IE
Insider Edges

BURK HOLDINGS LLC 13F portfolio summary

BURK HOLDINGS LLC of BURK HOLDINGS LLC has 667 current stock holdings with a reported portfolio value of $233.3M. The portfolio 1 year return is +18.36%. Top holdings include CHY (0.00%), ICVT (0.00%), AWK (0.00%), BLV (0.00%), JHPI (0.00%).

Back to investors

BURK HOLDINGS LLC

BURK HOLDINGS LLC
Latest filing: 2026-03-31

BURK HOLDINGS LLC runs BURK HOLDINGS LLC and currently holds 667 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $233.31M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BURK HOLDINGS LLC ranks #913 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BURK HOLDINGS LLC's portfolio at BURK HOLDINGS LLC has delivered returns of +18.36%. Their 3-year annualized return is +17.73%. Looking at the 5-year horizon, BURK HOLDINGS LLC has achieved +17.73% annualized returns at BURK HOLDINGS LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.36%
#732/1000
3 Year
+17.73%
#916/1000
5 Year
+17.73%
#908/1000

Portfolio Value

$233.31M

Alpha Score

16.2

#913 of 1000

Holdings

667

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change