$1.61 Billion is the total value of BURNEY CO/'s 499 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 38.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $103,219,000 | +19.2% | 891,285 | +275.4% | 6.40% | +13.8% |
| MET | Buy | METLIFE INC | $18,438,000 | +5.8% | 496,049 | +3.9% | 1.14% | +1.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $16,710,000 | +6.2% | 201,198 | +6.3% | 1.04% | +1.4% |
| FB | Buy | FACEBOOK INCcl a | $16,227,000 | +16.9% | 61,960 | +1.4% | 1.00% | +11.7% |
| AMZN | Buy | AMAZON COM INC | $14,646,000 | +34.5% | 4,651 | +17.9% | 0.91% | +28.5% |
| AZO | Buy | AUTOZONE INC | $14,065,000 | +9.0% | 11,943 | +4.4% | 0.87% | +4.1% |
| GPI | Buy | GROUP 1 AUTOMOTIVE INC | $11,529,000 | +47.3% | 130,438 | +10.0% | 0.71% | +40.6% |
| TSN | Buy | TYSON FOODS INCcl a | $10,804,000 | +0.9% | 181,645 | +1.3% | 0.67% | -3.7% |
| VOO | Buy | VANGUARD INDEX FDS | $9,598,000 | +10.8% | 31,196 | +2.1% | 0.60% | +5.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $9,286,000 | +29.4% | 24,228 | +23.2% | 0.58% | +23.7% |
| GD | Buy | GENERAL DYNAMICS CORP | $8,897,000 | +332.9% | 64,272 | +367.4% | 0.55% | +314.3% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $8,574,000 | +6.5% | 283,920 | +2.2% | 0.53% | +1.7% |
| ALLY | Buy | ALLY FINL INC | $8,509,000 | +433.5% | 339,404 | +321.9% | 0.53% | +411.7% |
| BPOP | Buy | POPULAR INC | $8,403,000 | +4.4% | 231,674 | +7.0% | 0.52% | -0.2% |
| WDAY | New | WORKDAY INCcl a | $8,395,000 | – | 39,022 | +100.0% | 0.52% | – |
| FFIV | Buy | F5 NETWORKS INC | $7,965,000 | +10.9% | 64,876 | +26.0% | 0.49% | +6.0% |
| CAH | Buy | CARDINAL HEALTH INC | $7,664,000 | -6.1% | 163,246 | +4.4% | 0.48% | -10.2% |
| ZG | New | ZILLOW GROUP INCcl a | $7,655,000 | – | 75,388 | +100.0% | 0.47% | – |
| PFE | Buy | PFIZER INC | $7,399,000 | +13.7% | 201,581 | +1.3% | 0.46% | +8.5% |
| CACI | Buy | CACI INTL INCcl a | $7,336,000 | +0.2% | 34,415 | +1.9% | 0.46% | -4.2% |
| INGR | Buy | INGREDION INC | $7,274,000 | +260.8% | 96,116 | +295.7% | 0.45% | +244.3% |
| AMN | Buy | AMN HEALTHCARE SVCS INC | $7,156,000 | +41.6% | 122,409 | +9.6% | 0.44% | +35.1% |
| HBI | Buy | HANESBRANDS INC | $6,811,000 | +55.0% | 432,447 | +11.1% | 0.42% | +48.1% |
| REGI | Buy | RENEWABLE ENERGY GROUP INC | $6,666,000 | +208.3% | 124,790 | +43.0% | 0.41% | +195.0% |
| TEX | Buy | TEREX CORP NEW | $6,485,000 | +3.3% | 334,970 | +0.2% | 0.40% | -1.2% |
| MTCH | New | MATCH GROUP INC NEW | $6,472,000 | – | 58,486 | +100.0% | 0.40% | – |
| PRAH | Buy | PRA HEALTH SCIENCES INC | $6,159,000 | +57.2% | 60,719 | +50.7% | 0.38% | +50.4% |
| CORT | Buy | CORCEPT THERAPEUTICS INC | $6,030,000 | +34.4% | 346,458 | +29.9% | 0.37% | +28.5% |
