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Burney U.S. Factor Rotation ETF (BRNY) is an ETF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 7.30% of fund assets.

Burney U.S. Factor Rotation ETF Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
BRNY
Type:
ETF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Apr 30, 2026
Filing Date:
Jun 29, 2026
Showing 50 out of 70 holdings
Holding Weight Market Value Shares
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NVIDIA CORP
7.30% $40,381,792.08 202,344
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Alphabet Inc.
6.81% $37,657,682.40 97,863
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Expedia Group, Inc.
5.58% $30,834,142.02 124,146
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CIRRUS LOGIC, INC.
4.77% $26,371,666.80 161,710
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Apple Inc.
4.72% $26,088,131.70 96,142
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CF Industries Holdings, Inc.
4.17% $23,047,545.60 185,568
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GOLDMAN SACHS GROUP INC
4.02% $22,227,753.74 24,062
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Arista Networks, Inc.
3.72% $20,583,750.51 119,181
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AerCap Holdings N.V.
3.67% $20,291,233.85 142,685
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INCYTE CORP
3.64% $20,155,511.74 211,562
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NETFLIX INC
3.47% $19,192,951.91 205,031
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Carnival Corp Ltd.
2.83% $15,658,078.48 590,648
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UGI CORP /PA/
2.67% $14,788,888.02 409,778
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SLM Corp
2.42% $13,395,608.92 580,399
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Marvell Technology, Inc.
1.99% $10,987,759.80 66,532
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STATE STREET CORP
1.97% $10,892,906.80 71,270
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PG&E Corp
1.72% $9,491,416.08 571,084
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ADVANCED MICRO DEVICES INC
1.51% $8,341,504.19 23,531
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OMNICELL, INC.
1.49% $8,237,443.92 198,876
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Parker-Hannifin Corp
1.42% $7,828,287.36 8,608
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TERADATA CORP /DE/
1.39% $7,667,744.60 290,996
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RALPH LAUREN CORP
1.22% $6,723,424.08 18,747
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StoneX Group Inc.
1.08% $5,971,715.63 56,321
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MICRON TECHNOLOGY INC
1.08% $5,959,751.84 11,524
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SIMON PROPERTY GROUP INC.
1.02% $5,658,860.09 27,779
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EZCORP INC
0.93% $5,137,314.38 156,721
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AXCELIS TECHNOLOGIES INC
0.91% $5,014,637.28 36,048
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Copa Holdings, S.A.
0.88% $4,853,123.04 41,953
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WELLS FARGO & COMPANY/MN
0.81% $4,504,230.48 54,776
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Sarepta Therapeutics, Inc.
0.72% $3,955,736.88 189,451
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Liquidia Corp
0.70% $3,887,749.92 99,152
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ON SEMICONDUCTOR CORP
0.69% $3,843,078.82 38,122
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Boot Barn Holdings, Inc.
0.68% $3,763,327.50 21,950
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Travere Therapeutics, Inc.
0.64% $3,562,088.40 84,570
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ALLSTATE CORP
0.64% $3,511,790.64 16,164
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TC ENERGY CORP
0.61% $3,366,043.56 50,292
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ADTRAN Holdings, Inc.
0.60% $3,314,239.19 187,351
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MORGAN STANLEY
0.58% $3,229,356.96 16,944
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NORTHERN TRUST CORP
0.58% $3,200,714.28 19,242
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Virtu Financial, Inc.
0.57% $3,173,820.26 63,911
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Nutrien Ltd.
0.56% $3,121,016.00 41,066
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FIRST HORIZON CORP
0.55% $3,062,941.44 122,714
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EQT Corp
0.55% $3,034,100.08 50,501
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Bank of New York Mellon Corp
0.55% $3,018,622.05 22,465
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Edwards Lifesciences Corp
0.54% $2,968,842.50 35,555
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Zoom Communications, Inc.
0.53% $2,915,860.10 30,014
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TYSON FOODS, INC.
0.51% $2,831,573.65 44,195
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PEABODY ENERGY CORP
0.49% $2,705,590.10 101,485
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WINTRUST FINANCIAL CORP
0.49% $2,685,566.52 17,836
-
Synchrony Financial
0.49% $2,682,544.80 35,204
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