BURNEY CO/ SXI — Standex Int'l. COM

Ownership history in BURNEY CO/  ·  61 quarters on record

AI Ownership Summary

BURNEY CO/ reported Standex Int'l. COM (SXI) in 61 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows SXI at 0.01% 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 SXI 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 Standex Int'l. COM, 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 Q3

SXI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

SXI stock page BURNEY CO/ fund profile BURNEY CO/ full holdings
How BURNEY CO/ held SXI — position size vs. price
% of Fund (quarterly)    SXI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 1,903 -70 -3.5% 0.01% $520K 2026-10-15 $266.70
2026 Q2 REDUCED — — — 1,973 -8 -0.4% 0.02% $706K 2026-07-15 $307.16
2026 Q1 UNCHANGED — — — 1,981 — 0% 0.02% $505K 2026-04-29 $252.49
2025 Q4 UNCHANGED — — — 1,981 — 0% 0.01% $430K 2026-01-23 $241.18
2025 Q3 UNCHANGED — — — 1,981 — 0% 0.01% $420K 2025-10-16 $234.16
2025 Q2 UNCHANGED — — — 1,981 — 0% 0.01% $310K 2025-08-05 $192.55
2025 Q1 UNCHANGED — — — 1,981 — 0% 0.01% $320K 2025-05-06 $155.99
2024 Q4 UNCHANGED — — — 1,981 — 0% 0.01% $370K 2025-01-14 $181.05
2024 Q3 UNCHANGED — — — 1,981 — 0% 0.01% $362K 2024-10-18 $177.44
2024 Q2 UNCHANGED — — — 1,981 — 0% 0.01% $319K 2024-07-29 $181.71
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SXI

As of 2026 Q3 — sorted by position size

WASATCH ADVISORS LP 3Y 7Y 1.42% Hummer Financial Advisory Services Inc 3Y 0.16% Central Pacific Bank - Trust Division 0.11% Legacy Private Trust Co. 3Y 7Y 0.03% Hilltop National Bank 0.02% BIRCHBROOK, INC. 0.02% Copeland Capital Management, LLC 3Y 7Y 0.02% Hanson & Doremus Investment Management 3Y 7Y 0.01% Retirement Wealth Solutions LLC 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01%

FAQ About BURNEY CO/ and SXI

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 SXI?

BURNEY CO/ reported SXI across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for SXI was 0.02% in 2026 Q2.

What is the latest reported SXI position on this page?

The most recent filing on this page is 2026 Q3, when BURNEY CO/ reported 1,903 shares, equal to 0.01% of portfolio, with an estimated market value of $520K.

What does the chart on this SXI ownership page compare?

The chart compares BURNEY CO/'s quarterly SXI 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 SXI position?

Based on 13F filing dates vs. subsequent SXI price moves, BURNEY CO/ correctly timed 19 out of 34 reported position changes (56%). The annualised alpha on SXI relative to SPY over the holding period was +15.1%.

← Back to BURNEY CO/ Holdings