Latest BURR FINANCIAL SERVICES, LLC Stock Portfolio

$125Million | No. of Holdings #25

BURR FINANCIAL SERVICES, LLC Performance

2026 Q1-4.29%

YTD-4.29%

2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value

Last Reported on: 13 Apr, 2026

$125Million

as of Apr 13, 2026

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.

Technology
Others
Communication Services
Energy
Consumer Cyclical

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.

MEGA-CAP
UNALLOCATED
LARGE-CAP

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.

S&P 500
Others

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.

$125.84MTotal Value

31.00Positions

13 Apr, 2026Last Reported

Current holdings of Current Stock Holdings of BURR FINANCIAL SERVICES, LLC, last reported on 13 Apr, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple IncAAPL BURR FINANCIAL SERVICES, LLC's holding in Apple Inc over time	1.51%	7,492	$1.90M 1.51%	decreased 1.58 percentreduced

ABC Cencora Inc Cencora IncABC BURR FINANCIAL SERVICES, LLC's holding in Cencora Inc over time	0.33%	1,314	$412.8K 0.33%	unchanged 0 percentunchanged

ACHR Archer Aviation Inc Archer Aviation IncACHR BURR FINANCIAL SERVICES, LLC's holding in Archer Aviation Inc over time	0.2%	47,520	$245.7K 0.2%	increased 17.17 percentadded

AMAT Applied Matls Inc Applied Matls IncAMAT BURR FINANCIAL SERVICES, LLC's holding in Applied Matls Inc over time	9.19%	33,817	$11.56M 9.19%	increased 17.67 percentadded

AMD Advanced Micro Devices Inc Advanced Micro Devices IncAMD BURR FINANCIAL SERVICES, LLC's holding in Advanced Micro Devices Inc over time	0.7%	4,359	$886.8K 0.7%	increased 4.06 percentadded

AMZN Amazon Com Inc Amazon Com IncAMZN BURR FINANCIAL SERVICES, LLC's holding in Amazon Com Inc over time	2.21%	13,384	$2.79M 2.21%	decreased 71.96 percentreduced

AVGO Broadcom Inc Broadcom IncAVGO BURR FINANCIAL SERVICES, LLC's holding in Broadcom Inc over time	10.68%	43,440	$13.45M 10.68%	increased 11.26 percentadded

COST Costco Wholesale Corporation Costco Wholesale CorporationCOST BURR FINANCIAL SERVICES, LLC's holding in Costco Wholesale Corporation over time	0.25%	316	$314.9K 0.25%	unchanged 0 percentunchanged

CRWD Crowdstrike Hldgs Inc Crowdstrike Hldgs IncCRWD BURR FINANCIAL SERVICES, LLC's holding in Crowdstrike Hldgs Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

FANG Diamondback Energy Inc Diamondback Energy IncFANG BURR FINANCIAL SERVICES, LLC's holding in Diamondback Energy Inc over time	5.5%	35,000	$6.92M 5.5%	new position

GE Ge Aerospace Ge AerospaceGE BURR FINANCIAL SERVICES, LLC's holding in Ge Aerospace over time	0.19%	850	$241.2K 0.19%	new position

GOOG Alphabet Inc Alphabet IncGOOG BURR FINANCIAL SERVICES, LLC's holding in Alphabet Inc over time	1.67%	7,306	$2.10M 1.67%	decreased 8.69 percentreduced

LRCX Lam Research Corp Lam Research CorpLRCX BURR FINANCIAL SERVICES, LLC's holding in Lam Research Corp over time	1.12%	6,616	$1.41M 1.12%	unchanged 0 percentunchanged

MA Mastercard Incorporated Mastercard IncorporatedMA BURR FINANCIAL SERVICES, LLC's holding in Mastercard Incorporated over time	0.19%	488	$243.8K 0.19%	decreased 29.07 percentreduced

META Meta Platforms Inc Meta Platforms IncMETA BURR FINANCIAL SERVICES, LLC's holding in Meta Platforms Inc over time	7.75%	17,046	$9.75M 7.75%	increased 11.38 percentadded

MRVL Marvell Technology Inc Marvell Technology IncMRVL BURR FINANCIAL SERVICES, LLC's holding in Marvell Technology Inc over time	0.41%	5,191	$514.2K 0.41%	unchanged 0 percentunchanged

MSFT Microsoft Corp Microsoft CorpMSFT BURR FINANCIAL SERVICES, LLC's holding in Microsoft Corp over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

MU Micron Technology Inc Micron Technology IncMU BURR FINANCIAL SERVICES, LLC's holding in Micron Technology Inc over time	1.94%	7,216	$2.44M 1.94%	new position

NVDA Nvidia Corporation Nvidia CorporationNVDA BURR FINANCIAL SERVICES, LLC's holding in Nvidia Corporation over time	33.63%	242,698	$42.33M 33.63%	increased 14.39 percentadded

PANW Palo Alto Networks Inc Palo Alto Networks IncPANW BURR FINANCIAL SERVICES, LLC's holding in Palo Alto Networks Inc over time	0.95%	7,489	$1.20M 0.95%	decreased 81.26 percentreduced