← Every investor
Burr Financial Services, LLC Portfolio
$163.5M across 26 positions as of 2026-09-30, with 86% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+23.9%
+9.4% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
7 of 11
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +3.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +29.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -6.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +12.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +37.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -14.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +7.9% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $52.9M | 32.3% | 231,470 |
| AMATApplied Materials Inc | $18.1M | 11.1% | 35,349 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $16.3M | 10.0% | 35,683 |
| PLTRPalantir Technologies Inc | $12.5M | 7.6% | 66,733 |
| MUMicron Technology Inc | $10M | 6.1% | 9,383 |
| IONQIONQ Inc | $8.1M | 4.9% | 184,283 |
| D-WAVE QUANTUM INC | $6.3M | 3.9% | 382,788 |
| AVGOBroadcom Inc | $6.2M | 3.8% | 17,666 |
| RGTIRigetti Computing, Inc. - Common stock | $6.2M | 3.8% | 392,711 |
| AMDAdvanced Micro Devices Inc | $3.4M | 2.1% | 5,620 |
| MRVLMarvell Technology Inc | $3.3M | 2.0% | 12,477 |
| AMZNAmazon.com Inc | $3.1M | 1.9% | 12,591 |
| PANWPalo Alto Networks Inc | $3.1M | 1.9% | 7,854 |
| METAMeta Platforms Inc | $2.8M | 1.7% | 3,858 |
| LRCXLam Research Corp | $2.7M | 1.7% | 8,330 |
| GOOGLAlphabet Inc | $2.3M | 1.4% | 6,655 |
| AAPLApple Inc | $2.2M | 1.4% | 6,703 |
| NETCloudflare Inc | $1.5M | 0.9% | 4,360 |
| CRWDCrowdStrike Holdings Inc | $462.8K | 0.3% | 1,748 |
| CORCencora Inc | $394.5K | 0.2% | 1,314 |
| VVisa Inc | $329.9K | 0.2% | 918 |
| COSTCostco Wholesale Corp | $287.7K | 0.2% | 316 |
| MAMastercard Inc | $269.1K | 0.2% | 488 |
| PWRQuanta Services Inc | $257K | 0.2% | 400 |
| TMOThermo Fisher Scientific Inc | $249.8K | 0.2% | 370 |
| ARCHER AVIATION INC | $227.5K | 0.1% | 45,770 |
Quarter ending 2026-09-30.
Follow Burr Financial Services, LLC by email
Burr Financial Services, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.