BURNEY CO/
Top Portfolio Positions
516 positions ·
$2,084,731,364 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 | 2.90% | |
| 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 SWKS
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,645,708 | 142,777 | Shares | Sole | 2026-04-29 | |
| 2023-12-31 | $236,981 | 2,108 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $239,672 | 2,431 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $308,935 | 2,791 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $329,282 | 2,791 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $259,355 | 2,846 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $246,856 | 2,895 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $284,497 | 3,071 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $907,236 | 6,807 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,072,172 | 6,911 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,162,687 | 7,056 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,466,695 | 7,649 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,418,300 | 7,730 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,227,320 | 8,028 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,194,991 | 8,213 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $1,051,904 | 8,227 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $499,902 | 5,593 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||