Burton Enright Welch

CIK

2105919

Location

WALNUT CREEK, CA

Portfolio Value

Micro $97,768,038

Diversification

Diversified

Filing Date

Global Rank

#5,987 / 8,517 ▼ 1090

Top Industry

Oil & Gas Integrated 14.3%

3Y Alpha vs SPY

+7.2%

Period ended 46 days ago

Filed Jul 17, 2026 · 29d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+107.7%

SPY

+75.3%

Annualised alpha

+7.0%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

63 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.4%

−17.1 pts

Top 5

44.9%

−11.1 pts

Top 10

60.6%

−7.3 pts

HHI

540

Diversified−637

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.0%	$30,265,969	16
Healthcare	14.1%	$13,818,701	8
Energy	13.9%	$13,628,122	2
Financial Services	12.3%	$12,018,572	12
Industrials	10.4%	$10,187,095	8
Consumer Cyclical	7.9%	$7,680,283	5
Communication Services	4.8%	$4,714,375	4
Consumer Defensive	2.7%	$2,658,109	4
Unclassified	2.6%	$2,543,400	3
Utilities	0.3%	$253,412	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+13,881	30,449	$6,092,540
FTNT	Fortinet, Inc.	+1,127	4,264	$655,035
AAPL	Apple Inc.	+885	33,722	$9,757,797
WFC	Wells Fargo & Company/Mn	+604	7,601	$628,146
SPY	Spdr S&P 500 ETF Trust	+539	2,498	$1,865,431
AMZN	Amazon Com Inc	+447	13,140	$3,131,787
META	Meta Platforms, Inc.	+400	2,456	$1,383,440
INTC	Intel Corp	+225	14,349	$2,003,550
IBM	International Business Machines Corp	+166	1,190	$334,639
GLD	Spdr Gold Trust	+120	633	$233,184
BA	Boeing Co	+109	1,896	$410,427
TSLA	Tesla, Inc.	+98	6,287	$2,644,312
AVGO	Broadcom Inc.	+93	8,923	$3,370,663
GE	General Electric Co	+89	1,471	$549,756
CNOB	ConnectOne Bancorp, Inc.	+79	77,504	$2,591,733
TXN	Texas Instruments Inc	+71	1,227	$365,731
GEV	GE Vernova Inc.	+46	392	$460,545
BRK-B	Berkshire Hathaway Inc	+42	3,235	$1,618,761
ORCL	Oracle Corp	+37	4,596	$673,543
BLK	BlackRock, Inc.	+28	245	$235,582
SYK	Stryker Corp	+24	1,734	$545,932
LMT	Lockheed Martin Corp	+23	468	$238,427
EVRG	Evergy, Inc.	+20	2,932	$253,412
BR	Broadridge Financial Solutions, Inc.	+14	1,695	$232,130
CSCO	Cisco Systems, Inc.	+11	6,123	$719,207
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−7,633	7,591	$2,712,795
CVX	Chevron Corp	−1,419	79,217	$13,131,009
WMT	Walmart Inc.	−947	3,889	$440,468
T	At&T Inc.	−825	10,849	$224,574
JPM	Jpmorgan Chase & Co	−731	2,713	$888,046
LLY	ELI LILLY & Co	−554	1,977	$2,371,273
XOM	ExxonMobil Holdings Corp	−517	3,636	$497,113
MRK	Merck & Co., Inc.	−402	1,782	$228,987
BAC	Bank Of America Corp /De/	−347	53,573	$3,052,589
V	Visa Inc.	−339	3,797	$1,302,712
AMAT	Applied Materials Inc /De	−329	759	$548,757
CDNS	Cadence Design Systems Inc	−321	2,225	$835,087
MCK	Mckesson Corp	−312	11,745	$8,874,522
AXP	American Express Co	−260	1,261	$426,533
PG	PROCTER & GAMBLE Co	−226	3,035	$445,052
HD	Home Depot, Inc.	−225	2,004	$706,770
JNJ	Johnson & Johnson	−219	3,518	$893,466
WSM	Williams Sonoma Inc	−201	3,612	$841,957
PEP	Pepsico Inc	−180	3,115	$421,771
CAT	Caterpillar Inc	−176	1,496	$1,593,090
DIS	Walt Disney Co	−117	4,089	$393,566
MSFT	Microsoft Corp	−110	8,319	$3,103,153
ABBV	AbbVie Inc.	−102	1,452	$365,381
COST	Costco Wholesale Corp /New	−100	1,444	$1,350,818
GS	Goldman Sachs Group Inc	−98	293	$296,331
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	986	$572,777
MU	Micron Technology Inc	333	$384,378
IVZ	Invesco Ltd.	12,265	$323,673
MS	Morgan Stanley	1,100	$229,944
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
BNDX	Vanguard Total International Bond ETF	1,021,367	$49,076,684
CGIE	Capital Group International Equity ETF	148,025	$5,006,205
DCOR	Dimensional US Core Equity 1 ETF	49,622	$3,576,753
VBIL	Vanguard 0-3 Month Treasury Bill ETF	41,208	$3,117,385
VTEC	Vanguard California Tax-Exempt Bond ETF	19,834	$1,965,152
VCRM	Vanguard Core Tax-Exempt Bond ETF	21,396	$1,607,909
VXF	Vanguard Extended Market ETF	6,360	$1,308,888
VEA	Vanguard FTSE Developed Markets ETF	16,442	$1,053,603
VXUS	Vanguard Total International Stock ETF	10,282	$792,845
CGIC	Capital Group International Core Equity ETF	17,431	$577,140
NFLX	Netflix Inc	2,745	$263,931
C	Citigroup Inc	1,868	$211,849
TT	Trane Technologies plc	492	$205,036
