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Portfolio (Quarterly) Guide ↗

BURNEY CO/

· CIK 0000940445
13F Portfolio $3.7B AUM 643 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 605 New
Page 4 of 31  ·  605 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GS GOLDMAN SACHS GROUP INC Financial Services 10,450.0 $10.6M 0.28% NEW $1011.38 +2.9%
62 PG PROCTER & GAMBLE CO Consumer Defensive 72,022.0 $10.6M 0.28% NEW $146.64 -1.1%
63 DELL DELL TECHNOLOGIES INC Technology 24,333.0 $10.5M 0.28% NEW $431.46 +7.5%
64 SCHW SCHWAB CHARLES CORP Financial Services 111,652.0 $10.3M 0.28% NEW $92.27 +18.6%
65 DKS DICKS SPORTING GOODS INC Consumer Cyclical 44,565.0 $10.1M 0.27% NEW $226.81 -42.8%
66 DE DEERE & CO Industrials 15,562.0 $9.9M 0.27% NEW $634.33 +0.0%
67 VLO VALERO ENERGY CORP Energy 37,569.0 $9.8M 0.26% NEW $260.44 +33.6%
68 HCA HCA HEALTHCARE INC Healthcare 24,969.0 $9.7M 0.26% NEW $389.89 +9.6%
69 CAT CATERPILLAR INC Industrials 8,756.0 $9.3M 0.25% NEW $1064.94 -22.8%
70 CIEN CIENA CORP Technology 18,094.0 $8.9M 0.24% NEW $490.56 -17.6%
71 PWR QUANTA SVCS INC Industrials 11,985.0 $8.6M 0.23% NEW $720.04 -14.3%
72 LMT LOCKHEED MARTIN CORP Industrials 16,066.0 $8.2M 0.22% NEW $509.48 +11.0%
73 UNH UNITEDHEALTH GROUP INC Healthcare 19,625.0 $8.2M 0.22% NEW $415.62 -3.5%
74 STRL STERLING INFRASTRUCTURE INC Industrials 9,674.0 $8.1M 0.22% NEW $839.36 -40.7%
75 HD HOME DEPOT INC Consumer Cyclical 22,915.0 $8.1M 0.22% NEW $352.68 -5.1%
76 SNA SNAP ON INC Industrials 19,698.0 $7.9M 0.21% NEW $402.40 -1.2%
77 BJRI BJS RESTAURANTS INC Consumer Cyclical 126,268.0 $7.7M 0.21% NEW $60.73 +10.0%
78 RJF RAYMOND JAMES FINL INC Financial Services 49,847.0 $7.6M 0.20% NEW $152.03 +16.2%
79 ENVA ENOVA INTL INC Financial Services 31,345.0 $7.5M 0.20% NEW $240.73 -1.7%
80 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,937.0 $7.4M 0.20% NEW $935.49 +2.2%
Page 4 of 31  ·  605 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Industrials 14.4%
Financial Services 13.6%
Consumer Cyclical 11.8%
Healthcare 8.6%
Communication Services 6.3%
Consumer Defensive 4.4%
Energy 3.6%
Basic Materials 2.5%
Utilities 2.1%