13F Institutional Holdings
BURKETT FINANCIAL SERVICES, LLC IIR Report | ThinkSabio - Stocks Simplified
Oct 4, 2026 · ThinkSabio Blog

BURKETT FINANCIAL SERVICES, LLC – Q3 2026 PF Holdings
AUM: $335.15M
NEWLY BOUGHT Top-25: #VTI #AVLV #IBIJ #MNST #GOOG #IBIH #IBIG #IBII #AVGO #DXCM #DDOG #MU #ASML #LNG #TSM #AMD #RTX #SNOW #LIN #UNH #PNC #MPWR #UNP #RCL #AZN
INCREASED Top-25: #SCHG #VEA #CPSL #JEMA #IJH #IJR #AAPL #MSFT #AMZN #NVDA #T #VT #WMT #JPM #SSB #AMGN #JNJ #VO #VYMI #GOOGL #KO #VXUS #TSLA #WBD #XOM
NO-CHANGE Top-25: #EAGL #LOAR #CPSD #NFLX #IYW #IAU #CPSN #CEF #SCZ #CGAU #ENB #CEG #SSRM #MSTR #BA #EW #IWM #CPSJ #PTLC #GE #JBHT #HEI #CAVA #FNV #GEV
REDUCED Top-25: #SCHD #DBEF #VGIT #SCHM #IVW #IVE #VYM #DUK #SCHF #HEFA #SCHB #BAC #SCHA #SCHV #VUG #LOW #BRK.B #VLO #CPRY #MO #GLD #CVX #EEMV #ISTB #FV
SOLD-OFF Top-15: #CSX #CPNJ #CPRA #LMT #NEO #CPSU #CBOO #GDOT #CPNM #CELH
Positive Returns (YTD): #NEO:+57% #CSX:+31% #LMT:+2%
Negative Returns (YTD): #CELH:-44% #GDOT:-1%
Note:
- Newly bought + Increased + Reduced + Sold-Off – highest invested first
- Descending order based on Q3 2026 net investment value
- Returns are presented on a YTD basis
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