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
DELLDell Technologies Inc Recent Activity New Position	0.07%	$1.779M 15,438 shares@ $115.24 avg price	New Position
TPRTapestry Inc Recent Activity New Position	0.05%	$1.294M 19,804 shares@ $65.33 avg price	New Position
AGIAlamos Gold Inc New Recent Activity New Position	0.05%	$1.161M 62,947 shares@ $18.45 avg price	New Position
LAURLaureate Education Inc Recent Activity New Position	0.03%	$666,414 36,436 shares@ $18.29 avg price	New Position
NGGNational Grid Plc Recent Activity New Position	0.03%	$603,945 10,164 shares@ $59.43 avg price	New Position
AESAes Corp Recent Activity New Position	0.03%	$577,194 44,848 shares@ $12.88 avg price	New Position
MHOM I Homes Inc Recent Activity New Position	0.02%	$475,695 3,578 shares@ $132.95 avg price	New Position
NBTBNbt Bancorp Inc Recent Activity New Position	0.02%	$441,398 9,242 shares@ $47.77 avg price	New Position
RLIRli Corp Recent Activity New Position	0.02%	$393,944 2,390 shares@ $164.84 avg price	New Position
BMIBadger Meter Inc Recent Activity New Position	0.02%	$384,998 1,815 shares@ $212.13 avg price	New Position