BURRUS FINANCIAL SERVICES, INC.
CIK
1573947
Location
SALT LAKE CITY, UT
Portfolio Value
Small
$230,345,246
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,040
/ 8,793
▼ 656
· as of Jun 2026
Top Industry
Insurance - Diversified
35.8%
3Y Alpha vs SPY
-10.9%
Period ended 3 months ago
Filed Jul 20, 2026 · 2mo
18 quarters · since Mar 2022
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
34.6%
−1.8 pts
Top 5
99.0%
+0.2 pts
Top 10
100.0%
0.0 pts
HHI
2,345
Moderately concentrated−36
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.1% | $228,219,421 |
| Technology | 0.4% | $925,247 |
| Financial Services | 0.3% | $762,093 |
| Energy | 0.2% | $438,485 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
3 positions
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | −6,991 | 405,599 | $34,674,658 | |
| VB | Vanguard Morningstar Small-Cap ETF | −3,869 | 170,694 | $57,588,100 | |
| BP | Bp PLC | −3,549 | 11,867 | $438,485 | |
| VFMF | Vanguard U.S. Multifactor ETF | −3,473 | 195,002 | $28,944,146 | |
| MSFT | Microsoft Corp | −369 | 1,676 | $625,181 | |
| AAPL | Apple Inc. | −350 | 1,037 | $300,066 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
10 tracked positions ·
$230,345,246 total
· filing declares
11 positions · $230,347,498
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 1,085,432 | $79,681,563 | 34.59% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 170,694 | $57,588,100 | 25.00% | |
| VXUS |
Vanguard Total International Stock ETF
|
Reduced | 405,599 | $34,674,658 | 15.05% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
Reduced | 195,002 | $28,944,146 | 12.57% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 559,901 | $27,116,005 | 11.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,523 | $762,093 | 0.33% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,676 | $625,181 | 0.27% | |
| BP |
Bp PLC
Energy
|
Reduced | 11,867 | $438,485 | 0.19% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,037 | $300,066 | 0.13% | |
| SLV |
iShares Silver Trust
|
Held | 4,020 | $214,949 | 0.09% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.