BURNEY CO/
Top Portfolio Positions
515 positions ·
$2,084,055,951 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 IPAR
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 | $5,327,015 | 37,912 | Shares | Sole | 2024-05-22 | |
| 2024-06-30 | $5,585,336 | 48,137 | Shares | Sole | 2024-07-29 | |
| 2024-09-30 | $6,742,412 | 52,073 | Shares | Sole | 2024-10-18 | |
| 2024-12-31 | $1,406,762 | 10,697 | Shares | Sole | 2025-01-14 | |
| 2025-03-31 | $899,231 | 7,897 | Shares | Sole | 2025-05-06 | |
| 2025-06-30 | $638,035 | 4,859 | Shares | Sole | 2025-08-05 | |
| 2025-09-30 | $235,029 | 2,389 | Shares | Sole | 2025-10-16 | |
| 2026-03-31 | $3,957,989 | 43,571 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||