Burr Financial Services as of June 30, 2025
Portfolio Holdings for Burr Financial Services
Burr Financial Services holds 30 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 20.8 | $25M | 157k | 157.99 | |
| Meta Platforms Cl A (META) | 9.5 | $11M | 15k | 738.10 | |
| Amazon (AMZN) | 8.5 | $10M | 46k | 219.39 | |
| Palantir Technologies Cl A (PLTR) | 8.4 | $10M | 73k | 136.32 | |
| Broadcom (AVGO) | 8.1 | $9.6M | 35k | 275.65 | |
| Palo Alto Networks (PANW) | 7.4 | $8.8M | 43k | 204.64 | |
| Uber Technologies (UBER) | 5.5 | $6.6M | 70k | 93.30 | |
| Applied Materials (AMAT) | 4.4 | $5.2M | 28k | 183.07 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.2 | $4.9M | 9.7k | 509.31 | |
| Netflix (NFLX) | 3.7 | $4.4M | 3.3k | 1339.13 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.6 | $4.3M | 19k | 226.49 | |
| Monolithic Power Systems (MPWR) | 2.9 | $3.4M | 4.7k | 731.38 | |
| Marvell Technology (MRVL) | 2.4 | $2.9M | 37k | 77.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $2.8M | 16k | 176.23 | |
| Apple (AAPL) | 1.5 | $1.8M | 8.9k | 205.17 | |
| Synopsys (SNPS) | 1.3 | $1.6M | 3.1k | 512.68 | |
| Microsoft Corporation (MSFT) | 1.2 | $1.5M | 3.0k | 497.43 | |
| Lam Research Corp Com New (LRCX) | 0.5 | $638k | 6.6k | 97.34 | |
| Tesla Motors (TSLA) | 0.4 | $457k | 1.4k | 317.66 | |
| Archer Aviation Com Cl A (ACHR) | 0.4 | $438k | 40k | 10.85 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $432k | 768.00 | 561.94 | |
| Visa Com Cl A (V) | 0.4 | $424k | 1.2k | 355.05 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $421k | 1.1k | 386.88 | |
| AmerisourceBergen (COR) | 0.3 | $394k | 1.3k | 299.85 | |
| Advanced Micro Devices (AMD) | 0.3 | $392k | 2.8k | 141.90 | |
| Tri Pointe Homes (TPH) | 0.3 | $371k | 12k | 31.95 | |
| Costco Wholesale Corporation (COST) | 0.3 | $313k | 316.00 | 989.94 | |
| UnitedHealth (UNH) | 0.2 | $293k | 940.00 | 311.97 | |
| Soundhound Ai Class A Com (SOUN) | 0.2 | $195k | 18k | 10.73 | |
| PG&E Corporation (PCG) | 0.1 | $170k | 12k | 13.94 |
