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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
ACGLArch Cap Group Ltd
Recent Activity
Decreased -1.13%
0.3%
$8.47M
91,714 shares@ $92.36 avg price
CACICaci Intl Inc
Recent Activity
Decreased -9.64%
0.3%
$8.417M
20,830 shares@ $404.07 avg price
DEDeere & Co
Recent Activity
Decreased -1.14%
0.3%
$8.272M
19,523 shares@ $423.7 avg price
COOPMr Cooper Group Inc
Recent Activity
Decreased -0.6%
0.29%
$8.074M
84,093 shares@ $96.02 avg price
MIDDMiddleby Corp
Recent Activity
Decreased -6.82%
0.28%
$7.876M
58,147 shares@ $135.46 avg price
UNMUnum Group
Recent Activity
Decreased -12.16%
0.28%
$7.718M
105,685 shares@ $73.04 avg price
WRBBerkley W R Corp
Recent Activity
Decreased -0.13%
0.25%
$6.831M
116,722 shares@ $58.53 avg price
ALLAllstate Corp
Recent Activity
Decreased -56.08%
0.24%
$6.54M
33,923 shares@ $192.8 avg price
KLACKla Corp
Recent Activity
Decreased -51.07%
0.23%
$6.451M
10,237 shares@ $630.13 avg price
GLPIGaming & Leisure Pptys Inc
Recent Activity
Decreased -1.27%
0.23%
$6.328M
131,395 shares@ $48.17 avg price