BURKETT FINANCIAL SERVICES, LLC

Position in MSTR — Strategy Inc

CIK 1762716 ROCK HILL, SC

Position in MSTR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$48,854

-$21,283 QoQ

Shares Held

562

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#674

of 863 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BURKETT FINANCIAL SERVICES, LLC holds $191,210 across 5 Software - Application names. MSTR ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	806	$126,267
2	MSTR	Strategy Inc This page	562	$48,854
3	ROP	Roper Technologies Inc	23	$7,782
4	ADP	Automatic Data Processing Inc	27	$6,046
5	PAYX	Paychex Inc	23	$2,261

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,854	562	0.0%	Shares	Sole	2026-07-02
2026-03-31	$70,137	562	+124.8%	Shares	Sole	2026-04-01
2025-12-31	$37,987	250	0.0%	Shares	Sole	2026-01-05
2025-09-30	$80,552	250	0.0%	Shares	Sole	2025-11-24
2025-06-30	$101,057	250	0.0%	Shares	Sole	2025-07-01
2025-03-31	$72,067	250	0.0%	Shares	Sole	2025-04-11
2024-12-31	$72,405	250	—	Shares	Sole	2025-01-06
No filing history on record for this holder in this stock.