CERS	Cerus Corp	11,056	$20,121
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $97,768,038 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CVX	Chevron Corp Energy	Reduced	79,217	-1,419	$13,131,009	−21.3%	13.43%
AAPL	Apple Inc. Technology	Added	33,722	+885	$9,757,797	+17.1%	9.98%
MCK	Mckesson Corp Healthcare	Reduced	11,745	-312	$8,874,522	−14.9%	9.08%
NVDA	Nvidia Corp Technology	Added	30,449	+13,881	$6,092,540	+110.9%	6.23%
LECO	Lincoln Electric Holdings Inc Industrials	Held	22,764	0	$6,044,069	+6.6%	6.18%
AVGO	Broadcom Inc. Technology	Added	8,923	+93	$3,370,663	+23.3%	3.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,140	+447	$3,131,787	+18.5%	3.20%
MSFT	Microsoft Corp Technology	Reduced	8,319	-110	$3,103,153	−0.5%	3.17%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	53,573	-347	$3,052,589	+16.1%	3.12%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,591	-7,633	$2,712,795	−38.0%	2.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,287	+98	$2,644,312	+14.9%	2.70%
CNOB	ConnectOne Bancorp, Inc. Financial Services	Added	77,504	+79	$2,591,733	+25.0%	2.65%
LLY	ELI LILLY & Co Healthcare	Reduced	1,977	-554	$2,371,273	+1.9%	2.43%
INTC	Intel Corp Technology	Added	14,349	+225	$2,003,550	+221.4%	2.05%
SPY	Spdr S&P 500 ETF Trust	Added	2,498	+539	$1,865,431	+46.4%	1.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,235	+42	$1,618,761	+5.8%	1.66%
CAT	Caterpillar Inc Industrials	Reduced	1,496	-176	$1,593,090	+34.5%	1.63%
META	Meta Platforms, Inc. Communication Services	Added	2,456	+400	$1,383,440	+17.6%	1.42%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,444	-100	$1,350,818	−12.2%	1.38%
V	Visa Inc. Financial Services	Reduced	3,797	-339	$1,302,712	+4.2%	1.33%
JNJ	Johnson & Johnson Healthcare	Reduced	3,518	-219	$893,466	−2.2%	0.91%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,713	-731	$888,046	−12.3%	0.91%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	3,612	-201	$841,957	+21.1%	0.86%
CDNS	Cadence Design Systems Inc Technology	Reduced	2,225	-321	$835,087	+18.0%	0.85%
CSCO	Cisco Systems, Inc. Technology	Added	6,123	+11	$719,207	+51.7%	0.74%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,004	-225	$706,770	−3.6%	0.72%
EXPD	Expeditors International Of Washington Inc Industrials	Added	4,211	+3	$686,308	+13.9%	0.70%
ORCL	Oracle Corp Technology	Added	4,596	+37	$673,543	+0.4%	0.69%
FTNT	Fortinet, Inc. Technology	Added	4,264	+1,127	$655,035	+155.5%	0.67%
WFC	Wells Fargo & Company/Mn Financial Services	Added	7,601	+604	$628,146	+12.8%	0.64%
ADP	Automatic Data Processing Inc Technology	Reduced	2,755	-1	$616,982	+10.2%	0.63%
AMD	Advanced Micro Devices Inc Technology	NEW	986	NEW	$572,777	NEW	0.59%
GE	General Electric Co Industrials	Added	1,471	+89	$549,756	+40.2%	0.56%
AMAT	Applied Materials Inc /De Technology	Reduced	759	-329	$548,757	+47.6%	0.56%
SYK	Stryker Corp Healthcare	Added	1,734	+24	$545,932	−2.8%	0.56%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,636	-517	$497,113	−29.4%	0.51%
GEV	GE Vernova Inc. Industrials	Added	392	+46	$460,545	+52.5%	0.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,035	-226	$445,052	−5.5%	0.46%
QQQ	Invesco Qqq Trust, Series 1	Reduced	604	-50	$444,785	+17.8%	0.45%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,889	-947	$440,468	−26.7%	0.45%
AXP	American Express Co Financial Services	Reduced	1,261	-260	$426,533	−7.3%	0.44%
PHYS	Sprott Physical Gold Trust Financial Services	Held	14,071	0	$424,522	−14.9%	0.43%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,115	-180	$421,771	−17.6%	0.43%
BA	Boeing Co Industrials	Added	1,896	+109	$410,427	+15.4%	0.42%
DIS	Walt Disney Co Communication Services	Reduced	4,089	-117	$393,566	−2.9%	0.40%
MU	Micron Technology Inc Technology	NEW	333	NEW	$384,378	NEW	0.39%
TXN	Texas Instruments Inc Technology	Added	1,227	+71	$365,731	+63.0%	0.37%
ABBV	AbbVie Inc. Healthcare	Reduced	1,452	-102	$365,381	+8.1%	0.37%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,315	-53	$355,457	−16.4%	0.36%
IBM	International Business Machines Corp Technology	Added	1,190	+166	$334,639	+34.8%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.