StockDriftsStockDriftsTop 26 Burr Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 29.32% | 236.1K | $47.3M | -2.70%(-6.55K) | $106.17(+107.65%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 15.61% | 34.8K | $25.2M | +2.90%(+982) | $192.71(+176.86%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.97% | 37.0K | $17.7M | -0.41%(-152) | $241.83(+75.17%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 9.89% | 42.2K | $15.9M | -2.89%(-1.25K) | $227.77(+84.56%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 7.15% | 10.0K | $11.5M | +38.30%(+2.76K) | $429.72(+100.60%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 6.17% | 85.2K | $9.9M | -4.09%(-3.63K) | $78.46(+125.20%) | 2026-06-30 | |
| META | META PLATFORMS INC | 5.79% | 16.6K | $9.3M | -2.87%(-489) | $407.35(+46.50%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 2.73% | 14.8K | $4.4M | +184.88%(+9.60K) | $149.06(+40.38%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.06% | 13.9K | $3.3M | +4.21%(+564) | $153.04(+79.66%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.76% | 6.5K | $2.8M | -1.00%(-66) | $72.31(+334.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +182.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +178.48% |
Burr Financial Services LLC reports $161.16M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (29.3%), AMAT (15.6%) and TSM (11.0%). The top 20 holdings account for 99.06% of reported assets. Its disclosed equity book has returned +182.11% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Burr Financial Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966297). View Burr Financial Services LLC’s 13F filings on SEC