DOSSIER · 13F-HR · Q3 2026
BURNEY CO/
$3.7B in tracked AUM across 646 positions as of Q3 2026.
BC
CIK 0000940445 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive 13F Filing Analysis: BURNEY CO/
1. Portfolio Overview
BURNEY CO. has reported a substantial expansion in its portfolio management operations during the quarter ending December 31, 2025. The total portfolio value surged by 112.4%, growing from $1.51 billion to $3.21 billion. This dramatic increase in assets under management (AUM) suggests significant capital inflows or a consolidation of reporting entities.
Despite the doubling of portfolio value, the number of h...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
Showing 12 of 93