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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 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VO VANGUARD INDEX FDS 1,772.0 $509K 0.17% -111.0 -5.9% $287.18 -72.5%
62 SCHX SCHWAB STRATEGIC TR 19,447.0 $499K 0.17% $25.64 +15.8%
63 NEE NEXTERA ENERGY INC Utilities 5,273.0 $490K 0.16% -53.0 -1.0% $92.87 -5.3%
64 QQQ INVESCO QQQ TR Financial Services 784.0 $453K 0.15% -80.0 -9.3% $577.18 +27.4%
65 VLO VALERO ENERGY CORP Energy 1,800.0 $445K 0.15% $247.08 -2.3%
66 VB VANGUARD INDEX FDS 1,573.0 $412K 0.14% +17.0 +1.1% $261.92 +12.3%
67 VWO VANGUARD INTL EQUITY INDEX F 7,258.0 $392K 0.13% -42.0 -0.6% $54.05 +11.0%
68 ABT ABBOTT LABORATORIES Healthcare 3,750.0 $385K 0.13% $102.67 -16.1%
69 CRWD CROWDSTRIKE HLDGS INC Technology 984.0 $384K 0.13% +262.0 +36.3% $390.41 +73.3%
70 SUSB ISHARES TR 15,194.0 $381K 0.13% +100.0 +0.7% $25.07 -0.2%
71 MCD MCDONALDS CORP Consumer Cyclical 1,184.0 $368K 0.12% $310.83 -10.6%
72 NOC NORTHROP GRUMMAN CORP Industrials 537.0 $366K 0.12% +21.0 +4.1% $681.78 -18.2%
73 LLY ELI LILLY & CO Healthcare 396.0 $364K 0.12% +32.0 +8.8% $919.77 +22.4%
74 DGRO ISHARES TR 5,110.0 $359K 0.12% $70.18 +6.4%
75 GOOG ALPHABET INC Communication Services 1,202.0 $345K 0.12% +110.0 +10.1% $286.86 +34.6%
76 EPD ENTERPRISE PRODS PARTNERS L Energy 8,850.0 $335K 0.11% $37.84 -0.9%
77 PFE PFIZER INC Healthcare 11,717.0 $329K 0.11% -739.0 -5.9% $28.08 -7.2%
78 LOW LOWES COS INC Consumer Cyclical 1,326.0 $313K 0.10% +96.0 +7.8% $236.28 -8.0%
79 VMC VULCAN MATLS CO Basic Materials 1,100.0 $300K 0.10% -346.0 -23.9% $272.38 +1.4%
80 XLG INVESCO EXCHANGE TRADED FD T 5,420.0 $296K 0.10% NEW $54.55 +17.6%
Page 4 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%