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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLG INVESCO EXCHANGE TRADED FD T 5,420.0 $296K 0.10% NEW $54.55 +17.4%
2 SLF SUN LIFE FINANCIAL INC. Financial Services 4,046.0 $253K 0.09% NEW $62.56 +15.6%
3 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 231.0 $230K 0.08% NEW $995.53 +0.1%

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%