Burk Holdings LLC Portfolio Holdings

Burk Holdings LLC

  • $160 Billion
  • Q2 2025

Burk Holdings LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $17.5B, Dimensional ETF Tr Dimensional with a value of $11.5B, Dimensional ETF Tr U S Small C with a value of $9.98B, Dimensional ETF Trust with a value of $9.57B, and Dimensional ETF Tr Us Marketwi with a value of $8.61B.

Examining the 13F form we can see an increase of $160B in the current position value.

Burk Holdings LLC is based out at Tulsa, OK

Below you can find more details about Burk Holdings LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
ETFs: $126 Billion
Technology: $4.94 Billion
Financial Services: $1.13 Billion
Consumer Cyclical: $1.1 Billion
Communication Services: $837 Million
Energy: $726 Million
Healthcare: $454 Million
Utilities: $239 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $160 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 60 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Burk Holdings LLC Portfolio

Follow Burk Holdings LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burk Holdings LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burk Holdings LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email