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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 4 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD Spdr Gold TRUST Financial Services 356.0 $131K 0.04% $368.38 +7.7%
62 IAU Ishares Gold TRUST Financial Services 1,730.0 $131K 0.04% $75.51 +7.7%
63 ABT Abbott Labs Com Healthcare 1,428.0 $130K 0.04% +249.0 +21.1% $90.74 +20.0%
64 IBM International Business Machines Technology 449.0 $126K 0.04% +3.0 +0.7% $281.60 -17.8%
65 CRM Salesforce Com Technology 806.0 $126K 0.04% $156.78 +64.6%
66 ISTB iShares Core 1-5 Year USD Bond ETF 2,399.0 $116K 0.04% +1K +166.0% $48.25 -1.1%
67 D Dominion Resources Inc Utilities 1,663.0 $114K 0.04% -2K -51.3% $68.31 -2.8%
68 CPSN Calamos S&P 500 Structured ALT ETF (November) 3,980.0 $110K 0.03% $27.68 +1.4%
69 CPNS Calamos Nasdaq 100 Structured ALT ETF (September) 3,750.0 $105K 0.03% $28.11 +0.9%
70 V VISA Financial Services 304.0 $104K 0.03% $343.48 +8.5%
71 CVX Chevron Corporation Energy 617.0 $102K 0.03% +6.0 +1.0% $165.95 +27.2%
72 DTM DT Midstream Inc Energy 683.0 $100K 0.03% -119.0 -14.8% $146.80 -11.5%
73 CEF Sprott Physical Gold and Silver Trust Financial Services 2,491.0 $100K 0.03% $40.23 +9.2%
74 CPST Calamos S&P 500 Structured ALT ETF (September) 3,420.0 $95K 0.03% -4K -52.5% $27.81 +0.8%
75 VB Vanguard Small-Cap Blend ETF 311.0 $95K 0.03% -31.0 -9.1% $303.94 -2.6%
76 SCZ iShares MSCE EAFA Small Cap ETF 1,123.0 $92K 0.03% +16.0 +1.4% $82.29 +4.6%
77 EEMV iShares MSCI Min Vol Emerging Markets ETF 1,033.0 $78K 0.02% -288K -99.6% $75.33 +0.3%
78 IJJ iShares S&P 400 Mid Value 513.0 $76K 0.02% $147.81 -1.6%
79 SIGI Selective Ins Group Financial Services 769.0 $75K 0.02% +4.0 +0.5% $97.05 -6.0%
80 ENB Enbridge Inc Energy 1,362.0 $74K 0.02% $54.21 -6.4%
Page 4 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%