Long-term investor
Burkett Financial Services, LLC @burkettfinancialservices
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001762716).
Record
- Tracked since 2025-06-30 (459 days), 12 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all 0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524300 · 17.6% · long · since 2025-09-30
- 808524797 · 16.6% · long · since 2025-09-30
- 233051200 · 8.0% · long · since 2025-09-30
- 921943858 · 8.0% · long · since 2025-09-30
- 88339Y102 · 6.6% · long · since 2025-09-30
- 46641Q266 · 6.6% · long · since 2026-03-31
- 12811T738 · 6.6% · long · since 2025-09-30
- 464287507 · 5.8% · long · since 2025-09-30
- 464287804 · 3.4% · long · since 2025-09-30
- LOAR · 2.2% · long · since 2025-09-30
- AAPL · 1.5% · long · since 2025-09-30
- MSFT · 1.3% · long · since 2025-09-30