Burney Co/

Latest statistics and disclosures from Burney Co/'s latest quarterly 13F-HR filing:

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Portfolio Holdings for Burney Co/

Burney Co/ holds 584 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Burney Co/ has 584 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Burney Us Fctr (BRNY) 10.8 $338M +2% 7.0M 48.41
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Apple (AAPL) 3.5 $110M +4% 433k 254.62
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.4 $76M +3% 1.3M 60.03
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Microsoft Corporation (MSFT) 2.4 $74M +13% 143k 517.95
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Alphabet Cap Stk Cl A (GOOGL) 2.0 $62M +4% 253k 243.10
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NVIDIA Corporation (NVDA) 1.8 $58M 309k 186.58
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Meta Platforms Cl A (META) 1.8 $57M +13% 78k 734.38
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Arista Networks Com Shs (ANET) 1.7 $54M -2% 369k 145.71
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Broadcom (AVGO) 1.7 $53M -7% 161k 329.91
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Lam Research Corp Com New (LRCX) 1.6 $50M +16% 376k 133.90
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McKesson Corporation (MCK) 1.5 $46M -3% 59k 772.54
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Capital One Financial (COF) 1.3 $40M -25% 187k 212.58
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Parker-Hannifin Corporation (PH) 1.2 $37M -2% 49k 758.15
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JPMorgan Chase & Co. (JPM) 1.2 $36M 115k 315.43
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Netflix (NFLX) 1.0 $32M -2% 27k 1198.93
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Amazon (AMZN) 1.0 $31M +17% 139k 219.57
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AutoZone (AZO) 0.9 $30M -2% 6.9k 4290.33
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AmerisourceBergen (COR) 0.9 $28M -10% 90k 312.52
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.9 $28M +3% 850k 32.79
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Oracle Corporation (ORCL) 0.9 $27M 97k 281.24
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Allison Transmission Hldngs I (ALSN) 0.9 $27M 319k 84.88
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CBOE Holdings (CBOE) 0.9 $27M -16% 110k 245.25
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TJX Companies (TJX) 0.8 $26M 183k 144.54
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Kla Corp Com New (KLAC) 0.8 $25M -12% 23k 1078.60
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Palo Alto Networks (PANW) 0.7 $23M 112k 203.62
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Autodesk (ADSK) 0.7 $23M -20% 71k 317.67
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $22M -17% 44k 502.74
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Darden Restaurants (DRI) 0.7 $22M 117k 190.37
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Raytheon Technologies Corp (RTX) 0.7 $22M 130k 167.33
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Charles Schwab Corporation (SCHW) 0.7 $22M +26% 227k 95.47
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $22M 35k 612.38
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Eli Lilly & Co. (LLY) 0.7 $21M 28k 763.00
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Fair Isaac Corporation (FICO) 0.6 $20M -5% 13k 1496.52
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UGI Corporation (UGI) 0.6 $20M -5% 590k 33.26
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Corcept Therapeutics Incorporated (CORT) 0.6 $19M -7% 231k 83.11
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Wal-Mart Stores (WMT) 0.6 $19M +22% 185k 103.06
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Watts Water Technologies Cl A (WTS) 0.6 $19M +96% 68k 279.29
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Group 1 Automotive (GPI) 0.6 $19M -3% 42k 437.51
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Amphenol Corp Cl A (APH) 0.6 $18M -28% 149k 123.75
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Targa Res Corp (TRGP) 0.6 $18M 109k 167.54
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Fortinet (FTNT) 0.6 $18M 216k 84.08
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Ss&c Technologies Holding (SSNC) 0.6 $18M 198k 88.76
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Cirrus Logic (CRUS) 0.5 $16M +41% 130k 125.30
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Booking Holdings (BKNG) 0.5 $16M -2% 3.0k 5399.27
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L3harris Technologies (LHX) 0.5 $16M 53k 305.41
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Taylor Morrison Hom (TMHC) 0.5 $16M 235k 66.01
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CF Industries Holdings (CF) 0.5 $16M +184% 172k 89.70
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Mastercard Incorporated Cl A (MA) 0.5 $15M +181% 27k 568.81
