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Livermore
Livermore
中文EN

Burney Co

SEC CIK
0000940445
最新申報
2026/7/14

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/4/29 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
578
較 2025 年第 4 季 −30
總值
$32.0 億
較 2025 年第 4 季 −$916.0 萬 (−0.3%)
申報日
2026/4/29
SEC
Burney Co 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ACADAcadia Pharmaceuticals IncCOM59,970$133.5 萬<0.1%−45,441−43.1%減碼歷史
FIVEFive Below, IncCOM5,967$136.3 萬<0.1%+5,967新進歷史
LAMRLamar Advertising CoREIT10,795$136.7 萬<0.1%−2,369−18.0%減碼歷史
ADPAutomatic Data Processing IncStock6,910$140.4 萬<0.1%−1,538−18.2%減碼歷史
LASRNlight, Inc.COM24,842$141.6 萬<0.1%−384−1.5%減碼歷史
TTWOTake Two Interactive Software IncCOM7,216$142.5 萬<0.1%+6,285+675.1%加碼歷史
SNEXStoneX Group Inc.COM17,721$142.9 萬<0.1%−32,098−64.4%減碼歷史
BRK.ABerkshire Hathaway IncCL A2$143.6 萬<0.1%00.0%不變歷史
CICigna GroupStock5,434$144.9 萬<0.1%−544−9.1%減碼歷史
MEOHMethanex CorpCOM24,370$145.1 萬<0.1%+5,675+30.4%加碼歷史
ASBAssociated Banc-CorpCOM56,238$145.4 萬<0.1%+7,574+15.6%加碼歷史
DCIDonaldson Co IncStock17,219$146.1 萬<0.1%+7,300+73.6%加碼歷史
TRPTC Energy CorpCOM23,502$147.1 萬<0.1%+23,502新進歷史
JCIJohnson Controls International plcStock11,288$147.8 萬<0.1%+2,150+23.5%加碼歷史
TAT&T Inc.Stock51,562$149.5 萬<0.1%−3,375−6.1%減碼歷史
BMYBristol Myers Squibb CoStock24,708$149.9 萬<0.1%−38,913−61.2%減碼歷史
NEUNewmarket CorpCOM2,338$149.9 萬<0.1%−608−20.6%減碼歷史
BRXBrixmor Property Group Inc.COM52,391$150.9 萬<0.1%−12,578−19.4%減碼歷史
SKTTanger Inc.COM45,289$153.9 萬<0.1%−11,627−20.4%減碼歷史
BTUPeabody Energy CorpCOM46,834$154.3 萬<0.1%+46,834新進歷史
Invesco QQQ Trust Series I46090E103ETF2,678$154.5 萬<0.1%−3,269−55.0%減碼–
FDXFedEx CorpStock4,347$154.8 萬<0.1%−1,291−22.9%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF4,885$156.7 萬<0.1%−1,786−26.8%減碼–
ACLSAxcelis Technologies IncStock16,845$156.8 萬<0.1%−7,876−31.9%減碼歷史
MOAltria Group, Inc.Stock23,842$157.3 萬<0.1%−1,990−7.7%減碼歷史
BPBP PLCADR33,546$157.7 萬<0.1%−8,912−21.0%減碼歷史
ETREntergy CorpCOM14,218$159.8 萬<0.1%−5,632−28.4%減碼歷史
EFXEquifax IncCOM8,920$160.6 萬0.1%−361−3.9%減碼歷史
GNRCGenerac Holdings Inc.Stock8,302$162.2 萬0.1%−454−5.2%減碼歷史
AXSMAxsome Therapeutics, Inc.COM9,636$162.9 萬0.1%+9,636新進歷史
CBChubb LtdStock5,072$165.3 萬0.1%−2,314−31.3%減碼歷史
MMM3M CoStock11,455$166.4 萬0.1%−686−5.7%減碼歷史
CALMCal-Maine Foods IncCOM NEW21,079$166.8 萬0.1%−49,534−70.1%減碼歷史
TSLATesla, Inc.Stock4,540$168.8 萬0.1%−883−16.3%減碼歷史
NXTNextpower Inc.Stock14,031$169.1 萬0.1%+1,454+11.6%加碼歷史
DISWalt Disney CoStock17,659$170.2 萬0.1%−8,102−31.5%減碼歷史
CARRCarrier Global CorpStock30,609$172.4 萬0.1%+9,274+43.5%加碼歷史
MAMastercard IncStock3,478$173.8 萬0.1%−2,619−43.0%減碼歷史
GWWW.W. Grainger, Inc.Stock1,594$173.9 萬0.1%−186−10.4%減碼歷史
BBarrick Mining CorpStock42,746$174.4 萬0.1%−10,625−19.9%減碼歷史
