BURR FINANCIAL SERVICES, LLC

CIK

1966297

Location

Pleasant Hill, CA

Portfolio Value

Small $125,842,834

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,859 / 8,232 ▲ 167

Top Industry

Semiconductors 57.4%

3Y Alpha vs SPY

+7.5%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+75.9%

SPY

+52.9%

Annualised alpha

+7.5%

Max drawdown

−32.6%

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

25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.6%

+4.0 pts

Top 5

73.8%

+8.9 pts

Top 10

92.9%

+3.5 pts

HHI

1,644

Moderately concentrated+317

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	80.9%	$101,864,246	12
Communication Services	9.4%	$11,853,440	2
Energy	5.5%	$6,922,650	1
Consumer Cyclical	2.2%	$2,787,485	1
Industrials	0.8%	$959,631	4
Healthcare	0.5%	$619,221	2
Financial Services	0.4%	$521,290	2
Consumer Defensive	0.3%	$314,871	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+30,528	242,698	$42,326,531
SOUN	Soundhound Ai, Inc.	+20,630	90,179	$619,529
PLTR	Palantir Technologies Inc.	+18,034	88,830	$12,994,052
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+12,878	37,184	$12,566,332
ACHR	Archer Aviation Inc.	+6,965	47,520	$245,678
AMAT	Applied Materials Inc /De	+5,078	33,817	$11,558,312
AVGO	Broadcom Inc.	+4,398	43,440	$13,445,114
META	Meta Platforms, Inc.	+1,742	17,046	$9,752,527
AMD	Advanced Micro Devices Inc	+170	4,359	$886,751
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−34,356	13,384	$2,787,485
PANW	Palo Alto Networks Inc	−32,474	7,489	$1,200,636
GOOGL	Alphabet Inc.	−695	7,306	$2,100,913
V	Visa Inc.	−277	918	$277,456
MA	Mastercard Inc	−200	488	$243,834
AAPL	Apple Inc.	−120	7,492	$1,901,394
TMO	Thermo Fisher Scientific Inc.	−22	420	$206,442
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
FANG	Diamondback Energy, Inc.	35,000	$6,922,650
MU	Micron Technology Inc	7,216	$2,437,853
GEV	GE Vernova Inc.	290	$253,141
GE	General Electric Co	850	$241,204
PWR	Quanta Services, Inc.	400	$219,608
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	68,655	$5,609,800
CRWD	CrowdStrike Holdings, Inc.	10,480	$4,912,604
MSFT	Microsoft Corp	5,123	$2,477,585
SNPS	Synopsys Inc	2,362	$1,109,478
UNH	Unitedhealth Group Inc	1,365	$450,600
TPH	Tri Pointe Homes, Inc.	11,600	$365,052
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $125,842,834 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	242,698	+30,528	$42,326,531	+7.0%	33.63%
AVGO	Broadcom Inc. Technology	Added	43,440	+4,398	$13,445,114	−0.5%	10.68%
PLTR	Palantir Technologies Inc. Technology	Added	88,830	+18,034	$12,994,052	+3.3%	10.33%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	37,184	+12,878	$12,566,332	+70.1%	9.99%
AMAT	Applied Materials Inc /De Technology	Added	33,817	+5,078	$11,558,312	+56.5%	9.18%
META	Meta Platforms, Inc. Communication Services	Added	17,046	+1,742	$9,752,527	−3.5%	7.75%
FANG	Diamondback Energy, Inc. Energy	NEW	35,000	NEW	$6,922,650	NEW	5.50%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,384	-34,356	$2,787,485	−74.7%	2.22%
MU	Micron Technology Inc Technology	NEW	7,216	NEW	$2,437,853	NEW	1.94%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,306	-695	$2,100,913	−16.1%	1.67%
AAPL	Apple Inc. Technology	Reduced	7,492	-120	$1,901,394	−8.1%	1.51%
LRCX	Lam Research Corp Technology	Held	6,616	0	$1,413,574	+24.8%	1.12%
PANW	Palo Alto Networks Inc Technology	Reduced	7,489	-32,474	$1,200,636	−83.7%	0.95%
AMD	Advanced Micro Devices Inc Technology	Added	4,359	+170	$886,751	−1.2%	0.70%
SOUN	Soundhound Ai, Inc. Technology	Added	90,179	+20,630	$619,529	−10.7%	0.49%
MRVL	Marvell Technology, Inc. Technology	Held	5,191	0	$514,168	+16.6%	0.41%
COR	Cencora, Inc. Healthcare	Held	1,314	0	$412,779	−7.0%	0.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	316	0	$314,871	+15.5%	0.25%
V	Visa Inc. Financial Services	Reduced	918	-277	$277,456	−33.8%	0.22%
GEV	GE Vernova Inc. Industrials	NEW	290	NEW	$253,141	NEW	0.20%
ACHR	Archer Aviation Inc. Industrials	Added	47,520	+6,965	$245,678	−19.4%	0.20%
MA	Mastercard Inc Financial Services	Reduced	488	-200	$243,834	−37.9%	0.19%
GE	General Electric Co Industrials	NEW	850	NEW	$241,204	NEW	0.19%
PWR	Quanta Services, Inc. Industrials	NEW	400	NEW	$219,608	NEW	0.17%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	420	-22	$206,442	−19.4%	0.16%