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BURNEY CO/

Q2 2026 13F filing

Updated 60 days ago

643 disclosed positions worth $3.7B

Portfolio value
$3.7B
Total holdings
643
New positions
77
Closed positions
50
Increased
206
Decreased
286
Turnover
19.8%
Filed
2026-07-15

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

EA SERIES TRUST

+817927.8%
Value
$664.7M
Shares
24.70M
% Port
17.92%
?
2.N/A

EA SERIES TRUST

+6.4%
Value
$431.4M
Shares
7.41M
% Port
11.63%
A

APPLE INC

+2.4%
Value
$105.6M
Shares
364.8K
% Port
2.85%
?
4.N/A

VANGUARD SCOTTSDALE FDS

+11.0%
Value
$89.8M
Shares
1.52M
% Port
2.42%
L

LAM RESEARCH CORP

-13.1%
Value
$88.5M
Shares
204.2K
% Port
2.39%
G

ALPHABET INC

+0.9%
Value
$86.2M
Shares
241.2K
% Port
2.32%
N

NVIDIA CORPORATION

+17.6%
Value
$81.7M
Shares
408.3K
% Port
2.20%
A

ARISTA NETWORKS INC

+21.3%
Value
$47.6M
Shares
280.1K
% Port
1.28%
?
9.N/A

DIMENSIONAL ETF TRUST

+8.5%
Value
$39.1M
Shares
1.05M
% Port
1.05%
E
10.EXPE

EXPEDIA GROUP INC

+21.3%
Value
$37M
Shares
144.5K
% Port
1.00%
A
11.AVGO

BROADCOM INC

-4.2%
Value
$36.4M
Shares
96.4K
% Port
0.98%
P
12.PH

PARKER-HANNIFIN CORP

-28.9%
Value
$32.9M
Shares
33.7K
% Port
0.89%
K
13.KLAC

KLA CORP

+758.5%
Value
$32.6M
Shares
107.9K
% Port
0.88%
A
14.AMZN

AMAZON COM INC

+13919.8%
Value
$32.5M
Shares
136.3K
% Port
0.88%
M
15.MSFT

MICROSOFT CORP

+0.3%
Value
$31.2M
Shares
83.6K
% Port
0.84%
M
16.META

META PLATFORMS INC

+9655.0%
Value
$31.1M
Shares
55.2K
% Port
0.84%
L
17.LLY

ELI LILLY & CO

-1.5%
Value
$29.3M
Shares
24.4K
% Port
0.79%
C

CAPITAL ONE FINL CORP

+2.4%
Value
$28.3M
Shares
141.2K
% Port
0.76%
A
19.AMAT

APPLIED MATLS INC

-2.4%
Value
$27.5M
Shares
38.1K
% Port
0.74%
T
20.TJX

TJX COS INC NEW

-1.4%
Value
$24.5M
Shares
161.7K
% Port
0.66%
A
21.ALSN

ALLISON TRANSMISSION HLDGS I

-3.9%
Value
$23.1M
Shares
204.8K
% Port
0.62%
C
22.CRUS

CIRRUS LOGIC INC

-11.4%
Value
$22.7M
Shares
152.7K
% Port
0.61%
C
23.C-PR

CITIGROUP INC

+183.8%
Value
$22.6M
Shares
161.7K
% Port
0.61%
M
24.MU

MICRON TECHNOLOGY INC

+166.3%
Value
$22.1M
Shares
19.1K
% Port
0.59%
V
25.VGES

VANGUARD INDEX FDS

+0.7%
Value
$21.6M
Shares
31.4K
% Port
0.58%
R
26.RTX

RTX CORPORATION

-7.6%
Value
$21.5M
Shares
113.3K
% Port
0.58%
S

STATE STR CORP

-0.3%
Value
$20.8M
Shares
122.7K
% Port
0.56%
A
28.AZO

AUTOZONE INC

-2.0%
Value
$19.3M
Shares
6.0K
% Port
0.52%
M
29.MCK

MCKESSON CORP

-35.8%
Value
$18.9M
Shares
25.0K
% Port
0.51%
J

JPMORGAN CHASE & CO

-2.6%
Value
$16.9M
Shares
51.7K
% Port
0.46%
C
31.COR

CENCORA INC

-9.8%
Value
$16.7M
Shares
58.9K
% Port
0.45%
?
32.N/A

CBOE GLOBAL MKTS INC

-1.7%
Value
$16.3M
Shares
67.2K
% Port
0.44%
B

BERKSHIRE HATHAWAY INC DEL

-2.9%
Value
$16.2M
Shares
32.4K
% Port
0.44%
A
34.APH

AMPHENOL CORP

+18.3%
Value
$15.8M
Shares
89.7K
% Port
0.43%
T
35.TRGP

TARGA RES CORP

-5.8%
Value
$15.1M
Shares
56.4K
% Port
0.41%
W
36.WTS

WATTS WATER TECHNOLOGIES INC

+2.5%
Value
$14.7M
Shares
37.5K
% Port
0.40%
R
37.RL

RALPH LAUREN CORP

+32.3%
Value
$14.5M
Shares
36.2K
% Port
0.39%
?
38.N/A

UGI CORP NEW

+8461.8%
Value
$14.4M
Shares
415.7K
% Port
0.39%
L
39.LHX

L3HARRIS TECHNOLOGIES INC

+0.3%
Value
$14.1M
Shares
48.5K
% Port
0.38%
W
40.WMT

WALMART INC

+10380.3%
Value
$13.9M
Shares
122.9K
% Port
0.38%
C
41.CF

CF INDUSTRIES HOLD

-32.9%
Value
$13.8M
Shares
127.2K
% Port
0.37%
C
42.CSCO

CISCO SYS INC

-8.8%
Value
$13.6M
Shares
116.2K
% Port
0.37%
F
43.FTNT

FORTINET INC

+11.6%
Value
$13.1M
Shares
85.1K
% Port
0.35%
A
44.AER

AERCAP HOLDINGS NV

+47.7%
Value
$12.9M
Shares
88.7K
% Port
0.35%
P
45.PANW

PALO ALTO NETWORKS INC

-26.7%
Value
$12.8M
Shares
37.4K
% Port
0.34%
H
46.HWM

HOWMET AEROSPACE INC

-7.4%
Value
$12.4M
Shares
46.1K
% Port
0.33%
?
47.N/A

COPA HOLDINGS SA

+27.6%
Value
$12.1M
Shares
77.6K
% Port
0.33%
B

BANK OF NY MELLON CORP

-0.4%
Value
$11.9M
Shares
82.5K
% Port
0.32%
O

ORACLE CORP

+0.5%
Value
$11.8M
Shares
80.4K
% Port
0.32%
P
50.PSMT

PRICESMART INC

-2.0%
Value
$11.8M
Shares
60.2K
% Port
0.32%