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Burk Holdings

Latest statistics and disclosures from Burk Holdings's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFIC, DUHP, DFLV, DFAS, AVUV, and represent 31.76% of Burk Holdings's stock portfolio.
Added to shares of these 10 stocks: DFCF, DFLV, DFAS, DUHP, DFUS, DFAR, DFUV, DISV, DFGR, DFIC.
Started 597 new stock positions in LUV, VRTX, CNM, TROW, SPSM, RYAAY, ITOT, DAL, FNDC, HWM.
Reduced shares in these 10 stocks: VTI, VEA, FNDX, VNQ, OGS, AMZN, AMD, AAPL, VTEB, BNDX.
Burk Holdings was a net buyer of stock by $20M.
Burk Holdings has $233M in assets under management (AUM), dropping by 11.25%.
Central Index Key (CIK): 0002079815

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Portfolio Holdings for Burk Holdings

Burk Holdings holds 675 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Burk Holdings has 675 total positions. Only the first 250 positions are shown.

Sign up to view all of the Burk Holdings March 31, 2026 positions
Download the Burk Holdings March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Equity (DFIC)	9.5	$22M	+2%	624k	35.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.1	$14M	+4%	389k	36.76	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	5.6	$13M	+8%	367k	35.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.4	$13M	+5%	177k	71.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.1	$12M	+3%	108k	110.47	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.7	$11M		319k	34.55	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.7	$11M	+4%	227k	48.46	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.4	$10M	+11%	243k	42.22	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.2	$7.5M	+3%	89k	84.84	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.0	$7.1M	+9%	100k	70.91	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.9	$6.9M	+6%	143k	47.88	View chart
Dimensional Etf Trust Global Real Est (DFGR)	2.9	$6.8M	+7%	254k	26.58	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.4	$5.5M		68k	80.61	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.3	$5.4M	+7%	87k	62.45	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.3	$5.4M		153k	35.04	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.3	$5.3M	+9%	136k	39.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.1	$4.9M		92k	52.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$4.1M	+5%	51k	80.58	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.6	$3.8M	+14%	163k	23.65	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	1.4	$3.2M	+7%	142k	22.58	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.4	$3.2M	+4%	94k	33.86	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.3	$3.1M	+12%	28k	111.18	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.3	$3.0M	+7%	69k	44.02	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.1	$2.5M		50k	50.71	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$2.5M		51k	48.05	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.0	$2.2M	+18%	36k	62.30	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$2.1M	+19%	86k	24.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$1.7M		65k	25.64	View chart
NVIDIA Corporation (NVDA)	0.7	$1.6M		9.1k	174.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$1.5M		17k	86.64	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$1.5M	+4%	21k	68.78	View chart
Apple (AAPL)	0.6	$1.3M	-2%	5.2k	253.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.2M		2.1k	577.18	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$1.2M		12k	99.86	View chart
Advanced Micro Devices (AMD)	0.5	$1.2M	-3%	5.7k	203.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.1M	+2%	1.9k	597.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.1M		5.1k	215.06	View chart
Amazon (AMZN)	0.5	$1.1M	-7%	5.1k	208.27	View chart
Microsoft Corporation (MSFT)	0.4	$995k		2.7k	370.17	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$965k		11k	89.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$944k		1.5k	650.54	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$829k	+39%	11k	74.83	View chart
Exxon Mobil Corporation (XOM)	0.3	$722k		4.3k	169.65	View chart
Cisco Systems (CSCO)	0.3	$685k	+3%	8.8k	77.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$674k		10k	67.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$647k	-2%	1.4k	479.20	View chart
Eli Lilly & Co. (LLY)	0.3	$644k	+10%	700.00	919.77	View chart
Meta Platforms Cl A (META)	0.3	$593k		1.0k	572.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$561k		1.9k	298.85	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$491k		4.9k	100.17	View chart
