Holdings of Burton Enright Welch
112 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 72 % of the equity sleeve
Sector breakdown
- Technology 3.2 %
- Health care 2.3 %
- Financials 1.2 %
- Funds 1.2 %
- Consumer discretionary 1.0 %
- Communication 1.0 %
- Industrials 0.5 %
- Consumer staples 0.5 %
- Energy 0.1 %
- Materials 0.1 %
- Unattributed 88.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 112 | 659.6M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Dimensional ETF Trust | 6,140 | 259.2K $ | |
| 102 | Fortinet Inc | 3,137 | 256.4K $ | |
| 103 | International Business Machines Corp. | 1,024 | 248.3K $ | |
| 104 | Evergy Inc | 2,912 | 238.6K $ | |
| 105 | Amgen Inc | 656 | 230.8K $ | |
| 106 | Vanguard Information Technology ETF | 331 | 230.7K $ | |
| 107 | FedEx Corp | 646 | 230.1K $ | |
| 108 | Texas Instruments Inc | 1,156 | 224.4K $ | |
| 109 | SPDR Gold Shares | 513 | 220.7K $ | |
| 110 | Citigroup Inc | 1,868 | 211.8K $ | |
| 111 | Blackrock Inc | 217 | 208.7K $ | |
| 112 | Cerus Corp | 11,056 | 20.1K $ |