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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 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO Financial Services 2,764.0 $905K 0.27% $327.38 +8.7%
42 VTV VANGUARD INDEX FDS 4,106.0 $895K 0.27% -343.0 -7.7% $217.93 +3.2%
43 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,179.0 $880K 0.26% $746.77 +2.7%
44 STRV EA SERIES TRUST 18,008.0 $870K 0.26% +459.0 +2.6% $48.30 -1.4%
45 PH PARKER-HANNIFIN CORP Industrials 867.0 $848K 0.26% -200.0 -18.7% $978.12 +0.1%
46 SCHM SCHWAB STRATEGIC TR 22,870.0 $843K 0.25% -2K -8.5% $36.87 -3.7%
47 ABBV ABBVIE INC Healthcare 3,181.0 $801K 0.24% -296.0 -8.5% $251.67 +1.9%
48 TSLA TESLA INC Consumer Cyclical 1,858.0 $781K 0.23% -20.0 -1.1% $420.60 -12.5%
49 HD HOME DEPOT INC Consumer Cyclical 2,172.0 $766K 0.23% -144.0 -6.2% $352.62 -7.0%
50 DFIV DIMENSIONAL ETF TRUST 13,742.0 $742K 0.22% NEW $54.02 +7.4%
51 DUK DUKE ENERGY CORP NEW Utilities 5,832.0 $738K 0.22% $126.57 -5.3%
52 CRWD CROWDSTRIKE HLDGS INC Technology 941.0 $718K 0.22% -43.0 -4.4% $190.79 +21.1%
53 HXL HEXCEL CORP NEW Industrials 7,122.0 $713K 0.21% $100.06 -7.4%
54 GLD SPDR GOLD TR Financial Services 1,925.0 $709K 0.21% $368.38 +10.9%
55 VBK VANGUARD INDEX FDS 1,927.0 $705K 0.21% -295.0 -13.3% $365.70 -4.2%
56 META META PLATFORMS INC Communication Services 1,219.0 $687K 0.21% +45.0 +3.8% $563.50 +1.6%
57 VUG VANGUARD INDEX FDS 7,578.0 $653K 0.20% +6K +284.5% $86.14 +2.4%
58 PANW PALO ALTO NETWORKS INC Technology 1,865.0 $636K 0.19% +30.0 +1.6% $341.02 +12.1%
59 AMGN AMGEN INC Healthcare 1,699.0 $615K 0.18% -325.0 -16.1% $362.12 +18.7%
60 PG PROCTER & GAMBLE CO Consumer Defensive 4,049.0 $594K 0.18% -444.0 -9.9% $146.62 -1.0%
Page 3 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%