Burr Financial Services
Latest statistics and disclosures from Burr Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, PLTR, AMZN, META, and represent 64.93% of Burr Financial Services's stock portfolio.
- Added to shares of these 8 stocks: AVGO, TSM, GOOGL, AMAT, AMD, PLTR, ACHR, LRCX.
- Reduced shares in these 10 stocks: AMZN, SNPS, NET, UBER, CRWD, , AAPL, MSFT, PANW, MRVL.
- Sold out of its positions in NET, PCG.
- Burr Financial Services was a net seller of stock by $-861k.
- Burr Financial Services has $134M in assets under management (AUM), dropping by -0.71%.
- Central Index Key (CIK): 0001966297
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Portfolio Holdings for Burr Financial Services
Burr Financial Services holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.6 | $40M | 212k | 186.50 |
|
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| Broadcom (AVGO) | 10.1 | $14M | +5% | 39k | 346.10 |
|
| Palantir Technologies Cl A (PLTR) | 9.4 | $13M | 71k | 177.75 |
|
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| Amazon (AMZN) | 8.2 | $11M | -3% | 48k | 230.82 |
|
| Meta Platforms Cl A (META) | 7.6 | $10M | 15k | 660.08 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.5 | $7.4M | +2% | 24k | 303.89 |
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| Applied Materials (AMAT) | 5.5 | $7.4M | 29k | 256.99 |
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| Palo Alto Networks (PANW) | 5.5 | $7.4M | -2% | 40k | 184.20 |
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| Uber Technologies (UBER) | 4.2 | $5.6M | -3% | 69k | 81.71 |
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| Crowdstrike Hldgs Cl A (CRWD) | 3.7 | $4.9M | -3% | 11k | 468.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.5M | +5% | 8.0k | 313.00 |
|
| Microsoft Corporation (MSFT) | 1.9 | $2.5M | -5% | 5.1k | 483.62 |
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| Apple (AAPL) | 1.5 | $2.1M | -7% | 7.6k | 271.86 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $1.1M | 6.6k | 171.18 |
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| Synopsys (SNPS) | 0.8 | $1.1M | -24% | 2.4k | 469.72 |
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| Advanced Micro Devices (AMD) | 0.7 | $897k | +14% | 4.2k | 214.16 |
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| Soundhound Ai Class A Com (SOUN) | 0.5 | $693k | -2% | 70k | 9.97 |
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| UnitedHealth (UNH) | 0.3 | $451k | 1.4k | 330.11 |
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| AmerisourceBergen (COR) | 0.3 | $444k | 1.3k | 337.75 |
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| Marvell Technology (MRVL) | 0.3 | $441k | -10% | 5.2k | 84.98 |
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| Visa Com Cl A (V) | 0.3 | $419k | 1.2k | 350.71 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $393k | 688.00 | 570.88 |
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| Tri Pointe Homes (TPH) | 0.3 | $365k | 12k | 31.47 |
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| Archer Aviation Com Cl A (ACHR) | 0.2 | $305k | +4% | 41k | 7.52 |
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| Costco Wholesale Corporation (COST) | 0.2 | $273k | 316.00 | 862.34 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $256k | 442.00 | 579.45 |
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Past Filings by Burr Financial Services
SEC 13F filings are viewable for Burr Financial Services going back to 2024
- Burr Financial Services 2025 Q4 filed Feb. 3, 2026
- Burr Financial Services 2025 Q3 filed Oct. 17, 2025
- Burr Financial Services 2025 Q2 filed July 9, 2025
- Burr Financial Services 2025 Q1 filed April 8, 2025
- Burr Financial Services 2024 Q4 filed Jan. 17, 2025
- Burr Financial Services 2024 Q3 filed Oct. 25, 2024
- Burr Financial Services 2024 Q2 filed July 22, 2024
- Burr Financial Services 2023 Q4 filed May 21, 2024
- Burr Financial Services 2024 Q1 filed May 10, 2024