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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 10.65%
0.89%
$25.129M
55,438 shares@ $453.29 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -4.15%
0.87%
$24.468M
31,695 shares@ $772.0 avg price
AZOAutozone Inc
Recent Activity
Decreased -15.27%
0.86%
$24.211M
7,561 shares@ $3202.06 avg price
CORTCorcept Therapeutics Inc
Recent Activity
Increased 9.14%
0.85%
$23.876M
473,821 shares@ $50.39 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -3.17%
0.82%
$23.185M
191,910 shares@ $120.81 avg price
GPIGroup 1 Automotive Inc
Recent Activity
Decreased -5.56%
0.81%
$22.769M
54,022 shares@ $421.48 avg price
QCOMQualcomm Inc
Recent Activity
Increased 665.61%
0.8%
$22.568M
146,911 shares@ $153.62 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.14%
0.76%
$21.262M
42,032 shares@ $505.86 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Decreased -23.29%
0.74%
$20.673M
182,799 shares@ $113.09 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 4.54%
0.71%
$20.07M
776,571 shares@ $25.85 avg price