Fundvantage Tr Polen Focus Grow (PCLG)	0.2	$487k		24k	20.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$475k	-4%	1.7k	287.56	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$474k		4.6k	102.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$473k		2.5k	191.92	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$450k	+2%	12k	38.86	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$444k		9.3k	47.93	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$410k	-5%	12k	33.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$363k	-39%	1.1k	320.81	View chart
Oneok (OKE)	0.1	$335k		3.7k	90.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$330k		2.7k	124.29	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$324k	NEW	3.2k	101.14	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$300k		13k	23.22	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$291k		6.0k	48.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$281k	-30%	3.2k	88.69	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$277k	-5%	5.8k	47.83	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$256k		3.8k	67.92	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$254k	-38%	9.1k	27.85	View chart
Caterpillar (CAT)	0.1	$231k	NEW	326.00	708.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$224k	-11%	4.5k	49.89	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$219k		4.7k	46.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$215k		749.00	286.86	View chart
Bank of America Corporation (BAC)	0.1	$213k		4.4k	48.75	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$210k		10k	20.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$203k		310.00	653.21	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$200k	NEW	2.7k	73.13	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$187k	-8%	404.00	463.19	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$184k	NEW	1.4k	131.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$183k	NEW	1.3k	142.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$179k	NEW	6.2k	29.08	View chart
Wal-Mart Stores (WMT)	0.1	$168k	NEW	1.3k	124.25	View chart
International Business Machines (IBM)	0.1	$168k	-2%	691.00	242.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$166k	NEW	845.00	196.23	View chart
Bok Finl Corp Com New (BOKF)	0.1	$163k	NEW	1.3k	128.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$161k	-56%	2.5k	64.08	View chart
Phillips 66 (PSX)	0.1	$159k	NEW	872.00	182.18	View chart
Home Depot (HD)	0.1	$156k	NEW	474.00	328.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$155k	NEW	6.3k	24.75	View chart
One Gas (OGS)	0.1	$149k	-43%	1.7k	86.13	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$149k	NEW	1.9k	77.55	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$146k	NEW	359.00	407.32	View chart
JPMorgan Chase & Co. (JPM)	0.1	$146k	NEW	497.00	294.16	View chart
salesforce (CRM)	0.1	$146k		783.00	186.67	View chart
Tesla Motors (TSLA)	0.1	$139k	NEW	373.00	371.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$137k	NEW	2.5k	54.05	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$137k	NEW	350.00	391.76	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$132k	NEW	902.00	145.74	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$130k	NEW	2.6k	48.93	View chart
Sherwin-Williams Company (SHW)	0.1	$127k	NEW	396.00	320.55	View chart
Broadcom (AVGO)	0.1	$127k	NEW	410.00	309.51	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$124k	NEW	3.6k	34.02	View chart
Travelers Companies (TRV)	0.1	$121k	NEW	414.00	291.68	View chart
Coca-Cola Company (KO)	0.1	$119k	NEW	1.6k	76.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$111k	NEW	602.00	184.28	View chart
Johnson & Johnson (JNJ)	0.0	$111k	NEW	452.00	244.44	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$109k	NEW	1.0k	106.01	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$108k	NEW	2.3k	46.07	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$102k	NEW	1.2k	82.84	View chart
American Express Company (AXP)	0.0	$101k	NEW	333.00	302.48	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$100k	NEW	2.4k	41.09	View chart
CenterPoint Energy (CNP)	0.0	$90k	NEW	2.1k	43.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$89k	NEW	418.00	213.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$88k	NEW	205.00	430.29	View chart
Ameren Corporation (AEE)	0.0	$87k	NEW	794.00	109.92	View chart
Welltower Inc Com reit (WELL)	0.0	$87k	NEW	439.00	197.71	View chart
McDonald's Corporation (MCD)	0.0	$86k	NEW	278.00	310.79	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$86k	NEW	532.00	161.73	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$86k	NEW	586.00	145.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$83k	NEW	2.9k	29.13	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$82k	NEW	2.2k	38.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$81k	NEW	186.00	436.79	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$80k	NEW	2.4k	32.95	View chart