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Qualcomm (QCOM) 0.5 $15M -36% 92k 166.36
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United Rentals (URI) 0.5 $15M -3% 15k 954.66
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Ralph Lauren Corp Cl A (RL) 0.5 $14M +196% 45k 313.56
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Abbvie (ABBV) 0.4 $14M -2% 61k 231.54
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Universal Hlth Svcs CL B (UHS) 0.4 $14M -11% 68k 204.44
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Monolithic Power Systems (MPWR) 0.4 $14M +1111% 15k 920.62
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Dick's Sporting Goods (DKS) 0.4 $13M -6% 58k 222.22
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Howmet Aerospace (HWM) 0.4 $12M -46% 63k 196.23
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Motorola Solutions Com New (MSI) 0.4 $12M 27k 457.29
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Reinsurance Grp Of America I Com New (RGA) 0.4 $12M 64k 192.13
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Hca Holdings (HCA) 0.4 $12M -12% 29k 426.20
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PriceSmart (PSMT) 0.4 $12M +2% 99k 121.19
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McDonald's Corporation (MCD) 0.4 $12M +95% 40k 303.89
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Visa Com Cl A (V) 0.4 $12M 35k 341.38
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Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $12M -2% 149k 78.09
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Cisco Systems (CSCO) 0.4 $12M -28% 168k 68.42
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Procter & Gamble Company (PG) 0.4 $12M 75k 153.65
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Bank of New York Mellon Corporation (BK) 0.4 $11M -20% 103k 108.96
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Home Depot (HD) 0.4 $11M 27k 405.20
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Cyberark Software SHS (CYBR) 0.3 $11M +23% 23k 483.15
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Cadence Design Systems (CDNS) 0.3 $11M 31k 351.26
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InterDigital (IDCC) 0.3 $11M -24% 31k 345.23
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Ofg Ban (OFG) 0.3 $11M +3% 248k 43.49
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Exxon Mobil Corporation (XOM) 0.3 $11M 95k 112.75
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Omega Healthcare Investors (OHI) 0.3 $11M -31% 253k 42.22
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Cal Maine Foods Com New (CALM) 0.3 $10M +13% 110k 94.10
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Lpl Financial Holdings (LPLA) 0.3 $10M +4% 31k 332.69
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Verizon Communications (VZ) 0.3 $10M 231k 43.95
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Applied Materials (AMAT) 0.3 $10M 49k 204.74
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Raymond James Financial (RJF) 0.3 $9.9M -3% 57k 172.60
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Lockheed Martin Corporation (LMT) 0.3 $9.8M -2% 20k 499.20
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CVS Caremark Corporation (CVS) 0.3 $9.7M -26% 129k 75.39
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Expeditors International of Washington (EXPD) 0.3 $9.7M +5% 79k 122.59
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Exelixis (EXEL) 0.3 $9.5M -43% 230k 41.30
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Curtiss-Wright (CW) 0.3 $9.4M -2% 17k 542.95
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Allegion Ord Shs (ALLE) 0.3 $9.3M NEW 52k 177.35
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Lowe's Companies (LOW) 0.3 $9.3M 37k 251.31
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Trane Technologies SHS (TT) 0.3 $9.1M 22k 421.96
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Yum! Brands (YUM) 0.3 $9.0M -26% 59k 152.00
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W.R. Berkley Corporation (WRB) 0.3 $8.8M 115k 76.62
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Docusign (DOCU) 0.3 $8.8M -7% 122k 72.09
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $8.5M 16k 546.75
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Genpact SHS (G) 0.3 $8.5M -3% 203k 41.89
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UnitedHealth (UNH) 0.3 $8.4M -21% 24k 345.31
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Uber Technologies (UBER) 0.3 $8.3M NEW 85k 97.98
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Stride (LRN) 0.3 $8.3M 56k 148.94
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Synchrony Financial (SYF) 0.3 $8.1M 115k 71.05
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Kroger (KR) 0.3 $8.1M -2% 120k 67.41
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Snap-on Incorporated (SNA) 0.3 $8.0M -14% 23k 346.53
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Wells Fargo & Company (WFC) 0.3 $7.9M -5% 94k 83.82
