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 578 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Burney Co/ has 578 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 Eqty 17.8 $571M NEW 24M 23.90
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Ea Series Trust Burney Us Fctr (BRNY) 10.6 $340M -2% 7.0M 48.75
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Apple (AAPL) 2.8 $91M -19% 358k 253.79
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.6 $82M +4% 1.4M 59.55
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Alphabet Cap Stk Cl A (GOOGL) 2.1 $69M -12% 239k 287.56
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NVIDIA Corporation (NVDA) 1.9 $61M -16% 347k 174.40
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Lam Research Corp Com New (LRCX) 1.6 $50M -28% 235k 213.66
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Meta Platforms Cl A (META) 1.4 $44M -11% 76k 572.13
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Parker-Hannifin Corporation (PH) 1.3 $42M -11% 47k 895.25
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Dimensional Etf Trust Intl Core Equity (DFIC) 1.1 $34M +8% 968k 35.53
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McKesson Corporation (MCK) 1.1 $34M -29% 40k 865.36
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Broadcom (AVGO) 1.0 $32M -35% 102k 309.51
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Microsoft Corporation (MSFT) 1.0 $31M -48% 83k 370.17
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Arista Networks Com Shs (ANET) 0.9 $29M -36% 234k 122.78
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Expedia Group Com New (EXPE) 0.9 $28M +181% 119k 230.89
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TJX Companies (TJX) 0.8 $26M -9% 164k 159.70
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Capital One Financial (COF) 0.8 $25M -24% 139k 182.43
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Allison Transmission Hldngs I (ALSN) 0.8 $25M -30% 216k 117.06
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Cirrus Logic (CRUS) 0.8 $25M +79% 172k 144.62
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CF Industries Holdings (CF) 0.8 $25M +12% 190k 129.84
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Raytheon Technologies Corp (RTX) 0.7 $24M -4% 123k 192.90
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Eli Lilly & Co. (LLY) 0.7 $23M -11% 25k 919.77
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AutoZone (AZO) 0.7 $21M -9% 6.2k 3377.86
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AmerisourceBergen (COR) 0.6 $21M -25% 65k 314.14
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CBOE Holdings (CBOE) 0.6 $19M -37% 68k 281.07
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $19M -3% 31k 597.55
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Kla Corp Com New (KLAC) 0.6 $19M -20% 13k 1472.41
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UGI Corporation (UGI) 0.5 $17M -18% 466k 36.42
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L3harris Technologies (LHX) 0.5 $17M -10% 48k 345.15
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $16M -22% 34k 479.20
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JPMorgan Chase & Co. (JPM) 0.5 $16M -33% 54k 294.16
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State Street Corporation (STT) 0.5 $16M +681% 123k 126.56
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Targa Res Corp (TRGP) 0.5 $16M -41% 62k 250.73
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Wal-Mart Stores (WMT) 0.5 $15M -19% 124k 124.28
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Exxon Mobil Corporation (XOM) 0.5 $15M -7% 86k 169.66
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Amazon (AMZN) 0.5 $15M -62% 69k 208.27
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Goldman Sachs (GS) 0.4 $14M +111% 17k 845.97
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Applied Materials (AMAT) 0.4 $13M -18% 39k 341.79
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Hca Holdings (HCA) 0.4 $12M -11% 25k 473.25
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Oracle Corporation (ORCL) 0.4 $12M -16% 80k 147.11
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Howmet Aerospace (HWM) 0.4 $12M -19% 50k 230.46
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Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $11M -2% 145k 77.18
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Reinsurance Group Amer Com New (RGA) 0.3 $11M -15% 54k 204.16
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Charles Schwab Corporation (SCHW) 0.3 $11M -35% 116k 93.98
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Watts Water Technologies Cl A (WTS) 0.3 $11M -31% 37k 290.29
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Procter & Gamble Company (PG) 0.3 $11M -3% 73k 144.44
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Cisco Systems (CSCO) 0.3 $10M -22% 134k 77.59
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Curtiss-Wright (CW) 0.3 $9.9M -16% 15k 681.10
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Bank of New York Mellon Corporation (BK) 0.3 $9.8M -17% 83k 118.63
