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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BRNYEa Series Trust
| 9.33% | $263.86M 6.361M shares@ $41.49 avg price | Increased 2.91% |
AAPLApple Inc
| 4.17% | $117.912M 470,857 shares@ $250.42 avg price | Decreased -1.15% |
VGITVanguard Scottsdale Fds
| 2.11% | $59.577M 1.027M shares@ $58.0 avg price | Increased 18.19% |
MSFTMicrosoft Corp
| 1.92% | $54.19M 128,564 shares@ $421.51 avg price | Decreased -0.47% |
GOOGLAlphabet Inc
| 1.84% | $52.009M 274,743 shares@ $189.31 avg price | Decreased -0.83% |
METAMeta Platforms Inc
| 1.58% | $44.702M 76,347 shares@ $585.52 avg price | Increased 0.07% |
AVGOBroadcom Inc
| 1.55% | $43.669M 188,359 shares@ $231.84 avg price | Decreased -3.84% |
NVDANvidia Corporation
| 1.54% | $43.48M 323,778 shares@ $134.29 avg price | Increased 6.14% |
TOLToll Brothers Inc
| 1.52% | $42.805M 339,856 shares@ $125.96 avg price | Increased 6.05% |
ANETArista Networks Inc
| 1.51% | $42.591M 385,331 shares@ $110.54 avg price | New Position |