Q4 2025 · 13F-HR
BURR FINANCIAL SERVICES, LLCholdings as filed
Filed 2026-02-03 · accession 0002085853-26-000181
$133.7M
Reported value
26
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $39.6M | 29.6% | 212,170 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $13.5M | 10.1% | 39,042 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $12.6M | 9.41% | 70,796 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $11.0M | 8.24% | 47,740 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $10.1M | 7.56% | 15,304 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7.4M | 5.53% | 24,306 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $7.4M | 5.53% | 28,739 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $7.4M | 5.51% | 39,963 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $5.6M | 4.20% | 68,655 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $4.9M | 3.68% | 10,480 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.5M | 1.87% | 8,001 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2.5M | 1.85% | 5,123 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.1M | 1.55% | 7,612 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $1.1M | 0.85% | 6,616 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $1.1M | 0.83% | 2,362 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $897,116 | 0.67% | 4,189 | Common | NONE |
| 836100107 | SOUN | SOUNDHOUND AI INC | $693,404 | 0.52% | 69,549 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $450,600 | 0.34% | 1,365 | Common | NONE |
| 03073E105 | COR | CENCORA INC | $443,804 | 0.33% | 1,314 | Common | NONE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $441,131 | 0.33% | 5,191 | Common | NONE |
| 92826C839 | V | VISA INC | $419,098 | 0.31% | 1,195 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $392,765 | 0.29% | 688 | Common | NONE |
| 87265H109 | T86 | TRI POINTE HOMES INC | $365,052 | 0.27% | 11,600 | Common | NONE |
| 03945R102 | ACHR | ARCHER AVIATION INC | $304,974 | 0.23% | 40,555 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $272,499 | 0.20% | 316 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $256,117 | 0.19% | 442 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.