account_balance
Investment manager · 13F filer · SEC CIK 2109360
Burkett Asset Management Ltd
Reported value$106Mas of Sep 30, 2026
Positions59 7 new, 7 sold out
Top 10 weight53.9%VOO alone is 9%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
9.0%Added +3%
RYRoyal Bank of Canada
7.1%Trimmed −8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
7.0%Added +7%
BNBrookfield Corp
5.2%Added +18%
TDToronto Dominion Bank
5.1%
MFCManulife Financial Corp
4.8%Trimmed −11%
ASMLASML Holding NV
4.7%
CNICanadian National Railway Co
4.3%Trimmed −18%
CNQCanadian Natural Resources Ltd
3.5%Trimmed −9%
BMOBank of Montreal
3.3%Trimmed −3%
FNVFranco Nevada Corp
2.9%+3%
ENBEnbridge Inc
2.9%New
VOOVanguard Index FDS
9.0%Added +3%
RYRoyal Bank of Canada
7.1%Trimmed −8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
7.0%+7%
BNBrookfield Corp
5.2%+18%
TDToronto Dominion Bank
5.1%
MFCManulife Financial Corp
4.8%
ASMLASML Holding NV
4.7%
CNICanadian National Railway Co
4.3%
CNQCanadian Natural Resources Ltd
3.5%
BMO3.3%FNV2.9%ENB2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 9.0% Added +3%
RY Royal Bank of Canada 7.1% Trimmed −8%TSM Taiwan Semiconductor Manufacturing Co Ltd 7.0% Added +7%BN Brookfield Corp 5.2% Added +18%TD Toronto Dominion Bank 5.1% HeldMFC Manulife Financial Corp 4.8% Trimmed −11%ASML ASML Holding NV 4.7% HeldCNI Canadian National Railway Co 4.3% Trimmed −18%CNQ Canadian Natural Resources Ltd 3.5% Trimmed −9%BMO Bank of Montreal 3.3% Trimmed −3%FNV Franco Nevada Corp 2.9% Added +3%ENB Enbridge Inc 2.9% NewWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.