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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 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 17,581.0 $3.3M 1.01% $190.52 -2.1%
22 DFAS DIMENSIONAL ETF TRUST 38,124.0 $3.1M 0.94% +5K +15.2% $82.34 -0.9%
23 BERKSHIRE HATHAWAY INC DEL 5,303.0 $2.7M 0.80% -149.0 -2.7% $500.41
24 MOAT VANECK ETF TRUST 25,352.0 $2.6M 0.79% -18K -41.0% $103.96 +10.1%
25 O REALTY INCOME CORP Real Estate 41,007.0 $2.5M 0.76% +3K +8.9% $61.96 -1.1%
26 VBR VANGUARD INDEX FDS 10,153.0 $2.5M 0.74% -1K -12.6% $242.99 +0.9%
27 VOO VANGUARD INDEX FDS 3,527.0 $2.4M 0.73% +2K +80.9% $686.83 +2.7%
28 KO COCA COLA CO Consumer Defensive 23,305.0 $1.9M 0.57% $81.27 +9.1%
29 GOOGL ALPHABET INC Communication Services 5,143.0 $1.8M 0.55% -75.0 -1.4% $357.37 -5.0%
30 CAT CATERPILLAR INC Industrials 1,447.0 $1.5M 0.46% -20.0 -1.4% $1065.14 -25.1%
31 AVGO BROADCOM INC Technology 3,383.0 $1.3M 0.38% +262.0 +8.4% $377.78 -2.0%
32 HOMETRUST BANCSHARES INC 25,599.0 $1.3M 0.38% -3K -10.5% $49.89
33 VEA VANGUARD TAX-MANAGED FDS 17,056.0 $1.2M 0.36% -2K -11.2% $71.25 +2.3%
34 EA SERIES TRUST 23,027.0 $1.2M 0.35% NEW $51.15
35 AFL AFLAC INC Financial Services 9,916.0 $1.2M 0.35% -150.0 -1.5% $117.25 -1.2%
36 JNJ JOHNSON & JOHNSON Healthcare 4,377.0 $1.1M 0.33% -560.0 -11.3% $253.97 +4.7%
37 VHT VANGUARD WORLD FD 3,486.0 $1.0M 0.31% -114.0 -3.2% $299.01 +7.0%
38 AMZN AMAZON COM INC Consumer Cyclical 4,362.0 $1.0M 0.31% -80.0 -1.8% $238.35 +9.0%
39 XOM EXXON MOBIL CORP Energy 7,246.0 $991K 0.30% +125.0 +1.8% $136.71 +17.8%
40 UNH UNITEDHEALTH GROUP INC Healthcare 2,257.0 $938K 0.28% -347.0 -13.3% $415.63 -6.3%
Page 2 of 5  ·  99 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%