Burr Financial Services, LLC
Net seller this quarter
$161M
26
-$1.13M
91.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $47.3M | 29.32% | 0.00% | -2.7% | Q2 2024 |
 AMAT | $25.2M | 15.61% | 0.00% | +2.9% | Q2 2024 |
 TSM | $17.7M | 10.97% | 0.00% | -0.4% | Q1 2025 |
 AVGO | $15.9M | 9.89% | 0.00% | -2.9% | Q4 2024 |
 MU | $11.5M | 7.15% | 0.00% | +38.3% | Q1 2026 |
 PLTR | $9.94M | 6.17% | 0.00% | -4.1% | Q4 2024 |
 META | $9.33M | 5.79% | Not reported | -2.9% | Q2 2024 |
 MRVL | $4.41M | 2.73% | 0.00% | +184.9% | Q4 2024 |
 AMZN | $3.32M | 2.06% | 0.00% | +4.2% | Q2 2024 |
 LRCX | $2.84M | 1.76% | 0.00% | -1.0% | Q2 2024 |
 AMD | $2.7M | 1.68% | 0.00% | +6.7% | Q2 2024 |
 PANW | $2.64M | 1.64% | 0.00% | +3.5% | Q2 2024 |
 GOOGL | $2.64M | 1.64% | 0.00% | +1.2% | Q2 2024 |
 AAPL | $2.02M | 1.26% | 0.00% | -6.6% | Q2 2024 |
 SOUN | $572K | 0.35% | 0.05% | -2.0% | Q2 2024 |
 COR | $372K | 0.23% | 0.00% | Not reported | Q2 2024 |
 GE | $357K | 0.22% | 0.00% | +12.4% | Q2 2024 |
 GEV | $341K | 0.21% | 0.00% | Not reported | Q1 2026 |
 V | $315K | 0.20% | 0.00% | Not reported | Q2 2024 |
 COST | $296K | 0.18% | 0.00% | Not reported | Q2 2024 |
 ALGN | $291K | 0.18% | 0.00% | New | Q2 2026 |
 PWR | $288K | 0.18% | 0.00% | Not reported | Q2 2024 |
 MPWR | $257K | 0.16% | 0.00% | Not reported | Q2 2024 |
 MA | $251K | 0.16% | 0.00% | Not reported | Q2 2024 |
 ACHR | $225K | 0.14% | 0.01% | Not reported | Q2 2025 |
 TMO | $201K | 0.12% | 0.00% | -4.8% | Q2 2024 |
| Q1 2026 | |||||
| NVDA | $42.3M | 33.63% | 0.00% | +14.4% | Q2 2024 |
| AVGO | $13.4M | 10.68% | 0.00% | +11.3% | Q4 2024 |
| PLTR | $13M | 10.33% | 0.00% | +25.5% | Q4 2024 |
| TSM | $12.6M | 9.99% | 0.00% | +53.0% | Q1 2025 |
| AMAT | $11.6M | 9.18% | 0.00% | +17.7% | Q2 2024 |
| META | $9.75M | 7.75% | Not reported | +11.4% | Q2 2024 |
 FANG | $6.92M | 5.50% | 0.01% | New | Q1 2026 |
| AMZN | $2.79M | 2.22% | 0.00% | -72.0% | Q2 2024 |
| MU | $2.44M | 1.94% | 0.00% | New | Q1 2026 |
| GOOGL | $2.1M | 1.67% | 0.00% | -8.7% | Q2 2024 |
| AAPL | $1.9M | 1.51% | 0.00% | -1.6% | Q2 2024 |
| LRCX | $1.41M | 1.12% | 0.00% | Not reported | Q2 2024 |
| PANW | $1.2M | 0.95% | 0.00% | -81.3% | Q2 2024 |
| AMD | $887K | 0.70% | 0.00% | +4.1% | Q2 2024 |
| SOUN | $620K | 0.49% | 0.05% | +29.7% | Q2 2024 |
| MRVL | $514K | 0.41% | 0.00% | Not reported | Q4 2024 |
| COR | $413K | 0.33% | 0.00% | Not reported | Q2 2024 |
| COST | $315K | 0.25% | 0.00% | Not reported | Q2 2024 |
| V | $277K | 0.22% | 0.00% | -23.2% | Q2 2024 |
| GEV | $253K | 0.20% | 0.00% | New | Q1 2026 |
| ACHR | $246K | 0.20% | 0.01% | +17.2% | Q2 2025 |
| MA | $244K | 0.19% | 0.00% | -29.1% | Q2 2024 |
| GE | $241K | 0.19% | 0.00% | Not reported | Q2 2024 |
| PWR | $220K | 0.17% | 0.00% | Not reported | Q2 2024 |
| TMO | $206K | 0.16% | 0.00% | -5.0% | Q2 2024 |
| Q4 2025 | |||||
| NVDA | $39.6M | 29.60% | 0.00% | 0.0% | Q2 2024 |