| BERY | New | BERRY GLOBAL GROUP INC | $5,948,000 | – | 123,094 | +100.0% | 0.37% | – |
| QLYS | Buy | QUALYS INC | $5,928,000 | +43.4% | 60,480 | +52.2% | 0.37% | +36.9% |
| CSIQ | Buy | CANADIAN SOLAR INC | $5,798,000 | +95.2% | 165,185 | +7.1% | 0.36% | +86.0% |
| KTB | New | KONTOOR BRANDS INC | $5,569,000 | – | 230,117 | +100.0% | 0.34% | – |
| VMW | Buy | VMWARE INC | $5,379,000 | +178.0% | 37,443 | +199.6% | 0.33% | +164.3% |
| EPC | Buy | EDGEWELL PERS CARE CO | $5,269,000 | +6.8% | 188,999 | +19.4% | 0.33% | +1.9% |
| MOGA | Buy | MOOG INCcl a | $5,141,000 | +24.2% | 80,921 | +3.6% | 0.32% | +18.6% |
| MIDD | Buy | MIDDLEBY CORP | $5,125,000 | +30.6% | 57,126 | +14.9% | 0.32% | +24.7% |
| MMM | Buy | 3M CO | $4,934,000 | +23.3% | 30,804 | +20.1% | 0.31% | +17.7% |
| SYF | Buy | SYNCHRONY FINANCIAL | $4,870,000 | +991.9% | 186,092 | +824.2% | 0.30% | +941.4% |
| MCD | Buy | MCDONALDS CORP | $4,825,000 | +23.2% | 21,983 | +3.6% | 0.30% | +17.7% |
| CC | New | CHEMOURS CO | $4,707,000 | – | 225,103 | +100.0% | 0.29% | – |
| PPC | New | PILGRIMS PRIDE CORP | $4,659,000 | – | 311,338 | +100.0% | 0.29% | – |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $4,644,000 | +3.3% | 92,718 | +1.3% | 0.29% | -1.4% |
| CNP | Buy | CENTERPOINT ENERGY INC | $4,546,000 | +12.6% | 234,919 | +8.7% | 0.28% | +7.6% |
| SUPN | Buy | SUPERNUS PHARMACEUTICALS INC | $4,517,000 | +14.6% | 216,713 | +30.6% | 0.28% | +9.4% |
| EXEL | Buy | EXELIXIS INC | $4,373,000 | +20.9% | 178,865 | +17.4% | 0.27% | +15.3% |
| UGI | Buy | UGI CORP NEW | $4,314,000 | +54.7% | 130,802 | +49.2% | 0.27% | +47.5% |
| MTOR | Buy | MERITOR INC | $4,272,000 | +24.5% | 204,048 | +17.8% | 0.26% | +18.8% |
| MFC | Buy | MANULIFE FINL CORP | $4,259,000 | +6.2% | 306,168 | +4.0% | 0.26% | +1.5% |
| UNM | Buy | UNUM GROUP | $4,206,000 | +9.9% | 249,929 | +8.4% | 0.26% | +5.2% |
| ANET | Buy | ARISTA NETWORKS INC | $3,945,000 | +21.0% | 19,064 | +22.8% | 0.24% | +15.1% |
| EA | Buy | ELECTRONIC ARTS INC | $3,853,000 | +49.3% | 29,542 | +51.2% | 0.24% | +43.1% |
| NFLX | Buy | NETFLIX INC | $3,767,000 | +67.4% | 7,534 | +52.4% | 0.23% | +59.6% |
| CIT | Buy | CIT GROUP INC | $3,716,000 | -13.9% | 209,825 | +0.8% | 0.23% | -17.9% |
| INFO | Buy | IHS MARKIT LTD | $3,674,000 | +4.8% | 46,792 | +0.8% | 0.23% | +0.4% |
| TWTR | New | TWITTER INC | $3,627,000 | – | 81,500 | +100.0% | 0.22% | – |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $3,595,000 | +13.7% | 71,749 | +1.9% | 0.22% | +8.8% |
| PLD | Buy | PROLOGIS INC. | $3,559,000 | +11.0% | 35,370 | +2.9% | 0.22% | +6.2% |
| AOS | Buy | SMITH A O CORP | $3,486,000 | +12.1% | 66,015 | +0.0% | 0.22% | +6.9% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $3,330,000 | +9.8% | 30,125 | +6.3% | 0.21% | +4.6% |
