BURNEY CO/

Position in DLX — Deluxe Corp

CIK 940445 RESTON, VA

Position in DLX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,832,741

+$2,668,934 QoQ

Shares Held

118,624

+1044.9% QoQ

Ownership

0.259%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#47

of 242 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BURNEY CO/ holds $5,550,437 across 4 Conglomerates names. DLX ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLX	Deluxe Corp This page	118,624	$2,832,741
2	MMM	3M Co	11,470	$1,857,107
3	HON	Honeywell International Inc	2,270	$508,253
4	VMI	Valmont Industries Inc	610	$352,336

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,832,741	118,624	+1044.9%	Shares	Sole	2026-07-15
2025-03-31	$163,807	10,361	+14.9%	Shares	Sole	2025-05-06
2022-03-31	$272,734	9,019	-10.2%	Shares	Sole	2022-05-09
2021-12-31	$322,320	10,038	-71.9%	Shares	Sole	2022-02-11
2021-09-30	$1,283,892	35,773	+7.4%	Shares	Sole	2021-11-12
2021-06-30	$1,590,836	33,302	+4.7%	Shares	Sole	2021-08-06
2021-03-31	$1,335,167	31,820	+8.7%	Shares	Sole	2021-05-13
2020-12-31	$855,122	29,285	+237.8%	Shares	Sole	2021-02-11
2020-09-30	$223,053	8,669	+2.0%	Shares	Sole	2020-12-14
2020-03-31	$220,275	8,495	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.