Burney Co/

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 636
Total Value: 2748321197
Accession Number: 0000940445-25-000004
Form Type: 13F-HR
CIK: 0000940445
Manager Name: Burney Co/

Data Enrichment

96% identified

612 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

636 positions • $2,748,321.197K total value

636 positions

Manager:

SEC FilingSEC DataHachi Filing

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AUTOZONE INC

AZO|053332102

7279(-3.7%)

Value:

$27.8B(+14.6%)

FAIR ISAAC CORP

FICO|303250104

14408(-5.0%)

Value:

$26.6B(-12.0%)

CISCO SYSTEMS, INC.

CSCO|17275R102

420060(+380.9%)

Value:

$25.9B(+401.3%)

ELI LILLY & Co

LLY|532457108

30148(-4.9%)

Value:

$24.9B(+1.8%)

TJX COMPANIES INC /DE/

TJX|872540109

188423(-1.8%)

Value:

$22.9B(-1.0%)

25434V799

822060(+5.8%)

Value:

$22.8B(+13.7%)

AMAZON COM INC

AMZN|023135106

119184(-28.2%)

Value:

$22.7B(-37.8%)

Targa Resources Corp.

TRGP|87612G101

108987(-0.4%)

Value:

$21.8B(+11.8%)

LAM RESEARCH CORP

LRCX|512807306

293878(+62.7%)

Value:

$21.4B(+63.7%)

UGI CORP /PA/

UGI|902681105

627716(-5.2%)

Value:

$20.8B(+11.1%)

Genpact LTD

G|G3922B107

411589(+214.7%)

Value:

$20.7B(+269.1%)

LOWES COMPANIES INC

LOW|548661107

85887(+97.3%)

Value:

$20.0B(+86.4%)

UNITEDHEALTH GROUP INC

UNH|91324P102

37571(-10.6%)

Value:

$19.7B(-7.5%)

Palo Alto Networks Inc

PANW|697435105

112846(-20.3%)

Value:

$19.3B(-25.3%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

38805(+2.7%)

Value:

$18.8B(+23.7%)

GROUP 1 AUTOMOTIVE INC

GPI|398905109

49105(-9.1%)

Value:

$18.8B(-17.6%)

Walmart Inc.

WMT|931142103

209042(-5.8%)

Value:

$18.4B(-8.4%)

922908363

VOO|922908363

35240(+9.3%)

Value:

$18.1B(+4.2%)

KLA CORP

KLAC|482480100

24934(+143.6%)

Value:

$17.0B(+162.8%)

NETFLIX INC

NFLX|64110L106

18132(-15.8%)

Value:

$16.9B(-11.9%)