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Lockheed Martin Corporation (LMT) 0.3 $9.8M -16% 16k 604.39
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Incyte Corporation (INCY) 0.3 $9.7M +247% 103k 94.12
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Monolithic Power Systems (MPWR) 0.3 $9.6M -37% 8.8k 1093.35
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Amphenol Corp Cl A (APH) 0.3 $9.6M -25% 76k 126.35
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PriceSmart (PSMT) 0.3 $9.5M -35% 63k 150.50
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Ralph Lauren Corp Cl A (RL) 0.3 $9.4M -27% 27k 343.99
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Abbvie (ABBV) 0.3 $9.4M -28% 43k 217.49
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Valero Energy Corporation (VLO) 0.3 $9.3M -6% 38k 247.08
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Universal Hlth Svcs CL B (UHS) 0.3 $9.2M -23% 51k 178.97
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Group 1 Automotive (GPI) 0.3 $9.1M -32% 27k 330.63
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Dick's Sporting Goods (DKS) 0.3 $8.9M -19% 45k 198.29
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Taylor Morrison Hom (TMHC) 0.3 $8.8M -34% 150k 58.24
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Deere & Company (DE) 0.3 $8.6M -10% 15k 563.30
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Omega Healthcare Investors (OHI) 0.3 $8.4M -38% 192k 43.82
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Palo Alto Networks (PANW) 0.3 $8.4M -52% 52k 160.32
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Verizon Communications (VZ) 0.3 $8.3M -12% 166k 50.20
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Autodesk (ADSK) 0.3 $8.3M -54% 35k 239.40
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Aercap Holdings Nv SHS (AER) 0.3 $8.2M +66% 60k 137.18
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Kroger (KR) 0.3 $8.2M -9% 113k 72.36
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $8.1M -13% 16k 522.71
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United Rentals (URI) 0.3 $8.1M -26% 11k 728.55
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Home Depot (HD) 0.3 $8.0M -10% 25k 328.88
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Ss&c Technologies Holding (SSNC) 0.2 $8.0M -38% 118k 67.57
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Wells Fargo & Company (WFC) 0.2 $7.7M 97k 79.61
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Skyworks Solutions (SWKS) 0.2 $7.6M NEW 143k 53.55
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Sterling Construction Company (STRL) 0.2 $7.5M -7% 18k 407.27
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Lowe's Companies (LOW) 0.2 $7.4M -15% 31k 236.28
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Raymond James Financial (RJF) 0.2 $7.3M -11% 50k 144.79
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Snap-on Incorporated (SNA) 0.2 $7.3M -11% 20k 363.23
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Allstate Corporation (ALL) 0.2 $7.3M -15% 35k 207.34
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Federated Hermes CL B (FHI) 0.2 $7.2M -42% 127k 56.71
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Omnicell (OMCL) 0.2 $7.1M NEW 213k 33.38
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Ciena Corp Com New (CIEN) 0.2 $7.0M +2% 18k 388.23
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Johnson & Johnson (JNJ) 0.2 $7.0M -15% 29k 244.44
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Copa Holdings Sa Cl A (CPA) 0.2 $6.9M +907% 61k 113.61
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Expeditors International of Washington (EXPD) 0.2 $6.6M -39% 46k 143.23
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W.R. Berkley Corporation (WRB) 0.2 $6.5M -14% 99k 66.28
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Booking Holdings (BKNG) 0.2 $6.5M -49% 1.6k 4210.33
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Quanta Services (PWR) 0.2 $6.5M -19% 12k 549.02
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Edison International (EIX) 0.2 $6.5M -23% 89k 73.18
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Synchrony Financial (SYF) 0.2 $6.5M -15% 96k 68.02
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InterDigital (IDCC) 0.2 $6.5M -29% 22k 302.00
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Netflix (NFLX) 0.2 $6.5M -70% 68k 96.15
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Citigroup Com New (C) 0.2 $6.5M -13% 57k 113.41
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Cardinal Health (CAH) 0.2 $6.4M -36% 31k 211.31
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Caterpillar (CAT) 0.2 $6.4M -29% 9.0k 708.49
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Wabtec Corporation (WAB) 0.2 $6.3M -23% 25k 249.91
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United Therapeutics Corporation (UTHR) 0.2 $6.3M 11k 592.98
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Yum! Brands (YUM) 0.2 $6.3M -27% 41k 155.48
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Qualcomm (QCOM) 0.2 $6.3M -45% 49k 128.78
