BURNEY CO/
Top Portfolio Positions
516 positions ·
$2,084,191,134 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
358,069 | $90,874,331 | 4.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
239,058 | $68,743,518 | 3.30% | |
| NVDA |
Nvidia Corp
Technology
|
347,187 | $60,549,412 | 2.91% | |
| LRCX |
Lam Research Corp
Technology
|
234,899 | $50,188,520 | 2.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
76,253 | $43,626,628 | 2.09% | |
| PH |
Parker-Hannifin Corp
Industrials
|
47,351 | $42,390,509 | 2.03% | |
| MCK |
Mckesson Corp
Healthcare
|
39,467 | $34,153,162 | 1.64% | |
| AVGO |
Broadcom Inc.
Technology
|
101,942 | $31,552,067 | 1.51% | |
| MSFT |
Microsoft Corp
Technology
|
83,388 | $30,867,735 | 1.48% | |
| ANET |
Arista Networks, Inc.
Technology
|
234,272 | $28,763,915 | 1.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALSN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,322,419 | 216,320 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $30,427,907 | 310,806 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $27,057,282 | 318,771 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $30,765,455 | 323,881 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $31,500,781 | 329,265 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $37,117,312 | 343,488 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $34,360,491 | 357,661 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $29,297,171 | 385,997 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $32,119,232 | 395,752 | Shares | Defined | 2024-05-22 | |
| 2023-12-31 | $17,086,330 | 293,832 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $16,680,433 | 282,432 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $15,818,736 | 280,176 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $12,340,250 | 272,773 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,374,354 | 273,422 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,685,135 | 286,882 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $13,101,067 | 340,730 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,224,503 | 311,373 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $11,398,450 | 313,575 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $13,462,605 | 381,161 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,984,323 | 377,059 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $14,800,711 | 362,496 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $15,386,584 | 356,749 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $14,262,481 | 405,876 | Shares | Defined | 2020-12-14 | |
| 2020-06-30 | $15,241,042 | 414,384 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $14,178,044 | 434,776 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||