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Franco-Nevada Corporation (FNV) 0.2 $7.8M +5% 35k 222.91
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Deere & Company (DE) 0.2 $7.6M -7% 17k 457.26
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Sterling Construction Company (STRL) 0.2 $7.5M -21% 22k 339.68
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Dimensional Etf Trust Short Duration F (DFSD) 0.2 $7.0M -2% 146k 48.19
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Federated Hermes CL B (FHI) 0.2 $7.0M +11% 135k 51.93
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Simon Property (SPG) 0.2 $6.8M +41% 36k 187.67
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Valero Energy Corporation (VLO) 0.2 $6.7M 40k 170.26
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Allstate Corporation (ALL) 0.2 $6.7M -3% 31k 214.65
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Wabtec Corporation (WAB) 0.2 $6.7M +5% 33k 200.47
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O'reilly Automotive (ORLY) 0.2 $6.6M +8% 61k 107.81
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Citigroup Com New (C) 0.2 $6.6M 65k 101.50
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Toll Brothers (TOL) 0.2 $6.5M -8% 47k 138.14
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.2 $6.5M +2% 62k 104.51
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Mr Cooper Group 0.2 $6.5M -2% 31k 210.79
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Jones Lang LaSalle Incorporated (JLL) 0.2 $6.4M +3% 21k 298.28
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F5 Networks (FFIV) 0.2 $6.3M +2% 20k 323.20
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Quanta Services (PWR) 0.2 $6.3M 15k 414.42
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Johnson & Johnson (JNJ) 0.2 $6.2M 34k 185.42
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Eversource Energy (ES) 0.2 $6.2M +3% 87k 71.14
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Popular Com New (BPOP) 0.2 $6.2M +134% 49k 127.01
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Cardinal Health (CAH) 0.2 $6.0M 38k 156.96
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Gaming & Leisure Pptys (GLPI) 0.2 $5.9M 127k 46.61
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Caterpillar (CAT) 0.2 $5.9M -2% 12k 477.15
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Unum (UNM) 0.2 $5.8M -9% 75k 77.78
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Goldman Sachs (GS) 0.2 $5.7M 7.2k 796.32
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Kinder Morgan (KMI) 0.2 $5.7M -26% 201k 28.31
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Amgen (AMGN) 0.2 $5.7M 20k 282.20
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American Tower Reit (AMT) 0.2 $5.5M 29k 192.32
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General Dynamics Corporation (GD) 0.2 $5.5M 16k 340.99
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AFLAC Incorporated (AFL) 0.2 $5.4M 48k 111.70
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $5.4M +8% 22k 246.60
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Marathon Petroleum Corp (MPC) 0.2 $5.3M -3% 28k 192.74
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Sun Life Financial (SLF) 0.2 $5.2M 87k 60.03
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MetLife (MET) 0.2 $5.2M -8% 63k 82.37
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Iron Mountain (IRM) 0.2 $5.1M -25% 50k 101.94
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Sherwin-Williams Company (SHW) 0.2 $5.0M -2% 15k 346.26
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Tractor Supply Company (TSCO) 0.2 $5.0M 88k 56.87
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General Motors Company (GM) 0.2 $5.0M +18% 82k 60.97
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Mondelez Intl Cl A (MDLZ) 0.2 $5.0M -39% 80k 62.47
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International Business Machines (IBM) 0.2 $4.9M 17k 282.15
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Black Hills Corporation (BKH) 0.2 $4.9M +2% 79k 61.59
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Reliance Steel & Aluminum (RS) 0.2 $4.8M 17k 280.84
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Paylocity Holding Corporation (PCTY) 0.2 $4.7M NEW 30k 159.27
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Enova Intl (ENVA) 0.2 $4.7M +63% 41k 115.09
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United Therapeutics Corporation (UTHR) 0.1 $4.7M -2% 11k 419.21
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Broadridge Financial Solutions (BR) 0.1 $4.6M -2% 19k 238.17
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Ameriprise Financial (AMP) 0.1 $4.6M 9.3k 491.25
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American Financial (AFG) 0.1 $4.4M 30k 145.72
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Mettler-Toledo International (MTD) 0.1 $4.4M 3.6k 1227.61
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CSX Corporation (CSX) 0.1 $4.2M 119k 35.51
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Caci Intl Cl A (CACI) 0.1 $4.2M 8.5k 498.76