| BIIB | Buy | BIOGEN INC | $3,246,000 | +17.3% | 11,445 | +10.6% | 0.20% | +11.7% |
| CVA | Buy | COVANTA HLDG CORP | $3,199,000 | +7.7% | 412,754 | +33.3% | 0.20% | +2.6% |
| BHF | Buy | BRIGHTHOUSE FINL INC | $3,182,000 | +14.2% | 118,236 | +18.1% | 0.20% | +8.8% |
| BGS | New | B & G FOODS INC NEW | $3,001,000 | – | 108,073 | +100.0% | 0.19% | – |
| SLGN | Buy | SILGAN HOLDINGS INC | $2,845,000 | +28.1% | 77,383 | +12.9% | 0.18% | +22.2% |
| CIEN | Buy | CIENA CORP | $2,785,000 | -5.4% | 70,168 | +29.0% | 0.17% | -9.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,797,000 | +117.2% | 11,427 | +103.7% | 0.17% | +106.0% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $2,771,000 | -12.1% | 19,686 | +8.9% | 0.17% | -16.1% |
| POR | Buy | PORTLAND GEN ELEC CO | $2,762,000 | +900.7% | 77,809 | +1078.9% | 0.17% | +850.0% |
| USCR | Buy | U S CONCRETE INC | $2,591,000 | +35.4% | 89,224 | +15.7% | 0.16% | +29.8% |
| AVGO | Buy | BROADCOM INC | $2,541,000 | +53.3% | 6,974 | +32.7% | 0.16% | +45.4% |
| CVS | Buy | CVS HEALTH CORP | $2,434,000 | +1.9% | 41,681 | +13.3% | 0.15% | -2.6% |
| TPX | New | TEMPUR SEALY INTL INC | $2,269,000 | – | 25,438 | +100.0% | 0.14% | – |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $2,226,000 | +16.9% | 47,871 | +0.3% | 0.14% | +11.3% |
| HON | Buy | HONEYWELL INTL INC | $2,192,000 | +16.3% | 13,315 | +2.2% | 0.14% | +11.5% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $2,122,000 | +48.5% | 32,070 | +49.8% | 0.13% | +40.9% |
| C | Buy | CITIGROUP INC | $2,097,000 | +5.1% | 48,648 | +24.6% | 0.13% | +0.8% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $1,991,000 | +5.5% | 33,735 | +1.5% | 0.12% | +0.8% |
| URI | Buy | UNITED RENTALS INC | $1,985,000 | +77.4% | 11,378 | +51.5% | 0.12% | +68.5% |
| SNBR | Buy | SLEEP NUMBER CORP | $1,949,000 | +130.4% | 39,857 | +96.3% | 0.12% | +120.0% |
| QCOM | Buy | QUALCOMM INC | $1,926,000 | +41.0% | 16,364 | +9.3% | 0.12% | +33.7% |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $1,917,000 | +46.3% | 51,918 | +37.1% | 0.12% | +40.0% |
| MRK | Buy | MERCK & CO. INC | $1,881,000 | +9.1% | 22,674 | +1.7% | 0.12% | +4.5% |
| CI | Buy | CIGNA CORP NEW | $1,859,000 | -0.4% | 10,973 | +10.4% | 0.12% | -5.0% |
| ACCO | Buy | ACCO BRANDS CORP | $1,827,000 | +54.3% | 314,933 | +88.8% | 0.11% | +46.8% |
| MOH | Buy | MOLINA HEALTHCARE INC | $1,799,000 | +11.2% | 9,828 | +8.1% | 0.11% | +5.7% |
| MDT | Buy | MEDTRONIC PLC | $1,776,000 | +29.4% | 17,093 | +14.2% | 0.11% | +23.6% |
| EFX | Buy | EQUIFAX INC | $1,702,000 | -8.1% | 10,845 | +0.7% | 0.10% | -12.5% |
| WDR | Buy | WADDELL & REED FINL INCcl a | $1,680,000 | +27.7% | 113,114 | +33.3% | 0.10% | +22.4% |