Netflix (NFLX)	0.0	$78k	NEW	813.00	96.15	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.0	$77k	NEW	989.00	77.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$75k	NEW	286.00	262.08	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$73k	NEW	119.00	616.76	View chart
Pepsi (PEP)	0.0	$72k	NEW	462.00	155.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$72k	NEW	168.00	426.40	View chart
Williams Companies (WMB)	0.0	$70k	NEW	959.00	72.77	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$70k	NEW	2.2k	32.43	View chart
ConocoPhillips (COP)	0.0	$68k	NEW	518.00	132.00	View chart
Capital Southwest Corporation (CSWC)	0.0	$68k	NEW	3.1k	22.12	View chart
Waste Management (WM)	0.0	$68k	NEW	294.00	229.79	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$67k	NEW	2.9k	22.68	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$64k	NEW	2.0k	32.22	View chart
Visa Com Cl A (V)	0.0	$62k	NEW	205.00	302.24	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$61k	NEW	2.9k	21.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$61k	NEW	2.0k	30.50	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$61k	NEW	822.00	73.76	View chart
Procter & Gamble Company (PG)	0.0	$60k	NEW	415.00	144.44	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$60k	NEW	407.00	146.61	View chart
Indie Semiconductor Class A Com (INDI)	0.0	$58k		18k	3.22	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.0	$58k	NEW	5.3k	10.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$57k	NEW	276.00	205.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$57k	NEW	269.00	211.15	View chart
Royal Caribbean Cruises (RCL)	0.0	$56k	NEW	205.00	275.18	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$54k	NEW	3.0k	18.38	View chart
Chevron Corporation (CVX)	0.0	$52k	NEW	251.00	206.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$52k	NEW	237.00	217.25	View chart
Vanguard Mun Bd Fds Long Term Tax Ex (VTEL)	0.0	$50k	NEW	490.00	102.51	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$49k	NEW	988.00	49.99	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$49k	NEW	542.00	90.94	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$47k	NEW	991.00	47.08	View chart
Dimensional Etf Trust International (DFSI)	0.0	$44k	NEW	1.0k	42.40	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$44k	NEW	600.00	72.60	View chart
Fidus Invt (FDUS)	0.0	$43k	NEW	2.5k	17.42	View chart
Amphenol Corp Cl A (APH)	0.0	$40k	NEW	320.00	126.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$40k	NEW	139.00	287.18	View chart
Tcg Bdc (CGBD)	0.0	$38k	NEW	3.5k	10.94	View chart
Motorola Solutions Com New (MSI)	0.0	$37k	NEW	86.00	433.97	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$36k	NEW	1.3k	26.61	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$33k	NEW	1.3k	24.91	View chart
At&t (T)	0.0	$32k	NEW	1.1k	28.99	View chart
Costco Wholesale Corporation (COST)	0.0	$32k	NEW	32.00	996.44	View chart
Lam Research Corp Com New (LRCX)	0.0	$31k	NEW	145.00	213.66	View chart
Ge Aerospace Com New (GE)	0.0	$31k	NEW	108.00	283.77	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$30k	NEW	726.00	41.72	View chart
General Motors Company (GM)	0.0	$30k	NEW	402.00	74.50	View chart
Golub Capital BDC (GBDC)	0.0	$30k	NEW	2.4k	12.66	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$30k	NEW	640.00	46.74	View chart
Evergy (EVRG)	0.0	$30k	NEW	363.00	81.92	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.0	$29k	NEW	609.00	48.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$29k	NEW	198.00	148.10	View chart
Ladder Cap Corp Cl A (LADR)	0.0	$29k	NEW	3.0k	9.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$29k	NEW	315.00	90.67	View chart
Corning Incorporated (GLW)	0.0	$28k	NEW	206.00	135.97	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$28k	NEW	2.5k	11.06	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.0	$27k	NEW	1.1k	25.55	View chart
Trinity Cap (TRIN)	0.0	$27k	NEW	1.8k	14.71	View chart
Micron Technology (MU)	0.0	$26k	NEW	78.00	337.85	View chart
Abbvie (ABBV)	0.0	$26k	NEW	121.00	217.49	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$26k	NEW	619.00	42.37	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$26k	NEW	372.00	69.90	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$26k	NEW	1.8k	14.77	View chart
America Movil Sab De Cv Spon Ads Rp Cl B (AMX)	0.0	$25k	NEW	968.00	25.48	View chart
Gladstone Investment Corporation (GAIN)	0.0	$24k	NEW	1.7k	14.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$24k	NEW	96.00	248.00	View chart