| AVGO | $13.5M | 10.11% | 0.00% | +5.3% | Q4 2024 |
| PLTR | $12.6M | 9.41% | 0.00% | +0.4% | Q4 2024 |
| AMZN | $11M | 8.24% | 0.00% | -4.0% | Q2 2024 |
| META | $10.1M | 7.56% | Not reported | -0.1% | Q2 2024 |
| TSM | $7.39M | 5.53% | 0.00% | +2.7% | Q1 2025 |
| AMAT | $7.39M | 5.53% | 0.00% | +1.6% | Q2 2024 |
| PANW | $7.36M | 5.51% | 0.01% | -2.0% | Q2 2024 |
 UBER | $5.61M | 4.20% | 0.00% | -3.6% | Q1 2025 |
 CRWD | $4.91M | 3.68% | 0.00% | -3.9% | Q2 2024 |
| GOOGL | $2.5M | 1.87% | 0.00% | +6.0% | Q2 2024 |
 MSFT | $2.48M | 1.85% | 0.00% | -5.9% | Q2 2024 |
| AAPL | $2.07M | 1.55% | 0.00% | -7.5% | Q2 2024 |
| LRCX | $1.13M | 0.85% | 0.00% | +1.0% | Q2 2024 |
 SNPS | $1.11M | 0.83% | 0.00% | -25.0% | Q2 2024 |
| AMD | $897K | 0.67% | 0.00% | +14.8% | Q2 2024 |
| SOUN | $693K | 0.52% | 0.04% | -2.9% | Q2 2024 |
 UNH | $451K | 0.34% | 0.00% | Not reported | Q2 2024 |
| COR | $444K | 0.33% | 0.00% | Not reported | Q2 2024 |
| MRVL | $441K | 0.33% | 0.00% | -10.9% | Q4 2024 |
| V | $419K | 0.31% | 0.00% | Not reported | Q2 2024 |
| MA | $393K | 0.29% | 0.00% | Not reported | Q2 2024 |
| TPH | $365K | 0.27% | 0.01% | Not reported | Q2 2024 |
| ACHR | $305K | 0.23% | 0.01% | +4.5% | Q2 2025 |
| COST | $272K | 0.20% | 0.00% | Not reported | Q2 2024 |
| TMO | $256K | 0.19% | 0.00% | Not reported | Q2 2024 |
| Q3 2025 | |||||
| NVDA | $39.6M | 29.40% | 0.00% | +35.6% | Q2 2024 |
| PLTR | $12.9M | 9.55% | 0.00% | -3.6% | Q4 2024 |
| AVGO | $12.2M | 9.09% | 0.00% | +6.0% | Q4 2024 |
| META | $11.2M | 8.35% | Not reported | -0.1% | Q2 2024 |
| AMZN | $10.9M | 8.11% | 0.00% | +8.4% | Q2 2024 |
| PANW | $8.3M | 6.17% | 0.01% | -5.7% | Q2 2024 |
| UBER | $6.97M | 5.18% | 0.00% | +1.1% | Q1 2025 |
| TSM | $6.61M | 4.91% | 0.00% | +25.4% | Q1 2025 |
| AMAT | $5.79M | 4.30% | 0.00% | -0.4% | Q2 2024 |
| CRWD | $5.35M | 3.97% | 0.00% | +12.2% | Q2 2024 |
| MSFT | $2.82M | 2.09% | 0.00% | +84.0% | Q2 2024 |
| AAPL | $2.1M | 1.56% | 0.00% | -7.6% | Q2 2024 |
| GOOGL | $1.84M | 1.36% | 0.00% | -53.3% | Q2 2024 |
| SNPS | $1.55M | 1.15% | 0.00% | +0.6% | Q2 2024 |
| SOUN | $1.15M | 0.86% | 0.04% | +294.0% | Q2 2024 |
| LRCX | $877K | 0.65% | 0.00% | Not reported | Q2 2024 |
| AMD | $590K | 0.44% | 0.00% | +32.0% | Q2 2024 |
| MRVL | $490K | 0.36% | 0.00% | -84.3% | Q4 2024 |
| UNH | $471K | 0.35% | 0.00% | +45.2% | Q2 2024 |
| COR | $411K | 0.31% | 0.00% | Not reported | Q2 2024 |
| V | $408K | 0.30% | 0.00% | Not reported | Q2 2024 |
| TPH | $394K | 0.29% | 0.01% | Not reported | Q2 2024 |
| MA | $391K | 0.29% | 0.00% | -10.4% | Q2 2024 |
| ACHR | $372K | 0.28% | 0.01% | -4.0% | Q2 2025 |
| COST | $292K | 0.22% | 0.00% | Not reported | Q2 2024 |
| TMO | $214K | 0.16% | 0.00% | Not reported | Q2 2024 |
 NET | $210K | 0.16% | Not reported | New | Q3 2025 |
 PCG | $184K | 0.14% | 0.00% | Not reported | Q2 2024 |