Burr Financial Services as of March 31, 2026
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 | 243k | 174.40 | |
| Broadcom (AVGO) | 10.7 | $13M | 43k | 309.51 | |
| Palantir Technologies Cl A (PLTR) | 10.3 | $13M | 89k | 146.28 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 10.0 | $13M | 37k | 337.95 | |
| Applied Materials (AMAT) | 9.2 | $12M | 34k | 341.79 | |
| Meta Platforms Cl A (META) | 7.7 | $9.8M | 17k | 572.14 | |
| Diamondback Energy (FANG) | 5.5 | $6.9M | 35k | 197.79 | |
| Amazon (AMZN) | 2.2 | $2.8M | 13k | 208.27 | |
| Micron Technology (MU) | 1.9 | $2.4M | 7.2k | 337.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $2.1M | 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 | 7.5k | 160.32 | |
| Advanced Micro Devices (AMD) | 0.7 | $887k | 4.4k | 203.43 | |
| Soundhound Ai Class A Com (SOUN) | 0.5 | $620k | 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 | 918.00 | 302.24 | |
| Ge Vernova (GEV) | 0.2 | $253k | 290.00 | 872.90 | |
| Archer Aviation Com Cl A (ACHR) | 0.2 | $246k | 48k | 5.17 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $244k | 488.00 | 499.66 | |
| Ge Aerospace Com New (GE) | 0.2 | $241k | 850.00 | 283.77 | |
| Quanta Services (PWR) | 0.2 | $220k | 400.00 | 549.02 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $206k | 420.00 | 491.53 |
