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Portfolio (Quarterly) Guide ↗

Burk Holdings LLC

· CIK 0002079815
13F Portfolio $271M AUM 648 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 645 New
Page 33 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PDN INVESCO EXCH TRADED FD TR II 1.0 $45.0 NEW $45.00 +6.4%
642 SCHB SCHWAB STRATEGIC TR 1.0 $24.0 NEW $24.00 +23.9%
643 IMPACT BIOMEDICAL INC 27.0 $12.0 NEW $0.44
644 VALARIS LTD 1.0 $8.0 NEW $8.00
645 SITE CALL SITEONE LANDSCAPE SUPPLY INC Industrials 400.0 NEW
Page 33 of 33  ·  645 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 45.1%
Financial Services 16.4%
Consumer Cyclical 8.3%
Energy 6.4%
Healthcare 6.1%
Communication Services 5.5%
Industrials 5.3%
Consumer Defensive 2.5%
Utilities 2.2%
Real Estate 1.1%