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Brinker International (EAT) 0.1 $4.1M NEW 33k 126.68
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First American Financial (FAF) 0.1 $4.1M 64k 64.24
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Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.1 $4.1M 214k 19.17
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Okta Cl A (OKTA) 0.1 $4.1M NEW 45k 91.70
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Carlisle Companies (CSL) 0.1 $4.1M -24% 12k 328.96
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Illinois Tool Works (ITW) 0.1 $4.1M -3% 16k 260.75
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Neurocrine Biosciences (NBIX) 0.1 $4.0M +202% 29k 140.38
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Morgan Stanley Com New (MS) 0.1 $4.0M 25k 158.96
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.9M 73k 54.18
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Vici Pptys (VICI) 0.1 $3.8M 118k 32.61
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Old Republic International Corporation (ORI) 0.1 $3.8M 90k 42.47
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $3.8M 5.7k 666.21
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Costco Wholesale Corporation (COST) 0.1 $3.8M -3% 4.1k 925.70
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Mueller Industries (MLI) 0.1 $3.7M +28% 37k 101.11
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Pinterest Cl A (PINS) 0.1 $3.7M +23% 115k 32.17
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Emcor (EME) 0.1 $3.7M -32% 5.7k 649.54
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Applovin Corp Com Cl A (APP) 0.1 $3.7M -4% 5.1k 718.54
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $3.6M -3% 64k 55.33
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Merck & Co (MRK) 0.1 $3.5M -6% 42k 83.93
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Chevron Corporation (CVX) 0.1 $3.5M -10% 23k 155.29
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Dover Corporation (DOV) 0.1 $3.4M 20k 166.83
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Walt Disney Company (DIS) 0.1 $3.4M -8% 29k 114.50
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $3.3M +717% 48k 68.81
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ConocoPhillips (COP) 0.1 $3.3M -10% 34k 94.59
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Portland Gen Elec Com New (POR) 0.1 $3.2M +16% 73k 44.00
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Imperial Oil Com New (IMO) 0.1 $3.2M 35k 90.74
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Travelers Companies (TRV) 0.1 $3.2M 11k 279.23
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Abbott Laboratories (ABT) 0.1 $3.2M -2% 24k 133.94
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Edwards Lifesciences (EW) 0.1 $3.1M +10% 41k 77.77
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Automatic Data Processing (ADP) 0.1 $3.1M 11k 293.50
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Oshkosh Corporation (OSK) 0.1 $3.1M -27% 24k 129.70
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EQT Corporation (EQT) 0.1 $3.1M +22% 58k 54.43
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Dell Technologies CL C (DELL) 0.1 $3.1M +10% 22k 141.77
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Union Pacific Corporation (UNP) 0.1 $3.1M 13k 236.37
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Toro Company (TTC) 0.1 $3.0M 40k 76.20
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Hershey Company (HSY) 0.1 $3.0M 16k 187.06
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Verisign (VRSN) 0.1 $3.0M +10% 11k 279.56
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Williams Companies (WMB) 0.1 $3.0M -4% 47k 63.35
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Synopsys (SNPS) 0.1 $2.9M +4% 6.0k 493.39
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Acushnet Holdings Corp (GOLF) 0.1 $2.9M NEW 37k 78.49
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $2.9M -8% 22k 131.80
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.9M +5% 58k 50.07
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Eaton Corp SHS (ETN) 0.1 $2.9M -14% 7.6k 374.23
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Cummins (CMI) 0.1 $2.8M -5% 6.7k 422.35
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Roblox Corp Cl A (RBLX) 0.1 $2.8M 20k 138.52
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Moody's Corporation (MCO) 0.1 $2.8M +2% 5.9k 476.48
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Xylem (XYL) 0.1 $2.7M +220% 19k 147.50
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Coca-Cola Company (KO) 0.1 $2.7M -28% 41k 66.32
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Huntington Bancshares Incorporated (HBAN) 0.1 $2.7M +5% 157k 17.27
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Emerson Electric (EMR) 0.1 $2.7M 21k 131.18
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.7M -4% 4.5k 600.37
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Wright Express (WEX) 0.1 $2.7M NEW 17k 157.53
