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Home > Institutional Investor > Burney Co > Profile

Instuitional Investor - Burney Co

Fund Profile
Filing Period:
Fund Name: Burney Co
Portfolio Value $3,656,335,884
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust
 25,000,068 $659,549,278 18.04%
2.
Ea Series Trust
 7,570,488 $436,044,960 11.93%
3.
Apple Inc.
 AAPL 368,048 $122,567,489 3.35%
4.
Nvidia Corp
 NVDA 417,750 $95,405,766 2.61%
5.
Vanguard Scottsdale Funds
 VCIT 1,637,048 $92,755,152 2.54%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.