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Portfolio (Quarterly) Guide ↗

Goepper Burkhardt LLC

· CIK 0001844142
13F Portfolio $299M AUM 97 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 36 Added 34 Reduced 9 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STRV EA SERIES TRUST 17,549.0 $737K 0.25% +607.0 +3.6% $41.97 +16.1%
22 WMT WALMART INC Consumer Defensive 5,763.0 $716K 0.24% +424.0 +7.9% $124.28 -4.8%
23 TSLA TESLA INC Consumer Cyclical 1,878.0 $698K 0.23% +78.0 +4.3% $371.75 +18.8%
24 SGOV ISHARES TR 5,479.0 $552K 0.18% +152.0 +2.9% $100.66 -0.0%
25 VB VANGUARD INDEX FDS 1,573.0 $412K 0.14% +17.0 +1.1% $261.92 +12.4%
26 CRWD CROWDSTRIKE HLDGS INC Technology 984.0 $384K 0.13% +262.0 +36.3% $390.41 +73.3%
27 SUSB ISHARES TR 15,194.0 $381K 0.13% +100.0 +0.7% $25.07 -0.2%
28 NOC NORTHROP GRUMMAN CORP Industrials 537.0 $366K 0.12% +21.0 +4.1% $681.78 -18.3%
29 LLY ELI LILLY & CO Healthcare 396.0 $364K 0.12% +32.0 +8.8% $919.77 +22.5%
30 GOOG ALPHABET INC Communication Services 1,202.0 $345K 0.12% +110.0 +10.1% $286.86 +34.8%
31 LOW LOWES COS INC Consumer Cyclical 1,326.0 $313K 0.10% +96.0 +7.8% $236.28 -8.0%
32 PANW PALO ALTO NETWORKS INC Technology 1,835.0 $294K 0.10% +249.0 +15.7% $160.32 +61.5%
33 ETN EATON CORP PLC Industrials 689.0 $246K 0.08% +25.0 +3.8% $357.67 +12.7%
34 GRNB VANECK ETF TRUST 9,300.0 $223K 0.07% +200.0 +2.2% $23.96 +0.6%
35 AVSD AMERICAN CENTY ETF TR 2,925.0 $215K 0.07% +125.0 +4.5% $73.65 +9.7%
36 NULG NUSHARES ETF TR 2,215.0 $201K 0.07% +15.0 +0.7% $90.94 +23.2%
Page 2 of 2  ·  36 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 38.2%
Healthcare 11.1%
Financial Services 10.3%
Consumer Defensive 9.3%
Industrials 7.6%
Consumer Cyclical 6.3%
Communication Services 5.2%
Real Estate 4.7%
Energy 4.1%
Utilities 2.6%