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Kevin Burkett

Burkett Asset Management Ltd

Assets Managed
$101.455M
Holdings
61
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
2.54%(2Q avg: 1.27%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Burkett Asset Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Burkett Asset Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 101.455M in assets, with a quarterly growth rate of 2.54% and a 2-quarter average growth rate of 1.27%. The portfolio is managed by Kevin Burkett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 6.42%
8.35%
$8.47M
14,174 shares@ $597.56 avg price
RY
Royal Bank Of Canada
Recent Activity
Increased 2.91%
6.97%
$7.065M
43,794 shares@ $161.34 avg price
CNI
Canadian Natl Railway Co
Recent Activity
Decreased -6.47%
5.3%
$5.377M
52,342 shares@ $102.72 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 3.01%
5.17%
$5.243M
15,513 shares@ $337.95 avg price
BN
Brookfield Corp
Recent Activity
Increased 10.49%
5.1%
$5.173M
127,925 shares@ $40.45 avg price
MFC
Manulife Financial Corp
Recent Activity
Increased 1.41%
4.84%
$4.91M
142,830 shares@ $34.38 avg price
TD
Toronto-dominion Bank
Recent Activity
Decreased -2.38%
4.33%
$4.39M
47,101 shares@ $93.21 avg price
CNQ
Canadian Natural Resources
Recent Activity
Decreased -29.4%
4.02%
$4.075M
83,708 shares@ $48.69 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Decreased -9.43%
3.61%
$3.653M
2,765 shares@ $1321.14 avg price
GIB
Cgi Inc
Recent Activity
Decreased -1.13%
3.44%
$3.486M
47,776 shares@ $72.97 avg price

1-10 of 61