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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 23 of 31  ·  605 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 RPM RPM INTL INC Basic Materials 5,220.0 $580K 0.02% NEW $111.15 -4.9%
442 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,411.0 $580K 0.02% NEW $131.43 +1.4%
443 SJM SMUCKER J M CO Consumer Defensive 5,141.0 $578K 0.02% NEW $112.50 +17.2%
444 IEFA ISHARES TR 5,947.0 $574K 0.01% NEW $96.59 +4.3%
445 LOPE GRAND CANYON ED INC Consumer Defensive 4,007.0 $573K 0.01% NEW $143.11 +4.9%
446 BKE BUCKLE INC Consumer Cyclical 13,511.0 $570K 0.01% NEW $42.20 +1.7%
447 CINF CINCINNATI FINL CORP Financial Services 3,065.0 $567K 0.01% NEW $185.14 -6.8%
448 UI UBIQUITI INC Technology 1,060.0 $566K 0.01% NEW $534.04 +11.0%
449 MDT MEDTRONIC PLC Healthcare 7,201.0 $563K 0.01% NEW $78.23 +15.0%
450 SNDK SANDISK CORP Technology 247.0 $562K 0.01% NEW $2273.73 -34.7%
451 PHM PULTE GROUP INC Consumer Cyclical 4,000.0 $549K 0.01% NEW $137.22 -7.6%
452 BTG B2GOLD CORP Basic Materials 146,047.0 $546K 0.01% NEW $3.74 +55.9%
453 THFF FIRST FINANCIAL CORPORATION Financial Services 7,045.0 $546K 0.01% NEW $77.44 +2.7%
454 LUV SOUTHWEST AIRLS CO Industrials 10,436.0 $537K 0.01% NEW $51.42 -22.7%
455 DFEN DIREXION SHARES ETF TRUST 6,668.0 $533K 0.01% NEW $79.90 -13.6%
456 PCAR PACCAR INC Industrials 4,426.0 $532K 0.01% NEW $120.12 +5.3%
457 ABM ABM INDS INC Industrials 12,004.0 $531K 0.01% NEW $44.24 +6.6%
458 TMUS T-MOBILE US INC Communication Services 3,118.0 $523K 0.01% NEW $167.73 +6.0%
459 WDC WESTERN DIGITAL CORP Technology 796.0 $508K 0.01% NEW $638.72 -27.7%
460 HONEYWELL INTL INC 2,270.0 $508K 0.01% NEW $223.90
Page 23 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%