Arkolith/Funds/Burney Co

Burney Co

CIK 940445
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Burney Co holds a focused book of 605 stocks worth $3.7B as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Carnival Corp Ltd and trimmed Lam Research Corp. Their largest long position is Burney US Equity Select ETF at 18% of the equity book.

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Use Arkolith to show BURNEY CO/'s latest
holdings, largest changes, and filing provenance.
Opened
77
new positions
Added to
206
existing
Trimmed
286
reduced
Sold out
48
exited

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
45%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

64% mapped to company sectors

ETF / fund or unclassified
36%
Information Technology
21%
Industrials
14%
Financials
9%
Consumer Discretionary
7%
Health Care
4%
Materials
3%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

605 positions
#SecurityValueShares% PortLast moveHistory
1Ea Series Trust
BURNEY US EQTY
$664.8M24.70M
17.9%
+3.5%
Added · +827K sh
2Ea Series Trust
BURNEY US FCTR
$431.4M7.41M
11.6%
+6.4%
Added · +449K sh
3Apple Inc
COM
$106.1M366.6K
2.9%
+2.4%
Added · +9K sh
4Vanguard Scottsdale FDS
INTER TERM TREAS
$89.8M1.52M
2.4%
+11%
Added · +151K sh
5Lam Research Corp
COM NEW
$88.5M204.2K
2.4%
−13%
Reduced · −31K sh
6Alphabet Inc
CAP STK CL A
$86.2M241.2K
2.3%
+0.9%
Added · +2K sh
7Nvidia Corporation
COM
$81.7M408.3K
2.2%
+18%
Added · +61K sh
8Arista Networks Inc
COM SHS
$48.2M283.5K
1.3%
+21%
Added · +49K sh
9Dimensional ETF Trust
INTL CORE EQUITY
$39.1M1.05M
1.1%
+8.5%
Added · +82K sh
10Expedia Group Inc
COM NEW
$37.0M144.5K
1.0%
+21%
Added · +25K sh
11Broadcom Inc
COM
$36.9M97.7K
1.0%
−4.1%
Reduced · −4K sh
12Parker-Hannifin Corp
COM
$32.9M33.7K
0.9%
−29%
Reduced · −14K sh
13Amazon Com Inc
COM
$32.7M137.2K
0.9%
+98%
Added · +68K sh
14Kla Corp
COM NEW
$32.6M107.9K
0.9%
+758%
Added · +95K sh
15Meta Platforms Inc
CL A
$31.4M55.8K
0.8%
−27%
Reduced · −20K sh
16Microsoft Corp
COM
$31.2M83.6K
0.8%
+0.3%
Added · +257 sh
17Eli Lilly & Co
COM
$29.3M24.4K
0.8%
−1.4%
Reduced · −361 sh
18Capital One Finl Corp
COM
$28.5M142.1K
0.8%
+2.3%
Added · +3K sh
19Applied Matls Inc
COM
$27.5M38.1K
0.7%
−2.4%
Reduced · −954 sh
20TJX Cos Inc New
COM
$24.5M161.7K
0.7%
−1.4%
Reduced · −2K sh
21Allison Transmission Hldgs I
COM
$23.4M207.9K
0.6%
−3.9%
Reduced · −8K sh
22Cirrus Logic Inc
COM
$22.7M152.7K
0.6%
−11%
Reduced · −20K sh
23Citigroup Inc
COM NEW
$22.6M161.7K
0.6%
+184%
Added · +105K sh
24Micron Technology Inc
COM
$22.1M19.1K
0.6%
+166%
Added · +12K sh
25Vanguard Index FDS
S&P 500 ETF SHS
$21.6M31.4K
0.6%
+0.7%
Added · +213 sh
26RTX Corporation
COM
$21.5M113.3K
0.6%
−7.6%
Reduced · −9K sh
27State STR Corp
COM
$20.8M122.7K
0.6%
−0.3%
Reduced · −333 sh
28Autozone Inc
COM
$19.3M6.0K