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Fortinet (FTNT) 0.2 $6.2M -61% 76k 81.72
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Marathon Petroleum Corp (MPC) 0.2 $6.2M -11% 25k 244.18
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McDonald's Corporation (MCD) 0.2 $6.1M -4% 20k 310.79
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $6.1M -14% 9.4k 653.21
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Visa Com Cl A (V) 0.2 $5.9M -45% 20k 302.24
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Amgen (AMGN) 0.2 $5.9M -15% 17k 351.84
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Exelixis (EXEL) 0.2 $5.8M -33% 135k 42.89
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Kinder Morgan (KMI) 0.2 $5.8M -9% 172k 33.53
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Wintrust Financial Corporation (WTFC) 0.2 $5.7M +1492% 41k 138.94
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Dimensional Etf Trust Short Duration F (DFSD) 0.2 $5.7M -17% 119k 47.88
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Franco-Nevada Corporation (FNV) 0.2 $5.7M -33% 23k 247.05
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UnitedHealth (UNH) 0.2 $5.6M -15% 21k 270.59
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Cadence Design Systems (CDNS) 0.2 $5.5M -34% 20k 277.87
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AFLAC Incorporated (AFL) 0.2 $5.2M 48k 109.71
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Motorola Solutions Com New (MSI) 0.2 $5.1M -18% 12k 433.95
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Jones Lang LaSalle Incorporated (JLL) 0.2 $5.0M -25% 17k 304.31
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Ameriprise Financial (AMP) 0.2 $4.9M +20% 11k 444.40
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Boot Barn Hldgs (BOOT) 0.2 $4.8M +53% 33k 146.36
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Toll Brothers (TOL) 0.1 $4.7M -18% 35k 136.47
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F5 Networks (FFIV) 0.1 $4.7M -15% 16k 289.34
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CVS Caremark Corporation (CVS) 0.1 $4.7M -30% 65k 71.82
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Spdr Series Trust State Street Spd (SPYG) 0.1 $4.7M -20% 48k 97.91
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EQT Corporation (EQT) 0.1 $4.7M +29% 74k 63.64
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Imperial Oil Com New (IMO) 0.1 $4.7M -2% 36k 130.82
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General Dynamics Corporation (GD) 0.1 $4.6M -21% 13k 343.21
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Eversource Energy (ES) 0.1 $4.6M -26% 66k 69.28
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Roku Com Cl A (ROKU) 0.1 $4.5M +96% 48k 94.62
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Fair Isaac Corporation (FICO) 0.1 $4.5M -67% 4.2k 1067.52
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Mettler-Toledo International (MTD) 0.1 $4.4M 3.5k 1261.20
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PG&E Corporation (PCG) 0.1 $4.4M NEW 251k 17.57
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General Motors Company (GM) 0.1 $4.4M -26% 59k 74.50
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ConocoPhillips (COP) 0.1 $4.4M -2% 33k 132.00
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CSX Corporation (CSX) 0.1 $4.3M -10% 105k 41.05
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Sherwin-Williams Company (SHW) 0.1 $4.3M -2% 13k 320.55
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Enova Intl (ENVA) 0.1 $4.2M -12% 31k 135.83
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AMN Healthcare Services (AMN) 0.1 $4.2M NEW 226k 18.34
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Reliance Steel & Aluminum (RS) 0.1 $4.1M -19% 14k 303.92
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Morgan Stanley Com New (MS) 0.1 $4.1M -31% 25k 164.57
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First Horizon National Corporation (FHN) 0.1 $4.1M NEW 180k 22.76
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Gaming & Leisure Pptys (GLPI) 0.1 $4.1M -15% 92k 44.37
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Simon Property (SPG) 0.1 $4.0M -13% 21k 186.53
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BJ's Restaurants (BJRI) 0.1 $4.0M NEW 114k 35.10
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Sun Life Financial (SLF) 0.1 $4.0M -25% 64k 62.56
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Mueller Industries (MLI) 0.1 $4.0M -3% 36k 110.80
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SYSCO Corporation (SYY) 0.1 $4.0M +13% 56k 71.33
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Inter Parfums (IPAR) 0.1 $4.0M NEW 44k 90.84
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Black Hills Corporation (BKH) 0.1 $4.0M -30% 57k 69.41
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Illinois Tool Works (ITW) 0.1 $3.9M -4% 15k 260.29
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Dover Corporation (DOV) 0.1 $3.9M -10% 19k 208.45
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $3.9M -3% 21k 189.05
