Latest BURR FINANCIAL SERVICES, LLC Stock Portfolio

BURR FINANCIAL SERVICES, LLC Performance:

2026 Q1: -4.29%YTD: -4.29%2025: 21.78%

Performance for 2026 Q1 is -4.29%, and YTD is -4.29%, and 2025 is 21.78%.

About BURR FINANCIAL SERVICES, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, BURR FINANCIAL SERVICES, LLC reported an equity portfolio of $125.8 Millions as of 31 Mar, 2026.

The top stock holdings of BURR FINANCIAL SERVICES, LLC are NVDA, AVGO, PLTR. The fund has invested 33.6% of it's portfolio in NVIDIA CORPORATION and 10.7% of portfolio in BROADCOM INC.

The fund managers got completely rid off UBER TECHNOLOGIES INC (UBER), CROWDSTRIKE HLDGS INC (CRWD) and MICROSOFT CORP (MSFT) stocks. They significantly reduced their stock positions in PALO ALTO NETWORKS INC (PANW), AMAZON COM INC (AMZN) and MASTERCARD INCORPORATED (MA). BURR FINANCIAL SERVICES, LLC opened new stock positions in DIAMONDBACK ENERGY INC (FANG), MICRON TECHNOLOGY INC (MU) and GE VERNOVA INC. The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MANUFAC (TSM), SOUNDHOUND AI INC (SOUN) and PALANTIR TECHNOLOGIES INC (PLTR).

BURR FINANCIAL SERVICES, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that BURR FINANCIAL SERVICES, LLC made a return of -4.29% in the last quarter. In trailing 12 months, it's portfolio return was 34.65%.

Performance
S&P 500

New Buys

Ticker	$ Bought
diamondback energy inc	6,922,650
micron technology inc	2,437,850
ge vernova inc	253,141
ge aerospace	241,205
quanta svcs inc	219,608

New stocks bought by BURR FINANCIAL SERVICES, LLC

Additions

Ticker	% Inc.
taiwan semiconductor manufac	52.98
soundhound ai inc	29.66
palantir technologies inc	25.47
applied matls inc	17.67
archer aviation inc	17.17
nvidia corporation	14.39
meta platforms inc	11.38
broadcom inc	11.26

Additions to existing portfolio by BURR FINANCIAL SERVICES, LLC

Reductions

Ticker	% Reduced
palo alto networks inc	-81.26
amazon com inc	-71.96
mastercard incorporated	-29.07
visa inc	-23.18
alphabet inc	-8.69
thermo fisher scientific inc	-4.98
apple inc	-1.58

BURR FINANCIAL SERVICES, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
uber technologies inc	-5,609,800
tri pointe homes inc	-365,052
crowdstrike hldgs inc	-4,912,600
microsoft corp	-2,477,580
synopsys inc	-1,109,480
unitedhealth group inc	-450,600

BURR FINANCIAL SERVICES, LLC got rid off the above stocks

Sector Distribution

BURR FINANCIAL SERVICES, LLC has about 71% of it's holdings in Technology sector.

Sector	%
Technology	71
Others	10.5
Communication Services	9.4
Energy	5.5
Consumer Cyclical	2.2

Market Cap. Distribution

BURR FINANCIAL SERVICES, LLC has about 89.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	81.6
UNALLOCATED	10.2
LARGE-CAP	7.5

Stocks belong to which Index?

About 78.1% of the stocks held by BURR FINANCIAL SERVICES, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	78.1
Others	21.2

Top 5 Winners (%)		%
AMAT	applied matls inc	29.8 %
LRCX	lam research corp	24.8 %
MRVL	marvell technology inc	16.6 %
COST	costco wholesale corporation	15.6 %
TSM	taiwan semiconductor manufac	9.1 %

Top 5 Winners ($)		$
AMAT	applied matls inc	2.7 M
TSM	taiwan semiconductor manufac	1.0 M
LRCX	lam research corp	0.3 M
MRVL	marvell technology inc	0.1 M
COST	costco wholesale corporation	0.0 M

Top 5 Losers (%)		%
ACHR	archer aviation inc	-29.6 %
SOUN	soundhound ai inc	-28.6 %
PLTR	palantir technologies inc	-16.2 %
TMO	thermo fisher scientific inc	-14.8 %
META	meta platforms inc	-12.7 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-2.8 M
PLTR	palantir technologies inc	-2.5 M
AVGO	broadcom inc	-1.5 M
META	meta platforms inc	-1.4 M
AMZN	amazon com inc	-0.7 M

BURR FINANCIAL SERVICES, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BURR FINANCIAL SERVICES, LLC

BURR FINANCIAL SERVICES, LLC has 25 stocks in it's portfolio. About 92.9% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for BURR FINANCIAL SERVICES, LLC last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.51	7,492	1,901,400	reduced	-1.58

ABC	cencora inc	0.33	1,314	412,780	unchanged	0.00

ACHR	archer aviation inc	0.20	47,520	245,678	added	17.17

AMAT	applied matls inc	9.19	33,817	11,558,300	added	17.67

AMD	advanced micro devices inc	0.70	4,359	886,751	added	4.06

AMZN	amazon com inc	2.21	13,384	2,787,490	reduced	-71.96

AVGO	broadcom inc	10.68	43,440	13,445,100	added	11.26

COST	costco wholesale corporation	0.25	316	314,872	unchanged	0.00

CRWD	crowdstrike hldgs inc	0.00	0.00	0.00	sold off	-100

FANG	diamondback energy inc	5.50	35,000	6,922,650	new

GE	ge aerospace	0.19	850	241,205	new

GOOG	alphabet inc	1.67	7,306	2,100,910	reduced	-8.69

LRCX	lam research corp	1.12	6,616	1,413,580	unchanged	0.00

MA	mastercard incorporated	0.19	488	243,834	reduced	-29.07

META	meta platforms inc	7.75	17,046	9,752,680	added	11.38

MRVL	marvell technology inc	0.41	5,191	514,169	unchanged	0.00

MSFT	microsoft corp	0.00	0.00	0.00	sold off	-100

MU	micron technology inc	1.94	7,216	2,437,850	new

NVDA	nvidia corporation	33.63	242,698	42,326,500	added	14.39

PANW	palo alto networks inc	0.95	7,489	1,200,640	reduced	-81.26