BURNEY CO/
All 13F Filings
- Location
- Reston, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,708,756
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 605 | 3,708,756 | 13F-HR | BURNEY CO/ |
| Q1 2026 | 4/29/2026 | 578 | 3,198,346 | 13F-HR | BURNEY CO/ |
| Q4 2025 | 1/23/2026 | 608 | 3,207,506 | 13F-HR | BURNEY CO/ |
| Q3 2025 | 10/16/2025 | 584 | 3,144,038 | 13F-HR | BURNEY CO/ |
| Q2 2025 | 8/5/2025 | 574 | 2,954,602 | 13F-HR | BURNEY CO/ |
| Q2 2014 | 8/5/2014 | 400 | 1,155,667 | 13F-HR/A - RESTATEMENT | BURNEY CO/ |
| Q2 2014 | 8/4/2014 | 400 | 1,493,300 | 13F-HR | BURNEY CO/ |
| Q1 2014 | 5/7/2014 | 397 | 1,097,563 | 13F-HR/A - RESTATEMENT | BURNEY CO/ |
| Q1 2014 | 5/6/2014 | 397 | 1,097,563 | 13F-HR | BURNEY CO/ |
| Q4 2013 | 2/3/2014 | 411 | 1,027,036 | 13F-HR | BURNEY CO/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.476 M | 93.7% | 484.3 K | 0 | 484.3 K |
| ETFs | 227.3 K | 6.1% | 24.7 K | 0 | 24.7 K |
| Debt | 598 | 0.0% | 0 | 5 | -5 |
| Other | 5.32 K | 0.1% | 1.424 K | 0 | 1.424 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
3,708,756
Holdings
605
QoQ value change ($000)
510,410
(16.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.