| CSL | Buy | CARLISLE COS INC | $1,605,000 | +465.1% | 13,117 | +452.3% | 0.10% | +450.0% |
| VOYA | New | VOYA FINANCIAL INC | $1,546,000 | – | 32,257 | +100.0% | 0.10% | – |
| HSY | Buy | HERSHEY CO | $1,535,000 | +12.8% | 10,709 | +2.0% | 0.10% | +8.0% |
| TKR | Buy | TIMKEN CO | $1,379,000 | +21.8% | 25,432 | +2.2% | 0.08% | +16.4% |
| GIS | Buy | GENERAL MLS INC | $1,361,000 | +25.3% | 22,071 | +25.3% | 0.08% | +20.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $1,259,000 | +8.0% | 16,320 | +2.5% | 0.08% | +2.6% |
| MTB | Buy | M & T BK CORP | $1,172,000 | +162.2% | 12,723 | +195.8% | 0.07% | +151.7% |
| SYY | Buy | SYSCO CORP | $1,178,000 | +15.0% | 18,939 | +1.1% | 0.07% | +10.6% |
| AMP | Buy | AMERIPRISE FINL INC | $1,166,000 | +62.6% | 7,567 | +58.3% | 0.07% | +53.2% |
| FBC | New | FLAGSTAR BANCORP INC | $1,095,000 | – | 36,939 | +100.0% | 0.07% | – |
| AMWD | New | AMERICAN WOODMARK CORPORATIO | $1,052,000 | – | 13,392 | +100.0% | 0.06% | – |
| LKQ | New | LKQ CORP | $1,044,000 | – | 37,657 | +100.0% | 0.06% | – |
| TSLA | Buy | TESLA INC | $1,053,000 | +133.5% | 2,453 | +486.8% | 0.06% | +124.1% |
| SAP | Buy | SAP SEspon adr | $1,055,000 | +15.2% | 6,771 | +3.5% | 0.06% | +10.2% |
| WRK | Buy | WESTROCK CO | $1,040,000 | +33.7% | 29,937 | +8.8% | 0.06% | +28.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,038,000 | +0.9% | 4,295 | +7.9% | 0.06% | -4.5% |
| SPXC | Buy | SPX CORP | $980,000 | +22.8% | 21,135 | +9.0% | 0.06% | +17.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $909,000 | +15.2% | 7,701 | +15.4% | 0.06% | +9.8% |
| KHC | New | KRAFT HEINZ CO | $861,000 | – | 28,751 | +100.0% | 0.05% | – |
| DENN | New | DENNYS CORP | $849,000 | – | 84,930 | +100.0% | 0.05% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $834,000 | +5.2% | 13,099 | +0.5% | 0.05% | +2.0% |
| UFS | Buy | DOMTAR CORP | $817,000 | +57.7% | 31,095 | +26.8% | 0.05% | +50.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $800,000 | +11.4% | 18,138 | +1.1% | 0.05% | +6.4% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $785,000 | +11.7% | 13,648 | +6.0% | 0.05% | +6.5% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $776,000 | +6.7% | 19,263 | +10.1% | 0.05% | +2.1% |
| LEN | Buy | LENNAR CORPcl a | $732,000 | +149.0% | 8,957 | +87.5% | 0.04% | +136.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $686,000 | +46.3% | 2,200 | +30.6% | 0.04% | +43.3% |
| MO | Buy | ALTRIA GROUP INC | $674,000 | +4.3% | 17,455 | +6.1% | 0.04% | 0.0% |
| FTV | New | FORTIVE CORP | $661,000 | – | 8,671 | +100.0% | 0.04% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $642,000 | +22.1% | 1,453 | +0.1% | 0.04% | +17.6% |
| SCS | New | STEELCASE INCcl a | $648,000 | – | 64,082 | +100.0% | 0.04% | – |