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Edwards Lifesciences (EW) 0.1 $3.8M +12% 47k 80.08
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American Financial (AFG) 0.1 $3.8M -4% 30k 127.71
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Emcor (EME) 0.1 $3.8M -19% 5.1k 738.31
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Oshkosh Corporation (OSK) 0.1 $3.7M -2% 25k 147.21
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First American Financial (FAF) 0.1 $3.7M -2% 61k 60.29
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $3.7M +54% 63k 58.54
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International Business Machines (IBM) 0.1 $3.7M -16% 15k 242.40
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Toro Company (TTC) 0.1 $3.6M -2% 39k 93.44
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.6M +20% 73k 49.89
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Dell Technologies CL C (DELL) 0.1 $3.6M 22k 164.13
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.5M -12% 18k 198.29
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Anglogold Ashanti Com Shs (AU) 0.1 $3.5M 36k 97.36
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O'reilly Automotive (ORLY) 0.1 $3.5M -39% 38k 92.31
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Carlisle Companies (CSL) 0.1 $3.5M -10% 11k 333.62
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Encana Corporation (OVV) 0.1 $3.5M -9% 59k 59.36
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Acushnet Holdings Corp (GOLF) 0.1 $3.5M 37k 93.48
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.4M -10% 64k 54.05
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Docusign (DOCU) 0.1 $3.4M -38% 72k 47.41
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Caci Intl Cl A (CACI) 0.1 $3.4M -23% 6.2k 543.87
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Tractor Supply Company (TSCO) 0.1 $3.4M -16% 74k 45.30
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Envista Hldgs Corp (NVST) 0.1 $3.3M NEW 129k 25.37
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Hershey Company (HSY) 0.1 $3.2M -2% 16k 207.89
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Fidelity Natl Finl Com Shs (FNF) 0.1 $3.2M +288% 70k 46.38
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Union Pacific Corporation (UNP) 0.1 $3.1M -4% 13k 242.62
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Ross Stores (ROST) 0.1 $3.1M -7% 14k 216.63
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Broadridge Financial Solutions (BR) 0.1 $3.1M 19k 162.48
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Advanced Micro Devices (AMD) 0.1 $3.1M -8% 15k 203.43
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Old Republic International Corporation (ORI) 0.1 $3.1M -11% 77k 39.90
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Iron Mountain (IRM) 0.1 $3.1M -35% 30k 102.14
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Pepsi (PEP) 0.1 $3.0M -2% 19k 155.29
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Costco Wholesale Corporation (COST) 0.1 $2.9M -29% 3.0k 996.49
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Trane Technologies SHS (TT) 0.1 $2.9M -66% 7.0k 416.74
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Travelers Companies (TRV) 0.1 $2.9M -12% 9.8k 291.67
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Epam Systems (EPAM) 0.1 $2.8M NEW 21k 135.40
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MetLife (MET) 0.1 $2.8M -35% 40k 70.72
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Vici Pptys (VICI) 0.1 $2.8M -10% 101k 27.32
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Vale S A Sponsored Ads (VALE) 0.1 $2.8M NEW 173k 15.91
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Simmons First Natl Corp Cl A $1 Par (SFNC) 0.1 $2.7M -46% 139k 19.45
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Marvell Technology (MRVL) 0.1 $2.7M NEW 27k 99.05
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Casey's General Stores (CASY) 0.1 $2.7M +9% 3.6k 727.86
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Shell Spon Ads (SHEL) 0.1 $2.6M -5% 28k 93.00
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Eaton Corp SHS (ETN) 0.1 $2.6M -8% 7.3k 357.68
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Unum (UNM) 0.1 $2.5M -51% 35k 73.03
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Brinker International (EAT) 0.1 $2.5M +59% 17k 142.77
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Rigel Pharmaceuticals (RIGL) 0.1 $2.5M NEW 92k 27.04
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Apellis Pharmaceuticals (APLS) 0.1 $2.5M NEW 62k 40.23
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AES Corporation (AES) 0.1 $2.5M -67% 175k 14.09
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Prudential Financial (PRU) 0.1 $2.5M +83% 25k 97.69
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Colgate-Palmolive Company (CL) 0.1 $2.5M 29k 85.23
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Huntington Ingalls Inds (HII) 0.1 $2.4M +3% 6.4k 379.88
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Micron Technology (MU) 0.1 $2.4M -34% 7.2k 337.83
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Chevron Corporation (CVX) 0.1 $2.4M -42% 12k 206.90
