BURLING WEALTH PARTNERS, LLC

CIK

2054946

Location

CHICAGO, IL

Portfolio Value

Small $109,229,913

Diversification

Diversified

Filing Date

Global Rank

#2,487 / 8,232 ▲ 7

Top Industry

Internet Content & Information 7.9%

3Y Alpha vs SPY

-11.2%

Period ended 2 months ago

Filed May 8, 2026 · 37d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.0%

SPY

+23.4%

Annualised alpha

-11.2%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

125 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

+0.2 pts

Top 5

29.6%

−1.0 pts

Top 10

45.2%

−1.5 pts

HHI

289

Diversified−8

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.4%	$109,229,913	27
Financial Services	16.1%	$72,394,392	20
Healthcare	12.4%	$55,769,641	15
Industrials	11.0%	$49,297,136	21
Consumer Cyclical	10.2%	$45,561,465	9
Communication Services	9.1%	$40,751,304	5
Unclassified	4.2%	$19,017,213	5
Energy	3.4%	$15,167,426	5
Consumer Defensive	3.3%	$14,802,804	7
Real Estate	2.1%	$9,323,230	4
Utilities	2.1%	$9,224,618	3
Basic Materials	1.7%	$7,775,366	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SARO	StandardAero, Inc.	+124,884	147,832	$3,818,500
MDLZ	Mondelez International, Inc.	+15,475	51,002	$2,939,755
SU	Suncor Energy Inc	+13,878	74,712	$4,939,210
ORLY	O Reilly Automotive Inc	+13,469	36,856	$3,402,177
BRK-B	Berkshire Hathaway Inc	+4,020	22,250	$10,662,200
PLD	Prologis, Inc.	+3,919	43,384	$5,734,497
NVDA	Nvidia Corp	+3,277	145,493	$25,373,979
NDAQ	Nasdaq, Inc.	+2,307	40,250	$3,416,822
META	Meta Platforms, Inc.	+2,306	21,336	$12,206,965
ETN	Eaton Corp plc	+2,132	13,428	$4,802,792
NEE	Nextera Energy Inc	+2,079	88,139	$8,186,350
TJX	Tjx Companies Inc /De/	+1,974	47,754	$7,626,313
SYK	Stryker Corp	+1,920	14,419	$4,737,939
RTX	RTX Corp	+1,872	46,082	$8,889,217
XOM	Exxon Mobil Corp	+1,838	38,708	$6,567,199
AMZN	Amazon Com Inc	+1,553	124,957	$26,024,794
TMUS	T-Mobile US, Inc.	+1,457	23,619	$4,960,698
LIN	Linde PLC	+1,413	9,545	$4,732,029
TYL	Tyler Technologies Inc	+1,405	6,080	$2,081,670
RGA	Reinsurance Group Of America Inc	+1,059	16,405	$3,349,244
CHD	Church & Dwight Co Inc /De/	+993	26,503	$2,473,259
WM	Waste Management Inc	+951	29,708	$6,826,601
AAPL	Apple Inc.	+785	130,018	$32,997,268
SPY	Spdr S&P 500 ETF Trust	+421	25,042	$16,285,814
HD	Home Depot, Inc.	+377	12,562	$4,131,516
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AZN	Astrazeneca PLC	−13,268	12,554	$2,475,899
BX	Blackstone Inc.	−9,954	83,266	$9,574,757
VICI	Vici Properties Inc.	−8,826	19,640	$536,564
ROP	Roper Technologies Inc	−8,110	1,770	$626,332
ABT	Abbott Laboratories	−5,071	82,389	$8,458,878
GOOGL	Alphabet Inc.	−3,739	76,214	$21,916,097
PG	PROCTER & GAMBLE Co	−3,238	25,617	$3,700,119
INTU	Intuit Inc.	−3,159	5,906	$2,553,636
ZTS	Zoetis Inc.	−3,060	19,428	$2,296,583
MRSH	Marsh & Mclennan Companies, Inc.	−2,876	17,292	$2,999,297
BR	Broadridge Financial Solutions, Inc.	−2,693	1,778	$288,889
AMT	American Tower Corp /Ma/	−2,444	11,370	$1,962,234
CARR	CARRIER GLOBAL Corp	−2,340	17,425	$981,201
ICE	Intercontinental Exchange, Inc.	−2,019	13,359	$2,101,103
CME	Cme Group Inc.	−1,994	13,688	$4,042,750
MRK	Merck & Co., Inc.	−1,950	26,963	$3,243,379
ORCL	Oracle Corp	−1,766	9,935	$1,461,537
