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Portfolio (Quarterly) Guide ↗

BURKETT FINANCIAL SERVICES, LLC

· CIK 0001762716
13F Portfolio $320M AUM 266 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 62 Added 36 Reduced 23 Exited
Page 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PSX Phillips Energy 154.0 $26K 0.01% +1.0 +0.7% $169.80 +48.4%
42 SON Sonoco Products Co Consumer Cyclical 441.0 $25K 0.01% +5.0 +1.1% $56.42 -4.1%
43 Calamos Bitcoin Structred ALT ETF (October) 968.0 $24K 0.01% +24.0 +2.5% $24.49
44 HSY Hershey Foods Consumer Defensive 116.0 $20K 0.01% +1.0 +0.9% $176.43 -0.2%
45 UBSI United Bankshrs Inc Financial Services 412.0 $19K 0.01% +3.0 +0.7% $45.94 +1.2%
46 GILD Gilead Sciences Inc Healthcare 138.0 $18K 0.01% +1.0 +0.7% $127.04 +18.0%
47 PFG Principal Financial Group Financial Services 140.0 $15K 0.01% +1.0 +0.7% $107.98 +1.3%
48 VYMI Vanguard International High Yield Dividend Index 153.0 $15K 0.01% +2.0 +1.3% $98.25 +7.1%
49 VTV Vanguard Value ETF 52.0 $11K 0.00% +9.0 +20.9% $218.69 +2.4%
50 UPS United Parcel Service B Industrials 100.0 $11K 0.00% +2.0 +2.0% $107.88 -4.8%
51 AMN AMN Healthcare Services Healthcare 275.0 $9K 0.00% +100.0 +57.1% $32.37 +3.6%
52 SO Southern Co Utilities 64.0 $6K 0.00% +1.0 +1.6% $95.91 -8.1%
53 GIS General Mills Inc Consumer Defensive 161.0 $6K 0.00% +3.0 +1.9% $34.93 +17.7%
54 GEHC GE Healthcare Technologies Healthcare 69.0 $4K 0.00% +9.0 +15.0% $64.03 +10.0%
55 GPN Global Payments Inc Industrials 56.0 $4K 0.00% +1.0 +1.8% $72.70 +23.9%
56 FNB F N B Corporation Financial Services 191.0 $4K 0.00% +1.0 +0.5% $19.11 -6.5%
57 HST Host Hotels & Resorts Real Estate 123.0 $3K 0.00% +1.0 +0.8% $23.74 -8.8%
58 PAYX Paychex Inc Industrials 23.0 $2K 0.00% +1.0 +4.5% $99.35 +26.5%
59 EFA Ishares MSCI EAFE 21.0 $2K 0.00% +1.0 +5.0% $104.67 +1.7%
60 FITB Fifth Third Bancorp Financial Services 37.0 $2K 0.00% +1.0 +2.8% $56.73 -6.6%
Page 3 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.8%
Technology 24.0%
Financial Services 11.7%
Communication Services 6.5%
Consumer Cyclical 6.3%
Healthcare 6.1%
Consumer Defensive 6.0%
Utilities 5.7%
Energy 2.1%
Basic Materials 0.8%