BURR FINANCIAL SERVICES, LLC
CIK: 0001966297SEC EDGAR →
Portfolio Value
$133.7M
Holdings
26
As of
Q4 2025
New Positions
26
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 212,170 | $39.6M | 29.60% |
| 2 | BROADCOM INC | 39,042 | $13.5M | 10.11% |
| 3 | PALANTIR TECHNOLOGIES INC | 70,796 | $12.6M | 9.41% |
| 4 | AMAZON COM INC | 47,740 | $11.0M | 8.24% |
| 5 | META PLATFORMS INC | 15,304 | $10.1M | 7.56% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 24,306 | $7.4M | 5.53% |
| 7 | APPLIED MATLS INC | 28,739 | $7.4M | 5.52% |
| 8 | PALO ALTO NETWORKS INC | 39,963 | $7.4M | 5.51% |
| 9 | UBER TECHNOLOGIES INC | 68,655 | $5.6M | 4.20% |
| 10 | CROWDSTRIKE HLDGS INC | 10,480 | $4.9M | 3.67% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (26)
$39.6M · 212K shares
$13.5M · 39K shares
$12.6M · 71K shares
$11.0M · 48K shares
$10.1M · 15K shares
$7.4M · 24K shares
$7.4M · 29K shares
$7.4M · 40K shares
$5.6M · 69K shares
$4.9M · 10K shares
$2.5M · 8K shares
$2.5M · 5K shares
$2.1M · 8K shares
$1.1M · 7K shares
$1.1M · 2K shares
$897K · 4K shares
$693K · 70K shares
$450K · 1K shares
$443K · 1K shares
$441K · 5K shares
$419K · 1K shares
$392K · 688 shares
$365K · 12K shares
$304K · 41K shares
$272K · 316 shares
$256K · 442 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 15 | $107.1M | 80.2% |
| Communication Services | 2 | $12.6M | 9.4% |
| Consumer Cyclical | 3 | $11.8M | 8.8% |
| Financial Services | 2 | $811K | 0.6% |
| Healthcare | 2 | $706K | 0.5% |
| Industrials | 1 | $304K | 0.2% |
| Consumer Defensive | 1 | $272K | 0.2% |