BURNEY CO/

Q1 2026 13F-HR Holdings

Location
Reston, VA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
578
Total value ($000)
$3,198,346
Net value change ($000)
-9,160 (-0.3%)
New positions
60
Sold out positions
90
Turnover %
22.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EA Series Trust 570,576 NEW
EXPE 15,528 129.6%
CRUS 13,576 119.6%
STT 13,540 667.0%
CF 11,538 88.3%
SWKS 7,646 NEW
GS 7,131 104.0%
OMCL 7,118 NEW
INCY 6,759 231.5%
CPA 6,178 848.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -47,714 -60.7%
AAPL -29,373 -24.4%
AMZN -28,798 -66.6%
AVGO -23,486 -42.7%
BRNY -21,770 -6.0%
ANET -19,832 -40.8%
COF -19,333 -43.3%
FICO -17,583 -79.6%
NVDA -17,336 -22.3%
GOOGL -16,350 -19.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type