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Portfolio (Quarterly) Guide ↗

BURKETT FINANCIAL SERVICES, LLC

· CIK 0001762716
13F Portfolio $292M AUM 251 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 251 New 6 Exited
Page 10 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HGER Harbor Commodity All-Weather StrategyETF 218.0 $7K 0.00% NEW $31.01 +3.3%
182 VKTX Viking Therapeutics Inc Healthcare 200.0 $7K 0.00% NEW $32.54 -6.2%
183 SO Southern Co Utilities 63.0 $6K 0.00% NEW $97.44 -3.6%
184 GIS General Mills Inc Consumer Defensive 158.0 $6K 0.00% NEW $37.42 -10.6%
185 ADP Automatic Data Industrials 27.0 $6K 0.00% NEW $205.33 +7.1%
186 PDBC Invesco Optm Yd Dvrs Cdty Stra No K1 ETF 292.0 $5K 0.00% NEW $17.32 +4.2%
187 PYPL Paypal Holdings Inco Financial Services 110.0 $5K 0.00% NEW $45.47 -2.9%
188 PWR Quanta Services Inc Industrials 9.0 $5K 0.00% NEW $551.22 +34.8%
189 CMG Chipotle Mexican Grlll Consumer Cyclical 150.0 $5K 0.00% NEW $32.01 +0.7%
190 VMBS Vanguard Mortgage Backed 101.0 $5K 0.00% NEW $46.94 -0.5%
191 AFL Aflac Inc Financial Services 41.0 $5K 0.00% NEW $109.95 +6.6%
192 CERS Cerus Corp Healthcare 2,445.0 $4K 0.00% NEW $1.82 +49.8%
193 GEHC GE Healthcare Technologies Healthcare 60.0 $4K 0.00% NEW $71.17 -9.5%
194 COST Costco Whsl Corp New Consumer Defensive 4.0 $4K 0.00% NEW $1002.75 -0.2%
195 XLK SPDR Technology Selector ETF 30.0 $4K 0.00% NEW $132.90 +38.9%
196 CB Chubb Corporation Financial Services 12.0 $4K 0.00% NEW $330.17 -1.0%
197 GM General Motors Corp Consumer Cyclical 52.0 $4K 0.00% NEW $75.73 +5.4%
198 GPN Global Payments Inc Industrials 55.0 $4K 0.00% NEW $68.40 +6.8%
199 ITW Illinois Tool Works Industrials 13.0 $3K 0.00% NEW $268.46 -6.1%
200 DG Dollar Gen Corp Consumer Defensive 28.0 $3K 0.00% NEW $120.07 -13.6%
Page 10 of 13  ·  251 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
Industrials 25.6%
Technology 24.1%
Financial Services 11.7%
Communication Services 8.6%
Utilities 6.9%
Consumer Defensive 6.8%
Healthcare 6.4%
Consumer Cyclical 6.1%
Energy 2.8%
Basic Materials 0.9%