Fund HoldingsBURNEY CO/

Total Portfolio Value
$2.62B
Total Bought
$297.71M
Total Sold
$331.92M
Net Transaction
-$34.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0515,286+515,286030,0051.15%+30,005
PRICE T ROWE GROUP INC(TROW)0181,577+181,577020,9380.80%+20,938
APPLE INC(AAPL)0483,295+483,2950101,7923.89%+101,792
OWENS CORNING NEW(OC)0106,173+106,173018,4440.70%+18,444
VERTEX PHARMACEUTICALS INC(VRTX)038,829+38,829018,2000.70%+18,200
TEXAS ROADHOUSE INC(TXRH)077,643+77,643013,3320.51%+13,332
NVIDIA CORPORATION(NVDA)27,939295,611+267,67225,24536,5201.40%+11,275
ALPHABET INC(GOOG)259,784269,314+9,53039,20949,0561.87%+9,846
CROWDSTRIKE HLDGS INC(CRWD)4,18728,393+24,2061,34210,8800.42%+9,538
NETFLIX INC(NFLX)016,993+16,993011,4680.44%+11,468
BELLRING BRANDS INC(BRBR)0158,123+158,12309,0350.35%+9,035
FORTINET INC(FTNT)0184,881+184,881011,1430.43%+11,143
PULTE GROUP INC(PHM)85,458160,244+74,78610,30817,6430.67%+7,335
DONNELLEY FINL SOLUTIONS INC(DFIN)60,862178,524+117,6623,77410,6440.41%+6,870
EA SERIES TRUST
BURNEY US FCTR
5,903,6335,970,036+66,403214,865220,7128.43%+5,847
CACI INTL INC(CACI)19,48330,054+10,5717,38112,9270.49%+5,546
ARISTA NETWORKS INC99,91098,178-1,73228,97234,4091.31%+5,438
CYBERARK SOFTWARE LTD017,809+17,80904,8690.19%+4,869
OSHKOSH CORP(OSK)32,56779,748+47,1814,0618,6290.33%+4,567
KLA CORP(KLAC)08,707+8,70707,1790.27%+7,179
ATLASSIAN CORPORATION5,61129,179+23,5681,0955,1610.20%+4,066
WORKIVA INC(WK)43,373100,056+56,6833,6787,3030.28%+3,625
ALLSTATE CORP(ALL)51,28976,213+24,9248,87412,1680.46%+3,295
MERITAGE HOMES CORP(MTH)023,812+23,81203,8540.15%+3,854
FAIR ISAAC CORP(FICO)16,33615,737-59920,41323,4270.90%+3,014
ELI LILLY & CO(LLY)36,61634,465-2,15128,48631,2041.19%+2,717
CORCEPT THERAPEUTICS INC(CORT)0416,798+416,798013,5420.52%+13,542
PROCORE TECHNOLOGIES INC(PCOR)16,68459,664+42,9801,3713,9560.15%+2,585
VERIZON COMMUNICATIONS INC(VZ)0125,767+125,76705,1870.20%+5,187
MCKESSON CORP(MCK)64,21763,316-90134,47536,9791.41%+2,504
SHARKNINJA INC(SN)032,587+32,58702,4490.09%+2,449
APPFOLIO INC(APPF)09,980+9,98002,4410.09%+2,441
DATADOG INC(DDOG)017,126+17,12602,2210.08%+2,221
TARGA RES CORP(TRGP)101,024104,527+3,50311,31413,4610.51%+2,147
CHEVRON CORP NEW(CVX)031,301+31,30104,8960.19%+4,896
ALNYLAM PHARMACEUTICALS INC(ALNY)27,05925,439-1,6204,0446,1820.24%+2,138
LABCORP HOLDINGS INC(LH)09,971+9,97102,0290.08%+2,029
WALMART INC(WMT)139,168151,856+12,6888,37410,2820.39%+1,908
CHIPOTLE MEXICAN GRILL INC(CMG)029,291+29,29101,8350.07%+1,835
E L F BEAUTY INC(ELF)06,856+6,85601,4450.06%+1,445
MGM RESORTS INTERNATIONAL(MGM)031,379+31,37901,3950.05%+1,395
ORACLE CORP(ORCL)117,712114,561-3,15114,78616,1760.62%+1,390
ZSCALER INC(ZS)06,926+6,92601,3310.05%+1,331
SYNCHRONY FINANCIAL(SYF)063,938+63,93803,0170.12%+3,017
DELEK US HLDGS INC NEW(DK)044,869+44,86901,1110.04%+1,111
HOWMET AEROSPACE INC(HWM)014,229+14,22901,1050.04%+1,105
TJX COS INC NEW(TJX)207,222200,757-6,46521,01622,1030.84%+1,087
