Ownership history in Goepper Burkhardt LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Goepper Burkhardt LLC reported a position in SELECT SECTOR SPDR TR (XLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Goepper Burkhardt LLC outperformed the S&P 500 by +4.8% annually on this XLK position. Timing score: 45% (5/11 decisions correct). Average cost basis: $129.43. Maximum drawdown during holding period: β31.2%.
β
Outperformed SPY on this position by 4.8% ann.
20 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $61.79 (2022 Q2) Β· Worst: $143.79 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 4 trims. Bought during 2 of 6 down-price quarters. π More buys than sells across the holding period.
π Goepper Burkhardt LLC has been actively increasing its XLK allocation β a bullish signal from insiders.
Currently 0.8% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size