Ares Capital Corporation (ARCC)	0.0	$24k	NEW	1.3k	18.02	View chart
Goldman Sachs (GS)	0.0	$24k	NEW	28.00	846.00	View chart
Sp Funds Trust S&p World Ex Us (SPWO)	0.0	$24k	NEW	838.00	28.20	View chart
Lowe's Companies (LOW)	0.0	$23k	NEW	97.00	236.28	View chart
MetLife (MET)	0.0	$23k	NEW	322.00	70.72	View chart
Sabra Health Care REIT (SBRA)	0.0	$22k	NEW	1.2k	19.23	View chart
Merck & Co (MRK)	0.0	$22k	NEW	184.00	120.29	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$22k	NEW	1.7k	12.40	View chart
Academy Sports & Outdoor (ASO)	0.0	$21k	NEW	376.00	56.45	View chart
Qxo Com New Call Option (QXO)	0.0	$21k	NEW	17k	1.23	View chart
Ge Vernova (GEV)	0.0	$21k	NEW	24.00	872.92	View chart
3M Company (MMM)	0.0	$20k	NEW	139.00	145.23	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$20k	NEW	45.00	446.53	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$20k	NEW	79.00	253.97	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$20k	NEW	405.00	49.37	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$20k	NEW	50.00	390.42	View chart
Chubb (CB)	0.0	$19k	NEW	59.00	325.93	View chart
Northrop Grumman Corporation (NOC)	0.0	$18k	NEW	27.00	682.22	View chart
Linde SHS (LIN)	0.0	$18k	NEW	37.00	495.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$18k	NEW	54.00	339.02	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$18k	NEW	195.00	93.74	View chart
Draftkings Com Cl A (DKNG)	0.0	$18k	NEW	842.00	21.62	View chart
Wells Fargo & Company (WFC)	0.0	$18k	NEW	226.00	79.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$18k	NEW	182.00	97.23	View chart
Cgi Cl A Sub Vtg (GIB)	0.0	$17k	NEW	237.00	73.10	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$17k	NEW	1.9k	8.88	View chart
Postal Realty Trust Cl A (PSTL)	0.0	$17k	NEW	921.00	18.56	View chart
Pennantpark Floating Rate Capi (PFLT)	0.0	$17k	NEW	2.1k	8.04	View chart
Booking Holdings (BKNG)	0.0	$17k	NEW	4.00	4210.25	View chart
Mastercard Incorporated Cl A (MA)	0.0	$17k	NEW	33.00	499.67	View chart
Applied Materials (AMAT)	0.0	$16k	NEW	48.00	341.79	View chart
Blackrock (BLK)	0.0	$16k	NEW	17.00	961.71	View chart
Oracle Corporation (ORCL)	0.0	$16k	NEW	109.00	147.11	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$16k	NEW	214.00	74.35	View chart
Trane Technologies SHS (TT)	0.0	$16k	NEW	38.00	416.74	View chart
Solar Cap (SLRC)	0.0	$16k	NEW	1.1k	14.31	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.0	$16k	NEW	277.00	55.84	View chart
Colgate-Palmolive Company (CL)	0.0	$15k	NEW	180.00	85.23	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$15k	NEW	296.00	51.74	View chart
Raytheon Technologies Corp (RTX)	0.0	$15k	NEW	79.00	192.90	View chart
Southern Company (SO)	0.0	$15k	NEW	150.00	96.52	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$14k	NEW	99.00	145.79	View chart
Zscaler Incorporated (ZS)	0.0	$14k	NEW	100.00	140.29	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$14k	NEW	314.00	44.45	View chart
Intuitive Surgical Com New (ISRG)	0.0	$14k	NEW	30.00	461.00	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$14k	NEW	295.00	46.36	View chart
Valero Energy Corporation (VLO)	0.0	$14k	NEW	55.00	247.07	View chart
Nextera Energy (NEE)	0.0	$13k	NEW	144.00	92.88	View chart
Thermo Fisher Scientific (TMO)	0.0	$13k	NEW	27.00	491.52	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$13k	NEW	10.00	1320.80	View chart
Palantir Technologies Cl A (PLTR)	0.0	$13k	NEW	90.00	146.28	View chart
Fortinet (FTNT)	0.0	$13k	NEW	160.00	81.72	View chart
Analog Devices (ADI)	0.0	$13k	NEW	41.00	318.15	View chart
Morgan Stanley Com New (MS)	0.0	$13k	NEW	79.00	164.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$13k	NEW	101.00	128.12	View chart
Citigroup Com New (C)	0.0	$13k	NEW	113.00	113.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$13k	NEW	161.00	79.27	View chart
Intel Corporation (INTC)	0.0	$13k	NEW	289.00	44.13	View chart
Pfizer (PFE)	0.0	$13k	NEW	454.00	28.08	View chart
Equinix (EQIX)	0.0	$13k	NEW	13.00	980.23	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$13k	NEW	205.00	61.32	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.0	$12k	NEW	1.1k	11.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$12k	NEW	107.00	113.11	View chart
Philip Morris International (PM)	0.0	$12k	NEW	70.00	165.34	View chart

Past Filings by Burk Holdings

SEC 13F filings are viewable for Burk Holdings going back to 2025

Burk Holdings 2026 Q1 filed May 8, 2026
Burk Holdings 2025 Q4 filed Feb. 12, 2026
Burk Holdings 2025 Q3 filed Nov. 12, 2025
Burk Holdings 2025 Q1 filed Aug. 13, 2025
Burk Holdings 2024 Q4 filed Aug. 13, 2025
Burk Holdings 2025 Q2 filed Aug. 12, 2025

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