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Michael J. Newman

@Burney Co

Latest period2024 - Q4ReportedManaged Assets$2.83BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRNYEa Series Trust
Recent Activity
Increased 2.91%
9.33%
$263.86M
6.361M shares@ $41.49 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 18.19%
2.11%
$59.577M
1.027M shares@ $58.0 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.07%
1.58%
$44.702M
76,347 shares@ $585.52 avg price
NVDANvidia Corporation
Recent Activity
Increased 6.14%
1.54%
$43.48M
323,778 shares@ $134.29 avg price
TOLToll Brothers Inc
Recent Activity
Increased 6.05%
1.52%
$42.805M
339,856 shares@ $125.96 avg price
CORCencora Inc
Recent Activity
Increased 0.2%
1%
$28.084M
124,997 shares@ $224.69 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 376.58%
0.94%
$26.488M
110,499 shares@ $239.71 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 146.35%
0.92%
$25.775M
141,650 shares@ $181.96 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 10.65%
0.89%
$25.129M
55,438 shares@ $453.29 avg price
CORTCorcept Therapeutics Inc
Recent Activity
Increased 9.14%
0.85%
$23.876M
473,821 shares@ $50.39 avg price