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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 27 of 31  ·  605 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NKE NIKE INC Consumer Cyclical 7,852.0 $322K 0.01% NEW $41.05 -6.1%
522 WSO WATSCO INC Industrials 767.0 $320K 0.01% NEW $416.73 -25.4%
523 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,471.0 $318K 0.01% NEW $216.32 +3.1%
524 PNR PENTAIR PLC Industrials 4,141.0 $317K 0.01% NEW $76.65 -18.6%
525 THG HANOVER INS GROUP INC Financial Services 1,480.0 $317K 0.01% NEW $214.12 +6.1%
526 IVW ISHARES TR 2,303.0 $317K 0.01% NEW $137.55 +2.1%
527 ACM AECOM Industrials 4,502.0 $314K 0.01% NEW $69.81 -6.7%
528 BKR BAKER HUGHES COMPANY Energy 5,643.0 $313K 0.01% NEW $55.50 +10.3%
529 FRDM EA SERIES TRUST 4,278.0 $312K 0.01% NEW $72.90 -5.1%
530 AM ANTERO MIDSTREAM CORP Energy 13,600.0 $309K 0.01% NEW $22.75 -2.8%
531 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,361.0 $309K 0.01% NEW $70.86 +10.9%
532 WM WASTE MGMT INC DEL Industrials 1,375.0 $306K 0.01% NEW $222.88 -2.0%
533 TGT TARGET CORP Consumer Defensive 2,341.0 $306K 0.01% NEW $130.63 +27.4%
534 LNG CHENIERE ENERGY INC Energy 1,272.0 $304K 0.01% NEW $239.01 +15.7%
535 DOCU DOCUSIGN INC Technology 6,814.0 $303K 0.01% NEW $44.42 +41.9%
536 SYK STRYKER CORPORATION Healthcare 933.0 $294K 0.01% NEW $314.84 +4.0%
537 CTVA CORTEVA INC Basic Materials 3,468.0 $294K 0.01% NEW $84.69 -2.5%
538 NHC NATIONAL HEALTHCARE CORP Healthcare 1,387.0 $293K 0.01% NEW $211.36 +5.8%
539 CVCO CAVCO INDS INC DEL Consumer Cyclical 475.0 $292K 0.01% NEW $614.38 -6.2%
540 SCHD SCHWAB STRATEGIC TR 9,171.0 $291K 0.01% NEW $31.71 +10.1%
Page 27 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%