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Portfolio (Quarterly) Guide ↗

Burnham & Co LLC

· CIK 0002136877
13F Portfolio $124M AUM 197 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 197 New
Page 10 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GAMESTOP CORP 300.0 $7K 0.01% NEW $22.08
182 RUM RUM GROUP INC Technology 987.0 $6K 0.01% NEW $6.34 +60.2%
183 ANNX ANNEXON INC Healthcare 1,000.0 $6K 0.01% NEW $5.71 -10.8%
184 PNC PNC FINL SVCS GROUP INC Financial Services 20.0 $5K 0.00% NEW $246.20 -1.2%
185 NVII REX ETF TR 204.0 $5K 0.00% NEW $23.87 +6.8%
186 PIO INVESCO EXCH TRADED FD TR II 100.0 $4K 0.00% NEW $44.97 +0.6%
187 VTV VANGUARD INDEX FDS 18.0 $4K 0.00% NEW $217.94 +3.6%
188 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 200.0 $4K 0.00% NEW $18.87 +21.8%
189 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 402.0 $3K 0.00% NEW $7.74 +31.2%
190 BOTZ GLOBAL X FDS 80.0 $3K 0.00% NEW $37.94 -4.4%
191 SLV ISHARES SILVER TR Financial Services 50.0 $3K 0.00% NEW $53.48 +17.5%
192 NU NU HLDGS LTD Financial Services 193.0 $3K 0.00% NEW $13.36 +10.6%
193 IGC IGC PHARMA INC Healthcare 5,000.0 $1K 0.00% NEW $0.27 +23.1%
194 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 40.0 $1K 0.00% NEW $25.95 +37.0%
195 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 4.0 $1K 0.00% NEW $250.00 -8.7%
196 COIN COINBASE GLOBAL INC Financial Services 2.0 $292.0 NEW $146.00 +31.9%
197 GAMESTOP CORP NEW 20.0 $56.0 NEW $2.80
Page 10 of 10  ·  197 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
Healthcare 29.1%
Technology 22.1%
Industrials 11.2%
Consumer Cyclical 7.8%
Utilities 7.7%
Energy 7.6%
Financial Services 5.1%
Communication Services 4.3%
Consumer Defensive 3.0%
Basic Materials 2.0%