BURRUS FINANCIAL SERVICES, INC.
CIK
1573947
Location
SALT LAKE CITY, UT
Portfolio Value
Micro
$2,661,432
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,090
/ 8,232
▲ 249
Top Industry
Software - Infrastructure
31.7%
3Y Alpha vs SPY
-7.9%
Period ended 2 months ago
Filed Apr 23, 2026 · 51d
17 quarters · since Mar 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+44.0%
SPY
+76.5%
Annualised alpha
-7.9%
Max drawdown
−16.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.4%
−22.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
2,264
Moderately concentrated−1,338
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.7% | $1,109,003 |
| Energy | 27.2% | $724,552 |
| Financial Services | 20.8% | $553,955 |
| Unclassified | 10.3% | $273,922 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BP | Bp PLC | −3,347 | 15,416 | $724,552 | |
| No positions match the current search. | |||||
5 positions ·
$2,661,432 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
NEW | 2,045 | $756,997 | 28.44% | |
| BP |
Bp PLC
Energy
|
Reduced | 15,416 | $724,552 | 27.22% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 1,156 | $553,955 | 20.81% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 1,387 | $352,006 | 13.23% | |
| SLV |
iShares Silver Trust
|
NEW | 4,020 | $273,922 | 10.29% |