| ORI | Buy | OLD REP INTL CORP | $636,000 | +24.7% | 43,164 | +38.0% | 0.04% | +18.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $611,000 | +17.5% | 6,927 | +17.6% | 0.04% | +11.8% |
| NXST | New | NEXSTAR MEDIA GROUP INCcl a | $606,000 | – | 6,741 | +100.0% | 0.04% | – |
| TD | Buy | TORONTO DOMINION BK ONT | $602,000 | +19.0% | 13,020 | +14.7% | 0.04% | +12.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $544,000 | +36.7% | 1,849 | +0.1% | 0.03% | +30.8% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $551,000 | – | 2,026 | +100.0% | 0.03% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $550,000 | – | 3,330 | +100.0% | 0.03% | – |
| CCEP | New | COCA COLA EUROPEAN PARTNERS | $516,000 | – | 13,283 | +100.0% | 0.03% | – |
| CW | Buy | CURTISS WRIGHT CORP | $494,000 | +5.3% | 5,295 | +0.7% | 0.03% | +3.3% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $484,000 | +17.2% | 13,129 | +22.5% | 0.03% | +11.1% |
| HRL | Buy | HORMEL FOODS CORP | $457,000 | +1.3% | 9,353 | +0.0% | 0.03% | -3.4% |
| LNC | New | LINCOLN NATL CORP IND | $435,000 | – | 13,869 | +100.0% | 0.03% | – |
| NWL | New | NEWELL BRANDS INC | $390,000 | – | 22,728 | +100.0% | 0.02% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $394,000 | +16.6% | 4,449 | +5.1% | 0.02% | +9.1% |
| SHOP | Buy | SHOPIFY INCcl a | $367,000 | +17.6% | 359 | +9.1% | 0.02% | +15.0% |
| HWC | Buy | HANCOCK WHITNEY CORPORATION | $379,000 | -6.0% | 20,135 | +5.8% | 0.02% | -11.5% |
| ED | Buy | CONSOLIDATED EDISON INC | $359,000 | +9.1% | 4,616 | +1.0% | 0.02% | +4.8% |
| DD | Buy | DUPONT DE NEMOURS INC | $347,000 | +11.9% | 6,252 | +7.2% | 0.02% | +10.0% |
| ASML | Buy | ASML HOLDING N V | $350,000 | +8.4% | 948 | +8.0% | 0.02% | +4.8% |
| MU | New | MICRON TECHNOLOGY INC | $349,000 | – | 7,439 | +100.0% | 0.02% | – |
| MLHR | New | MILLER HERMAN INC | $347,000 | – | 11,500 | +100.0% | 0.02% | – |
| CFG | New | CITIZENS FINL GROUP INC | $335,000 | – | 13,271 | +100.0% | 0.02% | – |
| DOW | Buy | DOW INC | $337,000 | +15.4% | 7,173 | +0.1% | 0.02% | +10.5% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $327,000 | +35.7% | 1,414 | +21.7% | 0.02% | +25.0% |
| MTZ | New | MASTEC INC | $330,000 | – | 7,815 | +100.0% | 0.02% | – |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $305,000 | +38.6% | 9,756 | +36.0% | 0.02% | +35.7% |
| PATK | New | PATRICK INDS INC | $285,000 | – | 4,950 | +100.0% | 0.02% | – |
| ITT | Buy | ITT INC | $292,000 | +33.3% | 4,942 | +32.6% | 0.02% | +28.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $268,000 | +30.1% | 1,444 | +24.7% | 0.02% | +30.8% |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $251,000 | – | 6,141 | +100.0% | 0.02% | – |
