BURKETT FINANCIAL SERVICES, LLC
Top Portfolio Positions
160 positions ·
$31,101,717 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LOAR |
Loar Holdings Inc.
Industrials
|
125,000 | $7,161,250 | 23.03% | |
| AAPL |
Apple Inc.
Technology
|
14,124 | $3,584,529 | 11.53% | |
| MSFT |
Microsoft Corp
Technology
|
6,650 | $2,461,630 | 7.91% | |
| T |
At&T Inc.
Communication Services
|
55,862 | $1,619,439 | 5.21% | |
| DUK |
Duke Energy CORP
Utilities
|
12,145 | $1,590,266 | 5.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
9,674 | $1,202,284 | 3.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,014 | $1,044,265 | 3.36% | |
| NVDA |
Nvidia Corp
Technology
|
5,229 | $911,937 | 2.93% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
16,925 | $825,093 | 2.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,744 | $807,175 | 2.60% |
Portfolio Trend
10 quarters · across all stocks
Holdings in EFX
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0 | 0 | Shares | Sole | 2026-04-01 | |
| No 13F history on record for this holder in this stock. | ||||||