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Williams Companies (WMB) 0.1 $2.4M -27% 33k 72.78
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Cummins (CMI) 0.1 $2.4M -34% 4.4k 538.08
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Labcorp Holdings Com Shs (LH) 0.1 $2.4M 8.9k 266.81
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Popular Com New (BPOP) 0.1 $2.3M -44% 18k 134.17
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $2.3M -51% 3.6k 650.30
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Spdr Series Trust State Street Spd (SPYV) 0.1 $2.3M -31% 41k 56.58
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $2.3M 5.9k 391.76
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Nutrien (NTR) 0.1 $2.3M +151% 30k 75.46
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Pinnacle West Capital Corporation (PNW) 0.1 $2.3M -11% 23k 100.75
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Abbott Laboratories (ABT) 0.1 $2.3M -7% 22k 102.67
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Phillips 66 (PSX) 0.1 $2.2M -17% 12k 182.18
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Alphabet Cap Stk Cl C (GOOG) 0.1 $2.2M -46% 7.6k 286.85
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.1M -12% 4.8k 446.54
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Emerson Electric (EMR) 0.1 $2.1M -20% 16k 131.02
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Packaging Corporation of America (PKG) 0.1 $2.1M 10k 212.22
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Verisign (VRSN) 0.1 $2.1M -18% 8.4k 248.35
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Intel Corporation (INTC) 0.1 $2.1M -5% 47k 44.13
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Tactile Systems Technology, In (TCMD) 0.1 $2.1M NEW 79k 26.13
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Genpact SHS (G) 0.1 $2.0M -68% 53k 37.25
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Merck & Co (MRK) 0.1 $2.0M -28% 16k 120.29
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Moody's Corporation (MCO) 0.1 $1.9M -20% 4.5k 436.25
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Qualys (QLYS) 0.1 $1.9M -9% 22k 87.85
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Constellation Brands Cl A (STZ) 0.1 $1.9M -2% 13k 150.00
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Coca-Cola Company (KO) 0.1 $1.9M -36% 25k 76.05
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Kulicke and Soffa Industries (KLIC) 0.1 $1.9M NEW 29k 65.72
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Huntington Bancshares Incorporated (HBAN) 0.1 $1.9M -19% 119k 15.65
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Corcept Therapeutics Incorporated (CORT) 0.1 $1.8M -79% 46k 40.31
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Norfolk Southern (NSC) 0.1 $1.8M -6% 6.4k 287.00
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Deckers Outdoor Corporation (DECK) 0.1 $1.8M +155% 18k 100.09
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Uber Technologies (UBER) 0.1 $1.8M -70% 26k 71.93
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Liquidia Corporation Com New (LQDA) 0.1 $1.8M NEW 49k 37.74
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Ball Corporation (BALL) 0.1 $1.8M 31k 59.11
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Ametek (AME) 0.1 $1.8M -29% 8.5k 214.37
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Northrop Grumman Corporation (NOC) 0.1 $1.8M -9% 2.7k 682.33
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Ezcorp Cl A Non Vtg (EZPW) 0.1 $1.8M NEW 71k 25.38
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Power Solutions Intl Com New (PSIX) 0.1 $1.8M -4% 29k 60.88
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Ingredion Incorporated (INGR) 0.1 $1.8M -21% 16k 112.66
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Barrick Mng Corp Com Shs (B) 0.1 $1.7M -19% 43k 40.79
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W.W. Grainger (GWW) 0.1 $1.7M -10% 1.6k 1090.81
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Mastercard Incorporated Cl A (MA) 0.1 $1.7M -42% 3.5k 499.60
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Carrier Global Corporation (CARR) 0.1 $1.7M +43% 31k 56.31
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Walt Disney Company (DIS) 0.1 $1.7M -31% 18k 96.38
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Nextpower Class A Com (NXT) 0.1 $1.7M +11% 14k 120.55
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Tesla Motors (TSLA) 0.1 $1.7M -16% 4.5k 371.77
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Cal Maine Foods Com New (CALM) 0.1 $1.7M -70% 21k 79.15
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3M Company (MMM) 0.1 $1.7M -5% 12k 145.24
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Chubb (CB) 0.1 $1.7M -31% 5.1k 325.93
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Axsome Therapeutics (AXSM) 0.1 $1.6M NEW 9.6k 169.02
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Generac Holdings (GNRC) 0.1 $1.6M -5% 8.3k 195.33
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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