Latest BURR FINANCIAL SERVICES, LLC Stock Portfolio
BURR FINANCIAL SERVICES, LLC Performance:
2025 Q4: 0%YTD: 21.78%2024: 11.74%
Performance for 2025 Q4 is 0%, and YTD is 21.78%, and 2024 is 11.74%.
About BURR FINANCIAL SERVICES, LLC and 13F Hedge Fund Stock Holdings
On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, BURR FINANCIAL SERVICES, LLC reported an equity portfolio of $133.7 Millions as of 31 Dec, 2025.
The top stock holdings of BURR FINANCIAL SERVICES, LLC are NVDA, AVGO, PLTR. The fund has invested 29.6% of it's portfolio in NVIDIA CORPORATION and 10.1% of portfolio in BROADCOM INC.
The fund managers got completely rid off CLOUDFLARE INC (NET) and PG&E CORP (PCG) stocks. They significantly reduced their stock positions in SYNOPSYS INC (SNPS), MARVELL TECHNOLOGY INC (MRVL) and APPLE INC (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), ALPHABET INC (GOOG) and BROADCOM INC (AVGO).
The top stock holdings of BURR FINANCIAL SERVICES, LLC are NVDA, AVGO, PLTR. The fund has invested 29.6% of it's portfolio in NVIDIA CORPORATION and 10.1% of portfolio in BROADCOM INC.
The fund managers got completely rid off CLOUDFLARE INC (NET) and PG&E CORP (PCG) stocks. They significantly reduced their stock positions in SYNOPSYS INC (SNPS), MARVELL TECHNOLOGY INC (MRVL) and APPLE INC (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), ALPHABET INC (GOOG) and BROADCOM INC (AVGO).
BURR FINANCIAL SERVICES, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that BURR FINANCIAL SERVICES, LLC made a return of 0% in the last quarter. In trailing 12 months, it's portfolio return was 21.78%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| advanced micro devices inc | 14.8 |
| alphabet inc | 5.96 |
| broadcom inc | 5.3 |
| archer aviation inc | 4.51 |
| taiwan semiconductor mfg ltd | 2.66 |
| applied matls inc | 1.64 |
| lam research corp | 1.01 |
| palantir technologies inc | 0.39 |
Additions to existing portfolio by BURR FINANCIAL SERVICES, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| synopsys inc | -24.97 |
| marvell technology inc | -10.91 |
| apple inc | -7.49 |
| microsoft corp | -5.86 |
| amazon com inc | -4.00 |
| crowdstrike hldgs inc | -3.88 |
| uber technologies inc | -3.57 |
| soundhound ai inc | -2.93 |
BURR FINANCIAL SERVICES, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pg&e corp | -184,217 |
| cloudflare inc | -210,298 |
BURR FINANCIAL SERVICES, LLC got rid off the above stocks
Sector Distribution
BURR FINANCIAL SERVICES, LLC has about 74.6% of it's holdings in Technology sector.
- Technology
- Communication Services
- Consumer Cyclical
- Others
| Sector | % |
|---|---|
| Technology | 74.6 |
| Communication Services | 9.4 |
| Consumer Cyclical | 8.5 |
| Others | 5.9 |
Market Cap. Distribution
BURR FINANCIAL SERVICES, LLC has about 93.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 62.8 |
| LARGE-CAP | 30.7 |
| UNALLOCATED | 5.5 |
Stocks belong to which Index?
About 75.5% of the stocks held by BURR FINANCIAL SERVICES, LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 75.5 |
| Others | 23.5 |
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 26 stocks in it's portfolio. About 89.4% of the portfolio is in top 10 stocks. META 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: 03 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.55 | 7,612 | 2,069,400 | reduced | -7.49 | ||
| ABC | cencora inc | 0.33 | 1,314 | 443,804 | unchanged | 0.00 | ||
| ACHR | archer aviation inc | 0.23 | 40,555 | 304,974 | added | 4.51 | ||
| AMAT | applied matls inc | 5.53 | 28,739 | 7,385,640 | added | 1.64 | ||
| AMD | advanced micro devices inc | 0.67 | 4,189 | 897,116 | added | 14.8 | ||
| AMZN | amazon com inc | 8.24 | 47,740 | 11,019,300 | reduced | -4.00 | ||
| AVGO | broadcom inc | 10.11 | 39,042 | 13,512,400 | added | 5.3 | ||
| COST | costco whsl corp new | 0.20 | 316 | 272,499 | unchanged | 0.00 | ||
| CRWD | crowdstrike hldgs inc | 3.67 | 10,480 | 4,912,600 | reduced | -3.88 | ||
| GOOG | alphabet inc | 1.87 | 8,001 | 2,504,310 | added | 5.96 | ||
| LRCX | lam research corp | 0.85 | 6,616 | 1,132,530 | added | 1.01 | ||
| MA | mastercard incorporated | 0.29 | 688 | 392,765 | unchanged | 0.00 | ||
| META | meta platforms inc | 7.56 | 15,304 | 10,101,900 | reduced | -0.05 | ||
| MRVL | marvell technology inc | 0.33 | 5,191 | 441,131 | reduced | -10.91 | ||
| MSFT | microsoft corp | 1.85 | 5,123 | 2,477,580 | reduced | -5.86 | ||
| NET | cloudflare inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NVDA | nvidia corporation | 29.60 | 212,170 | 39,569,700 | reduced | 0.00 | ||
| PANW | palo alto networks inc | 5.51 | 39,963 | 7,361,180 | reduced | -2.01 | ||
| PCG | pg&e corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PLTR | palantir technologies inc | 9.41 | 70,796 | 12,584,000 | added | 0.39 | ||