LANTHEUS HLDGS INC(LNTH)41,64145,057+3,4162,5923,6180.14%+1,026
NUTANIX INC(NTNX)030,132+30,13201,7130.07%+1,713
ARCH CAP GROUP LTD
ORD
012,841+12,84101,2960.05%+1,296
PALO ALTO NETWORKS INC(PANW)016,121+16,12105,4650.21%+5,465
TG THERAPEUTICS INC(TGTX)044,998+44,99808010.03%+801
ROSS STORES INC(ROST)025,457+25,45703,6990.14%+3,699
LAM RESEARCH CORP(LRCX)19,28418,301-98318,73619,4880.74%+752
RITHM CAPITAL CORP(RITM)0114,598+114,59801,2500.05%+1,250
UNITED RENTALS INC(URI)16,92119,941+3,02012,20212,8970.49%+695
VANGUARD INDEX FDS31,03231,151+11914,91715,5800.60%+663
REINSURANCE GRP OF AMERICA I(RGA)67,67466,744-93013,05313,7000.52%+648
CURTISS WRIGHT CORP(CW)28,58029,344+7647,3157,9520.30%+637
BOOKING HOLDINGS INC(BKNG)4,6294,397-23216,79217,4170.67%+625
BOOZ ALLEN HAMILTON HLDG COR03,940+3,94006060.02%+606
PROG HOLDINGS INC(PRG)69,59186,401+16,8102,3972,9960.11%+600
OKTA INC(OKTA)05,999+5,99905620.02%+562
PHILLIPS 66(PSX)026,528+26,52803,7450.14%+3,745
APPLIED MATLS INC72,68565,802-6,88314,99015,5290.59%+539
SPDR S&P 500 ETF TR(SPY)9,57410,141+5675,0085,5190.21%+511
INVESCO QQQ TR04,595+4,59502,2010.08%+2,201
NVENT ELECTRIC PLC(NVT)139,447143,387+3,94010,51410,9850.42%+471
STRIDE INC(LRN)32,59235,765+3,1732,0552,5210.10%+467
AMGEN INC(AMGN)020,126+20,12606,2880.24%+6,288
BOSTON SCIENTIFIC CORP(BSX)05,892+5,89204540.02%+454
NEUROCRINE BIOSCIENCES INC(NBIX)082,578+82,578011,3690.43%+11,369
IRON MTN INC DEL(IRM)166,902153,929-12,97313,38713,7950.53%+408
QUALCOMM INC(QCOM)019,807+19,80703,9450.15%+3,945
BANK NEW YORK MELLON CORP080,621+80,62104,8280.18%+4,828
MOTOROLA SOLUTIONS INC(MSI)013,756+13,75605,3110.20%+5,311
LAMAR ADVERTISING CO NEW(LAMR)011,415+11,41501,3640.05%+1,364
AMERIPRISE FINL INC(AMP)010,105+10,10504,3170.16%+4,317
WORKDAY INC(WDAY)06,990+6,99001,5630.06%+1,563
APPLOVIN CORP(APP)04,056+4,05603380.01%+338
COSTCO WHSL CORP NEW(COST)02,035+2,03501,7300.07%+1,730
MORGAN STANLEY(MS)024,246+24,24602,3560.09%+2,356
BLOCK H & R INC057,327+57,32703,1090.12%+3,109
CBOE GLOBAL MKTS INC(CBOE)05,609+5,60909540.04%+954
SPDR SER TR
ST STR P500GRW
046,811+46,81103,7510.14%+3,751
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
05,013+5,01302910.01%+291
LOCKHEED MARTIN CORP(LMT)023,936+23,936011,1800.43%+11,180
WINGSTOP INC(WING)04,515+4,51501,9080.07%+1,908
MANHATTAN ASSOCIATES INC(MANH)02,390+2,39005900.02%+590
INTER PARFUMS INC(IPAR)37,91248,137+10,2255,3275,5850.21%+258
ALPHABET INC(GOOG)016,173+16,17302,9660.11%+2,966
BLACK HILLS CORP74,64579,560+4,9154,0764,3260.17%+251
BURKE HERBERT FINL SVCS CORP(BHRB)04,816+4,81602460.01%+246
SKYLINE CHAMPION CORPORATION(SKY)03,405+3,40502310.01%+231
BROWN & BROWN INC(BRO)02,520+2,52002250.01%+225
CASEYS GEN STORES INC(CASY)05,220+5,22001,9920.08%+1,992
CARPENTER TECHNOLOGY CORP(CRS)01,925+1,92502110.01%+211
PINTEREST INC(PINS)04,750+4,75002090.01%+209
EVEREST GROUP LTD(EG)0545+54502080.01%+208
PERFICIENT INC02,752+2,75202060.01%+206
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