Chief Compliance Officer

0000940445-26-000003.txt : 20260429 0000940445-26-000003.hdr.sgml : 20260429 20260429084428 ACCESSION NUMBER: 0000940445-26-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260429 DATE AS OF CHANGE: 20260429 EFFECTIVENESS DATE: 20260429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BURNEY CO/ CENTRAL INDEX KEY: 0000940445 ORGANIZATION NAME: EIN: 050395830 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04852 FILM NUMBER: 26910742 BUSINESS ADDRESS: STREET 1: 1800 ALEXANDER BELL DRIVE STREET 2: SUITE 510 CITY: RESTON STATE: VA ZIP: 20191 BUSINESS PHONE: 7032415611 MAIL ADDRESS: STREET 1: 1800 ALEXANDER BELL DRIVE STREET 2: SUITE 510 CITY: RESTON STATE: VA ZIP: 20191 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0000940445 XXXXXXXX 03-31-2026 03-31-2026 BURNEY CO/

1800 ALEXANDER BELL DRIVE SUITE 510 RESTON VA 20191

13F COMBINATION REPORT 028-04852 000106945 801-10232 028-17729 Empowered Funds LLC N Michael J. Newman Chief Compliance Officer (703) 521-0416 Michael J. Newman Reston VA 04-29-2026 1 617 3198345994 false 1 0001800752 CERTUITY, LLC INFORMATION TABLE 2 TheBurneyCompany_13f1QT26.xml 3M CO COM 88579Y101 1663668 11455 SH SOLE 0 0 0 11455 ABBOTT LABORATORIES COM 002824100 2260164 22014 SH SOLE 0 595 0 21419 ABBVIE INC COM 00287Y109 9422851 43325 SH SOLE 0 0 0 43325 ABM INDS INC COM 000957100 470868 12224 SH SOLE 0 0 0 12224 ACADIA PHARMACEUTICALS INC COM 004225108 1334932 59970 SH SOLE 0 0 0 59970 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3545300 17879 SH SOLE 0 471 0 17408 ACUITY INC COM 00508Y102 346352 1236 SH SOLE 0 66 0 1170 ACUSHNET HLDGS CORP COM 005098108 3472315 37145 SH SOLE 0 0 0 37145 ADAM NAT RES FD INC COM 00548F105 1328896 47802 SH SOLE 0 0 0 47802 ADOBE INC COM 00724F101 256984 1057 SH SOLE 0 0 0 1057 ADVANCED ENERGY INDS COM 007973100 960062 2975 SH SOLE 0 0 0 2975 ADVANCED MICRO DEVICES INC COM 007903107 3086033 15170 SH SOLE 0 10 0 15160 AECOM COM 00766T100 635513 7492 SH SOLE 0 0 0 7492 AERCAP HOLDINGS NV SHS N00985106 8235190 60032 SH SOLE 0 0 0 60032 AES CORP COM 00130H105 2462326 174757 SH SOLE 0 0 0 174757 AFLAC INC COM 001055102 5230303 47674 SH SOLE 0 0 0 47674 AGILENT TECHNOLOGIES INC COM 00846U101 204328 1793 SH SOLE 0 0 0 1793 AIR PRODUCTS AND CHEMICALS I COM 009158106 792110 2727 SH SOLE 0 0 0 2727 AKAMAI TECHNOLOGIES INC COM 00971T101 688760 5997 SH SOLE 0 0 0 5997 ALLEGION PLC ORD SHS G0176J109 1095051 7537 SH SOLE 0 0 0 7537 ALLISON TRANSMISSION HLDGS I COM 01973R101 372953 3186 SH DFND 1 3186 0 0 ALLISON TRANSMISSION HLDGS I COM 01973R101 24949515 213134 SH SOLE 0 2400 0 210734 ALLSTATE CORP COM 020002101 7257604 35003 SH SOLE 0 0 0 35003 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1128598 3411 SH SOLE 0 0 0 3411 ALPHABET INC CAP STK CL C 02079K107 2188959 7631 SH SOLE 0 362 0 7269 ALPHABET INC CAP STK CL A 02079K305 68743450 239058 SH SOLE 0 813 0 238245 ALTRIA GROUP INC COM 02209S103 