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 608 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Burney Co/ has 608 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) 11.3 $361M +2% 7.2M 50.45
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Apple (AAPL) 3.7 $120M +2% 442k 271.85
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Alphabet Cap Stk Cl A (GOOGL) 2.7 $85M +7% 272k 313.00
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.5 $79M +4% 1.3M 59.93
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Microsoft Corporation (MSFT) 2.4 $79M +13% 163k 483.62
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NVIDIA Corporation (NVDA) 2.4 $78M +34% 418k 186.50
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Meta Platforms Cl A (META) 1.8 $57M +10% 86k 660.09
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Lam Research Corp Com New (LRCX) 1.7 $56M -13% 327k 171.18
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Broadcom (AVGO) 1.7 $55M 159k 346.10
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Arista Networks Com Shs (ANET) 1.5 $49M 371k 131.03
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Parker-Hannifin Corporation (PH) 1.5 $47M +8% 53k 878.96
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McKesson Corporation (MCK) 1.4 $46M -4% 56k 820.29
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Capital One Financial (COF) 1.4 $45M 184k 242.36
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Amazon (AMZN) 1.3 $43M +34% 187k 230.82
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Dimensional Etf Trust Intl Core Equity (DFIC) 1.0 $31M +4% 893k 34.46
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Allison Transmission Hldngs I (ALSN) 0.9 $30M -2% 311k 97.90
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Eli Lilly & Co. (LLY) 0.9 $30M 28k 1074.67
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AmerisourceBergen (COR) 0.9 $30M -2% 88k 337.75
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TJX Companies (TJX) 0.9 $28M 181k 153.61
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CBOE Holdings (CBOE) 0.8 $27M 109k 251.00
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JPMorgan Chase & Co. (JPM) 0.8 $26M -29% 81k 322.22
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Raytheon Technologies Corp (RTX) 0.7 $24M 129k 183.40
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AutoZone (AZO) 0.7 $23M 6.8k 3391.57
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Autodesk (ADSK) 0.7 $23M +8% 77k 296.01
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $22M 44k 502.65
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Fair Isaac Corporation (FICO) 0.7 $22M 13k 1690.61
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UGI Corporation (UGI) 0.7 $21M -3% 572k 37.43
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Netflix (NFLX) 0.7 $21M +741% 226k 93.76
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $20M -8% 32k 627.13
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Palo Alto Networks (PANW) 0.6 $20M -2% 109k 184.20
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Targa Res Corp (TRGP) 0.6 $20M -2% 107k 184.50
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Kla Corp Com New (KLAC) 0.6 $19M -30% 16k 1215.08
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Oracle Corporation (ORCL) 0.6 $19M 96k 194.91
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Charles Schwab Corporation (SCHW) 0.6 $18M -20% 181k 99.91
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Wal-Mart Stores (WMT) 0.5 $17M -17% 154k 111.41
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Ss&c Technologies Holding (SSNC) 0.5 $17M -2% 193k 87.42
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Booking Holdings (BKNG) 0.5 $16M 3.1k 5355.32
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Group 1 Automotive (GPI) 0.5 $16M -3% 41k 393.30
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L3harris Technologies (LHX) 0.5 $16M +2% 54k 293.57
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Fortinet (FTNT) 0.5 $16M -8% 198k 79.41
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Qualcomm (QCOM) 0.5 $15M 90k 171.05
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Watts Water Technologies Cl A (WTS) 0.5 $15M -21% 53k 276.04
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Universal Hlth Svcs CL B (UHS) 0.5 $15M 67k 218.02
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Omega Healthcare Investors (OHI) 0.4 $14M +23% 314k 44.34
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Abbvie (ABBV) 0.4 $14M 61k 228.49
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Amphenol Corp Cl A (APH) 0.4 $14M -31% 102k 135.14
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Taylor Morrison Hom (TMHC) 0.4 $14M 231k 58.87
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Ralph Lauren Corp Cl A (RL) 0.4 $13M -16% 38k 353.61
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Cisco Systems (CSCO) 0.4 $13M +2% 172k 77.03
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Hca Holdings (HCA) 0.4 $13M 28k 466.86