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Power Solutions Intl Com New (PSIX) 0.1 $2.7M -30% 27k 98.22
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Pepsi (PEP) 0.1 $2.7M -3% 19k 140.44
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Encana Corporation (OVV) 0.1 $2.6M -2% 66k 40.38
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Ciena Corp Com New (CIEN) 0.1 $2.6M +5% 18k 145.67
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Alphabet Cap Stk Cl C (GOOG) 0.1 $2.6M -6% 11k 243.56
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.6M -83% 6.6k 391.64
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Servicenow (NOW) 0.1 $2.5M 2.8k 920.28
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Labcorp Holdings Com Shs (LH) 0.1 $2.5M 8.8k 287.06
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Anglogold Ashanti Com Shs (AU) 0.1 $2.5M NEW 36k 70.33
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NewMarket Corporation (NEU) 0.1 $2.5M -23% 3.0k 828.24
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Packaging Corporation of America (PKG) 0.1 $2.4M +349% 11k 217.92
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Ross Stores (ROST) 0.1 $2.4M 16k 152.39
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Ingredion Incorporated (INGR) 0.1 $2.4M +3% 19k 122.11
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Ametek (AME) 0.1 $2.3M -8% 12k 187.99
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ACADIA Pharmaceuticals (ACAD) 0.1 $2.3M -5% 107k 21.34
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Equifax (EFX) 0.1 $2.3M 8.9k 256.53
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SYSCO Corporation (SYY) 0.1 $2.3M +4% 28k 82.34
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Pulte (PHM) 0.1 $2.3M 17k 132.13
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Alnylam Pharmaceuticals (ALNY) 0.1 $2.2M -5% 4.9k 456.00
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H&R Block (HRB) 0.1 $2.2M -4% 44k 50.57
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Colgate-Palmolive Company (CL) 0.1 $2.2M +2% 28k 79.94
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Nutanix Cl A (NTNX) 0.1 $2.2M +3% 30k 74.39
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Appfolio Com Cl A (APPF) 0.1 $2.2M +3% 8.0k 275.66
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Tesla Motors (TSLA) 0.1 $2.2M -10% 4.9k 444.72
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Chubb (CB) 0.1 $2.2M 7.7k 282.25
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Tc Energy Corp (TRP) 0.1 $2.1M NEW 39k 54.41
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Norfolk Southern (NSC) 0.1 $2.1M 7.0k 300.41
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Moog Cl A (MOG.A) 0.1 $2.1M -2% 10k 207.68
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Shell Spon Ads (SHEL) 0.1 $2.1M 29k 71.53
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Sofi Technologies (SOFI) 0.1 $2.0M -48% 77k 26.42
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Pinnacle West Capital Corporation (PNW) 0.1 $2.0M +5% 22k 89.66
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Phillips 66 (PSX) 0.1 $2.0M 15k 136.02
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Tanger Factory Outlet Centers (SKT) 0.1 $1.9M -3% 57k 33.84
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Sap Se Spon Adr (SAP) 0.1 $1.9M 7.3k 267.21
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Boyd Gaming Corporation (BYD) 0.1 $1.9M -14% 22k 86.45
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Casey's General Stores (CASY) 0.1 $1.9M -6% 3.3k 565.32
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Incyte Corporation (INCY) 0.1 $1.9M NEW 22k 84.81
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Entergy Corporation (ETR) 0.1 $1.9M -3% 20k 93.19
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3M Company (MMM) 0.1 $1.9M -4% 12k 155.18
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Itron (ITRI) 0.1 $1.9M 15k 124.56
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Anthem (ELV) 0.1 $1.8M -7% 5.7k 323.11
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Qualys (QLYS) 0.1 $1.8M -7% 14k 132.33
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Amcor Ord (AMCR) 0.1 $1.8M -12% 225k 8.18
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Northrop Grumman Corporation (NOC) 0.1 $1.8M -3% 3.0k 609.38
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Huntington Ingalls Inds (HII) 0.1 $1.8M 6.3k 287.91
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Sprouts Fmrs Mkt (SFM) 0.1 $1.8M 16k 108.80
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Constellation Brands Cl A (STZ) 0.1 $1.8M 13k 134.67
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Brixmor Prty (BRX) 0.1 $1.8M -5% 63k 27.68
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Cigna Corp (CI) 0.1 $1.7M -2% 6.0k 288.26
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Past Filings by Burney Co/

SEC 13F filings are viewable for Burney Co/ going back to 2011

View all past filings