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Portfolio (Quarterly) Guide ↗

BURKETT FINANCIAL SERVICES, LLC

· CIK 0001762716
13F Portfolio $293M AUM 238 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 238 New
Page 4 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD Spdr Gold TRUST Financial Services 356.0 $141K 0.05% NEW $396.31 +4.6%
62 IBM International Business Machines Technology 443.0 $132K 0.04% NEW $296.84 -16.7%
63 MO Altria Group Inc Com Consumer Defensive 2,166.0 $125K 0.04% NEW $57.67 +25.6%
64 CSCO Cisco Systems Inc Technology 1,592.0 $123K 0.04% NEW $77.07 +52.5%
65 IYW iShares Dow Jones Technology Sector 604.0 $121K 0.04% NEW $199.94 +23.8%
66 URI United Rentals Inc Industrials 143.0 $116K 0.04% NEW $812.05 +18.0%
67 CPSU Calamos S&P 500 Structured ALT ETF (June) 4,266.0 $116K 0.04% NEW $27.08 +2.3%
68 CEF Sprott Physical Gold and Silver Trust Financial Services 2,491.0 $114K 0.04% NEW $45.80 +3.8%
69 CPSN Calamos S&P 500 Structured ALT ETF (November) 3,980.0 $107K 0.04% NEW $26.91 +2.4%
70 V VISA Financial Services 303.0 $106K 0.04% NEW $350.80 -7.3%
71 CPNS Calamos Nasdaq 100 Structured ALT ETF (September) 3,750.0 $102K 0.04% NEW $27.22 +2.9%
72 VLO Valero Energy Corp New Energy 618.0 $101K 0.03% NEW $162.94 +50.4%
73 CPRO Calamos Russell 2000 Structured ALT ETF (October) 3,575.0 $96K 0.03% NEW $26.96 +3.6%
74 DTM DT Midstream Inc Energy 802.0 $96K 0.03% NEW $119.82 +26.2%
75 CPNJ Calamos Nasdaq 100 Structured ALT ETF (June) 3,492.0 $94K 0.03% NEW $26.99 +2.3%
76 CEG Constellation Utilities 261.0 $92K 0.03% NEW $354.12 -13.0%
77 SCZ IShares MSCE EAFA Small Cap ETF 1,107.0 $86K 0.03% NEW $77.59 +11.4%
78 VB Vanguard Small-Cap Blend ETF 321.0 $83K 0.03% NEW $258.12 +13.5%
79 CVX Chevron Corporation Energy 509.0 $78K 0.03% NEW $152.44 +22.9%
80 IJJ iShares S&P 400 Mid Value 509.0 $67K 0.02% NEW $131.78 +7.6%
Page 4 of 12  ·  238 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 27.3%
Technology 25.6%
Financial Services 12.2%
Communication Services 8.6%
Consumer Cyclical 6.4%
Healthcare 5.9%
Utilities 5.8%
Consumer Defensive 5.6%
Energy 1.9%
Basic Materials 0.7%