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BURR FINANCIAL SERVICES, LLC
BURR FINANCIAL SERVICES, LLC
Latest filing: 2026-06-30
BURR FINANCIAL SERVICES, LLC runs BURR FINANCIAL SERVICES, LLC and currently holds 26 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $161.16M. Their top holdings are NVDA, AMAT, TSM, AVGO, MU. The top five represent 72.9% of reported portfolio weight. BURR FINANCIAL SERVICES, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BURR FINANCIAL SERVICES, LLC initiated 2 new positions. They added to 8 existing positions. They trimmed 9 positions. Their current best-performing preview position is MU with returns of +241.67%.
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26 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 29.32% | $113.97 | $214.76 | +88.44% | Trimmed -2.70% |
 AMAT APPLIED MATLS INC | 15.61% | $219.08 | $492.32 | +124.72% | Added +2.90% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 10.97% | $246.10 | $418.87 | +70.20% | Trimmed -0.41% |
 AVGO BROADCOM INC | 9.89% | $242.27 | $368.45 | +52.08% | Trimmed -2.89% |
 MU MICRON TECHNOLOGY INC | 7.15% | $563.96 | $966.78 | +71.43% | Added +38.30% |
 PLTR PALANTIR TECHNOLOGIES INC | 6.17% | $90.37 | $179.94 | +99.11% | Trimmed -4.09% |
 META META PLATFORMS INC | 5.79% | $423.38 | $549.90 | +29.88% | Trimmed -2.87% |
 MRVL MARVELL TECHNOLOGY INC | 2.73% | $222.18 | $237.04 | +6.69% | Added +184.88% |
 AMZN AMAZON COM INC | 2.06% | $165.09 | $258.63 | +56.66% | Added +4.21% |
 LRCX LAM RESEARCH CORP | 1.76% | $73.68 | $314.00 | +326.17% | Trimmed -1.00% |
Showing 1-10 of 26