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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
ABBVAbbvie Inc
Recent Activity
Increased 2.22%
0.41%
$11.447M
64,416 shares@ $177.7 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.36%
0.39%
$10.757M
99,997 shares@ $107.58 avg price
SNASnap On Inc
Recent Activity
Increased 0.76%
0.34%
$9.569M
28,186 shares@ $339.49 avg price
AMATApplied Matls Inc
Recent Activity
Increased 1.8%
0.32%
$9.045M
55,620 shares@ $162.63 avg price
SKTTanger Inc
Recent Activity
Increased 1.8%
0.31%
$8.737M
255,983 shares@ $34.14 avg price
UTHRUnited Therapeutics Corp Del
Recent Activity
Increased 113.27%
0.3%
$8.441M
23,922 shares@ $352.84 avg price
VZVerizon Communications Inc
Recent Activity
Increased 30.37%
0.27%
$7.463M
186,621 shares@ $40.0 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 7.24%
0.27%
$7.371M
20,953 shares@ $351.8 avg price
KRKroger Co
Recent Activity
Increased 16.42%
0.26%
$7.338M
120,002 shares@ $61.16 avg price
MCDMcdonalds Corp
Recent Activity
Increased 9.47%
0.25%
$6.815M
23,508 shares@ $289.9 avg price