-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, C77HKJMVJpilji0rfkFnMmvUrSLpBy2MNNbRBY9faCA8WMWNHcfWsLPkz3pfQTxG wXKZ2EVEAeGyAdxBBvqavQ== 0000940445-03-000003.txt : 20030204 0000940445-03-000003.hdr.sgml : 20030204 20030204140510 ACCESSION NUMBER: 0000940445-03-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20021231 FILED AS OF DATE: 20030204 EFFECTIVENESS DATE: 20030204 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BURNEY CO/ CENTRAL INDEX KEY: 0000940445 IRS NUMBER: 240420310 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04852 FILM NUMBER: 03538148 BUSINESS ADDRESS: STREET 1: 121 ROWELL COURT CITY: FALLS CHURCH STATE: VA ZIP: 22046 BUSINESS PHONE: 2165752000 MAIL ADDRESS: STREET 1: 121 ROWELL COURT CITY: FALLS CHURCH STATE: VA ZIP: 22046 13F-HR 1 r13f021231.txt BURNEY COMPANY 13F-HR DECEMBER 31, 2002 TYPE 13F-HR PERIOD 12/31/02 FILER CIK 0000940445 CCC p7n*sqbu FILER SUBMISSION-CONTACT NAME Y. Gushcha PHONE 703-531-0408 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar year or Quarter Ended: December 31, 2002 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: The Burney Company Address: 121 Rowell Court Falls Church, Virginia 22046 13F File Number: 28-04852 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Lowell D. Pratt Title: Director of Analytics Phone: 703-531-0400 Signature, Place, and Date of Signing: Lowell D. Pratt Falls Church, Virginia December 31, 2002 Report Type (Check only one.): [ X ] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: NONE I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total : 258 Form 13F Information Table Value Total : $ 194,980 (x1000) List of Other Included Managers: NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE D WORLDCOM GR COM 98157D106 6 46342 SH SOLE 46342 D AMBAC FINL COM 023139108 210 3735 SH SOLE 3735 D ABM INDS COM 000957100 591 38122 SH SOLE 12474 25648 D ABBOTT LABS COM 002824100 1320 33005 SH SOLE 245 32760 D AMERICREDIT COM 03060R101 171 22095 SH SOLE 575 21520 D ADOBE SYS COM 00724F101 713 28750 SH SOLE 2765 25985 D AUTOMC DATA COM 053015103 468 11927 SH SOLE 1235 10692 D ADAPTEC COM 00651F108 57 10175 SH SOLE 10175 D AUTODESK COM 052769106 684 47852 SH SOLE 47852 D AFLAC INC COM 001055102 599 19898 SH SOLE 1840 18058 D EDWARDS(AG) COM 281760108 1060 32148 SH SOLE 32148 D AGERE SYS CL-B COM 00845V209 15 10515 SH SOLE 55 10460 D AM INTL GRP COM 026874107 1502 25958 SH SOLE 424 25534 D GALLAGHER COM 363576109 3816 129901 SH SOLE 129901 D ALLD CP CP COM 01903Q108 595 27264 SH SOLE 27264 D APPLD MATLS COM 038222105 231 17760 SH SOLE 17760 D AMETEK INC COM 031100100 477 12400 SH SOLE 12400 D AMGEN INC COM 031162100 1177 24355 SH SOLE 392 23963 D ABERCROMBIE COM 002896207 335 16350 SH SOLE 16350 D AOL TIME WR COM 00184A105 626 47812 SH SOLE 47812 D APPLEBEES COM 037899101 3500 150903 SH SOLE 7460 143443 D ASHLAND INC COM 044204105 248 8685 SH SOLE 8685 D ALLTEL CORP COM 020039103 1056 20715 SH SOLE 280 20435 D AVNET INC COM 053807103 124 11423 SH SOLE 11423 D AVX CORP COM 002444107 135 13805 SH SOLE 13805 