BURNEY CO/

Position in TOL — Toll Brothers, Inc.

CIK 940445 RESTON, VA

Position in TOL

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

Position Value

$5,613,197

+$881,646 QoQ

Shares Held

34,071

-1.7% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#178

of 799 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Jun 30, 2026

BURNEY CO/ holds $12,550,122 across 6 Residential Construction names. TOL ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc. This page	34,071	$5,613,197
2	TMHC	Taylor Morrison Home Corp	73,252	$5,255,097
3	PHM	Pultegroup Inc/Mi/	4,000	$548,840
4	GRBK	Green Brick Partners, Inc.	5,797	$463,991
5	IBP	Installed Building Products, Inc.	1,641	$377,167
6	CVCO	Cavco Industries, Inc.	475	$291,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,613,197	34,071	-1.7%	Shares	Sole	2026-07-15
2026-03-31	$4,731,551	34,671	-18.1%	Shares	Sole	2026-04-29
2025-12-31	$5,723,456	42,327	-9.9%	Shares	Defined	2026-01-23
2025-09-30	$6,490,369	46,984	-8.4%	Shares	Defined	2025-10-16
2025-06-30	$5,854,184	51,294	-49.2%	Shares	Defined	2025-08-05
2025-03-31	$10,655,508	100,914	-70.3%	Shares	Defined	2025-05-06
2024-12-31	$42,804,863	339,856	+6.0%	Shares	Defined	2025-01-14
2024-09-30	$49,511,418	320,483	+4.9%	Shares	Defined	2024-10-18
2024-06-30	$35,185,071	305,479	-11.8%	Shares	Defined	2024-07-29
2024-03-31	$44,820,753	346,454	+8.8%	Shares	Defined	2024-05-22
2023-12-31	$32,734,605	318,461	-2.4%	Shares	Defined	2024-02-12
2023-09-30	$24,120,426	326,128	+2.0%	Shares	Sole	2023-11-08
2023-06-30	$25,269,032	319,578	+57.7%	Shares	Sole	2023-08-09
2023-03-31	$12,162,318	202,604	+370.7%	Shares	Sole	2023-05-10
2022-12-31	$2,148,556	43,040	+385.8%	Shares	Sole	2023-02-06
2022-09-30	$372,120	8,860	0.0%	Shares	Sole	2022-11-15
2022-06-30	$395,156	8,860	+4.5%	Shares	Sole	2022-08-12
2022-03-31	$398,729	8,480	0.0%	Shares	Sole	2022-05-09
2021-12-31	$613,867	8,480	-2.3%	Shares	Sole	2022-02-11
2021-09-30	$479,917	8,680	0.0%	Shares	Sole	2021-11-12
2021-06-30	$501,790	8,680	0.0%	Shares	Sole	2021-08-06
2021-03-31	$492,416	8,680	+1.2%	Shares	Sole	2021-05-13
2020-12-31	$372,972	8,580	-2.8%	Shares	Sole	2021-02-11
2020-09-30	$429,667	8,830	-13.5%	Shares	Sole	2020-12-14
2020-06-30	$332,613	10,206	-23.3%	Shares	Sole	2020-08-13
2020-03-31	$256,044	13,301	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.