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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 5 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 3,107.0 $106K 0.09% NEW $34.00 +8.6%
82 AIQ GLOBAL X FDS 1,557.0 $102K 0.08% NEW $65.61 -2.1%
83 SPACE EXPLORATION TECHN CORP 575.0 $98K 0.08% NEW $170.86
84 V VISA INC Financial Services 280.0 $96K 0.08% NEW $343.09 +10.9%
85 BNDS SERIES PORTFOLIOS TR 1,900.0 $96K 0.08% NEW $50.42 -0.4%
86 HBAN HUNTINGTON BANCSHARES INC Financial Services 5,300.0 $94K 0.08% NEW $17.73 -4.5%
87 CSX CSX CORP Industrials 1,950.0 $93K 0.07% NEW $47.53 +8.3%
88 MCO MOODYS CORP Financial Services 200.0 $91K 0.07% NEW $452.92 +13.0%
89 XLC SELECT SECTOR SPDR TR 836.0 $90K 0.07% NEW $107.13 +4.1%
90 SMCI SUPER MICRO COMPUTER INC Technology 3,000.0 $88K 0.07% NEW $29.33 +29.7%
91 WAL WESTERN ALLIANCE BANCORP Financial Services 1,000.0 $82K 0.07% NEW $82.20 -4.2%
92 QQQ INVESCO QQQ TR Financial Services 110.0 $81K 0.07% NEW $736.40 -2.5%
93 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 750.0 $81K 0.07% NEW $107.78 +4.2%
94 AJG GALLAGHER ARTHUR J & CO Financial Services 332.0 $76K 0.06% NEW $229.57 +13.3%
95 IJH ISHARES TR 980.0 $76K 0.06% NEW $77.11 -0.6%
96 ACN ACCENTURE PLC IRELAND Technology 600.0 $75K 0.06% NEW $124.44 +51.5%
97 XOM EXXON MOBIL CORP Energy 531.0 $73K 0.06% NEW $136.72 +15.4%
98 DGRO ISHARES TR 950.0 $72K 0.06% NEW $75.79 +4.7%
99 GLD SPDR GOLD TR Financial Services 193.0 $71K 0.06% NEW $368.38 +14.6%
100 ETHU VOLATILITY SHS TR 6,032.0 $69K 0.06% NEW $11.41 +138.7%
Page 5 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%