Long-term investor
Burney Co./ @burneyco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000940445).
Record
- Tracked since 2025-06-30 (441 days), 140 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months n/a · 1 year +17.3% · all +17.3%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRES · 17.9% · long · since 2026-03-31
- BRNY · 11.6% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- VGIT · 2.4% · long · since 2025-06-30
- LRCX · 2.4% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- ANET · 1.3% · long · since 2025-06-30
- DFIC · 1.1% · long · since 2025-06-30
- EXPE · 1.0% · long · since 2025-12-31
- AVGO · 1.0% · long · since 2025-06-30
- PH · 0.9% · long · since 2025-06-30