Burkett Asset Management Ltd Diversified Active

Location: Victoria, British Columbia, Canada

CIK: 0002109360 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 5, 2026

Total Value: $101M (100.0% shares, 0.0% debt)

Holdings (61)

VOO VANGUARD INDEX FDS 8.3%
Value $8.47M Shares 14,174 Est. Cost $625.35 Unrealized
RY ROYAL BK CDA 7.0%
Value $7.065M Shares 43,794 Est. Cost $154.03 Unrealized +10.3%
CNI CANADIAN NATL RY CO 5.3%
Value $5.377M Shares 52,342 Est. Cost $96.14 Unrealized +6.2%
TSM TAIWAN SEMICONDUCTOR MANUFAC 5.2%
Value $5.243M Shares 15,513 Est. Cost $304.88 Unrealized
BN BROOKFIELD CORP 5.1%
Value $5.173M Shares 127,925 Est. Cost $45.65 Unrealized +2.2%
MFC MANULIFE FINL CORP 4.8%
Value $4.91M Shares 142,830 Est. Cost $33.99 Unrealized +9.2%
TD TORONTO DOMINION BK ONT 4.3%
Value $4.39M Shares 47,101 Est. Cost $84.44 Unrealized +12.8%
CNQ CANADIAN NAT RES LTD MED TER 4.0%
Value $4.075M Shares 83,708 Est. Cost $32.42 Unrealized +14.7%
ASML ASML HLDG NV 3.6%
Value $3.653M Shares 2,765 Est. Cost $1069.86 Unrealized
GIB CGI INC 3.4%
Value $3.486M Shares 47,776 Est. Cost $89.01 Unrealized -5.7%
BMO BANK MONTREAL MEDIUM 3.3%
Value $3.316M Shares 24,533 Est. Cost $127.05 Unrealized +9.3%
AON AON PLC 2.7%
Value $2.788M Shares 8,639 Est. Cost $348.74 Unrealized -3.6%
IHG INTERCONTINENTAL HOTELS GROU 2.6%
Value $2.637M Shares 19,757 Est. Cost $140.22 Unrealized
FNV FRANCO NEV CORP 2.6%
Value $2.595M Shares 10,500 Est. Cost $245.78 Unrealized 0.0%
NTR NUTRIEN LTD 2.4%
Value $2.475M Shares 32,851 Est. Cost $58.85 Unrealized +15.7%
SAP SAP SE 2.0%
Value $1.984M Shares 11,590 Est. Cost $239.40 Unrealized
RCI ROGERS COMMUNICATIONS INC 1.9%
Value $1.921M Shares 50,040 Est. Cost $37.35 Unrealized 0.0%
SUNB SUNBELT RENTALS HOLDINGS INC 1.9%
Value $1.912M Shares 29,374 Est. Cost $65.09 Unrealized
DEO DIAGEO PLC 1.8%
Value $1.789M Shares 24,030 Est. Cost $84.74 Unrealized
ESGV VANGUARD WORLD FD 1.6%
Value $1.6M Shares 14,250 Est. Cost $120.96 Unrealized
RBA RB GLOBAL INC 1.5%
Value $1.559M Shares 16,294 Est. Cost $101.58 Unrealized +8.3%
NVO NOVO-NORDISK A S 1.5%
Value $1.543M Shares 41,995 Est. Cost $48.81 Unrealized
ALC ALCON AG 1.5%
Value $1.501M Shares 19,914 Est. Cost $77.00 Unrealized +4.5%
BND VANGUARD BD INDEX FDS 1.5%
Value $1.472M Shares 19,995 Est. Cost $74.07 Unrealized
CIGI COLLIERS INTL GROUP INC 1.4%
Value $1.456M Shares 13,650 Est. Cost $134.30 Unrealized 0.0%
TRI THOMSON REUTERS CORP 1.3%
Value $1.289M Shares 14,312 Est. Cost $137.52 Unrealized -22.2%
SAN BANCO SANTANDER SA 1.1%
Value $1.149M Shares 101,875 Est. Cost $11.28 Unrealized
MSFT MICROSOFT CORP 1.1%
Value $1.121M Shares 3,028 Est. Cost $490.84 Unrealized -11.5%
AVGO BROADCOM INC 1.1%
Value $1.071M Shares 3,459 Est. Cost $357.00 Unrealized -6.4%
IEFA ISHARES TR 1.0%