0.5%
−2.0%
Reduced · −124 sh
29McKesson Corp
COM
$19.3M25.5K
0.5%
−35%
Reduced · −14K sh
30JPMorgan Chase & Co
COM
$17.2M52.6K
0.5%
−2.5%
Reduced · −1K sh
31Cencora Inc
COM
$16.7M58.9K
0.4%
−9.8%
Reduced · −6K sh
32Berkshire Hathaway Inc Del
CL B NEW
$16.4M32.9K
0.4%
−2.8%
Reduced · −957 sh
33Cboe Global MKTS Inc
COM
$16.3M67.2K
0.4%
−1.6%
Reduced · −1K sh
34Amphenol Corp
CL A
$15.8M89.7K
0.4%
+18%
Added · +14K sh
35Targa Res Corp
COM
$15.6M58.3K
0.4%
−5.7%
Reduced · −4K sh
36Watts Water Technologies Inc
CL A
$14.7M37.5K
0.4%
+2.5%
Added · +931 sh
37Ralph Lauren Corp
CL A
$14.5M36.2K
0.4%
+32%
Added · +9K sh
38Ugi Corp New
COM
$14.5M420.5K
0.4%
−9.8%
Reduced · −46K sh
39Cisco Sys Inc
COM
$14.4M122.5K
0.4%
−8.4%
Reduced · −11K sh
40L3harris Technologies Inc
COM
$14.1M48.5K
0.4%
+0.3%
Added · +122 sh
41Walmart Inc
COM
$14.1M124.1K
0.4%
+0.5%
Added · +638 sh
42CF Industries Hold
COM
$13.8M127.2K
0.4%
−33%
Reduced · −62K sh
43Palo Alto Networks Inc
COM
$13.2M38.7K
0.4%
−26%
Reduced · −14K sh
44Fortinet Inc
COM
$13.1M85.1K
0.4%
+12%
Added · +9K sh
45Aercap Holdings NV
SHS
$12.9M88.7K
0.3%
+48%
Added · +29K sh
46Howmet Aerospace Inc
COM
$12.4M46.1K
0.3%
−7.4%
Reduced · −4K sh
47Pricesmart Inc
COM
$12.1M62.1K
0.3%
−1.9%
Reduced · −1K sh
48Copa Holdings Sa
CL A
$12.1M77.6K
0.3%
+28%
Added · +17K sh
49Bank Of NY Mellon Corp
COM
$11.9M82.5K
0.3%
−0.4%
Reduced · −314 sh
50Oracle Corp
COM
$11.8M80.4K
0.3%
+0.5%
Added · +389 sh
Showing 50 of 605 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026643$3.7B13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026617$3.2B13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026689$3.2B13F-HR
Q3 2025Sep 30, 2025Oct 16, 2025663$3.1B13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025650$3.0B13F-HR
Q1 2025Mar 31, 2025May 6, 2025636$2.7B13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025632$2.8B13F-HR
Q3 2024Sep 30, 2024Oct 18, 2024660$2.8B13F-HR
Q2 2024Jun 30, 2024Jul 29, 2024690$2.6B13F-HR
Q1 2024Mar 31, 2024May 22, 2024693$2.6B13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024678$2.4B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023649$2.1B13F-HR
Q2 2023Jun 30, 2023Aug 9, 2023636$2.2B13F-HR
Q1 2023Mar 31, 2023May 10, 2023624$2.0B13F-HR
Q4 2022Dec 31, 2022Feb 6, 2023615$2.0B13F-HR
Q3 2022Sep 30, 2022Nov 15, 2022628$1.8B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022623$1.9B13F-HR
Q1 2022Mar 31, 2022May 9, 2022655$2.2B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022659$2.3B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021647$2.1B13F-HR
Q2 2021Jun 30, 2021Aug 6, 2021664$2.1B13F-HR
Q1 2021Mar 31, 2021May 13, 2021655$2.0B13F-HR
Q4 2020Dec 31, 2020Feb 11, 2021599$1.8B13F-HR
Q3 2020Sep 30, 2020Dec 14, 2020611$1.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.