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Portfolio (Quarterly) Guide ↗

BURKETT FINANCIAL SERVICES, LLC

· CIK 0001762716
13F Portfolio $292M AUM 251 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 251 New 6 Exited
Page 3 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM Exxon Mobil Corporation Energy 2,052.0 $348K 0.12% NEW $169.72 -8.7%
42 QQQ PowerShares QQQ - Nasdaq-100 Financial Services 562.0 $325K 0.11% NEW $577.62 +24.2%
43 NFLX Netflix Inc Communication Services 3,090.0 $297K 0.10% NEW $96.15 -7.9%
44 VWO Vanguard Emerging Market 4,492.0 $243K 0.08% NEW $54.06 +9.1%
45 Berkshire Hathaway Inc B 488.0 $234K 0.08% NEW $479.20
46 ETN Eaton Corporation Industrials 630.0 $226K 0.08% NEW $358.06 +9.3%
47 D Dominion Resources Inc Utilities 3,412.0 $211K 0.07% NEW $61.83 +9.4%
48 GOOGL Alphabet Inc Class A Communication Services 714.0 $205K 0.07% NEW $287.61 +33.2%
49 LLY Lilly Eli & Co Healthcare 217.0 $200K 0.07% NEW $922.30 +15.5%
50 CPRY Calamos Russell 2000 Structured ALT ETF (January) 7,369.0 $200K 0.07% NEW $27.14 +2.3%
51 ORCL Oracle Corporation Technology 1,345.0 $198K 0.07% NEW $147.13 +30.5%
52 CPST Calamos S&P 500 Structured ALT ETF (September) 7,200.0 $194K 0.07% NEW $26.98 +2.6%
53 META Meta Platforms Inc Class A Communication Services 329.0 $189K 0.07% NEW $573.05 +6.5%
54 DE Deere & Co Industrials 305.0 $172K 0.06% NEW $564.47 -6.3%
55 DTE Dte Energy Co Com Utilities 1,164.0 $170K 0.06% NEW $146.31 -0.7%
56 PG Proctor & Gamble Co Com Consumer Defensive 1,107.0 $160K 0.06% NEW $144.45 -0.0%
57 VLO Valero Energy Corp New Energy 621.0 $154K 0.05% NEW $247.43 -0.2%
58 GLD Spdr Gold TRUST Financial Services 356.0 $153K 0.05% NEW $430.29 -3.8%
59 IAU Ishares Gold TRUST Financial Services 1,730.0 $153K 0.05% NEW $88.16 -3.8%
60 CRM Salesforce Com Technology 804.0 $150K 0.05% NEW $186.81 -3.6%
Page 3 of 13  ·  251 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 25.6%
Technology 24.1%
Financial Services 11.7%
Communication Services 8.6%
Utilities 6.9%
Consumer Defensive 6.8%
Healthcare 6.4%
Consumer Cyclical 6.1%
Energy 2.8%
Basic Materials 0.9%