INGRIngredion IncCOM15,650$176.3 萬0.1%−4,220−21.2%減碼歷史
PSIXPower Solutions International, Inc.Stock29,020$176.7 萬0.1%−1,306−4.3%減碼歷史
EZPWEzcorp IncCL A NON VTG71,006$180.2 萬0.1%+71,006新進歷史
NOCNorthrop Grumman CorpStock2,650$180.8 萬0.1%−272−9.3%減碼歷史
AMEAmetek IncCOM8,483$181.9 萬0.1%−3,601−29.8%減碼歷史
BALLBALL CorpCOM30,795$182.0 萬0.1%+42+0.1%加碼歷史
LQDALiquidia CorpCOM NEW48,481$183.0 萬0.1%+48,481新進歷史
UBERUber Technologies, IncStock25,559$183.8 萬0.1%−61,096−70.5%減碼歷史
DECKDeckers Outdoor CorpCOM18,387$184.0 萬0.1%+11,185+155.3%加碼歷史
NSCNorfolk Southern CorpStock6,419$184.2 萬0.1%−427−6.2%減碼歷史
CORTCorcept Therapeutics IncCOM45,779$184.5 萬0.1%−178,058−79.5%減碼歷史
HBANHuntington Bancshares IncCOM119,235$186.6 萬0.1%−28,725−19.4%減碼歷史
KLICKulicke & Soffa Industries IncCOM28,486$187.2 萬0.1%+28,486新進歷史
KOCoca Cola CoStock24,765$188.3 萬0.1%−14,494−36.9%減碼歷史
STZConstellation Brands, Inc.Stock12,802$192.0 萬0.1%−289−2.2%減碼歷史
QLYSQualys, Inc.COM22,108$194.2 萬0.1%−2,413−9.8%減碼歷史
MCOMoodys CorpStock4,456$194.4 萬0.1%−1,118−20.1%減碼歷史
MRKMerck & Co., Inc.Stock16,400$197.3 萬0.1%−6,479−28.3%減碼歷史
GGenpact LTDSHS53,356$198.8 萬0.1%−118,180−68.9%減碼歷史
TCMDTactile Systems Technology IncCOM78,936$206.3 萬0.1%+78,936新進歷史
INTCIntel CorpStock47,212$208.3 萬0.1%−2,770−5.5%減碼歷史
VRSNVerisign IncCOM8,396$208.5 萬0.1%−1,848−18.0%減碼歷史
PKGPackaging Corp of AmericaStock10,078$213.9 萬0.1%−30−0.3%減碼歷史
EMREmerson Electric CoStock16,382$214.6 萬0.1%−4,132−20.1%減碼歷史
VRTXVertex Pharmaceuticals IncStock4,810$214.8 萬0.1%−658−12.0%減碼歷史
GOOGAlphabet Inc.Stock7,631$218.9 萬0.1%−6,684−46.7%減碼歷史
PSXPhillips 66Stock12,061$219.7 萬0.1%−2,517−17.3%減碼歷史
ABTAbbott LaboratoriesStock22,014$226.0 萬0.1%−1,660−7.0%減碼歷史
PNWPinnacle West Capital CorpCOM22,556$227.3 萬0.1%−3,032−11.8%減碼歷史
NTRNutrien Ltd.COM30,264$228.4 萬0.1%+18,235+151.6%加碼歷史
STXSeagate Technology Holdings plcORD SHS5,898$231.1 萬0.1%+11+0.2%加碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF41,340$233.9 萬0.1%−18,961−31.4%減碼–
SPYSPDR S&P 500 ETF TrustETF3,600$234.1 萬0.1%−3,820−51.5%減碼歷史
BPOPPopular, Inc.COM NEW17,499$234.8 萬0.1%−14,141−44.7%減碼歷史
LHLabcorp Holdings Inc.Stock8,917$237.9 萬0.1%+95+1.1%加碼歷史
CMICummins IncStock4,447$239.3 萬0.1%−2,299−34.1%減碼歷史
WMBWilliams Companies, Inc.COM33,030$240.4 萬0.1%−12,496−27.4%減碼歷史
CVXChevron CorpStock11,703$242.1 萬0.1%−8,587−42.3%減碼歷史
MUMicron Technology IncStock7,174$242.4 萬0.1%−3,728−34.2%減碼歷史
HIIHuntington Ingalls Industries, Inc.COM6,395$242.9 萬0.1%+236+3.8%加碼歷史
CLColgate Palmolive CoStock28,784$245.3 萬0.1%−96−0.3%減碼歷史
PRUPrudential Financial IncStock25,166$245.8 萬0.1%+11,472+83.8%加碼歷史
AESAES CorpStock174,757$246.2 萬0.1%−361,051−67.4%減碼歷史
APLSApellis Pharmaceuticals, Inc.COM61,578$247.7 萬0.1%+61,578新進歷史
RIGLRigel Pharmaceuticals IncCOM91,683$247.9 萬0.1%+91,683新進歷史
