Burr Financial Services, LLC Top Holdings and 13F Report (2026) About Burr Financial Services, LLCInvestment ActivityBurr Financial Services, LLC has $161.16 million in total holdings as of June 30, 2026.Burr Financial Services, LLC owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 4.82% of the portfolio was purchased this quarter.About 6.00% of the portfolio was sold this quarter.This quarter, Burr Financial Services, LLC has purchased 25 new stocks and bought additional shares in 8 stocks.Burr Financial Services, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $47,250,170Applied Materials $25,159,677Taiwan Semiconductor Manufacturing $17,685,372Broadcom $15,935,384Micron Technology $11,519,814 Largest New Holdings this Quarter 016255101 - Align Technology $290,939 Holding609839105 - Monolithic Power Systems $257,119 Holding Largest Purchases this Quarter Micron Technology 2,764 shares (about $3.19M)Marvell Technology 9,597 shares (about $2.86M)Applied Materials 982 shares (about $709.99K)Align Technology 1,725 shares (about $290.94K)Monolithic Power Systems 186 shares (about $257.12K) Largest Sales this Quarter NVIDIA 6,553 shares (about $1.31M)Broadcom 1,255 shares (about $474.08K)PALANTIR TECHNOLOGIES INC 3,632 shares (about $423.75K)Meta Platforms 489 shares (about $275.44K)Apple 494 shares (about $142.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurr Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$47,250,170$1,311,187 â–¼-2.7%236,14529.3%TechnologyAMATApplied Materials$25,159,677$709,986 â–²2.9%34,79915.6%TechnologyTSMTaiwan Semiconductor Manufacturing$17,685,372$72,591 â–¼-0.4%37,03211.0%TechnologyAVGOBroadcom$15,935,384$474,076 â–¼-2.9%42,1859.9%TechnologyMUMicron Technology$11,519,814$3,190,458 â–²38.3%9,9807.1%TechnologyPALANTIR TECHNOLOGIES INC$9,940,051$423,745 â–¼-4.1%85,1986.2%CL AMETAMeta Platforms$9,326,236$275,444 â–¼-2.9%16,5575.8%Communication ServicesMRVLMarvell Technology$4,405,197$2,858,850 â–²184.9%14,7882.7%TechnologyAMZNAmazon.com$3,324,366$134,424 â–²4.2%13,9482.1%Consumer DiscretionaryLAM RESEARCH CORP$2,838,312$28,600 â–¼-1.0%6,5501.8%COM NEWAMDAdvanced Micro Devices$2,700,651$168,464 â–²6.7%4,6491.7%TechnologyPANWPalo Alto Networks$2,644,269$90,370 â–²3.5%7,7541.6%TechnologyGOOGLAlphabet$2,642,751$31,806 â–²1.2%7,3951.6%Communication ServicesAAPLApple$2,024,941$142,944 â–¼-6.6%6,9981.3%TechnologySOUNSoundHound AI$571,812$11,646 â–¼-2.0%88,3790.4%TechnologyCORCencora$371,8360.0%1,3140.2%HealthcareGEGE Aerospace$356,912$39,242 â–²12.4%9550.2%IndustrialsGE VERNOVA INC$340,7090.0%2900.2%COMVVisa$314,9570.0%9180.2%FinanceCOSTCostco Wholesale$295,6090.0%3160.2%Consumer StaplesALGNAlign Technology$290,939$290,939 â–²New Holding1,7250.2%HealthcarePWRQuanta Services$288,0160.0%4000.2%IndustrialsMPWRMonolithic Power Systems$257,119$257,119 â–²New Holding1860.2%TechnologyMAMastercard$250,6370.0%4880.2%FinanceACHRArcher Aviation$224,7700.0%47,5200.1%IndustrialsTMOThermo Fisher Scientific$200,544$10,027 â–¼-4.8%4000.1%HealthcareFANGDiamondback Energy$0$6,922,650 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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