BURR FINANCIAL SERVICES, LLC
13F Reported Value
ⓘ$125.8M
Holdings
25
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BURR FINANCIAL SERVICES, LLC disclosed 25 positions worth $125.8M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 33.6% of the equity portfolio, followed by $AVGO and $PLTR. During the quarter the fund opened 5 new positions and exited 6 — including a new stake in $FANG and a full exit from $UBER. The portfolio is most concentrated in Technology (89.8% of disclosed assets). All figures are sourced directly from BURR FINANCIAL SERVICES, LLC’s Form 13F-HR filing with the SEC under CIK 1966297.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$42.3M242,698 sh - 86.4#9
Quality
$13.4M43,440 sh - 85.8#11
Quality
$13.0M88,830 sh - $12.6M37,184 sh
- 74.8
Quality
$11.6M33,817 sh - 80.9
Quality
$9.8M17,046 sh - 81.4
Quality
$6.9M35,000 sh - 74.6
Quality
$2.8M13,384 sh - 88.4
Quality
$2.4M7,216 sh - 80.2
Quality
$2.1M7,306 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $42.3M | 242,698 |
 Broadcom Inc.$AVGO | 86.4#9 | $13.4M | 43,440 |
 Palantir Technologies Inc.$PLTR | 85.8#11 | $13.0M | 88,830 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $12.6M | 37,184 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $11.6M | 33,817 |
 Meta Platforms, Inc.$META | 80.9 | $9.8M | 17,046 |
 Diamondback Energy, Inc.$FANG | 81.4 | $6.9M | 35,000 |
 AMAZON COM INC$AMZN | 74.6 | $2.8M | 13,384 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $2.4M | 7,216 |
 Alphabet Inc.$GOOG | 80.2 | $2.1M | 7,306 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BURR FINANCIAL SERVICES, LLC's 25 positions.
Showing top 10 of 25 holdings.
Sector Allocation
Technology
$113.0M
Energy
$6.9M
Consumer Discretionary
$3.1M
Industrials
$1.9M
Financials
$521,290
Consumer Staples
$412,780
Full Holdings — BURR FINANCIAL SERVICES, LLC (Q1 2026)
All 25 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $42.3M | 33.6% | +14% | 90.2 |
| 2 | $AVGO | Broadcom Inc. | $13.4M | 10.7% | +11% | 86.4 |
| 3 | $PLTR | Palantir Technologies Inc. | $13.0M | 10.3% | +25% | 85.8 |
| 4 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $12.6M | 10.0% | +53% | — |
| 5 | $AMAT | APPLIED MATERIALS INC /DE | $11.6M | 9.2% | +18% | 74.8 |
| 6 | $META | Meta Platforms, Inc. | $9.8M | 7.8% | +11% | 80.9 |
| 7 | $FANG | Diamondback Energy, Inc. | $6.9M | 5.5% | NEW | 81.4 |
| 8 | $AMZN | AMAZON COM INC | $2.8M | 2.2% | -72% | 74.6 |
| 9 | $MU | MICRON TECHNOLOGY INC | $2.4M | 1.9% | NEW | 88.4 |
| 10 | $GOOG | Alphabet Inc. | $2.1M | 1.7% | -9% | 80.2 |
| 11 |  $AAPL | Apple Inc. | $1.9M | 1.5% | -2% | 76.1 |
| 12 |  $LRCX | LAM RESEARCH CORP | $1.4M | 1.1% | +0% | 82.4 |
| 13 |  $PANW | Palo Alto Networks Inc | $1.2M | 0.9% | -81% | 66.5 |
| 14 |  $AMD | ADVANCED MICRO DEVICES INC | $886,751 | 0.7% | +4% | 78.8 |
| 15 |  $SOUN | SOUNDHOUND AI, INC. | $619,530 | 0.5% | +30% | 32.3 |
| 16 |  $MRVL | Marvell Technology, Inc. | $514,169 | 0.4% | +0% | 77.3 |
| 17 |  $COR | Cencora, Inc. | $412,780 | 0.3% | +0% | 59.6 |
| 18 |  $COST | COSTCO WHOLESALE CORP /NEW | $314,872 | 0.3% | +0% | 67 |
| 19 |  $V | VISA INC. | $277,456 | 0.2% | -23% | 83.5 |
| 20 |  $GEV | GE Vernova Inc. | $253,141 | 0.2% | NEW | 70.1 |
| 21 |  $ACHR | Archer Aviation Inc. | $245,678 | 0.2% | +17% | 25 |
| 22 |  $MA | Mastercard Inc | $243,834 | 0.2% | -29% | 81.7 |
| 23 |  $GE | GENERAL ELECTRIC CO | $241,205 | 0.2% | NEW | 74.8 |
| 24 |  $PWR | QUANTA SERVICES, INC. | $219,608 | 0.2% | NEW | 62.6 |
| 25 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $206,443 | 0.2% | -5% | 63.7 |
New Positions (5)
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AI-Powered Hedge Fund Analysis: BURR FINANCIAL SERVICES, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BURR FINANCIAL SERVICES, LLC (SEC CIK: 1966297), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BURR FINANCIAL SERVICES, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.