Burkett Asset Management Ltd
All 13F Filings
- Location
- Victoria, A1
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 106,073
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 59 | 106,073 | 13F-HR | Burkett Asset Management Ltd |
| Q2 2026 | 7/28/2026 | 59 | 106,983 | 13F-HR | Burkett Asset Management Ltd |
| Q1 2026 | 5/5/2026 | 61 | 101,455 | 13F-HR | Burkett Asset Management Ltd |
| Q4 2025 | 2/12/2026 | 58 | 98,945 | 13F-HR | Burkett Asset Management Ltd |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 91.83 K | 86.6% | 0 | 1.442 K | -1.442 K |
| ETFs | 14.24 K | 13.4% | 532 | 0 | 532 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
106,073
Holdings
59
QoQ value change ($000)
-910
(-0.9%)
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.