Burr Financial Services
Latest statistics and disclosures from Burr Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMAT, TSM, AVGO, MU, and represent 72.94% of Burr Financial Services's stock portfolio.
- Added to shares of these 10 stocks: MU, MRVL, AMAT, ALGN, MPWR, AMD, AMZN, PANW, GE, GOOGL.
- Started 2 new stock positions in MPWR, ALGN.
- Reduced shares in these 10 stocks: , NVDA, AVGO, PLTR, META, AAPL, TSM, LRCX, SOUN, TMO.
- Sold out of its position in FANG.
- Burr Financial Services was a net seller of stock by $-1.9M.
- Burr Financial Services has $161M in assets under management (AUM), dropping by 28.07%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.3 | $47M | -2% | 236k | 200.09 |
|
| Applied Materials (AMAT) | 15.6 | $25M | +2% | 35k | 723.00 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 11.0 | $18M | 37k | 477.57 |
|
|
| Broadcom (AVGO) | 9.9 | $16M | -2% | 42k | 377.75 |
|
| Micron Technology (MU) | 7.1 | $12M | +38% | 10k | 1154.29 |
|
| Palantir Technologies Cl A (PLTR) | 6.2 | $9.9M | -4% | 85k | 116.67 |
|
| Meta Platforms Cl A (META) | 5.8 | $9.3M | -2% | 17k | 563.28 |
|
| Marvell Technology (MRVL) | 2.7 | $4.4M | +184% | 15k | 297.89 |
|
| Amazon (AMZN) | 2.1 | $3.3M | +4% | 14k | 238.34 |
|
| Lam Research Corp Com New (LRCX) | 1.8 | $2.8M | 6.6k | 433.33 |
|
|
| Advanced Micro Devices (AMD) | 1.7 | $2.7M | +6% | 4.6k | 580.91 |
|
| Palo Alto Networks (PANW) | 1.6 | $2.6M | +3% | 7.8k | 341.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $2.6M | 7.4k | 357.37 |
|
|
| Apple (AAPL) | 1.3 | $2.0M | -6% | 7.0k | 289.36 |
|
| Soundhound Ai Class A Com (SOUN) | 0.4 | $572k | 88k | 6.47 |
|
|
| AmerisourceBergen (COR) | 0.2 | $372k | 1.3k | 282.98 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $357k | +12% | 955.00 | 373.73 |
|
| Ge Vernova (GEV) | 0.2 | $341k | 290.00 | 1174.86 |
|
|
| Visa Com Cl A (V) | 0.2 | $315k | 918.00 | 343.09 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $296k | 316.00 | 935.47 |
|
|
| Align Technology (ALGN) | 0.2 | $291k | NEW | 1.7k | 168.66 |
|
| Quanta Services (PWR) | 0.2 | $288k | 400.00 | 720.04 |
|
|
| Monolithic Power Systems (MPWR) | 0.2 | $257k | NEW | 186.00 | 1382.36 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $251k | 488.00 | 513.60 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.1 | $225k | 48k | 4.73 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $201k | -4% | 400.00 | 501.36 |
|
Past Filings by Burr Financial Services
SEC 13F filings are viewable for Burr Financial Services going back to 2024
- Burr Financial Services 2026 Q2 filed Aug. 11, 2026
- Burr Financial Services 2026 Q1 filed April 13, 2026
- 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