BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VOO Vanguard 500 Index Fund ETF Class 35.0 $25K 0.01% $701.97 -0.3%
142 VMC Vulcan Materials Co Basic Materials 83.0 $25K 0.01% NEW $295.55 -12.1%
143 Calamos Bitcoin Structred ALT ETF (October) 968.0 $24K 0.01% +24.0 +2.5% $24.49
144 BN Brookfield Asset Mgm Financial Services 543.0 $23K 0.01% NEW $42.59 -6.7%
145 AG First Majestic Silver Corp Basic Materials 1,333.0 $23K 0.01% $16.96 +17.1%
146 XLY Sector SPDR Consumer Discretionary 181.0 $21K 0.01% $117.85 -2.8%
147 ORLY O Reilly Automotive Consumer Cyclical 231.0 $21K 0.01% NEW $92.09 -4.5%
148 WPM Wheaton Precious Metals Corp Basic Materials 184.0 $21K 0.01% $112.32 +29.0%
149 HSY Hershey Foods Consumer Defensive 116.0 $20K 0.01% +1.0 +0.9% $176.43 -0.2%
150 CPSF Calamos S&P 500 Structured ALT ETF (February) 775.0 $20K 0.01% $26.20 +1.3%
151 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 58.0 $19K 0.01% NEW $330.60 -5.6%
152 UBSI United Bankshrs Inc Financial Services 412.0 $19K 0.01% +3.0 +0.7% $45.94 +1.2%
153 PAAS Pan American Silver Corp Basic Materials 416.0 $19K 0.01% $44.79 +11.6%
154 EXK Endeavour Silver Corp Basic Materials 2,222.0 $18K 0.01% $8.28 +23.7%
155 XLI Sector SPDR Industrials 97.0 $18K 0.01% $185.68 -7.0%
156 GILD Gilead Sciences Inc Healthcare 138.0 $18K 0.01% +1.0 +0.7% $127.04 +18.0%
157 RING iShares MSCI Global Gold Miners ETF 261.0 $17K 0.01% NEW $64.82 +28.2%
158 KKR Kkr & Co Lp Lp 182.0 $17K 0.01% NEW $91.97
159 C B Richard Ellis Group 124.0 $17K 0.01% NEW $134.69
160 Nestle SA 160.0 $16K 0.01% $102.81
Page 8 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%