BURNEY CO/
RIA/Wealth
BURNEY CO/ is a RIA/Wealth based in Reston, VA led by Lowell Dorrance Pratt, managing $3.1B across 585 long positions as of Q3 2025 with BRNY as the largest holding (11% allocation).
PresidentLowell Dorrance Pratt
- Portfolio Value
- $3.1B
- Positions
- 585
- Top Holding
- BRNY at 10.76%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BURNEY CO/'s portfolio (29.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $338.4M | 10.76% | +$8.8M Bought | — 7.0M shares | |
Consumer Electronics Technology | $110.3M | 3.51% | +$4.5M Bought | 0.00% 433.3K shares | |
ETF ETF | $76.0M | 2.42% | +$2.4M Bought | — 1.3M shares | |
Software - Infrastructure Technology | $74.2M | 2.36% | +$8.8M Bought | 0.00% 143.3K shares | |
Internet Content & Information Communication Services | $61.5M | 1.95% | +$2.5M Bought | 0.00% 252.8K shares | |
Semiconductors Technology | $57.7M | 1.84% | -$961.1K Sold | 0.00% 309.4K shares | |
Internet Content & Information Communication Services | $57.2M | 1.82% | +$7.0M Bought | 0.00% 77.9K shares | |
Computer Hardware Technology | $53.7M | 1.71% | -$1.6M Sold | 0.03% 368.5K shares | |
Semiconductors Technology | $53.2M | 1.69% | -$4.1M Sold | 0.00% 161.2K shares | |
Semiconductors Technology | $50.4M | 1.60% | +$7.0M Bought | 0.03% 376.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BURNEY CO/'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for BURNEY CO/
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