Latest BURR FINANCIAL SERVICES, LLC Stock Portfolio
BURR FINANCIAL SERVICES, LLC Performance:
2025 Q3: 9.98%YTD: 24.1%2024: 10.95%
Performance for 2025 Q3 is 9.98%, and YTD is 24.1%, and 2024 is 10.95%.
About BURR FINANCIAL SERVICES, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BURR FINANCIAL SERVICES, LLC reported an equity portfolio of $134.6 Millions as of 30 Sep, 2025.
The top stock holdings of BURR FINANCIAL SERVICES, LLC are NVDA, PLTR, AVGO. The fund has invested 29.4% of it's portfolio in NVIDIA CORPORATION and 9.6% of portfolio in PALANTIR TECHNOLOGIES INC.
The fund managers got completely rid off NETFLIX INC (NFLX), MONOLITHIC PWR SYS INC (MPWR) and TESLA INC (TSLA) stocks. They significantly reduced their stock positions in MARVELL TECHNOLOGY INC (MRVL), ALPHABET INC (GOOG) and MASTERCARD INCORPORATED (MA). BURR FINANCIAL SERVICES, LLC opened new stock positions in THERMO FISHER SCIENTIFIC INC (TMO) and CLOUDFLARE INC (NET). The fund showed a lot of confidence in some stocks as they added substantially to SOUNDHOUND AI INC (SOUN), MICROSOFT CORP (MSFT) and UNITEDHEALTH GROUP INC (UNH).
The top stock holdings of BURR FINANCIAL SERVICES, LLC are NVDA, PLTR, AVGO. The fund has invested 29.4% of it's portfolio in NVIDIA CORPORATION and 9.6% of portfolio in PALANTIR TECHNOLOGIES INC.
The fund managers got completely rid off NETFLIX INC (NFLX), MONOLITHIC PWR SYS INC (MPWR) and TESLA INC (TSLA) stocks. They significantly reduced their stock positions in MARVELL TECHNOLOGY INC (MRVL), ALPHABET INC (GOOG) and MASTERCARD INCORPORATED (MA). BURR FINANCIAL SERVICES, LLC opened new stock positions in THERMO FISHER SCIENTIFIC INC (TMO) and CLOUDFLARE INC (NET). The fund showed a lot of confidence in some stocks as they added substantially to SOUNDHOUND AI INC (SOUN), MICROSOFT CORP (MSFT) and UNITEDHEALTH GROUP INC (UNH).
BURR FINANCIAL SERVICES, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that BURR FINANCIAL SERVICES, LLC made a return of 9.98% in the last quarter. In trailing 12 months, it's portfolio return was 28.87%.
New Buys
| Ticker | $ Bought |
|---|---|
| thermo fisher scientific inc | 214,379 |
| cloudflare inc | 210,298 |
New stocks bought by BURR FINANCIAL SERVICES, LLC
Additions
| Ticker | % Inc. |
|---|---|
| soundhound ai inc | 294 |
| microsoft corp | 84.04 |
| unitedhealth group inc | 45.21 |
| nvidia corporation | 35.56 |
| advanced micro devices inc | 32.02 |
| taiwan semiconductor mfg ltd | 25.43 |
| crowdstrike hldgs inc | 12.24 |
| amazon com inc | 8.36 |
Additions to existing portfolio by BURR FINANCIAL SERVICES, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| marvell technology inc | -84.29 |
| alphabet inc | -53.27 |
| mastercard incorporated | -10.42 |
| apple inc | -7.6 |
| palo alto networks inc | -5.67 |
| archer aviation inc | -3.96 |
| palantir technologies inc | -3.62 |
| applied matls inc | -0.43 |
BURR FINANCIAL SERVICES, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| monolithic pwr sys inc | -3,408,230 |
| netflix inc | -4,352,170 |
| tesla inc | -456,795 |
| adobe inc | -420,539 |
BURR FINANCIAL SERVICES, LLC got rid off the above stocks
Sector Distribution
BURR FINANCIAL SERVICES, LLC has about 74.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 74.9 |
| Communication Services | 9.7 |
| Consumer Cyclical | 8.4 |
| Others | 5.2 |
Market Cap. Distribution
BURR FINANCIAL SERVICES, LLC has about 93.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 61.7 |
| LARGE-CAP | 31.9 |
| UNALLOCATED | 4.9 |
| SMALL-CAP | 1.1 |
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.
| Index | % |
|---|---|
| S&P 500 | 74.1 |
| Others | 24.4 |
| RUSSELL 2000 | 1.4 |
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 28 stocks in it's portfolio. About 89% of the portfolio is in top 10 stocks. CRWD proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for BURR FINANCIAL SERVICES, LLC last quarter.
Last Reported on: 17 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.56 | 8,228 | 2,095,100 | reduced | -7.6 | ||
| ABC | cencora inc | 0.30 | 1,314 | 410,664 | unchanged | 0.00 | ||
| ACHR | archer aviation inc | 0.28 | 38,805 | 371,752 | reduced | -3.96 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMAT | applied matls inc | 4.30 | 28,274 | 5,788,820 | reduced | -0.43 | ||
| AMD | advanced micro devices inc | 0.44 | 3,649 | 590,372 | added | 32.02 | ||
| AMZN | amazon com inc | 8.11 | 49,729 | 10,919,000 | added | 8.36 | ||
| AVGO | broadcom inc | 9.09 | 37,076 | 12,231,700 | added | 6.04 | ||
| COST | costco whsl corp new | 0.22 | 316 | 292,499 | unchanged | 0.00 | ||
| CRWD | crowdstrike hldgs inc | 3.97 | 10,903 | 5,346,610 | added | 12.24 | ||
| GOOG | alphabet inc | 1.36 | 7,551 | 1,835,650 | reduced | -53.27 | ||
| LRCX | lam research corp | 0.65 | 6,550 | 877,045 | unchanged | 0.00 | ||
| MA | mastercard incorporated | 0.29 | 688 | 391,341 | reduced | -10.42 | ||
| META | meta platforms inc | 8.35 | 15,311 | 11,243,800 | reduced | -0.12 | ||
| MPWR | monolithic pwr sys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MRVL | marvell technology inc | 0.36 | 5,827 | 489,876 | reduced | -84.29 | ||
| MSFT | microsoft corp | 2.09 | 5,442 | 2,818,740 | added | 84.04 | ||
| NET | cloudflare inc | 0.16 | 980 | 210,298 | new | |||
| NFLX | netflix inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NVDA | nvidia corporation | 29.40 | 212,178 | 39,588,300 | added | 35.56 | ||