D AT&T WIRELE COM 00209A106 116 20502 SH SOLE 20502 D AM EXPRESS COM 025816109 476 13470 SH SOLE 13470 D BOEING CO COM 097023105 2654 80450 SH SOLE 80450 D BANK OF AME COM 060505104 571 8208 SH SOLE 200 8008 D BAXTER INTL COM 071813109 528 18847 SH SOLE 202 18645 D BED BATH COM 075896100 321 9295 SH SOLE 4040 5255 D BLACK &DCKR COM 091797100 1553 36206 SH SOLE 36206 D BECTON DICK COM 075887109 2461 80187 SH SOLE 2375 77812 D BECKMAN COM 075811109 630 21340 SH SOLE 1353 19987 D FRANKLN RES COM 354613101 459 13472 SH SOLE 13472 D BIOGEN INC COM 090597105 1210 30212 SH SOLE 30212 D BELLSOUTH COM 079860102 464 17934 SH SOLE 17934 D BRISTOL COM 110122108 679 29320 SH SOLE 29320 D BOB EVANS COM 096761101 273 11694 SH SOLE 183 11511 D BAUSCH&LOMB COM 071707103 441 12240 SH SOLE 12240 D POPULAR COM 733174106 322 9535 SH SOLE 9535 D BEAR STRNS COM 073902108 251 4218 SH SOLE 4218 D CITIGRP COM 172967101 1677 47661 SH SOLE 4070 43591 D CMP ASSOC COM 204912109 1351 100095 SH SOLE 235 99860 D CONAGRA FD COM 205887102 1066 42612 SH SOLE 435 42177 D CARDINL HLT COM 14149Y108 772 13045 SH SOLE 1831 11214 D CATERPILLAR COM 149123101 548 11976 SH SOLE 2296 9680 D COMMR BP/NJ COM 200519106 426 9870 SH SOLE 9870 D CDI CORP COM 125071100 280 10385 SH SOLE 10385 D CEC ENTMT COM 125137109 220 7150 SH SOLE 7150 D CERTEGY INC COM 156880106 215 8772 SH SOLE 212 8560 D C&D TECH COM 124661109 530 30000 SH SOLE 30000 D CHECKPOINT COM 162825103 180 17375 SH SOLE 17375 D CLOROX/DE COM 189054109 255 6186 SH SOLE 338 5848 D COMCAST COM 20030N101 516 21890 SH SOLE 21890 D COMVERSE COM 205862402 191 19050 SH SOLE 19050 D CNBC BNCP COM 12612M106 314 11430 SH SOLE 11430 D CONMED CORP COM 207410101 418 21333 SH SOLE 21333 D CONEXANT SY COM 207142100 20 12146 SH SOLE 12146 D ROKWL COLNS COM 774341101 465 20009 SH SOLE 20009 D CONOCOPHILL COM 20825C104 319 6593 SH SOLE 430 6163 D CALPINE CP COM 131347106 33 10100 SH SOLE 10100 D CHOICEPOINT COM 170388102 249 6300 SH SOLE 315 5985 D COMPUWARE COM 205638109 267 55547 SH SOLE 55547 D CMP SCIENCE COM 205363104 619 17960 SH SOLE 160 17800 D CISCO SYS COM 17275R102 2304 175873 SH SOLE 3853 172020 D CSG SYS COM 126349109 574 42050 SH SOLE 42050 D CENTEX CP COM 152312104 1075 21413 SH SOLE 21413 D CITRIX SYS COM 177376100 280 22760 SH SOLE 22760 D CVS CORP COM 126650100 676 27055 SH SOLE 27055 D CHEVRONTEXA COM 166764100 1118 16820 SH SOLE 16820 D CURTISS-WRT COM 231561101 533 8350 SH SOLE 1373 6977 D CYTYC CP COM 232946103 145 14215 SH SOLE 14215 D DIEBOLD INC COM 253651103 2837 68814 SH SOLE 4484 64330 D DONALDSN CO COM 257651109 784 21768 SH SOLE 950 20818 D DUPONT (EI) COM 263534109 1019 24032 SH SOLE 24032 D DEERE &CO COM 244199105 250 5455 SH SOLE 5455 D DOLLAR GEN COM 256669102 158 13213 SH SOLE 13213 D DREYFUS HIG COM 26200S101 86 22690 SH SOLE 22690 D D R HORTON COM 23331A109 256 14758 SH SOLE 14758 D CREDIT SUIS COM 22544F103 64 15400 SH SOLE 15400 D DONNELLEY COM 257867101 243 11151 SH SOLE 11151 D DOW CHEMICL COM 260543103 1160 39053 SH SOLE 225 38828 D DARDEN REST COM 237194105 585 28610 SH SOLE 