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CF Industries Holdings (CF) 0.4 $13M 169k 77.34
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Reinsurance Grp Of America I Com New (RGA) 0.4 $13M 64k 203.46
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Monolithic Power Systems (MPWR) 0.4 $13M -5% 14k 906.38
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Visa Com Cl A (V) 0.4 $13M +2% 36k 350.71
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Howmet Aerospace (HWM) 0.4 $13M -2% 61k 205.02
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Applied Materials (AMAT) 0.4 $12M -2% 48k 256.99
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United Rentals (URI) 0.4 $12M 15k 809.30
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PriceSmart (PSMT) 0.4 $12M 98k 122.67
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Expedia Group Com New (EXPE) 0.4 $12M NEW 42k 283.31
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Bank of New York Mellon Corporation (BK) 0.4 $12M -2% 100k 116.09
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Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $12M 149k 77.88
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Federated Hermes CL B (FHI) 0.4 $11M +61% 219k 52.07
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Cirrus Logic (CRUS) 0.4 $11M -26% 96k 118.50
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Expeditors International of Washington (EXPD) 0.4 $11M -3% 76k 149.01
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Exxon Mobil Corporation (XOM) 0.3 $11M -2% 93k 120.34
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Dick's Sporting Goods (DKS) 0.3 $11M -2% 56k 197.97
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $11M +15% 18k 605.01
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Procter & Gamble Company (PG) 0.3 $11M 76k 143.31
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Lpl Financial Holdings (LPLA) 0.3 $11M -3% 30k 357.17
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Cardinal Health (CAH) 0.3 $9.9M +27% 48k 205.50
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Cyberark Software SHS (CYBR) 0.3 $9.8M -2% 22k 446.06
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InterDigital (IDCC) 0.3 $9.7M -2% 30k 318.38
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Curtiss-Wright (CW) 0.3 $9.6M 17k 551.26
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Cadence Design Systems (CDNS) 0.3 $9.5M -2% 30k 312.58
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Synchrony Financial (SYF) 0.3 $9.4M 113k 83.43
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Home Depot (HD) 0.3 $9.4M 27k 344.09
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Lockheed Martin Corporation (LMT) 0.3 $9.4M 19k 483.67
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Raymond James Financial (RJF) 0.3 $9.1M 57k 160.59
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Exelixis (EXEL) 0.3 $9.0M -11% 205k 43.83
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Lowe's Companies (LOW) 0.3 $9.0M 37k 241.16
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Wells Fargo & Company (WFC) 0.3 $8.9M +2% 96k 93.20
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Allstate Corporation (ALL) 0.3 $8.6M +32% 41k 208.15
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Yum! Brands (YUM) 0.3 $8.5M -5% 56k 151.28
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Trane Technologies SHS (TT) 0.3 $8.2M -2% 21k 389.20
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W.R. Berkley Corporation (WRB) 0.3 $8.1M 115k 70.12
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Genpact SHS (G) 0.3 $8.0M -15% 172k 46.78
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UnitedHealth (UNH) 0.2 $8.0M 24k 330.10
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Docusign (DOCU) 0.2 $8.0M -4% 117k 68.40
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Deere & Company (DE) 0.2 $7.9M +2% 17k 465.57
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Kroger (KR) 0.2 $7.8M +3% 125k 62.48
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Corcept Therapeutics Incorporated (CORT) 0.2 $7.8M -3% 224k 34.80
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Snap-on Incorporated (SNA) 0.2 $7.8M 23k 344.60
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Verizon Communications (VZ) 0.2 $7.7M -17% 190k 40.73
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Citigroup Com New (C) 0.2 $7.7M 66k 116.69
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AES Corporation (AES) 0.2 $7.7M +470% 536k 14.34
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $7.5M +355% 11k 684.95
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Jones Lang LaSalle Incorporated (JLL) 0.2 $7.5M +4% 22k 336.46
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CVS Caremark Corporation (CVS) 0.2 $7.4M -27% 94k 79.36
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Caterpillar (CAT) 0.2 $7.3M +3% 13k 572.88
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Franco-Nevada Corporation (FNV) 0.2 $7.1M 35k 207.28
