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Michael J. Newman

Burney Co

Assets Managed
$3.709B
Holdings
605
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.96%(2Q avg: 7.84%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Burney Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 605 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.709B in assets, with a quarterly growth rate of 15.96% and a 2-quarter average growth rate of 7.84%. The portfolio is managed by Michael J. Newman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRES
Burney Us Equity Select Etf
Recent Activity
Increased 3.47%
17.93%
$664.774M
24.699M shares@ $26.92 avg price
BRNY
Burney Us Factor Rotation
Recent Activity
Increased 6.45%
11.64%
$431.356M
7.412M shares@ $58.2 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.4%
2.87%
$106.092M
366,643 shares@ $289.36 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 10.97%
2.43%
$89.825M
1.523M shares@ $58.98 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -13.07%
2.39%
$88.476M
204,176 shares@ $433.34 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.91%
2.33%
$86.205M
241,221 shares@ $357.37 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 17.6%
2.21%
$81.69M
408,265 shares@ $200.09 avg price
ANET
Arista Networks Inc
Recent Activity
Increased 21.02%
1.3%
$48.163M
283,512 shares@ $169.88 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 8.47%
1.06%
$39.107M
1.05M shares@ $37.26 avg price
EXPE
Expedia Group Inc
Recent Activity
Increased 21.26%
1%
$36.973M
144,495 shares@ $255.88 avg price

1-10 of 605