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Home > Institutional Investor > Burney Co > Profile

Instuitional Investor - Burney Co

Fund Profile
Filing Period:
Fund Name: Burney Co
Portfolio Value $3,144,038,282
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust
 6,989,857 $338,392,933 10.76%
2.
Apple Inc.
 AAPL 433,308 $110,333,209 3.51%
3.
Vanguard Scottsdale Funds
 1,265,288 $75,955,250 2.42%
4.
Microsoft Corp
 MSFT 143,299 $74,221,472 2.36%
5.
Alphabet Inc.
 GOOGL 252,829 $61,462,623 1.95%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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