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BURR FINANCIAL SERVICES, LLC 13F portfolio summary

BURR FINANCIAL SERVICES, LLC of BURR FINANCIAL SERVICES, LLC has 26 current stock holdings with a reported portfolio value of $163.5M. The portfolio 1 year return is +26.72%. Top holdings include NVDA (32.32%), AMAT (11.05%), TSM (9.95%), PLTR (7.63%), MU (6.11%).

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BURR FINANCIAL SERVICES, LLC 13F Portfolio

BURR FINANCIAL SERVICES, LLC
Latest SEC 13F filing: 2026-09-30

BURR FINANCIAL SERVICES, LLC runs BURR FINANCIAL SERVICES, LLC and currently holds 26 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $163.55M. Their top holdings are NVDA, AMAT, TSM, PLTR, MU. The top five represent 67.1% of reported portfolio weight. BURR FINANCIAL SERVICES, LLC ranks #138 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BURR FINANCIAL SERVICES, LLC initiated 5 new positions. They added to 4 existing positions. They trimmed 12 positions. Their current best-performing preview position is PLTR with returns of +60.32%.

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Top 5 Holdings
NVDA32.3%
AMAT11.1%
TSM10.0%
PLTR7.6%
MU6.1%
Top 5: 67.1%
Portfolio Returns
1 Year
+26.72%
#429/1000
3 Year
+149.54%
#118/1000
5 Year
+149.54%
#119/1000

Portfolio Value

$163.55M

Alpha Score

110.3

#138 of 1000

Holdings

26

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BURR FINANCIAL SERVICES, LLC Current 13F Holdings

Reported holdings from BURR FINANCIAL SERVICES, LLC's latest SEC 13F filing, ranked by portfolio weight.

26 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
32.32%$113.97$229.28+101.18%
Trimmed
-1.98%
AMAT
APPLIED MATLS INC
11.05%$223.62$507.03+126.74%
Added
+1.58%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
9.95%$246.10$453.28+84.19%
Trimmed
-3.64%
PLTR
PALANTIR TECHNOLOGIES INC
7.63%$90.37$209.05+131.33%
Trimmed
-21.67%
MU
MICRON TECHNOLOGY INC
6.11%$563.96$1,029.00+82.46%
Trimmed
-5.98%
IONQ
IONQ INC
4.94%$43.86$39.93-8.96%
New Buy
QBTS
D-WAVE QUANTUM INC
3.88%$16.57$14.57-12.07%
New Buy
AVGO
BROADCOM INC
3.79%$242.27$361.54+49.23%
Trimmed
-58.12%
RGTI
RIGETTI COMPUTING INC
3.78%$15.74$14.03-10.86%
New Buy
AMD
ADVANCED MICRO DEVICES INC
2.10%$260.90$608.10+133.08%
Added
+20.89%

Showing 1-10 of 26