Burr Financial Services, LLC

Burr Financial Services, LLC reported 26 holdings worth US$161M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Burr Financial Services, LLC reported 26 holdings worth US$161M as of Jun 30, 2026. Largest: Nvidia Corporation, Applied Materials, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 11, 2026 (Form 13F).

Holdings
26
Value as reported
US$161M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation236KUS$47.3M29.3%
Applied Materials, Inc.34,799US$25.2M15.6%
Taiwan Semiconductor Manufacturing Co., Ltd.37,032US$17.7M11.0%
Broadcom Inc.42,185US$15.9M9.9%
Micron Technology, Inc.9,980US$11.5M7.1%
Palantir Technologies Inc.85,198US$9.94M6.2%
Meta Platforms, Inc.16,557US$9.33M5.8%
Marvell Technology, Inc.14,788US$4.41M2.7%
Amazon.com, Inc.13,948US$3.32M2.1%
Lam Research Corporation6,550US$2.84M1.8%
Advanced Micro Devices Inc4,649US$2.7M1.7%
Palo Alto Networks, Inc.7,754US$2.64M1.6%
Alphabet Inc (google) Class C7,395US$2.64M1.6%
Apple Inc6,998US$2.02M1.3%
Soundhound Ai, Inc.88,379US$572K0.35%
Cencora, Inc.1,314US$372K0.23%
Ge Aerospace955US$357K0.22%
Ge Vernova Inc.290US$341K0.21%
Visa Inc.918US$315K0.20%
Costco Wholesale Corporation316US$296K0.18%
Align Technology, Inc.1,725US$291K0.18%
Quanta Services, Inc.400US$288K0.18%
Monolithic Power Systems, Inc.186US$257K0.16%
Mastercard Incorporated488US$251K0.16%
Archer Aviation Inc.47,520US$225K0.14%
Thermo Fisher Scientific Inc400US$201K0.12%
Diamondback Energy, Inc.0US$00.00%

Source

View original at SEC

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