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 Exited	0%	$38.141M 99,372 shares@ $383.82 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$14.453M 17,710 shares@ $816.11 avg price	Exited
LPLALpl Finl Hldgs Inc Recent Activity Exited	0%	$1.351M 5,809 shares@ $232.64 avg price	Exited
TXTTextron Inc Recent Activity Exited	0%	$1.089M 12,296 shares@ $88.59 avg price	Exited
SQBlock Inc Recent Activity Exited	0%	$1.074M 15,996 shares@ $67.13 avg price	Exited
CAGConagra Brands Inc Recent Activity Exited	0%	$1.007M 30,970 shares@ $32.52 avg price	Exited
OKTAOkta Inc Recent Activity Exited	0%	$988,871 13,302 shares@ $74.35 avg price	Exited
BCEBce Inc Recent Activity Exited	0%	$862,483 24,784 shares@ $34.8 avg price	Exited
ELFE L F Beauty Inc Recent Activity Exited	0%	$844,873 7,749 shares@ $109.03 avg price	Exited
PAGSPagseguro Digital Ltd Recent Activity Exited	0%	$833,284 96,781 shares@ $8.61 avg price	Exited