Burr Financial Services
Latest statistics and disclosures from Burr Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, PLTR, AVGO, META, AMZN, and represent 64.51% of Burr Financial Services's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$10M), TSM, MSFT, SOUN, AMZN, AVGO, CRWD, TMO, NET, UNH.
- Started 2 new stock positions in TMO, NET.
- Reduced shares in these 10 stocks: NFLX, MPWR, MRVL, GOOGL, PANW, PLTR, , , AAPL, MA.
- Sold out of its positions in ADBE, MPWR, NFLX, TSLA.
- Burr Financial Services was a net buyer of stock by $2.2M.
- Burr Financial Services has $135M in assets under management (AUM), dropping by 13.25%.
- Central Index Key (CIK): 0001966297
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Portfolio Holdings for Burr Financial Services
Burr Financial Services holds 28 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.4 | $40M | +35% | 212k | 186.58 |
|
| Palantir Technologies Cl A (PLTR) | 9.6 | $13M | -3% | 71k | 182.42 |
|
| Broadcom (AVGO) | 9.1 | $12M | +6% | 37k | 329.91 |
|
| Meta Platforms Cl A (META) | 8.4 | $11M | 15k | 734.36 |
|
|
| Amazon (AMZN) | 8.1 | $11M | +8% | 50k | 219.57 |
|
| Palo Alto Networks (PANW) | 6.2 | $8.3M | -5% | 41k | 203.62 |
|
| Uber Technologies (UBER) | 5.2 | $7.0M | 71k | 97.97 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.9 | $6.6M | +25% | 24k | 279.29 |
|
| Applied Materials (AMAT) | 4.3 | $5.8M | 28k | 204.74 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 4.0 | $5.3M | +12% | 11k | 490.38 |
|
| Microsoft Corporation (MSFT) | 2.1 | $2.8M | +84% | 5.4k | 517.96 |
|
| Apple (AAPL) | 1.6 | $2.1M | -7% | 8.2k | 254.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.8M | -53% | 7.6k | 243.10 |
|
| Synopsys (SNPS) | 1.2 | $1.6M | 3.1k | 493.39 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.9 | $1.2M | +294% | 72k | 16.08 |
|
| Lam Research Corp Com New (LRCX) | 0.7 | $877k | 6.6k | 133.90 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $590k | +32% | 3.6k | 161.79 |
|
| Marvell Technology (MRVL) | 0.4 | $490k | -84% | 5.8k | 84.07 |
|
| UnitedHealth (UNH) | 0.4 | $471k | +45% | 1.4k | 345.30 |
|
| AmerisourceBergen (COR) | 0.3 | $411k | 1.3k | 312.53 |
|
|
| Visa Com Cl A (V) | 0.3 | $408k | 1.2k | 341.38 |
|
|
| Tri Pointe Homes (TPH) | 0.3 | $394k | 12k | 33.97 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $391k | -10% | 688.00 | 568.81 |
|
| Archer Aviation Com Cl A (ACHR) | 0.3 | $372k | -3% | 39k | 9.58 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $293k | 316.00 | 925.63 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $214k | NEW | 442.00 | 485.02 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $210k | NEW | 980.00 | 214.59 |
|
| PG&E Corporation (PCG) | 0.1 | $184k | 12k | 15.08 |
|
Past Filings by Burr Financial Services
SEC 13F filings are viewable for Burr Financial Services going back to 2024
- 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