§ 13F · FUND PROFILE
BURR FINANCIAL SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $119M (13F)Positions · 30Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 243K | $42M | 33.6% | +14% |
| 2 | AVGO | BROADCOM INC | 43K | $13M | 10.7% | +11% |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | 89K | $13M | 10.3% | +25% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 37K | $13M | 10.0% | +53% |
| 5 | AMAT | APPLIED MATLS INC | 34K | $12M | 9.2% | +18% |
| 6 | META | META PLATFORMS INC | 17K | $10M | 7.7% | +11% |
| 7 | FANG | DIAMONDBACK ENERGY INC | 35K | $7M | 5.5% | NEW |
| 8 | AMZN | AMAZON COM INC | 13K | $3M | 2.2% | −72% |
| 9 | MU | MICRON TECHNOLOGY INC | 7K | $2M | 1.9% | NEW |
| 10 | GOOGL | ALPHABET INC | 7K | $2M | 1.7% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURR SIGNAL
AC read
BURR FINANCIAL SERVICES, LLC is a Other fund managing $119 million in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed