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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 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HEFA IShares Currency Hedged MSCI EAFE ETF 25,808.0 $1.2M 0.38% -705.0 -2.7% $46.93 -0.1%
22 AMZN Amazon Com Inc Consumer Cyclical 5,000.0 $1.2M 0.37% $238.34 +7.0%
23 VT Vanguard Total World Stock ETF 7,460.0 $1.2M 0.37% +368.0 +5.2% $156.97 +1.5%
24 T AT&T Corp Com Communication Services 56,102.0 $1.2M 0.36% $20.70 +25.7%
25 WMT Wal-Mart Stores Inc Consumer Defensive 9,712.0 $1.1M 0.34% $113.26 -6.5%
26 SCHB Schwab US Total Stock Market ETF 37,050.0 $1.1M 0.34% -3K -8.4% $28.96 +1.4%
27 NVDA Nvidia Corp Technology 5,214.0 $1.0M 0.33% $200.10 +8.7%
28 SSB South Street Corporation Financial Services 9,591.0 $958K 0.30% +62.0 +0.7% $99.90 +4.1%
29 BAC Bank Of America Com Financial Services 16,598.0 $946K 0.30% -327.0 -1.9% $56.98 +8.8%
30 JPM J P Morgan & Co Inc Financial Services 2,737.0 $896K 0.28% $327.45 +8.4%
31 AMGN Amgen Inc Healthcare 2,019.0 $731K 0.23% +15.0 +0.8% $362.15 +21.0%
32 SCHA Schwab Small Cap Blend ETF 20,154.0 $728K 0.23% -657.0 -3.2% $36.13 -6.6%
33 JNJ Johnson & Johnson Healthcare 2,740.0 $696K 0.22% -68.0 -2.4% $253.97 +6.8%
34 SCHV Schwab US Large Cap Value ETF 18,368.0 $639K 0.20% $34.81 -1.4%
35 VO Vanguard Mid-Cap Blend ETF 7,364.0 $593K 0.19% +5K +289.8% $80.57 +0.9%
36 VUG Vanguard Large Cap Growth ETF 5,977.0 $515K 0.16% +5K +368.1% $86.15 +1.4%
37 KO Coca-Cola Company Consumer Defensive 5,775.0 $469K 0.15% +40.0 +0.7% $81.28 +8.3%
38 TSLA Tesla Inc Consumer Cyclical 1,083.0 $456K 0.14% $420.60 -15.3%
39 QQQ PowerShares QQQ - Nasdaq-100 Financial Services 550.0 $405K 0.13% -12.0 -2.1% $736.95 -4.0%
40 WBD Warner Brothers Discovery Communication Services 14,357.0 $383K 0.12% $26.66 +6.2%
Page 2 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%