Institutional
BURR FINANCIAL SERVICES, LLC
CIK 0001966297
$125.8M
Reported AUM
25
Positions
Q1 2026
Period
2026-04-13
Filed
Editorial summary
Summary for BURR FINANCIAL SERVICES, LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $42.3M | 33.63% | — | HELD |
| 2 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $13.4M | 10.68% | — | HELD |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $122.26 | -0.60% | -20.27% | 366.97% | $13.0M | 10.33% | — | HELD |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.55 | 7.71% | 73.36% | 267.64% | $12.6M | 9.99% | — | HELD |
| 5 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | 179.14% | 284.62% | $11.6M | 9.18% | — | HELD |
| 6 | META | META PLATFORMS INC | $539.74 | -7.83% | -21.66% | 55.72% | $9.8M | 7.75% | — | HELD |
| 7 | FANG | DIAMONDBACK ENERGY INC | $199.77 | 0.32% | 40.23% | 218.28% | $6.9M | 5.50% | — | HELD |
| 8 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $2.8M | 2.22% | — | HELD |
| 9 | MU | MICRON TECHNOLOGY INC | $875.03 | 18.41% | 662.58% | 1011.70% | $2.4M | 1.94% | — | HELD |
| 10 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $2.1M | 1.67% | — | HELD |
| 11 | AAPL | APPLE INC | $333.60 | -1.36% | 65.41% | 124.96% | $1.9M | 1.51% | — | HELD |
| 12 | LRCX | LAM RESEARCH CORP | $297.72 | 17.98% | 163.30% | 339.52% | $1.4M | 1.12% | — | HELD |
| 13 | PANW | PALO ALTO NETWORKS INC | $325.77 | 3.70% | 81.72% | 308.84% | $1.2M | 0.95% | — | HELD |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $485.46 | 13.01% | 188.39% | 347.27% | $887K | 0.70% | — | HELD |
| 15 | SOUN | SOUNDHOUND AI INC | $6.14 | 7.72% | -39.27% | -20.05% | $620K | 0.49% | — | HELD |
| 16 | MRVL | MARVELL TECHNOLOGY INC | $183.30 | 12.18% | 146.73% | 205.17% | $514K | 0.41% | — | HELD |
| 17 | COR | CENCORA INC | $312.23 | -2.00% | 8.97% | 173.53% | $413K | 0.33% | — | HELD |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $954.15 | -2.04% | 0.49% | 120.47% | $315K | 0.25% | — | HELD |
| 19 | V | VISA INC | $366.40 | -0.63% | 8.37% | 65.12% | $277K | 0.22% | — | HELD |
| 20 | GEV | GE VERNOVA INC | $981.98 | 9.07% | 37.44% | 488.18% | $253K | 0.20% | — | HELD |
| 21 | ACHR | ARCHER AVIATION INC | $4.74 | 5.80% | -50.83% | -52.60% | $246K | 0.20% | — | HELD |
| 22 | MA | MASTERCARD INCORPORATED | $577.65 | 2.54% | 1.24% | 67.59% | $244K | 0.19% | — | HELD |
| 23 | GE | GE AEROSPACE | $355.04 | 1.26% | 32.47% | 453.71% | $241K | 0.19% | — | HELD |
| 24 | QURE | QUANTA SVCS INC | $42.19 | 5.29% | 201.90% | 42.57% | $220K | 0.17% | — | HELD |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $576.78 | 0.06% | 24.95% | 5.34% | $206K | 0.16% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000347. 13F discloses long positions only — shorts, foreign equities, and options are excluded.