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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 12 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ACGL Arch Cap Group Ltd Financial Services 35.0 $3K 0.00% NEW $97.06 +1.6%
222 DG Dollar Gen Corp Consumer Defensive 28.0 $3K 0.00% $116.93 +12.1%
223 MCO Moodys Corp Com Financial Services 7.0 $3K 0.00% NEW $453.86 +9.0%
224 IOO iShares Global 100 ETF 23.0 $3K 0.00% $137.30 +4.5%
225 CCL Carnival Corp New Consumer Cyclical 106.0 $3K 0.00% $28.82 -19.4%
226 Blackrock Inc 3.0 $3K 0.00% $998.00
227 LLYVK Liberty Media Corp 28.0 $3K 0.00% NEW $105.61
228 HST Host Hotels & Resorts Real Estate 123.0 $3K 0.00% +1.0 +0.8% $23.74 -8.8%
229 VRSK Verisk Analytics Inc Industrials 16.0 $3K 0.00% NEW $180.00 +8.0%
230 GWW Ww Grainger Inc Industrials 2.0 $3K 0.00% $1377.50 -5.0%
231 The Smarter Web Company 7,936.0 $3K 0.00% $0.33
232 NEE Nextera Energy Inc Utilities 28.0 $2K 0.00% $88.43 -6.2%
233 SPGI S & P Global Inc Financial Services 6.0 $2K 0.00% $412.17 +6.8%
234 BMY Bristol-Myers Squibb Healthcare 39.0 $2K 0.00% $58.97 +13.5%
235 PAYX Paychex Inc Industrials 23.0 $2K 0.00% +1.0 +4.5% $99.35 +26.5%
236 MCD Mc Donalds Corp Consumer Cyclical 8.0 $2K 0.00% $280.00 -6.7%
237 EFA Ishares MSCI EAFE 21.0 $2K 0.00% +1.0 +5.0% $104.67 +1.7%
238 NCLH Norwegian Cruise Line Consumer Cyclical 100.0 $2K 0.00% $21.11 -26.9%
239 FITB Fifth Third Bancorp Financial Services 37.0 $2K 0.00% +1.0 +2.8% $56.73 -6.6%
240 MBC MasterBrand Inc Consumer Cyclical 200.0 $2K 0.00% $10.29 -22.6%
Page 12 of 14  ·  266 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%