Michael J. Newman

@Burney Co

Latest period2024 - Q4

Reported4d ago

Managed Assets$2.83B

Total holdings580

Assets growth rate0.66%

Assets growth rate (2-Q avg)4.04%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Burney Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 580 positions.

Assets under management

The assets under management (AUM) of Burney Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.83B in assets, with a quarterly growth rate of 0.66% and a 2-quarter average growth rate of 4.04%. The portfolio is managed by Michael J. Newman, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Recent Activity New Position	1.51%	$42.591M 385,331 shares@ $110.54 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.47%	$13.047M 180,638 shares@ $72.24 avg price	New Position
EXELExelixis Inc Recent Activity New Position	0.44%	$12.267M 368,373 shares@ $33.31 avg price	New Position
ACADAcadia Pharmaceuticals Inc Recent Activity New Position	0.25%	$6.953M 378,903 shares@ $18.35 avg price	New Position
MCOMoodys Corp Recent Activity New Position	0.24%	$6.775M 14,312 shares@ $473.37 avg price	New Position
RLRalph Lauren Corp Recent Activity New Position	0.21%	$5.711M 24,726 shares@ $230.98 avg price	New Position
FULFuller H B Co Recent Activity New Position	0.2%	$5.58M 82,692 shares@ $67.48 avg price	New Position
PSMTPricesmart Inc Recent Activity New Position	0.18%	$5.03M 54,577 shares@ $92.17 avg price	New Position
IOSPInnospec Inc Recent Activity New Position	0.11%	$3.019M 27,435 shares@ $110.06 avg price	New Position
DOCSDoximity Inc Recent Activity New Position	0.07%	$1.81M 33,902 shares@ $53.4 avg price	New Position