Burr Financial Services
Sparks, NVfiles as BURR FINANCIAL SERVICES, LLC
$161m in 26 US stocks at the end of 30 June 2026. The top 10 are 91.5% of the money. It changed about 17.6% of the portfolio this quarter.
Value
$161m
Stocks
26
Top 10 share
91.5%
Turnover
17.6%
What changed this quarter
New
Bought for the first time this quarter.
- Align TechnologyALGN0.2% of the fund
- Monolithic Power SystemsMPWR0.2% of the fund
Added
Bought more of a stock they already held.
- Applied MaterialsAMAT15.6% of the fund+3%
- Micron TechnologyMU7.1% of the fund+38%
- Marvell TechnologyMRVL2.7% of the fund+185%
- Amazon.comAMZN2.1% of the fund+4%
- Advanced Micro DevicesAMD1.7% of the fund+7%
- Palo Alto NetworksPANW1.6% of the fund+4%
- General ElectricGE0.2% of the fund+12%
Cut
Sold some of their stake.
- NvidiaNVDA29.3% of the fund-3%
- BroadcomAVGO9.9% of the fund-3%
- Palantir TechnologiesPLTR6.2% of the fund-4%
- Meta PlatformsMETA5.8% of the fund-3%
- AppleAAPL1.3% of the fund-7%
- Thermo Fisher ScientificTMO0.1% of the fund-5%
Sold out
Sold their entire stake.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 29.3% | $47m | 236,145 | -3% |
| Applied MaterialsAMAT | 15.6% | $25m | 34,799 | +3% |
| Taiwan Semiconductor ManufacturingTSM | 11.0% | $18m | 37,032 | Held |
| BroadcomAVGO | 9.9% | $16m | 42,185 | -3% |
| Micron TechnologyMU | 7.1% | $12m | 9,980 | +38% |
| Palantir TechnologiesPLTR | 6.2% | $10m | 85,198 | -4% |
| Meta PlatformsMETA | 5.8% | $9m | 16,557 | -3% |
| Marvell TechnologyMRVL | 2.7% | $4m | 14,788 | +185% |
| Amazon.comAMZN | 2.1% | $3m | 13,948 | +4% |
| Lam ResearchLRCX | 1.8% | $3m | 6,550 | Held |
| Advanced Micro DevicesAMD | 1.7% | $3m | 4,649 | +7% |
| Palo Alto NetworksPANW | 1.6% | $3m | 7,754 | +4% |
| AlphabetGOOGL | 1.6% | $3m | 7,395 | Held |
| AppleAAPL | 1.3% | $2m | 6,998 | -7% |
| Soundhound AISOUN | 0.4% | $571,812 | 88,379 | Held |
| CencoraCOR | 0.2% | $371,836 | 1,314 | Held |
| General ElectricGE | 0.2% | $356,912 | 955 | +12% |
| GE VernovaGEV | 0.2% | $340,709 | 290 | Held |
| VisaV | 0.2% | $314,957 | 918 | Held |
| Costco WholesaleCOST | 0.2% | $295,609 | 316 | Held |
| Align TechnologyALGN | 0.2% | $290,939 | 1,725 | New |
| Quanta ServicesPWR | 0.2% | $288,016 | 400 | Held |
| Monolithic Power SystemsMPWR | 0.2% | $257,119 | 186 | New |
| MastercardMA | 0.2% | $250,637 | 488 | Held |
| Archer AviationACHR | 0.1% | $224,770 | 47,520 | Held |
| Thermo Fisher ScientificTMO | 0.1% | $200,544 | 400 | -5% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 35.6% since 30 June 2025.
Where the money is
Technology88.7%
Media & telecom7.4%
Retail & consumer2.1%
Industrials0.8%
Health care0.5%
Financial services0.4%
Everyday goods0.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.