Burk Holdings LLC
Top Portfolio Positions
498 positions ·
$19,276,592 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
9,092 | $1,585,644 | 8.23% | |
| AAPL |
Apple Inc.
Technology
|
5,207 | $1,321,484 | 6.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,081 | $1,201,111 | 6.23% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
5,679 | $1,155,278 | 5.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,093 | $1,060,719 | 5.50% | |
| MSFT |
Microsoft Corp
Technology
|
2,688 | $995,016 | 5.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,451 | $943,643 | 4.90% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,254 | $721,733 | 3.74% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
8,825 | $684,731 | 3.55% | |
| LLY |
ELI LILLY & Co
Healthcare
|
700 | $643,839 | 3.34% |
Portfolio Trend
Holdings in BAER
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,960 | 2,000 | Shares | Sole | 2026-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||