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Portfolio (Quarterly) Guide ↗

Burton Enright Welch

· CIK 0002105919
13F Portfolio $852M AUM 146 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 136 New
Page 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DFUS DIMENSIONAL ETF TRUST 3,700.0 $303K 0.04% NEW $81.94 +2.6%
122 ISRG INTUITIVE SURGICAL INC Healthcare 752.0 $299K 0.04% NEW $397.68 +0.0%
123 GS GOLDMAN SACHS GROUP INC Financial Services 293.0 $296K 0.04% NEW $1011.37 +1.0%
124 VANGUARD MALVERN FDS 3,596.0 $275K 0.03% NEW $76.34
125 DFCF DIMENSIONAL ETF TRUST 6,217.0 $262K 0.03% NEW $42.21 -1.3%
126 EVRG EVERGY INC Utilities 2,932.0 $253K 0.03% NEW $86.43 -3.3%
127 AMGN AMGEN INC Healthcare 663.0 $240K 0.03% NEW $362.12 +22.2%
128 LMT LOCKHEED MARTIN CORP Industrials 468.0 $238K 0.03% NEW $509.53 +15.6%
129 BLK BLACKROCK INC Financial Services 245.0 $236K 0.03% NEW $961.56 +20.5%
130 GLD SPDR GOLD TR Financial Services 633.0 $233K 0.03% NEW $368.38 +12.3%
131 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,695.0 $232K 0.03% NEW $136.95 +28.5%
132 MS MORGAN STANLEY Financial Services 1,100.0 $230K 0.03% NEW $209.04 +2.5%
133 MRK MERCK & CO INC Healthcare 1,782.0 $229K 0.03% NEW $128.50 +18.5%
134 T AT&T INC Communication Services 10,849.0 $225K 0.03% NEW $20.70 +21.4%
135 FDX FEDEX CORP Industrials 653.0 $204K 0.02% NEW $313.13 +4.9%
136 VO VANGUARD INDEX FDS 2,516.0 $203K 0.02% NEW $80.57 +3.1%
Page 7 of 7  ·  136 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 29.6%
Healthcare 14.1%
Energy 13.9%
Financial Services 13.2%
Industrials 10.6%
Consumer Cyclical 7.8%
Communication Services 7.3%
Consumer Defensive 2.7%
Utilities 0.7%