28610 D DATASCOPE COM 238113104 417 16815 SH SOLE 16815 D QUANTUM CP COM 747906204 37 13710 SH SOLE 13710 D DYCOM INDS COM 267475101 324 24421 SH SOLE 1227 23194 D EQUIFAX INC COM 294429105 1929 83359 SH SOLE 425 82934 D EMC CORP COM 268648102 190 30889 SH SOLE 1430 29459 D ITT EDUC SV COM 45068B109 229 9715 SH SOLE 9715 D ELECTRO SCI COM 285229100 485 24227 SH SOLE 24227 D EXPR SCR COM 302182100 288 5985 SH SOLE 660 5325 D EXPED INTL COM 302130109 1485 45470 SH SOLE 1010 44460 D FORD MTR COM 345370860 214 22971 SH SOLE 22971 D FLGSTR BNC COM 337930101 281 13025 SH SOLE 13025 D FLEETBOSTON COM 339030108 788 32440 SH SOLE 172 32268 D FAMILY DOLR COM 307000109 321 10300 SH SOLE 10300 D FEDEX CORP COM 31428X106 1528 28181 SH SOLE 175 28006 D FAIR ISAAC COM 303250104 608 14241 SH SOLE 14241 D FID NAT FIN COM 316326107 258 7856 SH SOLE 7856 D FANNIE MAE COM 313586109 2797 43474 SH SOLE 265 43209 D FRTN BRANDS COM 349631101 470 10109 SH SOLE 10109 D FREDDIE MAC COM 313400301 1883 31884 SH SOLE 118 31766 D FED SIGNL COM 313855108 547 28163 SH SOLE 28163 D GILLETTE CO COM 375766102 954 31408 SH SOLE 31408 D GUIDANT CP COM 401698105 598 19392 SH SOLE 19392 D GEN ELEC COM 369604103 3348 137484 SH SOLE 4944 132540 D GENZYME COM 372917104 565 19098 SH SOLE 225 18873 D GEN MTR COM 370442105 347 9419 SH SOLE 281 9138 D GEN MTR CLH COM 370442832 651 60808 SH SOLE 720 60088 D GATX CORP COM 361448103 516 22596 SH SOLE 22596 D GREENPOINT COM 395384100 718 15885 SH SOLE 15885 D GRANITE CON COM 387328107 229 14757 SH SOLE 14757 D HALLIBURTON COM 406216101 440 23494 SH SOLE 23494 D HILLENBRAND COM 431573104 240 4960 SH SOLE 4960 D HOME DEPOT COM 437076102 3128 130240 SH SOLE 1938 128302 D HARTE HANKS COM 416196103 233 12505 SH SOLE 12505 D HARTFRD FNL COM 416515104 1156 25440 SH SOLE 25440 D HEALTH MGMT COM 421933102 183 10200 SH SOLE 10200 D HONEYWELL COM 438516106 301 12559 SH SOLE 150 12409 D HELMRH &PYN COM 423452101 1439 51550 SH SOLE 51550 D HEWLETT-PCK COM 428236103 580 33406 SH SOLE 390 33016 D BLOCK H&R COM 093671105 766 19065 SH SOLE 828 18237 D HARRIS CORP COM 413875105 291 11080 SH SOLE 11080 D HARSCO CORP COM 415864107 626 19623 SH SOLE 19623 D HUGHES SPLY COM 444482103 475 17382 SH SOLE 305 17077 D HUMANA INC COM 444859102 102 10170 SH SOLE 10170 D INTL BUS MA COM 459200101 2268 29260 SH SOLE 6876 22384 D ICN PHARM/N COM 448924100 122 11152 SH SOLE 11152 D INTL GAME COM 459902102 214 2815 SH SOLE 2815 D IMPRL OIL COM 453038408 312 10871 SH SOLE 10871 D INTEL CORP COM 458140100 1209 77653 SH SOLE 2106 75547 D INGRSL-RAND COM G4776G101 1163 26999 SH SOLE 1102 25897 D ITT IND COM 450911102 636 10478 SH SOLE 295 10183 D INVACARE CP COM 461203101 265 7968 SH SOLE 7968 D JACK IN THE COM 466367109 198 11450 SH SOLE 11450 D JOHNSN CNTL COM 478366107 2805 34986 SH SOLE 2686 32300 D JEFFRIES GP COM 472319102 224 5340 SH SOLE 5340 D HENRY ASSOC COM 426281101 261 21675 SH SOLE 21675 D JLG INDS COM 466210101 129 17125 SH SOLE 17125 D JOHNSN&JHNS COM 478160104 3389 63095 SH SOLE 7667 55428 D JEFF-PILOT COM 475070108 442 11587 SH