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Loar Holdings shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Loar Holdings (LOAR) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Loar Holdings

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All positions including Loar Holdings held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Loar Holdings by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 125k 80.00
2025-06-30 $11M 125k 86.17

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
Loar Holdings Equity (LOAR)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

Top funds holding Loar Holdings

Abrams Capital Management
Blackstone Group
Capital Research and Management Company - Division 3
Vanguard Group
BlackRock
Daniel D. Thurber
T. Rowe Price Investment Management
Bamco
State Street Corporation
Federated Investors
Alliancebernstein
TimesSquare Capital Management
Spyglass Capital Management
Ghisallo Capital Management
Goldman Sachs Group

View all funds holding Loar Holdings