Burkett Asset Management Ltd
•CIK: 2109360•Filing: Q4 2025
**Burkett Asset Management Ltd** manages $99M across a diversified portfolio of 58 positions. The fund exhibits notable concentration in core sectors, with top holdings including VOO at $8.4M and RY at $7.3M. Further significant allocations are directed toward infrastructure and industrials, notably CNR ($5.5M) and BN ($5.3M). This positioning suggests a tactical focus on established market leaders and cyclical value plays.
Total AUM
$98.9M
QoQ Performance
N/A
Positions
57
Top 10 Concentration
53.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
RY
CNR
BN
MFC
VOO8.4%
RY7.3%
CNR5.6%
BN5.4%
MFC5.2%
TSM4.6%
TD4.6%
GIB/A4.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other71.7%
Financial10.3%
ETF8.4%
Technology5.7%
Consumer2.5%
Healthcare0.5%
Real Estate0.3%
Energy0.3%