BURKETT ASSET MANAGEMENT LTD

PrivateCIK: 2109360
61
Positions
$101.45M
Total AUM (reported)
1.18M
Total Shares

Allocation by class

TOTAL AUM$101.45M61 positions
COM$44.71M44.1%
SPONSORED ADS$8.67M8.5%
S&P 500 ETF SHS$8.47M8.3%
CL A LTD VT SH$5.17M5.1%
COM NEW$4.39M4.3%
N Y REGISTRY SHS$3.65M3.6%
CL A SUB VTG$3.49M3.4%

Portfolio Concentration

Top 320.6%4–1030.5%11–2530.1%Rest18.8%TOP 1051.1%0%100%
Top 3$20.91M20.6%
4–10$30.93M30.5%
11–25$30.55M30.1%
Rest$19.06M18.8%

Top 3 weight

20.6%

Top 10 weight

51.1%

Voting Authority Distribution

Total shares with voting rights: 1.18M

Sole

Full voting authority

1.18M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole61
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings61
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares14.17K
TypeSH
Market value$8.47M
8.35%
Sole
14.17K
Shared
0.00
None
0.00

ROYAL BK CDA

SOLE
COM
Shares43.79K
TypeSH
Market value$7.07M
6.96%
Sole
43.79K
Shared
0.00
None
0.00

CANADIAN NATL RY CO

SOLE
COM
Shares52.34K
TypeSH
Market value$5.38M
5.30%
Sole
52.34K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares15.51K
TypeSH
Market value$5.24M
5.17%
Sole
15.51K
Shared
0.00
None
0.00

BROOKFIELD CORP

SOLE
CL A LTD VT SH
Shares127.92K
TypeSH
Market value$5.17M
5.10%
Sole
127.92K
Shared
0.00
None
0.00

MANULIFE FINL CORP

SOLE
COM
Shares142.83K
TypeSH
Market value$4.91M
4.84%
Sole
142.83K
Shared
0.00
None
0.00

TORONTO DOMINION BK ONT

SOLE
COM NEW
Shares47.10K
TypeSH
Market value$4.39M
4.33%
Sole
47.10K
Shared
0.00
None
0.00

CANADIAN NAT RES LTD MED TER

SOLE
COM
Shares83.71K
TypeSH
Market value$4.08M
4.02%
Sole
83.71K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares2.77K
TypeSH
Market value$3.65M
3.60%
Sole
2.77K
Shared
0.00
None
0.00

CGI INC

SOLE
CL A SUB VTG
Shares47.78K
TypeSH
Market value$3.49M
3.44%
Sole
47.78K
Shared
0.00
None
0.00

BANK MONTREAL MEDIUM

SOLE
COM
Shares24.53K
TypeSH
Market value$3.32M
3.27%
Sole
24.53K
Shared
0.00
None
0.00

AON PLC

SOLE
SHS CL A
Shares8.64K
TypeSH
Market value$2.79M
2.75%
Sole
8.64K
Shared
0.00
None
0.00

INTERCONTINENTAL HOTELS GROU

SOLE
SPONSORED ADS
Shares19.76K
TypeSH
Market value$2.64M
2.60%
Sole
19.76K
Shared
0.00
None
0.00

FRANCO NEV CORP

SOLE
COM
Shares10.50K
TypeSH
Market value$2.59M
2.56%
Sole
10.50K
Shared
0.00
None
0.00

NUTRIEN LTD

SOLE
COM
Shares32.85K
TypeSH
Market value$2.47M
2.44%
Sole
32.85K
Shared
0.00
None
0.00

SAP SE

SOLE
SPON ADR
Shares11.59K
TypeSH
Market value$1.98M
1.96%
Sole
11.59K
Shared
0.00
None
0.00

ROGERS COMMUNICATIONS INC

SOLE
CL B
Shares50.04K
TypeSH
Market value$1.92M
1.89%
Sole
50.04K
Shared
0.00
None
0.00

SUNBELT RENTALS HOLDINGS INC

SOLE
SHS
Shares29.37K
TypeSH
Market value$1.91M
1.88%
Sole
29.37K
Shared
0.00
None
0.00

DIAGEO PLC

SOLE
SPON ADR NEW
Shares24.03K
TypeSH
Market value$1.79M
1.76%
Sole
24.03K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
ESG US STK ETF
Shares14.25K
TypeSH
Market value$1.60M
1.58%
Sole
14.25K
Shared
0.00
None
0.00

RB GLOBAL INC

SOLE
COM
Shares16.29K
TypeSH
Market value$1.56M
1.54%
Sole
16.29K
Shared
0.00
None
0.00

NOVO-NORDISK A S

SOLE
ADR
Shares41.99K
TypeSH
Market value$1.54M
1.52%
Sole
41.99K
Shared
0.00
None
0.00

ALCON AG

SOLE
ORD SHS
Shares19.91K
TypeSH
Market value$1.50M
1.48%
Sole
19.91K
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares20K
TypeSH
Market value$1.47M
1.45%
Sole
20K
Shared
0.00
None
0.00

COLLIERS INTL GROUP INC

SOLE
SUB VTG SHS
Shares13.65K
TypeSH
Market value$1.46M
1.44%
Sole
13.65K
Shared
0.00
None
0.00
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