BURNEY CO/ TOL — TOLL BROTHERS INC

Ownership history in BURNEY CO/  ·  34 quarters on record

AI Ownership Summary

BURNEY CO/ reported TOLL BROTHERS INC (TOL) in 34 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.76% in 2024 Q3. The latest visible filing shows TOL at 0.15% 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 TOL 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 TOLL BROTHERS 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 Q2

TOL was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.76% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

TOL stock page BURNEY CO/ fund profile BURNEY CO/ full holdings
How BURNEY CO/ held TOL — position size vs. price
% of Fund (quarterly)    TOL 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 Q2 REDUCED — — — 34,071 -600 -1.7% 0.15% $5.6M 2026-07-15 $153.26
2026 Q1 REDUCED 18.1% +21.0% ❌ 34,671 -7,656 -18.1% 0.15% $4.7M 2026-04-29 $139.33
2025 Q4 REDUCED 9.9% +1.1% ❌ 42,327 -4,657 -9.9% 0.18% $5.7M 2026-01-23 $144.40
2025 Q3 REDUCED 8.4% +0.1% ❌ 46,984 -4,310 -8.4% 0.21% $6.5M 2025-10-16 $133.62
2025 Q2 REDUCED 49.2% +21.4% ❌ 51,294 -49,620 -49.2% 0.20% $5.9M 2025-08-05 $126.23
2025 Q1 REDUCED 70.3% +8.4% ❌ 100,914 -238,942 -70.3% 0.39% $10.7M 2025-05-06 $100.64
2024 Q4 ADDED — — — 339,856 +19,373 +6.0% 1.51% $42.8M 2025-01-14 $129.32
2024 Q3 ADDED — — — 320,483 +15,004 +4.9% 1.76% $49.5M 2024-10-18 $157.37
2024 Q2 REDUCED 11.8% +34.4% ❌ 305,479 -40,975 -11.8% 1.34% $35.2M 2024-07-29 $139.94
2024 Q1 ADDED — — — 346,454 +27,993 +8.8% 1.71% $44.8M 2024-05-22 $117.13
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TOL

As of 2026 Q2 — sorted by position size

Byrne Asset Management LLC 3Y 1.34% WINCAP FINANCIAL LLC 0.7% Hilltop National Bank 0.29% Northstar Advisory Group, LLC 3Y 0.29% Polianta Ltd 3Y 7Y 0.25% Oak Asset Management, LLC 3Y 7Y 0.24% Paradiem, LLC 3Y 0.22% Revolve Wealth Partners, LLC 3Y 0.2% Annex Advisory Services, LLC 3Y 7Y 0.17% Curated Wealth Partners LLC 3Y 0.17%

FAQ About BURNEY CO/ and TOL

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 TOL?

BURNEY CO/ reported TOL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for TOL was 1.76% in 2024 Q3.

What is the latest reported TOL position on this page?

The most recent filing on this page is 2026 Q2, when BURNEY CO/ reported 34,071 shares, equal to 0.15% of portfolio, with an estimated market value of $5.6M.

What does the chart on this TOL ownership page compare?

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

Based on 13F filing dates vs. subsequent TOL price moves, BURNEY CO/ correctly timed 8 out of 29 reported position changes (28%). The annualised alpha on TOL relative to SPY over the holding period was +2.3%.

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