Burkett Asset Management Ltd - Portfolio overview

Burkett Asset Management Ltd has 60 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 8.51%
2. RY - ROYAL BK CDA, 7.10%
3. CNI - CANADIAN NATL RY CO, 5.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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