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, TSM, AMAT, and represent 73.81% of Burr Financial Services's stock portfolio.
- Added to shares of these 10 stocks: FANG (+$6.9M), NVDA (+$5.3M), TSM, PLTR, MU, AMAT, AVGO, META, GEV, GE.
- Started 5 new stock positions in PWR, FANG, MU, GE, GEV.
- Reduced shares in these 10 stocks: AMZN (-$7.2M), UBER (-$5.6M), PANW (-$5.2M), CRWD, MSFT, SNPS, , , GOOGL, MA.
- Sold out of its positions in CRWD, MSFT, SNPS, TPH, UBER, UNH.
- Burr Financial Services was a net seller of stock by $-1.0M.
- Burr Financial Services has $126M in assets under management (AUM), dropping by -5.86%.
- Central Index Key (CIK): 0001966297
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Portfolio Holdings for Burr Financial Services
Burr Financial Services holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 33.6 | $42M | +14% | 243k | 174.40 |
|
| Broadcom (AVGO) | 10.7 | $13M | +11% | 43k | 309.51 |
|
| Palantir Technologies Cl A (PLTR) | 10.3 | $13M | +25% | 89k | 146.28 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 10.0 | $13M | +52% | 37k | 337.95 |
|
| Applied Materials (AMAT) | 9.2 | $12M | +17% | 34k | 341.79 |
|
| Meta Platforms Cl A (META) | 7.7 | $9.8M | +11% | 17k | 572.14 |
|
| Diamondback Energy (FANG) | 5.5 | $6.9M | NEW | 35k | 197.79 |
|
| Amazon (AMZN) | 2.2 | $2.8M | -71% | 13k | 208.27 |
|
| Micron Technology (MU) | 1.9 | $2.4M | NEW | 7.2k | 337.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $2.1M | -8% | 7.3k | 287.56 |
|
| Apple (AAPL) | 1.5 | $1.9M | 7.5k | 253.79 |
|
|
| Lam Research Corp Com New (LRCX) | 1.1 | $1.4M | 6.6k | 213.66 |
|
|
| Palo Alto Networks (PANW) | 1.0 | $1.2M | -81% | 7.5k | 160.32 |
|
| Advanced Micro Devices (AMD) | 0.7 | $887k | +4% | 4.4k | 203.43 |
|
| Soundhound Ai Class A Com (SOUN) | 0.5 | $620k | +29% | 90k | 6.87 |
|
| Marvell Technology (MRVL) | 0.4 | $514k | 5.2k | 99.05 |
|
|
| AmerisourceBergen (COR) | 0.3 | $413k | 1.3k | 314.14 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $315k | 316.00 | 996.43 |
|
|
| Visa Com Cl A (V) | 0.2 | $278k | -23% | 918.00 | 302.24 |
|
| Ge Vernova (GEV) | 0.2 | $253k | NEW | 290.00 | 872.90 |
|
| Archer Aviation Com Cl A (ACHR) | 0.2 | $246k | +17% | 48k | 5.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $244k | -29% | 488.00 | 499.66 |
|
| Ge Aerospace Com New (GE) | 0.2 | $241k | NEW | 850.00 | 283.77 |
|
| Quanta Services (PWR) | 0.2 | $220k | NEW | 400.00 | 549.02 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $206k | -4% | 420.00 | 491.53 |
|
Past Filings by Burr Financial Services
SEC 13F filings are viewable for Burr Financial Services going back to 2024
- 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