BURKETT FINANCIAL SERVICES, LLC

Position in SMR — NUSCALE POWER Corp

CIK 1762716 ROCK HILL, SC

Position in SMR

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

Position Value

$13,620

-$1,100 QoQ

Shares Held

1,358

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#403

of 518 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BURKETT FINANCIAL SERVICES, LLC holds $366,862 across 6 Specialty Industrial Machinery names. SMR ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	606	$258,228
2	EMR	Emerson Electric Co	364	$52,106
3	GEV	GE Vernova Inc.	29	$34,070
4	SMR	NUSCALE POWER Corp This page	1,358	$13,620
5	AME	Ametek Inc/	22	$5,322
6	ITW	Illinois Tool Works Inc	13	$3,516

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,620	1,358	0.0%	Shares	Sole	2026-07-02
2026-03-31	$14,720	1,358	+28.4%	Shares	Sole	2026-04-01
2025-12-31	$14,991	1,058	-3.8%	Shares	Sole	2026-01-05
2025-09-30	$39,600	1,100	+57.1%	Shares	Sole	2025-11-24
2025-06-30	$27,692	700	-41.7%	Shares	Sole	2025-07-01
2025-03-31	$16,992	1,200	—	Shares	Sole	2025-04-11
No filing history on record for this holder in this stock.