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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 13 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TTD The Trade Desk Inc Technology 100.0 $2K 0.00% $18.08 -22.6%
242 ACN Accenture Ltd Technology 14.0 $2K 0.00% $124.43 +50.7%
243 TGT Target Corp Consumer Defensive 12.0 $2K 0.00% $139.25 +17.8%
244 Belgravia Hartford Capital Inc 89,766.0 $1K $0.02
245 CL Colgate-Palmolive Co Consumer Defensive 15.0 $1K $95.00 -5.3%
246 FDS Factset Research Sys Financial Services 6.0 $1K $235.33 +28.2%
247 VAC Marriott Vacations Worldwide Corp Consumer Cyclical 13.0 $1K $103.92 -3.0%
248 F Ford Motor Company Consumer Cyclical 94.0 $1K +1.0 +1.1% $14.01 -0.5%
249 VTR Ventas Inc Real Estate 14.0 $1K $92.50 -0.8%
250 CPNM Calamos Nasdaq 100 Structured ALT ETF (March) 44.0 $1K -3K -98.6% $26.77 +0.8%
251 BND Vanguard Aggregate Bond ETF 15.0 $1K $73.87 -2.8%
252 QBTS D-Wave Quantum Inc. COM USD0.0001 Technology 41.0 $983.0 $23.98 -31.4%
253 VVX V2X Inc COM USD0.01 Industrials 13.0 $969.0 $74.54 +3.6%
254 RIVN Rivian Automotive Inc Consumer Cyclical 50.0 $867.0 $17.34 -10.2%
255 DJT Trump Media and Technology Communication Services 99.0 $766.0 $7.74 +18.9%
256 WAB Wabtec Industrials 2.0 $541.0 +1.0 +100.0% $270.50 +3.5%
257 Aib Group Plc Ordf 40.0 $469.0 $11.72
258 CELH Celsius Holdings Inc Consumer Defensive 15.0 $439.0 $29.27 +6.1%
259 PEW GrabAGun Digital Holdings Inc Industrials 150.0 $342.0 $2.28 +0.1%
260 TD Toronto Dominion Bank Financial Services 2.0 $242.0 $121.00 -0.7%
Page 13 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%