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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 4 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MO Altria Group Inc Com Consumer Defensive 2,206.0 $146K 0.05% NEW $66.01 +12.0%
62 EELV Invesco S&P Emerging Markets Low Vol ETF 4,839.0 $136K 0.05% NEW $28.08 +1.4%
63 CVX Chevron Corporation Energy 611.0 $127K 0.04% NEW $207.23 -7.6%
64 CSCO Cisco Systems Inc Technology 1,601.0 $124K 0.04% NEW $77.62 +55.1%
65 ABT Abbott Labs Com Healthcare 1,179.0 $121K 0.04% NEW $102.69 -14.9%
66 CEF Sprott Physical Gold and Silver Trust Financial Services 2,491.0 $119K 0.04% NEW $47.72 -0.8%
67 IYW iShares Dow Jones Technology Sector 605.0 $110K 0.04% NEW $181.42 +33.3%
68 IBM International Business Machines Technology 446.0 $108K 0.04% NEW $242.89 +4.5%
69 DTM DT Midstream Inc Energy 802.0 $108K 0.04% NEW $134.82 +12.1%
70 CPSN Calamos S&P 500 Structured ALT ETF (November) 3,980.0 $107K 0.04% NEW $26.77 +3.0%
71 URI United Rentals Inc Industrials 143.0 $105K 0.04% NEW $732.69 +28.1%
72 CPNS Calamos Nasdaq 100 Structured ALT ETF (September) 3,750.0 $102K 0.04% NEW $27.17 +2.9%
73 CPRO Calamos Russell 2000 Structured ALT ETF (October) 3,575.0 $97K 0.03% NEW $27.16 +2.7%
74 CAT Caterpillar Inc Industrials 130.0 $92K 0.03% NEW $710.11 +23.9%
75 V VISA Financial Services 303.0 $92K 0.03% NEW $302.96 +8.6%
76 VB Vanguard Small-Cap Blend ETF 342.0 $90K 0.03% NEW $262.12 +10.3%
77 SCZ iShares MSCE EAFA Small Cap ETF 1,107.0 $87K 0.03% NEW $78.47 +8.5%
78 CPNM Calamos Nasdaq 100 Structured ALT ETF (March) 3,046.0 $79K 0.03% NEW $26.07 +2.5%
79 IVV iShares S&P 500 Index 113.0 $74K 0.03% NEW $653.30 +14.7%
80 ENB Enbridge Inc Energy 1,362.0 $74K 0.03% NEW $54.14 +7.2%
Page 4 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%