Burk Holdings LLC

All 13F Filings

Location
Tulsa, OK
Most recent 13F
Q4 2025
Holdings value ($000)
209,654
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/12/2026 78 209,654 13F-HR Burk Holdings LLC
Q3 2025 11/12/2025 72 187,248 13F-HR Burk Holdings LLC
Q2 2025 8/12/2025 60 159,681 13F-HR Burk Holdings LLC
Q1 2025 8/13/2025 58 132,455 13F-HR Burk Holdings LLC
Q4 2024 8/13/2025 56 123,667 13F-HR Burk Holdings LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 174.8 K 83.4% 21.11 K 0 21.11 K
ETFs 33.41 K 15.9% 1.21 K 0 1.21 K
Debt 1.421 K 0.7% 79 0 79
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Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
209,654
Holdings
78
QoQ value change ($000)
22,406 (12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.