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Uber Technologies (UBER) 0.2 $7.1M +2% 87k 81.72
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Wabtec Corporation (WAB) 0.2 $7.1M 33k 213.45
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Dimensional Etf Trust Short Duration F (DFSD) 0.2 $7.0M 146k 47.95
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Edison International (EIX) 0.2 $7.0M +2475% 116k 60.02
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Johnson & Johnson (JNJ) 0.2 $7.0M 34k 206.95
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Goldman Sachs (GS) 0.2 $6.9M +8% 7.8k 878.96
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General Motors Company (GM) 0.2 $6.5M -2% 80k 81.32
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Valero Energy Corporation (VLO) 0.2 $6.5M 40k 162.79
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Morgan Stanley Com New (MS) 0.2 $6.5M +46% 36k 177.53
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Amgen (AMGN) 0.2 $6.4M -2% 20k 327.31
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Spdr Series Trust State Street Spd (SPYG) 0.2 $6.4M -3% 60k 106.70
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McDonald's Corporation (MCD) 0.2 $6.3M -47% 21k 305.62
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Quanta Services (PWR) 0.2 $6.3M -2% 15k 422.06
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Rocket Cos Com Cl A (RKT) 0.2 $6.1M NEW 313k 19.36
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Eversource Energy (ES) 0.2 $6.1M +3% 90k 67.33
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Sterling Construction Company (STRL) 0.2 $6.1M -10% 20k 306.23
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Ofg Ban (OFG) 0.2 $5.9M -41% 144k 40.98
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Paypal Holdings (PYPL) 0.2 $5.8M +364% 99k 58.38
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Toll Brothers (TOL) 0.2 $5.7M -9% 42k 135.22
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General Dynamics Corporation (GD) 0.2 $5.7M +5% 17k 336.66
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O'reilly Automotive (ORLY) 0.2 $5.7M 62k 91.21
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Black Hills Corporation (BKH) 0.2 $5.7M +3% 82k 69.42
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Cal Maine Foods Com New (CALM) 0.2 $5.6M -35% 71k 79.57
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Enova Intl (ENVA) 0.2 $5.6M -13% 36k 157.20
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Unum (UNM) 0.2 $5.6M -3% 72k 77.50
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Motorola Solutions Com New (MSI) 0.2 $5.5M -46% 14k 383.32
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $5.5M -6% 21k 268.30
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International Business Machines (IBM) 0.2 $5.3M +3% 18k 296.21
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AFLAC Incorporated (AFL) 0.2 $5.3M 48k 110.27
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Sun Life Financial (SLF) 0.2 $5.3M 85k 62.40
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United Therapeutics Corporation (UTHR) 0.2 $5.3M -3% 11k 487.25
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Kinder Morgan (KMI) 0.2 $5.3M -5% 191k 27.49
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Aercap Holdings Nv SHS (AER) 0.2 $5.2M NEW 36k 143.76
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Xylem (XYL) 0.2 $5.1M +100% 37k 136.18
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $5.1M +30% 7.4k 681.96
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Mettler-Toledo International (MTD) 0.2 $4.9M 3.5k 1394.19
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Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.2 $4.9M +22% 262k 18.85
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Gaming & Leisure Pptys (GLPI) 0.2 $4.9M -14% 109k 44.69
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F5 Networks (FFIV) 0.2 $4.9M -2% 19k 255.27
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MetLife (MET) 0.2 $4.9M 62k 78.94
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Reliance Steel & Aluminum (RS) 0.2 $4.9M -2% 17k 288.87
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Zions Bancorporation (ZION) 0.1 $4.8M NEW 81k 58.54
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Stonex Group (SNEX) 0.1 $4.7M NEW 50k 95.13
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Marathon Petroleum Corp (MPC) 0.1 $4.6M +2% 28k 162.63
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Simon Property (SPG) 0.1 $4.6M -31% 25k 185.11
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Ameriprise Financial (AMP) 0.1 $4.5M 9.2k 490.34
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Alphabet Cap Stk Cl C (GOOG) 0.1 $4.5M +34% 14k 313.81
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Sherwin-Williams Company (SHW) 0.1 $4.5M -4% 14k 324.03
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Tractor Supply Company (TSCO) 0.1 $4.5M 89k 50.01