JPM	Jpmorgan Chase & Co	−1,585	63,068	$18,552,082
CSCO	Cisco Systems, Inc.	−1,548	27,508	$2,134,345
SCHW	Schwab Charles Corp	−1,452	5,587	$525,066
PEP	Pepsico Inc	−1,333	6,948	$1,078,954
SBUX	Starbucks Corp	−1,254	5,699	$510,573
DHR	Danaher Corp /De/	−1,207	22,824	$4,327,430
WEC	Wec Energy Group, Inc.	−1,203	6,859	$794,066
MCHP	Microchip Technology Inc	−1,200	17,302	$1,117,882
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CDNS	Cadence Design Systems Inc	11,495	$3,194,115
MPWR	Monolithic Power Systems Inc	2,165	$2,367,102
TSM	Taiwan Semiconductor Manufacturing Co Ltd	614	$207,501
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	25,255	$6,690,302
ARES	Ares Management Corp	25,445	$4,112,675
VLTO	Veralto Corp	37,447	$3,736,461
BKNG	Booking Holdings Inc.	265	$1,419,162
ZG	Zillow Group, Inc.	5,070	$345,926
ACN	Accenture plc	1,252	$335,911
AMP	Ameriprise Financial Inc	625	$306,462
EQIX	Equinix Inc	344	$263,559
SOLS	Solstice Advanced Materials Inc.	5,115	$248,486
ADP	Automatic Data Processing Inc	922	$237,166
ARCC	Ares Capital Corp	10,287	$208,106
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $109,229,913 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	130,018	+785	$32,997,268	−6.1%	30.21%
MSFT	Microsoft Corp Technology	Reduced	71,455	-294	$26,450,497	−23.8%	24.22%
NVDA	Nvidia Corp Technology	Added	145,493	+3,277	$25,373,979	−4.3%	23.23%
CDNS	Cadence Design Systems Inc Technology	NEW	11,495	NEW	$3,194,115	NEW	2.92%
INTU	Intuit Inc. Technology	Reduced	5,906	-3,159	$2,553,636	−57.5%	2.34%
MPWR	Monolithic Power Systems Inc Technology	NEW	2,165	NEW	$2,367,102	NEW	2.17%
CSCO	Cisco Systems, Inc. Technology	Reduced	27,508	-1,548	$2,134,345	−4.6%	1.95%
TYL	Tyler Technologies Inc Technology	Added	6,080	+1,405	$2,081,670	−1.9%	1.91%
ORCL	Oracle Corp Technology	Reduced	9,935	-1,766	$1,461,537	−35.9%	1.34%
NET	Cloudflare, Inc. Technology	Added	5,843	+12	$1,205,644	+4.9%	1.10%
MCHP	Microchip Technology Inc Technology	Reduced	17,302	-1,200	$1,117,882	−5.2%	1.02%
AMD	Advanced Micro Devices Inc Technology	Added	4,883	+74	$993,348	−3.5%	0.91%
ANET	Arista Networks, Inc. Technology	Held	6,419	0	$788,124	−6.3%	0.72%
MRVL	Marvell Technology, Inc. Technology	Added	7,607	+26	$753,473	+17.0%	0.69%
DELL	Dell Technologies Inc. Technology	Reduced	4,424	-1,145	$726,111	+3.6%	0.66%
TEL	TE Connectivity plc Technology	Held	3,055	0	$638,556	−8.1%	0.58%
ROP	Roper Technologies Inc Technology	Reduced	1,770	-8,110	$626,332	−85.8%	0.57%
ADI	Analog Devices Inc Technology	Reduced	1,847	-262	$587,604	+2.7%	0.54%
IBM	International Business Machines Corp Technology	Reduced	2,200	-916	$533,258	−42.2%	0.49%
APH	Amphenol Corp /De/ Technology	Reduced	4,001	-617	$505,526	−19.0%	0.46%
AVGO	Broadcom Inc. Technology	Reduced	1,620	-191	$501,406	−20.0%	0.46%
PANW	Palo Alto Networks Inc Technology	Added	2,328	+71	$373,224	−10.2%	0.34%
QCOM	Qualcomm Inc/De Technology	Reduced	2,383	-319	$306,882	−33.6%	0.28%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	1,778	-2,693	$288,889	−71.0%	0.26%
TXN	Texas Instruments Inc Technology	Reduced	1,328	-192	$257,817	−2.2%	0.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	614	NEW	$207,501	NEW	0.19%
ADBE	Adobe Inc. Technology	Reduced	840	-58	$204,187	−35.0%	0.19%