Value $1.036M Shares 11,443 Est. Cost $89.53 Unrealized
GOOGL ALPHABET INC 0.9%
Value $913K Shares 3,175 Est. Cost $285.60 Unrealized +13.2%
JPM JPMORGAN CHASE & CO 0.9%
Value $881K Shares 2,995 Est. Cost $309.53 Unrealized +0.6%
AMZN AMAZON COM INC 0.8%
Value $827K Shares 3,970 Est. Cost $228.60 Unrealized -0.8%
AAPL APPLE INC 0.8%
Value $826K Shares 3,255 Est. Cost $268.34 Unrealized -2.1%
UL UNILEVER PLC 0.8%
Value $804K Shares 14,121 Est. Cost $65.40 Unrealized
HDB HDFC BANK LTD 0.8%
Value $790K Shares 31,755 Est. Cost $35.19 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value $541K Shares 640 Est. Cost $932.60 Unrealized 0.0%
CCJ CAMECO CORP 0.5%
Value $527K Shares 4,860 Est. Cost $89.94 Unrealized +29.3%
DTE DTE ENERGY CO 0.5%
Value $514K Shares 3,515 Est. Cost $135.28 Unrealized +1.1%
PG PROCTER & GAMBLE CO 0.5%
Value $459K Shares 3,175 Est. Cost $147.17 Unrealized +3.1%
GD GENERAL DYNAMICS CORP 0.4%
Value $426K Shares 1,240 Est. Cost $354.49 Unrealized 0.0%
TJX TJX COS INC NEW 0.4%
Value $418K Shares 2,620 Est. Cost $147.77 Unrealized +4.4%
META META PLATFORMS INC 0.4%
Value $402K Shares 702 Est. Cost $667.32 Unrealized -1.8%
GM GENERAL MTRS CO 0.4%
Value $361K Shares 4,850 Est. Cost $82.25 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.3%
Value $345K Shares 2,033 Est. Cost $115.49 Unrealized +20.1%
PH PARKER-HANNIFIN CORP 0.3%
Value $345K Shares 385 Est. Cost $817.77 Unrealized +17.1%
GOOG ALPHABET INC 0.3%
Value $344K Shares 1,198 Est. Cost $287.21 Unrealized +12.7%
ON ON SEMICONDUCTOR CORP 0.3%
Value $342K Shares 5,520 Est. Cost $51.30 Unrealized +25.0%
BNS BANK NOVA SCOTIA B C 0.3%
Value $312K Shares 4,503 Est. Cost $68.19 Unrealized +9.9%
BDX BECTON DICKINSON & CO 0.3%
Value $304K Shares 1,935 Est. Cost $183.04 Unrealized -8.3%
PANW PALO ALTO NETWORKS INC 0.3%
Value $296K Shares 1,845 Est. Cost $201.75 Unrealized -14.7%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value $288K Shares 2,200 Est. Cost $107.08 Unrealized +30.6%
MA MASTERCARD INCORPORATED 0.3%
Value $287K Shares 575 Est. Cost $553.58 Unrealized -2.6%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $271K Shares 1,120 Est. Cost $298.78 Unrealized -5.0%
QSR RESTAURANT BRANDS INTL INC 0.3%
Value $263K Shares 3,560 Est. Cost $68.91 Unrealized -0.8%
EQIX EQUINIX INC 0.3%
Value $255K Shares 260 Est. Cost $781.19 Unrealized -2.2%
SNPS SYNOPSYS INC 0.2%
Value $240K Shares 605 Est. Cost $444.23 Unrealized +6.2%
HIG HARTFORD INSURANCE GROUP INC 0.2%
Value $225K Shares 1,665 Est. Cost $131.57 Unrealized +3.9%
EMR EMERSON ELEC CO 0.2%
Value $214K Shares 1,630 Est. Cost $132.37 Unrealized +12.2%
TRP TC ENERGY CORP 0.2%
Value $204K Shares 3,268 Est. Cost $58.22 Unrealized 0.0%
TU TELUS CORPORATION 0.2%
Value $173K Shares 13,505 Est. Cost $14.08 Unrealized -2.9%