Burr Financial Services as of Sept. 30, 2025
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 | 212k | 186.58 | |
| Palantir Technologies Cl A (PLTR) | 9.6 | $13M | 71k | 182.42 | |
| Broadcom (AVGO) | 9.1 | $12M | 37k | 329.91 | |
| Meta Platforms Cl A (META) | 8.4 | $11M | 15k | 734.36 | |
| Amazon (AMZN) | 8.1 | $11M | 50k | 219.57 | |
| Palo Alto Networks (PANW) | 6.2 | $8.3M | 41k | 203.62 | |
| Uber Technologies (UBER) | 5.2 | $7.0M | 71k | 97.97 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.9 | $6.6M | 24k | 279.29 | |
| Applied Materials (AMAT) | 4.3 | $5.8M | 28k | 204.74 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.0 | $5.3M | 11k | 490.38 | |
| Microsoft Corporation (MSFT) | 2.1 | $2.8M | 5.4k | 517.96 | |
| Apple (AAPL) | 1.6 | $2.1M | 8.2k | 254.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.8M | 7.6k | 243.10 | |
| Synopsys (SNPS) | 1.2 | $1.6M | 3.1k | 493.39 | |
| Soundhound Ai Class A Com (SOUN) | 0.9 | $1.2M | 72k | 16.08 | |
| Lam Research Corp Com New (LRCX) | 0.7 | $877k | 6.6k | 133.90 | |
| Advanced Micro Devices (AMD) | 0.4 | $590k | 3.6k | 161.79 | |
| Marvell Technology (MRVL) | 0.4 | $490k | 5.8k | 84.07 | |
| UnitedHealth (UNH) | 0.4 | $471k | 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 | 688.00 | 568.81 | |
| Archer Aviation Com Cl A (ACHR) | 0.3 | $372k | 39k | 9.58 | |
| Costco Wholesale Corporation (COST) | 0.2 | $293k | 316.00 | 925.63 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $214k | 442.00 | 485.02 | |
| Cloudflare Cl A Com (NET) | 0.2 | $210k | 980.00 | 214.59 | |
| PG&E Corporation (PCG) | 0.1 | $184k | 12k | 15.08 |
