BURKETT FINANCIAL SERVICES, LLC
Top Portfolio Positions
178 positions ·
$34,182,205 total
· as of Jun 30, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LOAR |
Loar Holdings Inc.
Industrials
|
118,000 | $9,511,980 | 27.83% | |
| AAPL |
Apple Inc.
Technology
|
14,000 | $4,051,040 | 11.85% | |
| MSFT |
Microsoft Corp
Technology
|
6,666 | $2,486,551 | 7.27% | |
| DUK |
Duke Energy CORP
Utilities
|
11,683 | $1,478,834 | 4.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,000 | $1,191,700 | 3.49% | |
| T |
At&T Inc.
Communication Services
|
56,102 | $1,161,311 | 3.40% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
9,712 | $1,099,981 | 3.22% | |
| NVDA |
Nvidia Corp
Technology
|
5,214 | $1,043,269 | 3.05% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
16,598 | $945,754 | 2.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,737 | $895,902 | 2.62% |
Portfolio Trend
11 quarters · across all stocks
Holdings in PEW
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342 | 150 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $451 | 150 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $451 | 150 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $699 | 150 | Shares | Sole | 2025-11-24 | |
| No 13F history on record for this holder in this stock. | ||||||