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
📉 Biggest Sells
Sector Breakdown
Other61.8%
Technology20.9%
Financial5.1%
Consumer3.9%
Healthcare2.8%
Industrial1.8%
ETF1.2%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+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 2023Q3 2023Q2 2023Q1 2023Q4 2022