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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABT ABBOTT LABORATORIES Healthcare 3,200.0 $290K 0.09% -550.0 -14.7% $90.74 +21.6%
42 PFE PFIZER INC Healthcare 11,561.0 $278K 0.08% -156.0 -1.3% $24.08 +18.2%
43 LOW LOWES COS INC Consumer Cyclical 1,225.0 $270K 0.08% -101.0 -7.6% $220.49 -7.2%
44 NOC NORTHROP GRUMMAN CORP Industrials 503.0 $256K 0.08% -34.0 -6.3% $508.85 +6.1%
45 FAST FASTENAL CO Industrials 4,850.0 $233K 0.07% -1K -19.2% $48.03 +2.7%
46 ETN EATON CORP PLC Industrials 525.0 $224K 0.07% -164.0 -23.8% $426.12 -5.7%
47 NVS NOVARTIS AG Healthcare 1,400.0 $219K 0.07% -350.0 -20.0% $156.72 -3.0%
Page 3 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%