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Burr Financial Services, Llc

Portfolio Manager
Burr Financial Services, Llc
Performance
-6.79% (2026 Q1)
AUM (13F)
$125.84M
# of Holdings
25
Performance Rank
Allocation (Top 20)
99.07%

Burr Financial Services, Llc Holdings Map

Top 25 Burr Financial Services, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
33.63%242.7K$42.3M
+14.39%(+30.53K)
2025-Q1: 449.3K shares2025-Q2: 156.5K shares2025-Q3: 212.2K shares2025-Q4: 212.2K shares2026-Q1: 242.7K shares
$106.17(+112.71%)
2026-03-31
AVGO
BROADCOM INC
10.68%43.4K$13.4M
+11.26%(+4.40K)
2025-Q1: 31.4K shares2025-Q2: 35.0K shares2025-Q3: 37.1K shares2025-Q4: 39.0K shares2026-Q1: 43.4K shares
$227.77(+82.99%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
10.33%88.8K$13.0M
+25.47%(+18.03K)
2025-Q1: 156.5K shares2025-Q2: 73.2K shares2025-Q3: 70.5K shares2025-Q4: 70.8K shares2026-Q1: 88.8K shares
$78.46(+65.76%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
9.99%37.2K$12.6M
+52.98%(+12.88K)
2025-Q1: 16.7K shares2025-Q2: 18.9K shares2025-Q3: 23.7K shares2025-Q4: 24.3K shares2026-Q1: 37.2K shares
$241.83(+65.33%)
2026-03-31
AMAT
APPLIED MATLS INC
9.18%33.8K$11.6M
+17.67%(+5.08K)
2025-Q1: 5.9K shares2025-Q2: 28.4K shares2025-Q3: 28.3K shares2025-Q4: 28.7K shares2026-Q1: 33.8K shares
$183.11(+138.44%)
2026-03-31
META
META PLATFORMS INC
7.75%17.0K$9.8M
+11.38%(+1.74K)
2025-Q1: 19.3K shares2025-Q2: 15.3K shares2025-Q3: 15.3K shares2025-Q4: 15.3K shares2026-Q1: 17.0K shares
$407.35(+51.38%)
2026-03-31
FANG
DIAMONDBACK ENERGY INC
5.5%35.0K$6.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 35.0K shares
$174.06(+15.53%)
2026-03-31
AMZN
AMAZON COM INC
2.22%13.4K$2.8M
-71.96%(-34.36K)
2025-Q1: 51.7K shares2025-Q2: 45.9K shares2025-Q3: 49.7K shares2025-Q4: 47.7K shares2026-Q1: 13.4K shares
$150.24(+79.80%)
2026-03-31
MU
MICRON TECHNOLOGY INC
1.94%7.2K$2.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 7.2K shares
$311.63(+177.26%)
2026-03-31
GOOGL
ALPHABET INC
1.67%7.3K$2.1M
-8.69%(-695)
2025-Q1: 15.2K shares2025-Q2: 16.2K shares2025-Q3: 7.6K shares2025-Q4: 8.0K shares2026-Q1: 7.3K shares
$161.58(+149.17%)
2026-03-31

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