Burr Financial Services, LLC

Burr Financial Services, LLC reported 26 holdings worth US$164M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 8, 2026

Burr Financial Services, LLC reported 26 holdings worth US$164M as of Sep 30, 2026. Largest: Nvidia Corporation, Applied Materials, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Oct 8, 2026 (Form 13F).

Holdings
26
Value as reported
US$164M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation231KUS$52.9M32.3%
Applied Materials, Inc.35,349US$18.1M11.1%
Taiwan Semiconductor Manufacturing Co., Ltd.35,683US$16.3M10.0%
Palantir Technologies Inc.66,733US$12.5M7.6%
Micron Technology, Inc.9,383US$9.99M6.1%
Ionq, Inc.184KUS$8.08M4.9%
D-wave Quantum Inc.383KUS$6.34M3.9%
Broadcom Inc.17,666US$6.2M3.8%
Rigetti Computing, Inc.393KUS$6.18M3.8%
Advanced Micro Devices Inc5,620US$3.44M2.1%
Marvell Technology, Inc.12,477US$3.3M2.0%
Amazon.com, Inc.12,591US$3.14M1.9%
Palo Alto Networks, Inc.7,854US$3.12M1.9%
Meta Platforms, Inc.3,858US$2.8M1.7%
Lam Research Corporation8,330US$2.74M1.7%
Alphabet Inc (google) Class C6,655US$2.29M1.4%
Apple Inc6,703US$2.23M1.4%
Cloudflare, Inc.4,360US$1.51M0.93%
Crowdstrike Holdings, Inc.1,748US$463K0.28%
Cencora, Inc.1,314US$395K0.24%
Visa Inc.918US$330K0.20%
Costco Wholesale Corporation316US$288K0.18%
Mastercard Incorporated488US$269K0.16%
Quanta Services, Inc.400US$257K0.16%
Thermo Fisher Scientific Inc370US$250K0.15%
Archer Aviation Inc.45,770US$227K0.14%
Align Technology, Inc.0US$00.00%
Ge Aerospace0US$00.00%
Ge Vernova Inc.0US$00.00%
Monolithic Power Systems, Inc.0US$00.00%
Soundhound Ai, Inc.0US$00.00%

Source

View original at SEC

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