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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 6 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MSTR Microstrategy Inc A New Technology 562.0 $49K 0.01% $86.93 +43.7%
102 CSX CSX Corporation Industrials 1,022.0 $49K 0.01% $47.54 +2.4%
103 GE General Electric Co Industrials 125.0 $47K 0.01% +28.0 +28.9% $374.16 -11.5%
104 CPSJ Calamos S&P 500 Structured ALT ETF (July) 1,678.0 $46K 0.01% $27.66 +0.8%
105 EPD Enterprise Products Partners LP 1,258.0 $46K 0.01% +18.0 +1.4% $36.76
106 MDT Medtronic Inc Healthcare 585.0 $46K 0.01% $78.23 +17.7%
107 SPHQ Invesco S&P 500 Quality ETF 503.0 $45K 0.01% $90.11 -6.2%
108 CPRO Calamos Russell 2000 Structured ALT ETF (October) 1,600.0 $45K 0.01% -2K -55.2% $28.18 +1.1%
109 SLV iShares Silver Trust ETF Financial Services 833.0 $45K 0.01% $53.47 +8.3%
110 IBIT iShares Bitcoin Trust ETF Financial Services 1,321.0 $44K 0.01% +26.0 +2.0% $33.29 +31.5%
111 PTLC Pacer Trendpilo US Large Cap ETF 753.0 $44K 0.01% $58.26 +1.8%
112 JBHT JB Hunt Transport Services Inc Industrials 143.0 $41K 0.01% -74.0 -34.1% $289.73 -11.5%
113 NEO NeoGenomics Inc Healthcare 2,821.0 $41K 0.01% $14.59 +19.6%
114 CPNJ Calamos Nasdaq 100 Structured ALT ETF (June) 1,484.0 $41K 0.01% NEW $27.63 -0.2%
115 MNKD MannKind Corp Healthcare 9,460.0 $40K 0.01% -1K -9.6% $4.26 -6.6%
116 AEP American Electric Power Utilities 291.0 $40K 0.01% +3.0 +1.0% $136.85 -10.1%
117 CAVA Cava Group Inc Consumer Cyclical 500.0 $39K 0.01% $78.48 -22.2%
118 Eldorado Gold Corp New 1,252.0 $39K 0.01% $31.09
119 INTC Intel Corp Technology 272.0 $38K 0.01% $139.63 -36.3%
120 CPRA Calamos Russell 2000 Structured ALT ETF (April) 1,325.0 $37K 0.01% NEW $27.66 +0.7%
Page 6 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%