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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 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SYK STRYKER CORPORATION Healthcare 1,877.0 $591K 0.18% -160.0 -7.8% $314.84 +2.8%
62 SCHX SCHWAB STRATEGIC TR 19,447.0 $572K 0.17% $29.43 +2.7%
63 PEP PEPSICO INC Consumer Defensive 4,214.0 $571K 0.17% -375.0 -8.2% $135.40 +3.6%
64 VO VANGUARD INDEX FDS 6,295.0 $507K 0.15% +5K +255.2% $80.57 +1.8%
65 WMT WALMART INC Consumer Defensive 4,281.0 $485K 0.15% -1K -25.7% $113.26 -7.4%
66 LLY ELI LILLY & CO Healthcare 396.0 $475K 0.14% $1199.43 -3.5%
67 VB VANGUARD INDEX FDS 1,457.0 $442K 0.13% -116.0 -7.4% $303.12 -1.3%
68 QQQ INVESCO QQQ TR Financial Services 589.0 $434K 0.13% -195.0 -24.9% $736.40 -2.7%
69 VLO VALERO ENERGY CORP Energy 1,640.0 $427K 0.13% -160.0 -8.9% $260.48 +37.8%
70 GOOG ALPHABET INC 1,200.0 $424K 0.13% $353.38
71 SHV ISHARES TR 3,732.0 $412K 0.12% NEW $110.35 +0.0%
72 NEE NEXTERA ENERGY INC Utilities 4,672.0 $410K 0.12% -601.0 -11.4% $87.77 -6.2%
73 VTI VANGUARD INDEX FDS 1,040.0 $385K 0.12% NEW $370.04 +2.2%
74 SUSB ISHARES TR 15,294.0 $382K 0.12% +100.0 +0.7% $24.99 -0.7%
75 DGRO ISHARES TR 5,010.0 $380K 0.11% -100.0 -2.0% $75.79 +4.3%
76 VWO VANGUARD INTL EQUITY INDEX F 6,063.0 $362K 0.11% -1K -16.5% $59.69 +1.4%
77 XLG INVESCO EXCHANGE TRADED FD T 5,420.0 $332K 0.10% $61.23 +2.1%
78 EPD ENTERPRISE PRODS PARTNERS L 8,850.0 $325K 0.10% $36.76
79 VMC VULCAN MATLS CO Basic Materials 1,100.0 $325K 0.10% $295.10 -8.6%
80 SLF SUN LIFE FINANCIAL INC. Financial Services 4,046.0 $317K 0.10% $78.42 -0.1%
Page 4 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%