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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 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 4,106.0 $895K 0.27% -343.0 -7.7% $217.93 +3.2%
22 PH PARKER-HANNIFIN CORP Industrials 867.0 $848K 0.26% -200.0 -18.7% $978.12 +0.1%
23 SCHM SCHWAB STRATEGIC TR 22,870.0 $843K 0.25% -2K -8.5% $36.87 -3.7%
24 ABBV ABBVIE INC Healthcare 3,181.0 $801K 0.24% -296.0 -8.5% $251.67 +1.9%
25 TSLA TESLA INC Consumer Cyclical 1,858.0 $781K 0.23% -20.0 -1.1% $420.60 -12.5%
26 HD HOME DEPOT INC Consumer Cyclical 2,172.0 $766K 0.23% -144.0 -6.2% $352.62 -7.0%
27 CRWD CROWDSTRIKE HLDGS INC Technology 941.0 $718K 0.22% -43.0 -4.4% $190.79 +21.1%
28 VBK VANGUARD INDEX FDS 1,927.0 $705K 0.21% -295.0 -13.3% $365.70 -4.2%
29 AMGN AMGEN INC Healthcare 1,699.0 $615K 0.18% -325.0 -16.1% $362.12 +18.7%
30 PG PROCTER & GAMBLE CO Consumer Defensive 4,049.0 $594K 0.18% -444.0 -9.9% $146.62 -1.0%
31 SYK STRYKER CORPORATION Healthcare 1,877.0 $591K 0.18% -160.0 -7.8% $314.84 +2.8%
32 PEP PEPSICO INC Consumer Defensive 4,214.0 $571K 0.17% -375.0 -8.2% $135.40 +3.6%
33 WMT WALMART INC Consumer Defensive 4,281.0 $485K 0.15% -1K -25.7% $113.26 -7.4%
34 VB VANGUARD INDEX FDS 1,457.0 $442K 0.13% -116.0 -7.4% $303.12 -1.3%
35 QQQ INVESCO QQQ TR Financial Services 589.0 $434K 0.13% -195.0 -24.9% $736.40 -2.7%
36 VLO VALERO ENERGY CORP Energy 1,640.0 $427K 0.13% -160.0 -8.9% $260.48 +37.8%
37 NEE NEXTERA ENERGY INC Utilities 4,672.0 $410K 0.12% -601.0 -11.4% $87.77 -6.2%
38 DGRO ISHARES TR 5,010.0 $380K 0.11% -100.0 -2.0% $75.79 +4.3%
39 VWO VANGUARD INTL EQUITY INDEX F 6,063.0 $362K 0.11% -1K -16.5% $59.69 +1.4%
40 MCD MCDONALDS CORP Consumer Cyclical 1,153.0 $312K 0.09% -31.0 -2.6% $270.35 -2.5%
Page 2 of 3  ·  47 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%