S&P 500: 681.75 +0.1% NASDAQ 100: 601.92 +0.2% Dow Jones: 495.28 +0.1%

Burton Enright Welch - Q4 2025 13F Filings

BU

Burton Enright Welch

CIK: 0002105919
Address: California Walnut Creek 1850 Mt Diablo Blvd Ste 335
$710.46 M
Portfolio Value
0
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$709.99 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$464,625 0.00%

Sector Allocation (Stocks)

Burton Enright Welch Q4 2025 Filing Summary

Burton Enright Welch filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 710.46 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 66.8% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Burton Enright Welch’s Q4 2025 Filing

Burton Enright Welch submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Burton Enright Welch reported a managed portfolio value of 710.46 M, consisting of 128 individual positions.

This page displays the raw filing documents. To see which stocks Burton Enright Welch bought or sold during Q4 2025, please visit Burton Enright Welch's Portfolio Analysis page.