Burr Financial Services as of June 30, 2026
Portfolio Holdings for Burr Financial Services
Burr Financial Services holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.3 | $47M | 236k | 200.09 | |
| Applied Materials (AMAT) | 15.6 | $25M | 35k | 723.00 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 11.0 | $18M | 37k | 477.57 | |
| Broadcom (AVGO) | 9.9 | $16M | 42k | 377.75 | |
| Micron Technology (MU) | 7.1 | $12M | 10k | 1154.29 | |
| Palantir Technologies Cl A (PLTR) | 6.2 | $9.9M | 85k | 116.67 | |
| Meta Platforms Cl A (META) | 5.8 | $9.3M | 17k | 563.28 | |
| Marvell Technology (MRVL) | 2.7 | $4.4M | 15k | 297.89 | |
| Amazon (AMZN) | 2.1 | $3.3M | 14k | 238.34 | |
| Lam Research Corp Com New (LRCX) | 1.8 | $2.8M | 6.6k | 433.33 | |
| Advanced Micro Devices (AMD) | 1.7 | $2.7M | 4.6k | 580.91 | |
| Palo Alto Networks (PANW) | 1.6 | $2.6M | 7.8k | 341.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $2.6M | 7.4k | 357.37 | |
| Apple (AAPL) | 1.3 | $2.0M | 7.0k | 289.36 | |
| Soundhound Ai Class A Com (SOUN) | 0.4 | $572k | 88k | 6.47 | |
| AmerisourceBergen (COR) | 0.2 | $372k | 1.3k | 282.98 | |
| Ge Aerospace Com New (GE) | 0.2 | $357k | 955.00 | 373.73 | |
| Ge Vernova (GEV) | 0.2 | $341k | 290.00 | 1174.86 | |
| Visa Com Cl A (V) | 0.2 | $315k | 918.00 | 343.09 | |
| Costco Wholesale Corporation (COST) | 0.2 | $296k | 316.00 | 935.47 | |
| Align Technology (ALGN) | 0.2 | $291k | 1.7k | 168.66 | |
| Quanta Services (PWR) | 0.2 | $288k | 400.00 | 720.04 | |
| Monolithic Power Systems (MPWR) | 0.2 | $257k | 186.00 | 1382.36 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $251k | 488.00 | 513.60 | |
| Archer Aviation Com Cl A (ACHR) | 0.1 | $225k | 48k | 4.73 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $201k | 400.00 | 501.36 |
