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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
LOWLowes Cos Inc
Recent Activity
Decreased -1.1%
0.38%
$10.746M
43,539 shares@ $246.81 avg price
PHMPulte Group Inc
Recent Activity
Decreased -36.97%
0.38%
$10.641M
97,717 shares@ $108.9 avg price
HCAHca Healthcare Inc
Recent Activity
Decreased -2.19%
0.38%
$10.603M
35,325 shares@ $300.16 avg price
DFINDonnelley Finl Solutions Inc
Recent Activity
Decreased -7.87%
0.38%
$10.565M
168,421 shares@ $62.73 avg price
VVisa Inc
Recent Activity
Decreased -1.89%
0.36%
$10.132M
32,059 shares@ $316.05 avg price
CWCurtiss Wright Corp
Recent Activity
Decreased -3.07%
0.36%
$9.951M
28,040 shares@ $354.88 avg price
RJFRaymond James Finl Inc
Recent Activity
Decreased -2.36%
0.35%
$9.817M
63,199 shares@ $155.33 avg price
NOWServicenow Inc
Recent Activity
Decreased -14.54%
0.34%
$9.581M
9,038 shares@ $1060.13 avg price
NVTNvent Electric Plc
Recent Activity
Decreased -2.39%
0.34%
$9.431M
138,359 shares@ $68.16 avg price
CDNSCadence Design System Inc
Recent Activity
Decreased -0.72%
0.33%
$9.245M
30,770 shares@ $300.46 avg price