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Caci Intl Cl A (CACI) 0.1 $4.3M -4% 8.1k 532.79
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Broadridge Financial Solutions (BR) 0.1 $4.3M 19k 223.17
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Mueller Industries (MLI) 0.1 $4.3M 37k 114.80
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CSX Corporation (CSX) 0.1 $4.2M 117k 36.25
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American Financial (AFG) 0.1 $4.2M +2% 31k 136.68
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Ciena Corp Com New (CIEN) 0.1 $4.1M 18k 233.87
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Dover Corporation (DOV) 0.1 $4.1M +3% 21k 195.24
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Old Republic International Corporation (ORI) 0.1 $4.0M -2% 87k 45.64
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Popular Com New (BPOP) 0.1 $3.9M -34% 32k 124.52
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Illinois Tool Works (ITW) 0.1 $3.9M +2% 16k 246.30
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Emcor (EME) 0.1 $3.9M +11% 6.3k 611.79
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Iron Mountain (IRM) 0.1 $3.9M -5% 47k 82.95
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First American Financial (FAF) 0.1 $3.9M -2% 63k 61.44
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.8M -2% 71k 53.76
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Boot Barn Hldgs (BOOT) 0.1 $3.8M NEW 21k 176.47
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Carlisle Companies (CSL) 0.1 $3.8M -5% 12k 319.87
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $3.7M +32% 5.9k 614.36
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $3.6M -4% 21k 170.00
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SYSCO Corporation (SYY) 0.1 $3.6M +78% 49k 73.69
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Costco Wholesale Corporation (COST) 0.1 $3.6M +2% 4.2k 862.38
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Edwards Lifesciences (EW) 0.1 $3.6M +3% 42k 85.25
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Advanced Micro Devices (AMD) 0.1 $3.6M +811% 17k 214.16
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Mastercard Incorporated Cl A (MA) 0.1 $3.5M -77% 6.1k 570.89
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Cummins (CMI) 0.1 $3.4M 6.7k 510.44
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Bristol Myers Squibb (BMY) 0.1 $3.4M +507% 64k 53.94
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Spdr Series Trust State Street Spd (SPYV) 0.1 $3.4M -6% 60k 56.81
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Hldgs (UAL) 0.1 $3.4M NEW 30k 111.82
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Upwork (UPWK) 0.1 $3.3M NEW 169k 19.82
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Applovin Corp Com Cl A (APP) 0.1 $3.3M -4% 4.9k 673.82
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Travelers Companies (TRV) 0.1 $3.3M 11k 290.07
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Oshkosh Corporation (OSK) 0.1 $3.3M +7% 26k 125.63
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Qualys (QLYS) 0.1 $3.3M +76% 25k 132.90
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ConocoPhillips (COP) 0.1 $3.2M 34k 93.61
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Vici Pptys (VICI) 0.1 $3.2M -3% 113k 28.12
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Imperial Oil Com New (IMO) 0.1 $3.2M +4% 37k 86.31
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Toro Company (TTC) 0.1 $3.1M 40k 78.72
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Anglogold Ashanti Com Shs (AU) 0.1 $3.1M +3% 37k 85.28
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Union Pacific Corporation (UNP) 0.1 $3.1M +2% 14k 231.32
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Micron Technology (MU) 0.1 $3.1M +590% 11k 285.40
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Chevron Corporation (CVX) 0.1 $3.1M -9% 20k 152.41
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EQT Corporation (EQT) 0.1 $3.0M 57k 53.60
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.0M +4% 61k 50.29
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Acushnet Holdings Corp (GOLF) 0.1 $3.0M 37k 79.82
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Abbott Laboratories (ABT) 0.1 $3.0M 24k 125.29
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Walt Disney Company (DIS) 0.1 $2.9M -12% 26k 113.77
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Incyte Corporation (INCY) 0.1 $2.9M +33% 30k 98.77
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Hershey Company (HSY) 0.1 $2.9M 16k 181.98
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Moody's Corporation (MCO) 0.1 $2.8M -5% 5.6k 510.85
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ACADIA Pharmaceuticals (ACAD) 0.1 $2.8M 105k 26.71
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Pepsi (PEP) 0.1 $2.8M +3% 20k 143.52
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Ross Stores (ROST) 0.1 $2.8M 16k 180.14
