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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 6 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EMR Emerson Electric Co Industrials 361.0 $48K 0.02% NEW $132.89 +4.3%
102 IJK iShares S&P 400 Mid Growth 471.0 $46K 0.02% NEW $97.02 +17.3%
103 SSRM SSR Mining Inc Basic Materials 2,065.0 $45K 0.01% NEW $21.92 +39.7%
104 CPSJ Calamos S&P 500 Structured ALT ETF (July) 1,678.0 $45K 0.01% NEW $26.88 +2.5%
105 Eldorado Gold Corp New 1,252.0 $45K 0.01% NEW $35.92
106 IWM iShares Russell 2000 Small Cap Index 175.0 $43K 0.01% NEW $247.01 +17.1%
107 JBHT JB Hunt Transport Services Inc Industrials 217.0 $42K 0.01% NEW $194.64 +35.7%
108 PTLC Pacer Trendpilo US Large Cap ETF 753.0 $42K 0.01% NEW $55.58 +5.1%
109 MDT Medtronic Inc Healthcare 435.0 $42K 0.01% NEW $96.06 -19.0%
110 Air Lease Corp Class A 625.0 $40K 0.01% NEW $64.33
111 EPD Enterprise Products Partners LP Energy 1,222.0 $39K 0.01% NEW $32.07 +21.0%
112 PFE Pfizer Inc Healthcare 1,535.0 $38K 0.01% NEW $24.91 +3.6%
113 MSTR Microstrategy Inc A New Technology 250.0 $38K 0.01% NEW $151.95 +8.7%
114 SPHQ Invesco S&P 500 Quality ETF 500.0 $38K 0.01% NEW $75.05 +14.2%
115 CSX CSX Corporation Industrials 1,015.0 $37K 0.01% NEW $36.27 +27.5%
116 HD Home Depot Inc Consumer Cyclical 100.0 $35K 0.01% NEW $346.96 -10.7%
117 MA Mastercard Inc Cl A Financial Services 59.0 $34K 0.01% NEW $573.31 -13.9%
118 SYK Stryker Corp Healthcare 94.0 $33K 0.01% NEW $353.67 -12.1%
119 NEO NeoGenomics Inc Healthcare 2,821.0 $33K 0.01% NEW $11.76 -22.1%
120 AEP American Electric Power Utilities 286.0 $33K 0.01% NEW $115.66 +13.4%
Page 6 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%