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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 3 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LOW Lowes Cos Inc Consumer Cyclical 1,601.0 $353K 0.11% +8.0 +0.5% $220.58 -9.3%
42 XOM Exxon Mobil Corporation Energy 1,992.0 $272K 0.09% -60.0 -2.9% $136.74 +20.3%
43 VWO Vanguard Emerging Market 4,497.0 $268K 0.08% $59.70 +1.6%
44 ETN Eaton Corporation Industrials 606.0 $259K 0.08% -24.0 -3.8% $426.60 -8.4%
45 GOOGL Alphabet Inc Class A Communication Services 714.0 $255K 0.08% $357.65 -6.3%
46 Berkshire Hathaway Inc B 488.0 $244K 0.08% $500.39
47 LLY Lilly Eli & Co Healthcare 197.0 $237K 0.07% -20.0 -9.2% $1205.06 -3.7%
48 NFLX Netflix Inc Communication Services 3,090.0 $221K 0.07% $71.40 +13.2%
49 ORCL Oracle Corporation Technology 1,349.0 $198K 0.06% $146.56 -3.6%
50 DE Deere & Co Industrials 306.0 $194K 0.06% $635.34 +6.4%
51 CSCO Cisco Systems Inc Technology 1,609.0 $189K 0.06% $117.47 -6.6%
52 META Meta Platforms Inc Class A Communication Services 329.0 $186K 0.06% $564.74 +2.4%
53 CPRY Calamos Russell 2000 Structured ALT ETF (January) 5,928.0 $166K 0.05% -1K -19.6% $27.98 +0.7%
54 PG Proctor & Gamble Co Com Consumer Defensive 1,115.0 $164K 0.05% +8.0 +0.7% $146.71 -0.3%
55 URI United Rentals Inc Industrials 144.0 $163K 0.05% +1.0 +0.7% $1133.67 -12.7%
56 VLO Valero Energy Corp New Energy 624.0 $163K 0.05% $260.85 +38.8%
57 MO Altria Group Inc Com Consumer Defensive 2,238.0 $161K 0.05% +32.0 +1.4% $71.97 -3.3%
58 DTE Dte Energy Co Com Utilities 1,032.0 $157K 0.05% -132.0 -11.3% $152.52 -10.8%
59 IYW iShares Dow Jones Technology Sector 605.0 $153K 0.05% $252.30 -1.7%
60 CAT Caterpillar Inc Industrials 130.0 $139K 0.04% $1069.27 -27.1%
Page 3 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%