Titelia

Holdings of BURKETT FINANCIAL SERVICES, LLC

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Net assets
-
Positions
211 in 4 countries
Top ten
85.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

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Sector breakdown

  • Funds 11.8 %
  • Technology 3.1 %
  • Communication 1.1 %
  • Utilities 0.9 %
  • Consumer staples 0.9 %
  • Financials 0.8 %
  • Health care 0.8 %
  • Consumer discretionary 0.8 %
  • Industrials 0.3 %
  • Energy 0.2 %
  • Unattributed 79.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %
  • Switzerland 0.0 %
  • Belgium 0.0 %
  • Australia 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States208246.9M $99.99 %
2Switzerland19.9K $0.00 %
3Belgium16.9K $0.00 %
4Australia12.1K $0.00 %
Cite this page

Titelia. "Holdings of BURKETT FINANCIAL SERVICES, LLC". https://titelia.com/en/funds/US13F1762716