BURNEY CO/ SWKS β€” Skyworks Solutions Inc

Ownership history in BURNEY CO/  Β·  33 quarters on record

AI Ownership Summary

BURNEY CO/ reported Skyworks Solutions Inc (SWKS) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2026 Q1. The latest visible filing shows SWKS at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWKS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in Skyworks Solutions Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SWKS was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BURNEY CO/ held SWKS β€” position size vs. price
% of Fund (quarterly)    SWKS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 142,777 +140,669 +6673.1% 0.24% $7.6M 2026-04-29 $62.66
2023 Q4 REDUCED 13.3% -4.2% βœ… 2,108 -323 -13.3% 0.01% $237K 2024-02-12 $97.83
31 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BURNEY CO/ and SWKS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning SWKS?

BURNEY CO/ reported SWKS across 2 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SWKS position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for SWKS was 0.24% in 2026 Q1.

What is the latest reported SWKS position on this page?

The most recent filing on this page is 2026 Q1, when BURNEY CO/ reported 142,777 shares, equal to 0.24% of portfolio, with an estimated market value of $7.6M.

What does the chart on this SWKS ownership page compare?

The chart compares BURNEY CO/'s quarterly SWKS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURNEY CO/ time their SWKS position?

Based on 13F filing dates vs. subsequent SWKS price moves, BURNEY CO/ correctly timed 15 out of 30 reported position changes (50%). The annualised alpha on SWKS relative to SPY over the holding period was -10.0%.

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