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Dell Technologies CL C (DELL) 0.1 $2.8M 22k 125.88
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First Ctzns Bancshares Inc D Cl A (FCNCA) 0.1 $2.8M +384% 1.3k 2146.18
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Coca-Cola Company (KO) 0.1 $2.7M -4% 39k 69.91
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Williams Companies (WMB) 0.1 $2.7M -2% 46k 60.11
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Emerson Electric (EMR) 0.1 $2.7M 21k 132.72
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Regeneron Pharmaceuticals (REGN) 0.1 $2.7M NEW 3.5k 771.87
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Roku Com Cl A (ROKU) 0.1 $2.7M NEW 25k 108.49
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Huntington Bancshares Incorporated (HBAN) 0.1 $2.6M -5% 148k 17.35
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Encana Corporation (OVV) 0.1 $2.6M 65k 39.19
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Eaton Corp SHS (ETN) 0.1 $2.5M +4% 8.0k 318.49
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Ego (EGO) 0.1 $2.5M NEW 70k 35.92
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Verisign (VRSN) 0.1 $2.5M -3% 10k 242.94
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Ametek (AME) 0.1 $2.5M -2% 12k 205.31
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.5M -17% 5.5k 453.36
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Viatris (VTRS) 0.1 $2.4M NEW 196k 12.45
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Tesla Motors (TSLA) 0.1 $2.4M +10% 5.4k 449.72
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Merck & Co (MRK) 0.1 $2.4M -45% 23k 105.26
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Synopsys (SNPS) 0.1 $2.4M -14% 5.1k 469.72
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Pinterest Cl A (PINS) 0.1 $2.4M -19% 92k 25.89
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $2.4M +111% 41k 58.73
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Moog Cl A (MOG.A) 0.1 $2.4M -2% 9.8k 243.54
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Barrick Mng Corp Com Shs (B) 0.1 $2.3M +2% 53k 43.55
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Chubb (CB) 0.1 $2.3M -3% 7.4k 312.12
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Uipath Cl A (PATH) 0.1 $2.3M NEW 139k 16.39
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Colgate-Palmolive Company (CL) 0.1 $2.3M +4% 29k 79.02
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Pinnacle West Capital Corporation (PNW) 0.1 $2.3M +14% 26k 88.70
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.2M +124% 6.7k 335.29
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Planet Fitness Cl A (PLNT) 0.1 $2.2M NEW 21k 108.47
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Labcorp Holdings Com Shs (LH) 0.1 $2.2M 8.8k 250.88
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Shell Spon Ads (SHEL) 0.1 $2.2M +3% 30k 73.48
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Delek Us Holdings (DK) 0.1 $2.2M NEW 74k 29.66
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Ingredion Incorporated (INGR) 0.1 $2.2M +3% 20k 110.26
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Automatic Data Processing (ADP) 0.1 $2.2M -21% 8.4k 257.22
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Onemain Holdings (OMF) 0.1 $2.1M +4% 32k 67.55
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Stride (LRN) 0.1 $2.1M -41% 33k 64.93
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Huntington Ingalls Inds (HII) 0.1 $2.1M -2% 6.2k 340.08
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Packaging Corporation of America (PKG) 0.1 $2.1M -8% 10k 206.22
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Kinsale Cap Group (KNSL) 0.1 $2.1M NEW 5.3k 391.12
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State Street Corporation (STT) 0.1 $2.0M +9% 16k 129.01
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NewMarket Corporation (NEU) 0.1 $2.0M 2.9k 687.30
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Ptc Therapeutics I (PTCT) 0.1 $2.0M NEW 27k 75.96
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Equifax (EFX) 0.1 $2.0M +4% 9.3k 216.98
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Allegion Ord Shs (ALLE) 0.1 $2.0M -75% 13k 159.22
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Sofi Technologies (SOFI) 0.1 $2.0M 76k 26.18
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Axcelis Technologies Com New (ACLS) 0.1 $2.0M NEW 25k 80.34
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Norfolk Southern (NSC) 0.1 $2.0M -2% 6.8k 288.72
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American Tower Reit (AMT) 0.1 $2.0M -60% 11k 175.57
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Camping World Hldgs Cl A (CWH) 0.1 $2.0M +107% 202k 9.73
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3M Company (MMM) 0.1 $1.9M 12k 160.10
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Pulte (PHM) 0.1 $1.9M -3% 17k 117.26
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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