| GLD | Buy | SPDR GOLD TR | $261,000 | +19.2% | 1,475 | +12.6% | 0.02% | +14.3% |
| CHE | Buy | CHEMED CORP NEW | $251,000 | +6.8% | 523 | +0.4% | 0.02% | +6.7% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $262,000 | +18.6% | 3,285 | +2.9% | 0.02% | +14.3% |
| JD | New | JD.COM INCspon adr cl a | $220,000 | – | 2,829 | +100.0% | 0.01% | – |
| SJM | New | SMUCKER J M CO | $234,000 | – | 2,027 | +100.0% | 0.01% | – |
| DLX | New | DELUXE CORP | $223,000 | – | 8,669 | +100.0% | 0.01% | – |
| IEMG | New | ISHARES INCcore msci emkt | $207,000 | – | 3,915 | +100.0% | 0.01% | – |
| IEFA | New | ISHARES TRcore msci eafe | $215,000 | – | 3,569 | +100.0% | 0.01% | – |
| KLAC | New | KLA CORP | $207,000 | – | 1,067 | +100.0% | 0.01% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $206,000 | – | 5,340 | +100.0% | 0.01% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $213,000 | – | 300 | +100.0% | 0.01% | – |
| NNI | New | NELNET INCcl a | $211,000 | – | 3,505 | +100.0% | 0.01% | – |
| NVS | New | NOVARTIS AGsponsored adr | $209,000 | – | 2,398 | +100.0% | 0.01% | – |
| FE | Buy | FIRSTENERGY CORP | $209,000 | -25.6% | 7,277 | +0.3% | 0.01% | -27.8% |
| ONEQ | New | FIDELITY COMWLTH TRndq cp idx trk | $209,000 | – | 482 | +100.0% | 0.01% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $212,000 | – | 1,981 | +100.0% | 0.01% | – |
| CRS | New | CARPENTER TECHNOLOGY CORP | $212,000 | – | 11,700 | +100.0% | 0.01% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $216,000 | – | 921 | +100.0% | 0.01% | – |
| YUMC | New | YUM CHINA HLDGS INC | $202,000 | – | 3,816 | +100.0% | 0.01% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $202,000 | – | 2,468 | +100.0% | 0.01% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $206,000 | – | 1,510 | +100.0% | 0.01% | – |
| ET | Buy | ENERGY TRANSFER LP | $146,000 | -22.8% | 26,996 | +1.7% | 0.01% | -25.0% |
| HBAN | New | HUNTINGTON BANCSHARES INC | $126,000 | – | 13,775 | +100.0% | 0.01% | – |
| SBH | Buy | SALLY BEAUTY HLDGS INC | $98,000 | -30.5% | 11,325 | +0.4% | 0.01% | -33.3% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-12-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 6.4% |
| DISCOVER FINL SVCS | 42 | Q3 2023 | 2.1% |
| UNITEDHLTH | 42 | Q3 2023 | 2.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.4% |
| ORACLE CP | 42 | Q3 2023 | 1.5% |
| TJX COS INC NEW | 42 | Q3 2023 | 1.8% |
| AUTOZONE INC | 42 | Q3 2023 | 1.5% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 2.1% |
| MCKSN CORP | 42 | Q3 2023 | 1.7% |
| REINSURANCE GRP OF AMERICA I | 42 | Q3 2023 | 1.4% |
View BURNEY CO/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
View BURNEY CO/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.