Holdings
Burkett Financial Services, LLC
As of Sep 30, 2026, Burkett Financial Services, LLC reported 260 positions worth US$40.2M. Largest: Loar Holdings Inc., Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Loar Holdings Inc. | 118K | US$7.26M | no change | Sep 30, 2026 |
| Apple Inc | 15,078 | US$5.02M | +1,078 | Sep 30, 2026 |
| Microsoft Corp. | 8,404 | US$4.31M | +1,738 | Sep 30, 2026 |
| Nvidia Corporation | 7,329 | US$1.67M | +2,115 | Sep 30, 2026 |
| Amazon.com, Inc. | 6,244 | US$1.56M | +1,244 | Sep 30, 2026 |
| At&t Inc. | 57,295 | US$1.4M | +1,193 | Sep 30, 2026 |
| Duke Energy Corporation (holding Company) | 11,544 | US$1.32M | −139 | Sep 30, 2026 |
| Walmart Inc. | 9,732 | US$1.01M | +20 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 2,978 | US$985K | +241 | Sep 30, 2026 |
| Bank Of America Corporation | 16,290 | US$887K | −308 | Sep 30, 2026 |