1573327 23842 SH SOLE 0 0 0 23842 AMAZON COM INC COM 023135106 14250123 68421 SH SOLE 0 240 0 68181 AMAZON COM INC COM 023135106 202438 972 SH DFND 1 972 0 0 AMCOR PLC COM NEW G0250X149 1150212 28936 SH SOLE 0 0 0 28936 AMDOCS LTD SHS G02602103 999609 15317 SH SOLE 0 0 0 15317 AMERICAN AIRLINES GROUP INC COM 02376R102 243390 22662 SH SOLE 0 0 0 22662 AMERICAN FINANCIAL GROUP INC COM 025932104 3782319 29616 SH SOLE 0 0 0 29616 AMERICAN TOWER CORP COM 03027X100 1041829 6037 SH SOLE 0 0 0 6037 AMERIPRISE FINL INC COM 03076C106 4921286 11074 SH SOLE 0 0 0 11074 AMETEK INC COM 031100100 1818503 8483 SH SOLE 0 0 0 8483 AMGEN INC COM 031162100 5870866 16686 SH SOLE 0 65 0 16621 AMN HEALTHCARE SVCS INC COM 001744101 4152387 226412 SH SOLE 0 0 0 226412 AMPHENOL CORP CL A 032095101 9579604 75818 SH SOLE 0 0 0 75818 ANGLOGOLD ASHANTI PLC COM SHS G0378L100 3531442 36272 SH SOLE 0 0 0 36272 ANTERO MIDSTREAM CORP COM 03676B102 310080 13600 SH SOLE 0 0 0 13600 APELLIS PHARMACEUTICALS INC COM 03753U106 2477283 61578 SH SOLE 0 0 0 61578 API GROUP CORP COM STK 00187Y100 317474 7835 SH SOLE 0 0 0 7835 APPLE INC COM 037833100 465958 1836 SH DFND 1 1836 0 0 APPLE INC COM 037833100 90408388 356233 SH SOLE 0 3857 0 352376 APPLIED INDL TECHNOLOGIES IN COM 03820C105 429818 1620 SH SOLE 0 0 0 1620 APPLIED MATLS INC COM 038222105 13337921 39024 SH SOLE 0 1451 0 37573 APPLOVIN CORP COM CL A 03831W108 1262058 3171 SH SOLE 0 0 0 3171 ARCH CAP GROUP LTD ORD G0450A105 150416 1567 SH DFND 1 1567 0 0 ARCH CAP GROUP LTD ORD G0450A105 89847 936 SH SOLE 0 0 0 936 ARCHER DANIELS MIDLAND CO COM 039483102 979352 13473 SH SOLE 0 0 0 13473 ARISTA NETWORKS INC COM SHS 040413205 423223 3447 SH DFND 1 3447 0 0 ARISTA NETWORKS INC COM SHS 040413205 28340694 230825 SH SOLE 0 323 0 230502 ARROW ELECTRS INC COM 042735100 547826 3820 SH SOLE 0 0 0 3820 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 833477 22904 SH SOLE 0 0 0 22904 ASML HLDG NV N Y REGISTRY SHS N07059210 240391 182 SH SOLE 0 0 0 182 ASSOCIATED BANC-CORP COM 045487105 1454306 56238 SH SOLE 0 0 0 56238 ASTRAZENECA PLC ORD G0593M107 879108 4458 SH SOLE 0 96 0 4362 AT&T INC COM 00206R102 1494786 51562 SH SOLE 0 0 0 51562 ATMOS ENERGY CORP COM 049560105 288163 1560 SH SOLE 0 0 0 1560 ATMUS FILTRATION TECHNOLOGIE COM 04956D107 422369 7440 SH SOLE 0 0 0 7440 AUTODESK INC COM 052769106 8108184 33869 SH SOLE 0 0 0 33869 AUTODESK INC COM 052769106 145555 608 SH DFND 1 608 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1403950 6910 SH SOLE 0 0 0 6910 AUTOZONE INC COM 053332102 20821109 6164 SH SOLE 0 0 0 6164 AVERY DENNISON CORP COM 053611109 213260 1235 SH SOLE 0 0 0 1235 AVISTA CORP COM 05379B107 1298810 32357 SH SOLE 0 0 0 32357 AXCELIS TECHNOLOGIES INC COM NEW 054540208 1567933 16845 SH SOLE 0 0 0 16845 AXSOME THERAPEUTICS INC. 