Burr Financial Services as of Dec. 31, 2025
Portfolio Holdings for Burr Financial Services
Burr Financial Services holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.6 | $40M | 212k | 186.50 | |
| Broadcom (AVGO) | 10.1 | $14M | 39k | 346.10 | |
| Palantir Technologies Cl A (PLTR) | 9.4 | $13M | 71k | 177.75 | |
| Amazon (AMZN) | 8.2 | $11M | 48k | 230.82 | |
| Meta Platforms Cl A (META) | 7.6 | $10M | 15k | 660.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.5 | $7.4M | 24k | 303.89 | |
| Applied Materials (AMAT) | 5.5 | $7.4M | 29k | 256.99 | |
| Palo Alto Networks (PANW) | 5.5 | $7.4M | 40k | 184.20 | |
| Uber Technologies (UBER) | 4.2 | $5.6M | 69k | 81.71 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.7 | $4.9M | 11k | 468.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.5M | 8.0k | 313.00 | |
| Microsoft Corporation (MSFT) | 1.9 | $2.5M | 5.1k | 483.62 | |
| Apple (AAPL) | 1.5 | $2.1M | 7.6k | 271.86 | |
| Lam Research Corp Com New (LRCX) | 0.8 | $1.1M | 6.6k | 171.18 | |
| Synopsys (SNPS) | 0.8 | $1.1M | 2.4k | 469.72 | |
| Advanced Micro Devices (AMD) | 0.7 | $897k | 4.2k | 214.16 | |
| Soundhound Ai Class A Com (SOUN) | 0.5 | $693k | 70k | 9.97 | |
| UnitedHealth (UNH) | 0.3 | $451k | 1.4k | 330.11 | |
| AmerisourceBergen (COR) | 0.3 | $444k | 1.3k | 337.75 | |
| Marvell Technology (MRVL) | 0.3 | $441k | 5.2k | 84.98 | |
| Visa Com Cl A (V) | 0.3 | $419k | 1.2k | 350.71 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $393k | 688.00 | 570.88 | |
| Tri Pointe Homes (TPH) | 0.3 | $365k | 12k | 31.47 | |
| Archer Aviation Com Cl A (ACHR) | 0.2 | $305k | 41k | 7.52 | |
| Costco Wholesale Corporation (COST) | 0.2 | $273k | 316.00 | 862.34 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $256k | 442.00 | 579.45 |
