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Livermore
Livermore
ZHEN

Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

TOL holding history

Toll Brothers, Inc. in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TOL overviewAll 13F holders of TOLFull Q2 2026 holdings

Shares (Q2 2026)
34,071
Value
$5.61M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of TOL by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,071$5.61M0.2%−600−1.7%ReducedHolders
Q1 202634,671$4.73M0.1%−7,656−18.1%ReducedHolders
Q4 202542,327$5.72M0.2%−4,657−9.9%ReducedHolders
Q3 202546,984$6.49M0.2%−4,310−8.4%ReducedHolders
Q2 202551,294$5.85M0.2%−49,620−49.2%ReducedHolders
Q1 2025100,914$10.7M0.4%−238,942−70.3%ReducedHolders
Q4 2024339,856$42.8M1.5%+19,373+6.0%AddedHolders
Q3 2024320,483$49.5M1.8%+15,004+4.9%AddedHolders
Q2 2024305,479$35.2M1.3%−40,975−11.8%ReducedHolders
Q1 2024346,454$44.8M1.7%+27,993+8.8%AddedHolders
Q4 2023318,461$32.7M1.4%−7,667−2.4%ReducedHolders
Q3 2023326,128$24.1M1.1%+6,550+2.0%AddedHolders
Q2 2023319,578$25.3M1.2%+116,974+57.7%AddedHolders
Q1 2023202,604$12.2M0.6%+159,564+370.7%AddedHolders
Q4 202243,040$2.15M0.1%+34,180+385.8%AddedHolders
Q3 20228,860$372.0K<0.1%00.0%UnchangedHolders
Q2 20228,860$395.0K<0.1%+380+4.5%AddedHolders
Q1 20228,480$399.0K<0.1%00.0%UnchangedHolders
Q4 20218,480$614.0K<0.1%−200−2.3%ReducedHolders
Q3 20218,680$480.0K<0.1%00.0%UnchangedHolders
Q2 20218,680$502.0K<0.1%00.0%UnchangedHolders
Q1 20218,680$492.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.