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BURR FINANCIAL SERVICES, LLC 13F portfolio summary

BURR FINANCIAL SERVICES, LLC of BURR FINANCIAL SERVICES, LLC has 25 current stock holdings with a reported portfolio value of $125.8M. The portfolio 1 year return is +44.20%. Top holdings include NVDA (33.63%), AVGO (10.68%), PLTR (10.33%), TSM (9.99%), AMAT (9.18%).

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BURR FINANCIAL SERVICES, LLC

BURR FINANCIAL SERVICES, LLC
Latest filing: 2026-03-31

BURR FINANCIAL SERVICES, LLC runs BURR FINANCIAL SERVICES, LLC and currently holds 25 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $125.84M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BURR FINANCIAL SERVICES, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BURR FINANCIAL SERVICES, LLC's portfolio at BURR FINANCIAL SERVICES, LLC has delivered returns of +44.20%. Their 3-year annualized return is +85.62%. Looking at the 5-year horizon, BURR FINANCIAL SERVICES, LLC has achieved +85.62% annualized returns at BURR FINANCIAL SERVICES, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+44.20%
#0/1000
3 Year
+85.62%
#0/1000
5 Year
+85.62%
#0/1000

Portfolio Value

$125.84M

Alpha Score

68.3

#0 of 1000

Holdings

25

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change