Long-term investor
Burkett Asset Management LTD @burkettassetmanagementlt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109360).
Record
- Tracked since 2025-12-31 (257 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.0%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 8.4% · long · since 2025-12-31
- 78016FZX5 · 8.0% · long · since 2025-12-31
- TSM · 6.8% · long · since 2025-12-31
- TD · 5.2% · long · since 2025-12-31
- CNI · 5.1% · long · since 2025-12-31
- ASML · 5.1% · long · since 2025-12-31
- BN · 5.1% · long · since 2025-12-31
- MFC · 5.1% · long · since 2025-12-31
- BMO · 3.5% · long · since 2025-12-31
- CNQ · 3.2% · long · since 2025-12-31
- AON · 2.5% · long · since 2025-12-31
- FNV · 2.4% · long · since 2026-03-31