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
AMDAdvanced Micro Devices Inc Recent Activity New Position	0.02%	$356,572 2,952 shares@ $120.79 avg price	New Position
AYIAcuity Brands Inc Recent Activity New Position	0.02%	$329,815 1,129 shares@ $292.14 avg price	New Position
LINLinde Plc Recent Activity New Position	0.02%	$289,301 691 shares@ $418.68 avg price	New Position
MAGNMagnera Corp Recent Activity New Position	0.02%	$283,374 15,596 shares@ $18.17 avg price	New Position
BLDTopbuild Corp Recent Activity New Position	0.01%	$249,072 800 shares@ $311.34 avg price	New Position
RCLRoyal Caribbean Group Recent Activity New Position	0.01%	$241,302 1,046 shares@ $230.7 avg price	New Position
KBHKb Home Recent Activity New Position	0.01%	$229,691 3,495 shares@ $65.72 avg price	New Position
GWREGuidewire Software Inc Recent Activity New Position	0.01%	$209,208 1,241 shares@ $168.59 avg price	New Position
SMCISuper Micro Computer Inc Recent Activity New Position	0.01%	$205,953 6,757 shares@ $30.48 avg price	New Position
VOXXVoxx Intl Corp Recent Activity New Position	0.01%	$103,136 13,975 shares@ $7.39 avg price	New Position