Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

BURNEY CO/

•CIK: 940445•Filing: Q4 2025

Burney Capital, managed by the seasoned duo of John Burney and John Burney Jr., is known for its concentrated, high-conviction bets, currently holding 608 positions with a $3.2 billion AUM. Recently, the fund has made notable shifts by adding AES and IVV significantly, while cutting deep in DRI and NTNX, reflecting a strategic pivot towards energy and broad market exposure.

Total AUM

$3.2B

QoQ Performance

+2.0%

Positions

563

Top 10 Concentration

35.7%

Latest Filing

Q4 2025

Top Holdings Allocation

BRNY

BRNY11.3%

AAPL3.7%

GOOGL2.7%

VGIT2.5%

MSFT2.4%

NVDA2.4%

META1.8%

LRCX1.7%

📈 Biggest Buys

NVIDIA CORPORATION

+35.0%

2.4% of portfolio

NETFLIX INC

+741.5%

0.7% of portfolio

EXPEDIA GROUP INC

NEW

0.4% of portfolio

AMAZON COM INC

+34.9%

1.3% of portfolio

MICROSOFT CORP

+13.4%

2.4% of portfolio

📉 Biggest Sells

MASTERCARD INCORPORATED

-77.4%

0.1% of portfolio

JPMORGAN CHASE & CO.

-30.0%

0.8% of portfolio

LAM RESEARCH CORP

-13.2%

1.7% of portfolio

KLA CORP

-30.3%

0.6% of portfolio

AMPHENOL CORP NEW

-31.3%

0.4% of portfolio

Sector Breakdown

Other61.7%

Technology20.9%

Financial5.3%

Consumer3.9%

Healthcare2.8%

Industrial1.8%

ETF1.2%

Energy0.9%

🚪 Exited Positionssold since Q3 2025

DARDEN RESTAURANTS INC

SOLD

$22.3M

ALLEGION PLC

SOLD

$9.3M

STRIDE INC

SOLD

$8.3M

MR COOPER GROUP INC

SOLD

$6.5M

AMERICAN TOWER CORP NEW

SOLD

$5.5M

+387 more exited positions

Changes from Q3 2025

NEW8 new positions

↑80 increased

↓112 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

EA SERIES TRUST

VANGUARD SCOTTSDALE FDS

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