Burney CO/
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$3.2B
Holdings
589
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRES
EA SERIES TRUST
Held since at least Q1 2024
17.8%
02
$BRNY
EA SERIES TRUST
Held since at least Q1 2024
10.6%
03
$AAPL
APPLE INC
Held since at least Q1 2024
2.8%
04
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.6%
05
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Held since at least Q1 2024
2.5%
06
$GOOGL
ALPHABET INC
Held since at least Q1 2024
2.1%
07
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
1.9%
08
$LRCX
LAM RESEARCH CORP
Held since at least Q1 2024
1.6%
09
$META
META PLATFORMS INC
Held since at least Q1 2024
1.4%
10
$PH
PARKER-HANNIFIN CORP
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:27 UTC.