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Portfolio (Quarterly) Guide ↗

BURR FINANCIAL SERVICES, LLC

· CIK 0001966297
13F Portfolio $126M AUM 25 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 9 Added 7 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 242,698.0 $42.3M 33.63% +31K +14.4% $174.40 +25.9%
2 AVGO BROADCOM INC Technology 43,440.0 $13.4M 10.68% +4K +11.3% $309.51 +33.9%
3 PLTR PALANTIR TECHNOLOGIES INC Technology 88,830.0 $13.0M 10.33% +18K +25.5% $146.28 -6.2%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 37,184.0 $12.6M 9.99% +13K +53.0% $337.95 +18.8%
5 AMAT APPLIED MATLS INC Technology 33,817.0 $11.6M 9.19% +5K +17.7% $341.79 +25.0%
6 META META PLATFORMS INC Communication Services 17,046.0 $9.8M 7.75% +2K +11.4% $572.14 +6.2%
7 AMD ADVANCED MICRO DEVICES INC Technology 4,359.0 $887K 0.70% +170.0 +4.1% $203.43 +121.0%
8 SOUN SOUNDHOUND AI INC Technology 90,179.0 $620K 0.49% +21K +29.7% $6.87 +23.0%
9 ACHR ARCHER AVIATION INC Industrials 47,520.0 $246K 0.20% +7K +17.2% $5.17 +18.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 81.2%
Communication Services 9.5%
Energy 5.5%
Consumer Cyclical 2.2%
Industrials 0.6%
Financial Services 0.4%
Consumer Defensive 0.3%
Utilities 0.2%
Healthcare 0.2%