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10435 SH SOLE 0 0 0 10435 SPDR GOLD TR GOLD SHS 78463V107 438896 1020 SH SOLE 0 0 0 1020 SPDR INDEX SHS FDS STATE STREET SPD 78463X889 471199 10322 SH SOLE 0 0 0 10322 SPDR INDEX SHS FDS STATE STREET SPD 78463X509 212549 4531 SH SOLE 0 0 0 4531 SPDR SERIES TRUST STATE STREET SPD 78464A300 837530 8855 SH SOLE 0 0 0 8855 SPDR SERIES TRUST STATE STREET SPD 78464A201 706294 7310 SH SOLE 0 0 0 7310 SPDR SERIES TRUST STATE STREET SPD 78464A508 2339032 41340 SH SOLE 0 0 0 41340 SPDR SERIES TRUST STATE STREET SPD 78464A839 527334 6193 SH SOLE 0 0 0 6193 SPDR SERIES TRUST STATE STREET SPD 78464A409 4682717 47827 SH SOLE 0 0 0 47827 SPDR SERIES TRUST STATE STREET SPD 78464A672 286055 9981 SH SOLE 0 0 0 9981 SPDR SERIES TRUST STATE STREET SPD 78464A821 213319 2223 SH SOLE 0 0 0 2223 SPIRE INC COM 84857L101 695076 7677 SH SOLE 0 0 0 7677 SS&C TECH HLDGS COM 78467J100 167101 2473 SH DFND 1 2473 0 0 SS&C TECH HLDGS COM 78467J100 7820417 115738 SH SOLE 0 0 0 115738 STANDEX INTL CORP COM 854231107 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73943 TRANE TECHNOLOGIES PLC SHS G8994E103 2916763 6999 SH SOLE 0 13 0 6986 TRANSDIGM GROUP INC COM 893641100 557460 481 SH SOLE 0 0 0 481 TRAVEL PLUS LEISURE CO COM 894164102 504603 7293 SH SOLE 0 0 0 7293 TRAVELERS COMPANIES INC COM 89417E109 2870073 9840 SH SOLE 0 0 0 9840 TRAVERE THERAPEUTICS INC COM 89422G107 1180200 39724 SH SOLE 0 0 0 39724 TYSON FOODS INC CL A 902494103 1285628 20066 SH SOLE 0 0 0 20066 UBER TECHNOLOGIES INC COM 90353T100 1838459 25559 SH SOLE 0 0 0 25559 UBIQUITI INC COM 90353W103 837707 1060 SH SOLE 0 0 0 1060 UGI CORP NEW COM 902681105 16808036 461506 SH SOLE 0 0 0 461506 UGI CORP NEW COM 902681105 176819 4855 SH DFND 1 4855 0 0 ULTA BEAUTY INC COM 90384S303 8115595 15526 SH SOLE 0 0 0 15526 UNIFIRST CORP MASS COM 904708104 1089239 4329 SH SOLE 0 0 0 4329 UNION PAC CORP COM 907818108 3126644 12887 SH SOLE 0 0 0 12887 UNITED RENTALS INC COM 911363109 8078126 11088 SH SOLE 0 0 0 11088 UNITED THERAPEUTICS CORP DEL COM 91307C102 6319388 10657 SH SOLE 0 0 0 10657 UNITEDHEALTH GROUP INC COM 91324P102 5561974 20555 SH SOLE 0 263 0 20292 UNIVERSAL HLTH SVCS INC CL B 913903100 9188616 51342 SH SOLE 0 0 0 51342 UNUM GROUP COM 91529Y106 2532899 34683 SH SOLE 0 0 0 34683 URBAN OUTFITTERS INC COM 917047102 278043 4389 SH SOLE 0 0 0 4389 VAIL RESORTS INC COM 91879Q109 848837 6615 SH SOLE 0 0 0 6615 VALE S A SPONSORED ADS 91912E105 2755485 173192 SH SOLE 0 0 0 173192 VALERO ENERGY CORP COM 91913Y100 9256008 37462 SH SOLE 0 0 0 37462 VALVOLINE INC COM 92047W101 203461 6041 SH SOLE 0 0 0 6041 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 259178 676 SH SOLE 0 0 0 676 VANGUARD BD INDEX FDS INTERMED TERM 921937819 11200146 145117 SH SOLE 0 0 0 145117 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 979338 13299 SH SOLE 0 0 0 13299 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 602608 7685 SH SOLE 0 0 0 7685 VANGUARD INDEX FDS VALUE ETF 922908744 546824 2787 SH SOLE 0 0 0 2787 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18623261 