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	Status
1	UBER	UBER TECHNOLOGIES INC	Technology	68,655	$5.6M	4.20%	SOLD
2	CRWD	CROWDSTRIKE HLDGS INC	Technology	10,480	$4.9M	3.67%	SOLD
3	MSFT	MICROSOFT CORP	Technology	5,123	$2.5M	1.85%	SOLD
4	SNPS	SYNOPSYS INC	Technology	2,362	$1.1M	0.83%	SOLD
5	UNH	UNITEDHEALTH GROUP INC	Healthcare	1,365	$451K	0.34%	SOLD
6	TPH	TRI POINTE HOMES INC	Consumer Cyclical	11,600	$365K	0.27%	SOLD

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%