Instrument	Shares		Other Manager	Value
Autozone Inc(AZOcusip053332102)	7.3K	QoQ -3.72% (-282) YoY -23.49% (-2.2K)	All Managers (Combined)	$27.8M	QoQ +14.63% (-$3.5M) YoY -7.45% (-$2.2M)
Fair Isaac Corp(FICOcusip303250104)	14.4K	QoQ -4.97% (-754) YoY -11.80% (-1.9K)	All Managers (Combined)	$26.6M	QoQ -11.97% (-$3.6M) YoY +30.16% (-$6.2M)
Cisco Systems, Inc.(CSCOcusip17275R102)	420.1K	QoQ +380.94% (+332.7K) YoY +341.69% (+325.0K)	All Managers (Combined)	$25.9M	QoQ +401.33% (+$20.8M) YoY +446.12% (+$21.2M)
Eli Lilly & Co(LLYcusip532457108)	30.1K	QoQ -4.88% (-1.5K) YoY -17.66% (-6.5K)	All Managers (Combined)	$24.9M	QoQ +1.76% (-$431.3K) YoY -12.59% (-$3.6M)
Tjx Companies Inc /De/(TJXcusip872540109)	188.4K	QoQ -1.81% (-3.5K) YoY -9.07% (-18.8K)	All Managers (Combined)	$22.9M	QoQ -1.01% (-$234.7K) YoY +9.19% (-$1.9M)
(cusip25434V799)✕	822.1K	QoQ +5.85% (+45.5K) YoY -15.26% (-148.1K)	All Managers (Combined)	$22.8M	QoQ +13.74% (+$2.8M) YoY -12.03% (-$3.1M)
Amazon Com Inc(AMZNcusip023135106)	119.2K	QoQ -28.23% (-46.9K) YoY -38.31% (-74.0K)	All Managers (Combined)	$22.7M	QoQ -37.76% (-$13.8M) YoY -34.93% (-$12.2M)
Targa Resources Corp.(TRGPcusip87612G101)	109.0K	QoQ -0.42% (-464) YoY +7.88% (+8.0K)	All Managers (Combined)	$21.8M	QoQ +11.83% (-$2.3M) YoY +93.11% (+$10.5M)
Lam Research Corp(LRCXcusip512807306)	293.9K	QoQ +62.68% (+113.2K) YoY NEW(+293.9K)	All Managers (Combined)	$21.4M	QoQ +63.74% (+$8.3M) YoY NEW(+$21.4M)
Ugi Corp /Pa/(UGIcusip902681105)	627.7K	QoQ -5.18% (-34.3K) YoY -16.14% (-120.9K)	All Managers (Combined)	$20.8M	QoQ +11.07% (-$2.1M) YoY +13.00% (-$2.4M)
Genpact Ltd(GcusipG3922B107)	411.6K	QoQ +214.67% (+280.8K) YoY +598.80% (+352.7K)	All Managers (Combined)	$20.7M	QoQ +269.11% (+$15.1M) YoY +968.46% (+$18.8M)
Lowes Companies Inc(LOWcusip548661107)	85.9K	QoQ +97.26% (+42.3K) YoY +65.03% (+33.8K)	All Managers (Combined)	$20.0M	QoQ +86.41% (+$9.3M) YoY +51.10% (+$6.8M)
Unitedhealth Group Inc(UNHcusip91324P102)	37.6K	QoQ -10.61% (-4.5K) YoY -17.86% (-8.2K)	All Managers (Combined)	$19.7M	QoQ -7.45% (-$1.6M) YoY -13.04% (-$3.0M)
Palo Alto Networks Inc(PANWcusip697435105)	112.8K	QoQ -20.33% (-28.8K) YoY +603.09% (+96.8K)	All Managers (Combined)	$19.3M	QoQ -25.29% (-$6.5M) YoY +322.25% (+$14.7M)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	38.8K	QoQ +2.74% (+1.0K) YoY +4564.06% (+38.0K)	All Managers (Combined)	$18.8M	QoQ +23.70% (+$3.6M) YoY +5309.51% (+$18.5M)
Group 1 Automotive Inc(GPIcusip398905109)	49.1K	QoQ -9.10% (-4.9K) YoY -18.28% (-11.0K)	All Managers (Combined)	$18.8M	QoQ -17.62% (-$4.0M) YoY +6.80% (-$1.2M)
Walmart Inc.(WMTcusip931142103)	209.0K	QoQ -5.77% (-12.8K) YoY +50.20% (+69.9K)	All Managers (Combined)	$18.4M	QoQ -8.44% (-$1.7M) YoY +119.15% (+$10.0M)
(VOOcusip922908363)	35.2K	QoQ +9.27% (+3.0K) YoY +13.56% (+4.2K)	All Managers (Combined)	$18.1M	QoQ +4.22% (+$734.1K) YoY +21.40% (+$3.2M)
Kla Corp(KLACcusip482480100)	24.9K	QoQ +143.56% (+14.7K) YoY +498.36% (+20.8K)	All Managers (Combined)	$17.0M	QoQ +162.77% (+$10.5M) YoY +482.28% (+$14.0M)
Netflix Inc(NFLXcusip64110L106)	18.1K	QoQ -15.77% (-3.4K) YoY +459.80% (+14.9K)	All Managers (Combined)	$16.9M	QoQ -11.88% (-$2.3M) YoY +759.48% (+$14.9M)