EATBrinker International, IncStock17,402$248.4 萬0.1%+6,464+59.1%加碼歷史
UNMUnum GroupStock34,683$253.3 萬0.1%−37,272−51.8%減碼歷史
ETNEaton Corp plcStock7,319$261.8 萬0.1%−654−8.2%減碼歷史
SHELShell plcADR28,302$263.2 萬0.1%−1,749−5.8%減碼歷史
CASYCaseys General Stores IncCOM3,645$265.3 萬0.1%+307+9.2%加碼歷史
MRVLMarvell Technology, Inc.COM27,116$268.6 萬0.1%+27,116新進歷史
SFNCSimmons First National CorpCL A $1 PAR138,929$270.2 萬0.1%−122,758−46.9%減碼歷史
VALEVale S.A.SPONSORED ADS173,192$275.5 萬0.1%+173,192新進歷史
VICIVici Properties Inc.COM101,210$276.5 萬0.1%−11,990−10.6%減碼歷史
METMetlife IncStock39,733$281.0 萬0.1%−21,962−35.6%減碼歷史
EPAMEPAM Systems, Inc.COM20,757$281.0 萬0.1%+20,757新進歷史
TRVTravelers Companies, Inc.Stock9,840$287.0 萬0.1%−1,469−13.0%減碼歷史
TTTrane Technologies plcSHS6,999$291.7 萬0.1%−14,082−66.8%減碼歷史
COSTCostco Wholesale CorpStock2,950$294.0 萬0.1%−1,236−29.5%減碼歷史
PEPPepsiCo IncStock19,201$298.2 萬0.1%−407−2.1%減碼歷史

2025 年第 4 季之後清倉（88 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Burney Co 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Cyberark Software LtdM2682V108SHS21,904$977.0 萬0.3%–
PYPLPayPal Holdings, Inc.Stock99,018$578.1 萬0.2%歷史
UALUnited Airlines Holdings, Inc.COM30,064$336.2 萬0.1%歷史
UPWKUpwork, IncCOM168,627$334.2 萬0.1%歷史
REGNRegeneron Pharmaceuticals, Inc.COM3,487$269.2 萬0.1%歷史
EGOEldorado Gold CorpCOM69,769$250.6 萬0.1%歷史
PATHUiPath, Inc.Stock139,384$228.5 萬0.1%歷史
DKDelek US Holdings, Inc.COM74,114$219.8 萬0.1%歷史
KNSLKinsale Capital Group, Inc.Stock5,315$207.9 萬0.1%歷史
SOFISoFi Technologies, Inc.Stock76,167$199.4 萬0.1%歷史
ADUSAddus HomeCare CorpCOM17,142$184.1 萬0.1%歷史
PCTYPaylocity Holding CorpCOM7,050$107.5 萬<0.1%歷史
SFMSprouts Farmers Market, Inc.COM10,861$86.5 萬<0.1%歷史
CRMSalesforce, Inc.Stock3,253$86.2 萬<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE10,164$78.6 萬<0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF7,152$65.4 萬<0.1%–
MIDDMIDDLEBY CorpCOM3,971$59.0 萬<0.1%歷史
SPGIS&P Global Inc.Stock1,106$57.8 萬<0.1%歷史
MKC.VMcCormick & Co IncCOM VTG7,545$51.3 萬<0.1%歷史
WTWWillis Towers Watson PLCSHS1,531$50.3 萬<0.1%歷史
TGTXTG Therapeutics, Inc.COM15,991$47.7 萬<0.1%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,541$46.8 萬<0.1%歷史
TKOTKO Group Holdings, Inc.CL A2,185$45.7 萬<0.1%歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,099$44.4 萬<0.1%–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT4,820$44.1 萬<0.1%–
Vanguard Dividend Appreciation ETF921908844ETF1,945$42.7 萬<0.1%–
FTDRFrontdoor, Inc.COM7,343$42.4 萬<0.1%歷史
GRALGRAIL, Inc.COM4,808$41.2 萬<0.1%歷史
GEVGE Vernova Inc.Stock622$40.7 萬<0.1%歷史
MEDPMedpace Holdings, Inc.COM714$40.1 萬<0.1%歷史
PMPhilip Morris International Inc.Stock2,475$39.7 萬<0.1%歷史
NBTBNBT Bancorp IncCOM9,242$38.4 萬<0.1%歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF5,117$38.0 萬<0.1%–
