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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 FANG DIAMONDBACK ENERGY INC Energy 35,000.0 $6.9M 5.50% NEW $197.79 +1.6%
2 MU MICRON TECHNOLOGY INC Technology 7,216.0 $2.4M 1.94% NEW $337.84 +125.6%
3 GEV GE VERNOVA INC Utilities 290.0 $253K 0.20% NEW $872.90 +19.6%
4 GE GE AEROSPACE Industrials 850.0 $241K 0.19% NEW $283.77 +6.3%
5 PWR QUANTA SVCS INC Industrials 400.0 $220K 0.17% NEW $549.02 +29.3%

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%