Institutions / Burr Financial Services, LLC
Burr Financial Services, LLC
CIK 1966297 · Institution · as of Dec 31, 2025
Portfolio value
$133.67M
Positions
26
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 26 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $39.57M | 29.6% |
| Broadcom Inc. | $13.51M | 10.1% |
| Palantir Technologies Inc | $12.58M | 9.4% |
| Amazon.com Inc | $11.02M | 8.2% |
| Meta Platforms Inc | $10.10M | 7.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $7.39M | 5.5% |
| Applied Materials Inc /De | $7.39M | 5.5% |
| Palo Alto Networks Inc | $7.36M | 5.5% |
| Uber Technologies, Inc | $5.61M | 4.2% |
| CrowdStrike Holdings, Inc. | $4.91M | 3.7% |
| Alphabet Inc. | $2.50M | 1.9% |
| Microsoft Corp | $2.48M | 1.9% |
| Apple Inc. | $2.07M | 1.5% |
| Lam Research Corp | $1.13M | 0.8% |
| Synopsys Inc | $1.11M | 0.8% |
| Advanced Micro Devices Inc | $897.1K | 0.7% |
| Soundhound Ai, Inc. | $693.4K | 0.5% |
| Unitedhealth Group Inc | $450.6K | 0.3% |
| Cencora Inc | $443.8K | 0.3% |
| Marvell Technology, Inc. | $441.1K | 0.3% |
| Visa Inc | $419.1K | 0.3% |
| Mastercard Inc | $392.8K | 0.3% |
| Tri Pointe Homes, Inc. | $365.1K | 0.3% |
| Archer Aviation Inc. | $305.0K | 0.2% |
| Costco Wholesale Corp /New | $272.5K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.