§ 13F · FUND PROFILE
BURNEY CO/.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.0B (13F)Positions · 650Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$662M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRES | EA SERIES TRUST | 23.87M | $571M | 17.8% | NEW |
| 2 | BRNY | EA SERIES TRUST | 6.96M | $339M | 10.6% | −3% |
| 3 | AAPL | APPLE INC | 356K | $90M | 2.8% | −19% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 1.37M | $82M | 2.6% | +4% |
| 5 | GOOGL | ALPHABET INC | 239K | $69M | 2.1% | −12% |
| 6 | NVDA | NVIDIA CORPORATION | 347K | $61M | 1.9% | −17% |
| 7 | LRCX | LAM RESEARCH CORP | 235K | $50M | 1.6% | −28% |
| 8 | META | META PLATFORMS INC | 76K | $43M | 1.4% | −11% |
| 9 | PH | PARKER-HANNIFIN CORP | 47K | $42M | 1.3% | −11% |
| 10 | DFIC | DIMENSIONAL ETF TRUST | 968K | $34M | 1.1% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURNEY SIGNAL
AC read
BURNEY CO/ is a Other fund managing $3.0 billion in assets. The fund runs a broad portfolio of 650 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed