BURNEY CO/

Position in WSM — Williams Sonoma Inc

CIK 940445 RESTON, VA

Position in WSM

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

Position Value

$364,568

+$79,404 QoQ

Shares Held

1,564

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#660

of 996 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

BURNEY CO/ holds $19,580,452 across 5 Specialty Retail names. WSM ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DKS	Dick's Sporting Goods, Inc.	44,565	$10,107,787
2	ULTA	Ulta Beauty, Inc.	10,613	$4,786,250
3	CASY	Caseys General Stores Inc	3,635	$2,889,061
4	TSCO	Tractor Supply Co /De/	45,327	$1,432,786
5	WSM	Williams Sonoma Inc This page	1,564	$364,568

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,568	1,564	0.0%	Shares	Sole	2026-07-15
2026-03-31	$285,164	1,564	-63.2%	Shares	Sole	2026-04-29
2025-12-31	$758,114	4,245	+8.2%	Shares	Sole	2026-01-23
2025-09-30	$767,141	3,925	0.0%	Shares	Sole	2025-10-16
2025-06-30	$641,227	3,925	-12.4%	Shares	Sole	2025-08-05
2025-03-31	$708,129	4,479	+1.4%	Shares	Sole	2025-05-06
2024-12-31	$817,940	4,417	-2.1%	Shares	Sole	2025-01-14
2024-09-30	$698,999	4,512	+70.1%	Shares	Sole	2024-10-18
2024-06-30	$749,127	2,653	-2.8%	Shares	Sole	2024-07-29
2024-03-31	$866,856	2,730	-24.5%	Shares	Sole	2024-05-22
2023-12-31	$729,232	3,614	-32.5%	Shares	Sole	2024-02-12
2023-09-30	$831,544	5,351	-27.6%	Shares	Sole	2023-11-08
2023-06-30	$925,159	7,393	-46.4%	Shares	Sole	2023-08-09
2023-03-31	$1,678,055	13,793	-79.2%	Shares	Sole	2023-05-10
2022-12-31	$7,616,092	66,273	-9.3%	Shares	Sole	2023-02-06
2022-09-30	$8,612,478	73,080	+13.1%	Shares	Sole	2022-11-15
2022-06-30	$7,168,035	64,606	+2832.6%	Shares	Sole	2022-08-12
2022-03-31	$319,435	2,203	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.