Schwab U.S. Large-Cap Growth ETF808524300ETF11,468$37.4 萬<0.1%–
CNCCentene CorpStock9,053$37.3 萬<0.1%歷史
CTRACoterra Energy Inc.Stock14,029$36.9 萬<0.1%歷史
AJGArthur J. Gallagher & Co.COM1,420$36.7 萬<0.1%歷史
CMGChipotle Mexican Grill IncCOM9,890$36.6 萬<0.1%歷史
MTHMeritage Homes CORPCOM5,545$36.5 萬<0.1%歷史
MKCMcCormick & Co IncStock5,278$36.0 萬<0.1%歷史
WEXWEX Inc.COM2,344$34.9 萬<0.1%歷史
AXPAmerican Express CoStock934$34.6 萬<0.1%歷史
CTASCintas CorpStock1,817$34.2 萬<0.1%歷史
BOXBox IncCL A10,835$32.4 萬<0.1%歷史
ZSZscaler, Inc.Stock1,433$32.2 萬<0.1%歷史
AIZAssurant, Inc.Stock1,285$30.9 萬<0.1%歷史
DBXDropbox, Inc.CL A11,046$30.7 萬<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW542$30.7 萬<0.1%歷史
MDYSPDR S&P Midcap 400 ETF TrustETF497$30.0 萬<0.1%歷史
IBITiShares Bitcoin Trust ETFETF5,834$29.0 萬<0.1%歷史
WHRWhirlpool CorpStock3,855$27.8 萬<0.1%歷史
LPXLouisiana-Pacific CorpCOM3,355$27.1 萬<0.1%歷史
APPFAppfolio IncCOM CL A1,146$26.7 萬<0.1%歷史
PFGPrincipal Financial Group IncCOM2,962$26.1 萬<0.1%歷史
CLSCelestica IncStock882$26.1 萬<0.1%歷史
FOXAFox CorpCL A COM3,503$25.6 萬<0.1%歷史
CNOCNO Financial Group, Inc.COM5,928$25.2 萬<0.1%歷史
GWREGuidewire Software, Inc.COM1,241$24.9 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM1,098$24.6 萬<0.1%歷史
PNFPPinnacle Financial Partners, Inc.COM2,551$24.3 萬<0.1%歷史
NGVTIngevity CorpCOM4,074$24.1 萬<0.1%歷史
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT5,165$24.1 萬<0.1%–
BXBlackstone Inc.COM1,559$24.0 萬<0.1%歷史
iShares Select Dividend ETF464287168ETF1,662$23.5 萬<0.1%–
WBDWarner Bros. Discovery, Inc.Stock8,003$23.1 萬<0.1%歷史
NTNXNutanix, Inc.Stock4,409$22.8 萬<0.1%歷史
FDSFactset Research Systems IncStock776$22.5 萬<0.1%歷史
TYLTyler Technologies IncCOM492$22.3 萬<0.1%歷史
ITRIItron, Inc.COM2,399$22.3 萬<0.1%歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1458$22.0 萬<0.1%歷史
TEXTerex CorpStock4,121$22.0 萬<0.1%歷史
ENBEnbridge IncStock4,501$21.5 萬<0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF737$21.4 萬<0.1%–
PCORProcore Technologies, Inc.COM2,933$21.3 萬<0.1%歷史
ROPRoper Technologies IncStock479$21.3 萬<0.1%歷史
ODFLOld Dominion Freight Line, Inc.COM1,357$21.3 萬<0.1%歷史
iShares Russell Mid-Cap Growth ETF464287481ETF1,525$20.9 萬<0.1%–
SWKStanley Black & Decker, Inc.COM2,781$20.7 萬<0.1%歷史
iShares Tr464287150CORE S&P TTL STK1,375$20.4 萬<0.1%–
OCOwens CorningStock1,817$20.3 萬<0.1%歷史
HPQHP IncStock8,983$20.0 萬<0.1%歷史
NOANorth American Construction Group Ltd.COM13,503$19.4 萬<0.1%歷史
OXLCOxford Lane Capital Corp.COM12,651$18.5 萬<0.1%歷史
OBDCBlue Owl Capital CorpCOM12,225$15.2 萬<0.1%歷史
GNWGenworth Financial IncCOM SHS16,000$14.4 萬<0.1%歷史
MPXMarine Products Group, LLCCOM11,596$10.2 萬<0.1%歷史
SLIStandard Lithium Ltd.COM10,000$4.47 萬<0.1%歷史
IAUXi-80 Gold Corp.COM28,000$4.09 萬<0.1%歷史