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
MCHPMicrochip Technology Inc. Recent Activity Exited	0%	$802,750 9,998 shares@ $80.3 avg price	Exited
CECelanese Corp Del Recent Activity Exited	0%	$770,295 5,666 shares@ $135.96 avg price	Exited
FMCFmc Corp Recent Activity Exited	0%	$587,459 8,909 shares@ $65.94 avg price	Exited
SMCISuper Micro Computer Inc Recent Activity Exited	0%	$434,722 1,044 shares@ $416.41 avg price	Exited
WORWorthington Enterprises Inc Recent Activity Exited	0%	$434,522 10,483 shares@ $41.46 avg price	Exited
KHCKraft Heinz Co Recent Activity Exited	0%	$405,439 11,548 shares@ $35.11 avg price	Exited
BIIBBiogen Inc Recent Activity Exited	0%	$380,120 1,961 shares@ $193.84 avg price	Exited
DINOHf Sinclair Corp Recent Activity Exited	0%	$366,544 8,224 shares@ $44.58 avg price	Exited
DVNDevon Energy Corp New Recent Activity Exited	0%	$364,677 9,322 shares@ $39.13 avg price	Exited
HOLXHologic Inc Recent Activity Exited	0%	$309,222 3,796 shares@ $81.46 avg price	Exited