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Portfolio (Quarterly) Guide ↗

Goepper Burkhardt LLC

· CIK 0001844142
13F Portfolio $333M AUM 99 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 26 Added 47 Reduced 5 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PANW PALO ALTO NETWORKS INC Technology 1,865.0 $636K 0.19% +30.0 +1.6% $341.02 +12.1%
22 VO VANGUARD INDEX FDS 6,295.0 $507K 0.15% +5K +255.2% $80.57 +1.8%
23 SUSB ISHARES TR 15,294.0 $382K 0.12% +100.0 +0.7% $24.99 -0.7%
24 NULG NUSHARES ETF TR 2,365.0 $277K 0.08% +150.0 +6.8% $117.06 -2.5%
25 AVSD AMERICAN CENTY ETF TR 3,100.0 $248K 0.07% +175.0 +6.0% $79.88 +3.4%
26 GRNB VANECK ETF TRUST 9,900.0 $239K 0.07% +600.0 +6.5% $24.14 -1.2%
Page 2 of 2  ·  26 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
Technology 41.1%
Financial Services 10.9%
Healthcare 10.5%
Industrials 8.1%
Consumer Defensive 7.0%
Consumer Cyclical 6.3%
Communication Services 5.0%
Real Estate 5.0%
Energy 2.8%
Utilities 2.7%