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Home > Institutional Investor > Burney Co > Profile

Instuitional Investor - Burney Co

Fund Profile
Filing Period:
Fund Name: Burney Co
Portfolio Value $2,375,901,236
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust
 5,815,891 $187,736,974 7.9%
2.
Apple Inc.
 AAPL 483,039 $92,999,516 3.91%
3.
Microsoft Corp
 MSFT 147,512 $55,470,485 2.33%
4.
Broadcom Inc.
 AVGO 31,728 $35,416,137 1.49%
5.
Alphabet Inc.
 GOOG 250,491 $34,991,032 1.47%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)