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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY Lilly Eli & Co Healthcare 197.0 $237K 0.07% -20.0 -9.2% $1205.06 -3.7%
22 CPRY Calamos Russell 2000 Structured ALT ETF (January) 5,928.0 $166K 0.05% -1K -19.6% $27.98 +0.7%
23 DTE Dte Energy Co Com Utilities 1,032.0 $157K 0.05% -132.0 -11.3% $152.52 -10.8%
24 D Dominion Resources Inc Utilities 1,663.0 $114K 0.04% -2K -51.3% $68.31 -2.8%
25 DTM DT Midstream Inc Energy 683.0 $100K 0.03% -119.0 -14.8% $146.80 -11.5%
26 CPST Calamos S&P 500 Structured ALT ETF (September) 3,420.0 $95K 0.03% -4K -52.5% $27.81 +0.8%
27 VB Vanguard Small-Cap Blend ETF 311.0 $95K 0.03% -31.0 -9.1% $303.94 -2.6%
28 EEMV iShares MSCI Min Vol Emerging Markets ETF 1,033.0 $78K 0.02% -288K -99.6% $75.33 +0.3%
29 IBDS iShares Corporate iBonds Decemeber 2027 2,129.0 $52K 0.02% -272.0 -11.3% $24.23 -0.4%
30 CPRO Calamos Russell 2000 Structured ALT ETF (October) 1,600.0 $45K 0.01% -2K -55.2% $28.18 +1.1%
31 JBHT JB Hunt Transport Services Inc Industrials 143.0 $41K 0.01% -74.0 -34.1% $289.73 -11.5%
32 MNKD MannKind Corp Healthcare 9,460.0 $40K 0.01% -1K -9.6% $4.26 -6.6%
33 IVV iShares S&P 500 Index 37.0 $28K 0.01% -76.0 -67.3% $751.22 +1.9%
34 MDY Mid Cap S P D R TRUST Financial Services 17.0 $12K 0.00% -8.0 -32.0% $734.53 -7.4%
35 PFE Pfizer Inc Healthcare 205.0 $5K 0.00% -1K -87.0% $24.08 +18.5%
36 CPNM Calamos Nasdaq 100 Structured ALT ETF (March) 44.0 $1K -3K -98.6% $26.77 +0.8%
Page 2 of 2  ·  36 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%