BURNEY CO/ - Portfolio overview

BURNEY CO/ has 668 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. BRES - EA SERIES TRUST, 19.32%
  2. BRNY - EA SERIES TRUST, 11.49%
  3. VGIT - VANGUARD SCOTTSDALE FDS, 2.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.