SOLE 11587 D J P MRG CHS COM 46625H100 709 29526 SH SOLE 29526 D KEMET CORP COM 488360108 1342 153583 SH SOLE 153583 D COCA-CL CO COM 191216100 648 14770 SH SOLE 14770 D KROGER CO COM 501044101 299 19377 SH SOLE 19377 D MBNA CORP COM 55262L100 3018 158678 SH SOLE 12098 146580 D LAFARGE NA COM 505862102 241 7340 SH SOLE 7340 D LENNAR CORP COM 526057104 272 5280 SH SOLE 5280 D LINCARE HLD COM 532791100 474 14990 SH SOLE 260 14730 D LOWES COS COM 548661107 232 6188 SH SOLE 975 5213 D LSI LOGIC COM 502161102 159 27605 SH SOLE 27605 D LANDSTAR COM 515098101 708 12130 SH SOLE 12130 D LRNG TREE COM 522015106 273 19900 SH SOLE 19900 D LUCENT COM 549463107 101 79832 SH SOLE 79832 D SW AIRLINES COM 844741108 370 26625 SH SOLE 4638 21987 D LUBRIZOL CP COM 549271104 329 10776 SH SOLE 10776 D MATTEL INC COM 577081102 307 16031 SH SOLE 16031 D MBIA INC COM 55262C100 593 13529 SH SOLE 13529 D MCDONALDS COM 580135101 1055 65603 SH SOLE 65603 D MEDTRONIC COM 585055106 2818 61801 SH SOLE 61801 D ADV MRKTNG COM 00753T105 300 20415 SH SOLE 20415 D MARSH&MCLEN COM 571748102 247 5350 SH SOLE 988 4362 D 3M CO COM 88579Y101 275 2227 SH SOLE 437 1790 D MENTOR CORP COM 587188103 599 31136 SH SOLE 5558 25578 D MERCK & CO COM 589331107 2626 46387 SH SOLE 226 46161 D MARATHON COM 565849106 282 13245 SH SOLE 13245 D MICROSOFT COM 594918104 4726 91413 SH SOLE 451 90962 D M&T BANK COM 55261F104 209 2630 SH SOLE 2630 D METTLER-TOL COM 592688105 270 8429 SH SOLE 450 7979 D MGIC INV/WI COM 552848103 541 13088 SH SOLE 13088 D METRIS COS COM 591598107 185 75033 SH SOLE 75033 D MYLAN LABS COM 628530107 1703 73177 SH SOLE 73177 D NBTY INC COM 628782104 243 13850 SH SOLE 13850 D NCR CORP COM 62886E108 621 26148 SH SOLE 945 25203 D ANNALY MTG COM 035710409 677 36005 SH SOLE 36005 D NORTHROP CP COM 666807102 762 7858 SH SOLE 7858 D NRWTHWSTRN COM 668074107 78 15385 SH SOLE 15385 D NORTEL NETW COM 656568102 37 22991 SH SOLE 22991 D NOVELLUS COM 670008101 356 12665 SH SOLE 12665 D ORTHO CTRS COM 68750P103 302 27685 SH SOLE 27685 D OCULAR SCNC COM 675744106 281 18125 SH SOLE 18125 D OCEAN ENERG COM 67481E106 418 20912 SH SOLE 20912 D OMNICOM COM 681919106 1454 22515 SH SOLE 850 21665 D BANK ONE CP COM 06423A103 247 6769 SH SOLE 6769 D ORACLE CP COM 68389X105 2451 226978 SH SOLE 2090 224888 D OUTBACK STK COM 689899102 411 11933 SH SOLE 11933 D PAYCHEX INC COM 704326107 381 13650 SH SOLE 2499 11151 D PITNEY BOWE COM 724479100 668 20456 SH SOLE 350 20106 D PEPSICO INC COM 713448108 1746 41353 SH SOLE 41353 D PFIZER INC COM 717081103 2947 96386 SH SOLE 5926 90460 D PROCTR & GM COM 742718109 2012 23414 SH SOLE 905 22509 D PARKER-HANN COM 701094104 322 6982 SH SOLE 6982 D PIONEER STD COM 723877106 144 15713 SH SOLE 15713 D PIER 1 IMP COM 720279108 677 35759 SH SOLE 2187 33572 D CHILD PL COM 168905107 176 16575 SH SOLE 16575 D PLANTRONICS COM 727493108 426 28175 SH SOLE 495 27680 D PNC FINL SV COM 693475105 1265 30189 SH SOLE 30189 D POLYONE COM 73179P106 93 23847 SH SOLE 23847 D CATALINA MK COM 148867104 321 17340 SH SOLE 1740 15600 D PPG INDS COM 693506107 