Portfolio (Quarterly) Guide ↗

BURRUS FINANCIAL SERVICES, INC.

· CIK 0001573947

13F Portfolio $176M AUM 12 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 5 New 3 Added 4 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MSFT	MICROSOFT CORP	Technology	2,038	$1.1M	0.48%	SOLD
2	—	BERKSHIRE HATHAWAY INC DEL	—	1,136	$571K	0.26%	SOLD
3	AAPL	APPLE INC	Technology	1,385	$352K	0.16%	SOLD

Sector Allocation

Energy 56.5%

Technology 16.9%

Financial Services 14.0%

Industrials 12.6%