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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 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IGRO ISHARES TR 36,677.0 $3.1M 1.03% +6K +20.6% $83.77 +5.6%
22 BERKSHIRE HATHAWAY INC DEL 5,452.0 $2.6M 0.87% -114.0 -2.0% $479.22
23 VBR VANGUARD INDEX FDS 11,620.0 $2.5M 0.84% -6K -33.0% $217.25 +8.5%
24 DFAS DIMENSIONAL ETF TRUST 33,097.0 $2.4M 0.79% +13K +63.7% $71.13 +11.0%
25 XLK SELECT SECTOR SPDR TR 17,653.0 $2.3M 0.78% +610.0 +3.6% $132.90 +40.8%
26 O REALTY INCOME CORP Real Estate 37,667.0 $2.3M 0.77% +911.0 +2.5% $61.18 +1.5%
27 KO COCA COLA CO Consumer Defensive 23,305.0 $1.8M 0.59% -2K -6.8% $76.05 +5.8%
28 GOOGL ALPHABET INC Communication Services 5,218.0 $1.5M 0.50% -1K -21.6% $287.56 +35.7%
29 VEA VANGUARD TAX-MANAGED FDS 19,204.0 $1.2M 0.41% -143.0 -0.7% $64.08 +11.9%
30 HOMETRUST BANCSHARES INC 28,599.0 $1.2M 0.41% $42.65
31 XOM EXXON MOBIL CORP Energy 7,121.0 $1.2M 0.40% $169.65 -13.3%
32 JNJ JOHNSON & JOHNSON Healthcare 4,937.0 $1.2M 0.40% $244.44 -5.5%
33 VOO VANGUARD INDEX FDS 1,950.0 $1.2M 0.39% +755.0 +63.2% $597.43 +16.1%
34 AFL AFLAC INC Financial Services 10,066.0 $1.1M 0.37% $109.71 +3.2%
35 CAT CATERPILLAR INC Industrials 1,467.0 $1.0M 0.35% -800.0 -35.3% $708.57 +26.2%
36 VHT VANGUARD WORLD FD 3,600.0 $980K 0.33% -375.0 -9.4% $272.33 +3.4%
37 AVGO BROADCOM INC Technology 3,121.0 $966K 0.32% +779.0 +33.3% $309.52 +38.5%
38 PH PARKER-HANNIFIN CORP Industrials 1,067.0 $955K 0.32% $895.24 -4.8%
39 AMZN AMAZON COM INC Consumer Cyclical 4,442.0 $925K 0.31% -738.0 -14.2% $208.28 +30.7%
40 VTV VANGUARD INDEX FDS 4,449.0 $873K 0.29% +1K +44.9% $196.20 +7.9%
Page 2 of 5  ·  97 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%