1299 25911 SH SOLE 810 25101 D PAPA JOHNS COM 698813102 479 17198 SH SOLE 17198 D QUALCOMM IN COM 747525103 207 5691 SH SOLE 5691 D REGIS CORP COM 758932107 253 9740 SH SOLE 9740 D RUBY TUESDA COM 781182100 179 10350 SH SOLE 10350 D RAYMOND JAM COM 754730109 2684 90747 SH SOLE 500 90247 D ROCKWL AUTO COM 773903109 449 21666 SH SOLE 21666 D ROSS STORES COM 778296103 871 20538 SH SOLE 3707 16831 D RPM INTERN COM 749685103 253 16525 SH SOLE 16525 D RADIOSHACK COM 750438103 197 10525 SH SOLE 10525 D RAYTHEON CO COM 755111507 349 11346 SH SOLE 11346 D SEARS ROEBK COM 812387108 286 11962 SH SOLE 11962 D SANMINA-SCI COM 800907107 525 116830 SH SOLE 4403 112427 D SBC COMM COM 78387G103 2135 78764 SH SOLE 1124 77640 D SBS TECH COM 78387P103 123 13425 SH SOLE 13425 D SCHWAB (CH) COM 808513105 881 81182 SH SOLE 81182 D SEI INVSTMN COM 784117103 560 20620 SH SOLE 20620 D SALTON INC COM 795757103 134 13950 SH SOLE 13950 D SCHERING-PL COM 806605101 1945 87607 SH SOLE 3105 84502 D SHERWN-WMS COM 824348106 515 18245 SH SOLE 300 17945 D SARA LEE COM 803111103 550 24445 SH SOLE 800 23645 D SLM CORP COM 78442P106 1589 15298 SH SOLE 200 15098 D SYNOPSYS IN COM 871607107 519 11244 SH SOLE 11244 D ST PAUL COS COM 792860108 220 6470 SH SOLE 6470 D SNRS ASSIST COM 86768K106 268 10750 SH SOLE 10750 D CON BRNDS-A COM 21036P108 1734 73154 SH SOLE 1590 71564 D SUN MICRO COM 866810104 251 80732 SH SOLE 80732 D SUPERVALU COM 868536103 394 23879 SH SOLE 1000 22879 D SAFEWAY INC COM 786514208 793 33955 SH SOLE 33955 D STANDEX INT COM 854231107 322 13505 SH SOLE 13505 D SYSCO CORP COM 871829107 221 7410 SH SOLE 3180 4230 D AT&T CORP COM 001957505 384 14700 SH SOLE 14700 D TECH DATA COM 878237106 537 19900 SH SOLE 19900 D TARGET CORP COM 87612E106 538 17925 SH SOLE 17925 D THERAGENICS COM 883375107 70 17300 SH SOLE 17300 D TJX COS COM 872540109 2378 121841 SH SOLE 3250 118591 D TIMKEN CO COM 887389104 625 32700 SH SOLE 32700 D TELLABS INC COM 879664100 309 42555 SH SOLE 42555 D TIMBRLN SFT COM 887134104 84 14301 SH SOLE 14301 D PRICE GROUP COM 74144T108 255 9365 SH SOLE 9365 D TORO CO COM 891092108 459 7182 SH SOLE 7182 D TX INSTR COM 882508104 1380 91943 SH SOLE 91943 D UNIV HLTH B COM 913903100 931 20642 SH SOLE 940 19702 D UNITEDHLTH COM 91324P102 1066 12767 SH SOLE 85 12682 D UTD TECHS COM 913017109 2532 40870 SH SOLE 4939 35931 D VERITAS COM 923436109 196 12575 SH SOLE 12575 D VISHAY INC COM 928298108 133 11935 SH SOLE 11935 D VERIZON COM COM 92343V104 1997 51540 SH SOLE 1882 49658 D WEBSTR FINL COM 947890109 310 8910 SH SOLE 8910 D WELLPT CL A COM 94973H108 1098 15423 SH SOLE 15423 D WASH MUTUAL COM 939322103 806 23335 SH SOLE 900 22435 D WAL-MART COM 931142103 2019 39972 SH SOLE 2757 37215 D WEYERHSR COM 962166104 305 6195 SH SOLE 275 5920 D WYETH COM 983024100 892 23850 SH SOLE 200 23650 D CIMAREX ENE COM 171798101 377 21074 SH SOLE 21074 D EXXON MOBIL COM 30231G102 2020 57800 SH SOLE 1545 56255 D DENTSPLY IN COM 249030107 1653 44428 SH SOLE 8189 36239 D XEROX CP COM 984121103 214 26643 SH SOLE 26643
-----END PRIVACY-ENHANCED MESSAGE-----