test

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
CSXCsx Corp
Recent Activity
Decreased -1.66%
0.17%
$4.582M
141,990 shares@ $32.27 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -4.65%
0.16%
$4.42M
3,727 shares@ $1185.95 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -0.42%
0.16%
$4.41M
17,392 shares@ $253.57 avg price
OSKOshkosh Corp
Recent Activity
Decreased -18.1%
0.16%
$4.318M
45,418 shares@ $95.07 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -32.47%
0.16%
$4.254M
30,493 shares@ $139.5 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -1.88%
0.15%
$4.17M
47,440 shares@ $87.9 avg price
DOVDover Corp
Recent Activity
Decreased -6.69%
0.15%
$4.099M
21,847 shares@ $187.61 avg price
CNCCentene Corp Del
Recent Activity
Decreased -67.23%
0.15%
$4.033M
66,577 shares@ $60.59 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -1.45%
0.14%
$3.938M
14,944 shares@ $263.5 avg price
GNRCGenerac Hldgs Inc
Recent Activity
Decreased -6.55%
0.14%
$3.919M
25,278 shares@ $155.06 avg price