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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 14 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ADI Analog Devices Inc Technology $127.0 NEW
262 Lucid Group 7.0 $46.0 $6.57
263 FDX Fedex Corporation Industrials $16.0 NEW
264 A W G Ltd New 14.0
265 Lehman Brothers Holdings Capital Trust III 128.0
266 York Bancshares Inc 750.0
Page 14 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%