31166 SH SOLE 0 0 0 31166 VANGUARD INDEX FDS GROWTH ETF 922908736 1228877 2813 SH SOLE 0 0 0 2813 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1567305 4885 SH SOLE 0 0 0 4885 VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL 922040845 861351 11386 SH SOLE 0 0 0 11386 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3434274 63539 SH SOLE 0 0 0 63539 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3639176 72944 SH SOLE 0 0 0 72944 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 3678127 62831 SH SOLE 0 0 0 62831 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 81727952 1372426 SH SOLE 0 0 0 1372426 VANGUARD STAR FDS VG TL INTL STK F 921909768 627444 8137 SH SOLE 0 0 0 8137 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 621392 9697 SH SOLE 0 0 0 9697 VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 906922 8967 SH SOLE 0 0 0 8967 VANGUARD WORLD FD INF TECH ETF 92204A702 577092 827 SH SOLE 0 0 0 827 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 209812 672 SH SOLE 0 0 0 672 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 362620 1010 SH SOLE 0 0 0 1010 VERACYTE INC COM 92337F107 1215960 37751 SH SOLE 0 0 0 37751 VERISIGN INC COM 92343E102 2085148 8396 SH SOLE 0 0 0 8396 VERIZON COMMUNICATIONS INC COM 92343V104 8310975 165557 SH SOLE 0 2452 0 163105 VERTEX PHARMACEUTICALS INC COM 92532F100 270157 605 SH DFND 1 605 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 1877701 4205 SH SOLE 0 103 0 4102 VIATRIS INC COM 92556V106 785755 58161 SH SOLE 0 0 0 58161 VICI PPTYS INC COM 925652109 2765045 101210 SH SOLE 0 0 0 101210 VIRTU FINL INC CL A 928254101 1323226 30087 SH SOLE 0 0 0 30087 VISA INC COM CL A 92826C839 5887568 19480 SH SOLE 0 627 0 18853 WABTEC COM 929740108 6331789 25336 SH SOLE 0 0 0 25336 WALMART INC COM 931142103 15198894 122296 SH SOLE 0 0 0 122296 WALMART INC COM 931142103 145780 1173 SH DFND 1 1173 0 0 WASTE MGMT INC DEL COM 94106L109 315731 1374 SH SOLE 0 0 0 1374 WATERS CORP COM 941848103 1058679 3555 SH SOLE 0 12 0 3543 WATSCO INC COM 942622200 302673 832 SH SOLE 0 0 0 832 WATTS WATER TECHNOLOGIES INC CL A 942749102 10622872 36594 SH SOLE 0 0 0 36594 WELLS FARGO & CO COM 949746101 7747524 97318 SH SOLE 0 0 0 97318 WESTERN DIGITAL CORP COM 958102105 220990 817 SH SOLE 0 0 0 817 WESTERN UN CO COM 959802109 273755 31358 SH SOLE 0 0 0 31358 WILLIAMS COS INC COM 969457100 2403923 33030 SH SOLE 0 0 0 33030 WILLIAMS SONOMA INC COM 969904101 285164 1564 SH SOLE 0 0 0 1564 WINTRUST FINL CORP COM 97650W108 5716547 41144 SH SOLE 0 0 0 41144 WP CAREY INC COM 92936U109 321247 4727 SH SOLE 0 0 0 4727 WW GRAINGER INC COM 384802104 1738751 1594 SH SOLE 0 0 0 1594 XYLEM INC COM 98419M100 912980 7640 SH SOLE 0 0 0 7640 YUM BRANDS INC COM 988498101 6302106 40533 SH SOLE 0 0 0 40533 ZIFF DAVIS INC COM 48123V102 431559 10285 SH SOLE 0 0 0 10285 ZIONS BANCORPORATION NATL AS COM 989701107 1178099 20446 SH SOLE 0 0 0 20446