Burton Enright Welch
•CIK: 2105919•Filing: Q4 2025
**Burton Enright Welch** manages $710M across a diversified portfolio of 128 positions. The fund exhibits significant concentration in select names, notably holding DFAC at $145.6M and AVDV at $53.3M. Further substantial allocations include AVUV ($48.2M), BNDX ($46.1M), and DUHP ($41.0M). This positioning suggests a tactical, conviction-driven approach across diverse sectors.
Total AUM
$710.5M
QoQ Performance
N/A
Positions
82
Top 10 Concentration
66.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
AVDV
AVUV
BNDX
DUHP
DFIC
DFAC20.5%
AVDV7.5%
AVUV6.8%
BNDX6.5%
DUHP5.8%
DFIC5.4%
DFEM4.8%
AVUS4.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other91.3%
Technology4.1%
Consumer1.3%
Financial1.3%
ETF0.8%
Healthcare0.6%
Industrial0.3%
Communication0.1%