9,897,095$1,953,401 â–¼-16.5%14,5310.3%AerospaceBKBNY$9,829,252$2,032,616 â–¼-17.1%82,8560.3%FinanceLMTLockheed Martin$9,794,694$1,925,577 â–¼-16.4%16,2060.3%AerospaceINCYIncyte$9,679,489$6,896,549 â–²247.8%102,8420.3%MedicalMPWRMonolithic Power Systems$9,581,026$5,687,607 â–¼-37.3%8,7630.3%Computer and TechnologyAPHAmphenol$9,579,604$3,329,828 â–¼-25.8%75,8180.3%Computer and TechnologyPSMTPriceSmart$9,532,068$5,284,206 â–¼-35.7%63,3360.3%Retail/WholesaleRLRalph Lauren$9,424,982$3,554,793 â–¼-27.4%27,3990.3%Consumer DiscretionaryABBVAbbVie$9,422,851$3,766,965 â–¼-28.6%43,3250.3%MedicalVLOValero Energy$9,256,008$592,985 â–¼-6.0%37,4620.3%EnergyUHSUniversal Health Services$9,188,616$2,872,986 â–¼-23.8%51,3420.3%MedicalGPIGroup 1 Automotive$9,055,745$4,397,437 â–¼-32.7%27,3890.3%Retail/WholesaleDKSDICK'S Sporting Goods$8,916,215$2,170,460 â–¼-19.6%44,9660.3%Retail/WholesaleTMHCTaylor Morrison Home$8,755,032$4,666,823 â–¼-34.8%150,3270.3%ConstructionDEDeere & Company$8,574,530$1,036,469 â–¼-10.8%15,2220.3%IndustrialsOHIOmega Healthcare Investors$8,400,206$5,345,251 â–¼-38.9%191,6980.3%FinancePANWPalo Alto Networks$8,384,239$9,124,275 â–¼-52.1%52,2970.3%Computer and TechnologyVZVerizon Communications$8,310,975$1,213,587 â–¼-12.7%165,5570.3%Computer and TechnologyADSKAutodesk$8,253,739$10,077,955 â–¼-55.0%34,4770.3%Computer and TechnologyAERAercap$8,235,190$3,283,678 â–²66.3%60,0320.3%TransportationKRKroger$8,199,251$830,113 â–¼-9.2%113,3120.3%Retail/WholesaleULTAUlta Beauty$8,115,595$1,301,548 â–¼-13.8%15,5260.3%Retail/WholesaleURIUnited Rentals$8,078,126$2,907,630 â–¼-26.5%11,0880.3%ConstructionHDHome Depot$8,041,231$946,859 â–¼-10.5%24,4500.3%Retail/WholesaleSSNCSS&C Technologies$7,987,518$5,058,493 â–¼-38.8%118,2110.2%Computer and TechnologyWFCWells Fargo & Company$7,747,524$111,375 â–²1.5%97,3180.2%FinanceSWKSSkyworks Solutions$7,645,709$7,645,709 â–²New Holding142,7770.2%Computer and TechnologySTRLSterling Infrastructure$7,488,066$568,549 â–¼-7.1%18,3860.2%ConstructionLOWLowe's Companies$7,403,563$1,371,126 â–¼-15.6%31,3340.2%Retail/WholesaleRJFRaymond James Financial$7,300,225$911,895 â–¼-11.1%50,4190.2%FinanceSNASnap-On$7,282,710$913,880 â–¼-11.1%20,0500.2%Consumer DiscretionaryALLAllstate$7,257,604$1,282,205 â–¼-15.0%35,0030.2%FinanceFHIFederated Hermes$7,185,951$5,214,314 â–¼-42.1%126,7140.2%FinanceOMCLOmnicell$7,118,018$7,118,018 â–²New Holding213,2420.2%MedicalCIENCiena$7,044,433$156,845 â–²2.3%18,1450.2%Computer and TechnologyJNJJohnson & Johnson$6,970,843$1,257,626 â–¼-15.3%28,5180.2%MedicalCPACopa$6,906,238$6,220,943 â–²907.8%60,7890.2%TransportationEXPDExpeditors International of Washington$6,574,543$4,306,496 â–¼-39.6%45,9020.2%TransportationWRBW.R. Berkley$6,548,702$1,090,036 â–¼-14.3%98,8040.2%FinanceBKNGBooking$6,542,974$6,328,243 â–¼-49.2%1,5540.2%Retail/WholesalePWRQuanta Services$6,540,475$1,602,040 â–¼-19.7%11,9130.2%ConstructionEIXEdison International$6,519,640$1,983,115 â–¼-23.3%89,0900.2%UtilitiesSYFSynchrony Financial$6,512,132$1,169,814 â–¼-15.2%95,7380.2%FinanceIDCCInterDigital$6,511,422$2,675,116 â–¼-29.1%21,5610.2%Computer and TechnologyNFLXNetflix$6,498,116$15,268,933 â–¼-70.1%67,5830.2%Consumer DiscretionaryCCitigroup$6,462,302$1,043,027 â–¼-13.9%56,9820.2%Financial ServicesCAHCardinal Health$6,442,293$3,772,145 â–¼-36.9%30,4870.2%MedicalCATCaterpillar$6,387,704$2,670,281 â–¼-29.5%9,0160.2%IndustrialsWABWabtec$6,331,789$1,952,568 â–¼-23.6%25,3360.2%TransportationUTHRUnited Therapeutics$6,319,388$85,389 â–¼-1.3%10,6570.2%MedicalYUMYum! Brands$6,302,106$2,404,978 â–¼-27.6%40,5330.2%Retail/WholesaleQCOMQualcomm$6,273,447$5,288,657 â–¼-45.7%48,7140.2%Computer and TechnologyFTNTFortinet$6,233,193$9,931,758 â–¼-61.4%76,2750.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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