Burr Financial Services, LLC Top Holdings and 13F Report (2026) About Burr Financial Services, LLCInvestment ActivityBurr Financial Services, LLC has $163.55 million in total holdings as of September 30, 2026.Burr Financial Services, LLC owns shares of 26 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 14.73% of the portfolio was purchased this quarter.About 16.35% of the portfolio was sold this quarter.This quarter, Burr Financial Services, LLC has purchased 26 new stocks and bought additional shares in 4 stocks.Burr Financial Services, LLC sold shares of 12 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $52,863,157Applied Materials $18,076,772Taiwan Semiconductor Manufacturing $16,278,228PALANTIR TECHNOLOGIES INC $12,482,408Micron Technology $9,993,927 Largest New Holdings this Quarter 46222L108 - IonQ $8,082,652 Holding26740W109 - D-WAVE QUANTUM INC $6,342,797 Holding76655K103 - Rigetti Computing $6,181,271 Holding18915M107 - Cloudflare $1,514,141 Holding22788C105 - CrowdStrike $462,783 Holding Largest Purchases this Quarter IonQ 184,283 shares (about $8.08M)D-WAVE QUANTUM INC 382,788 shares (about $6.34M)Rigetti Computing 392,711 shares (about $6.18M)Cloudflare 4,360 shares (about $1.51M)Advanced Micro Devices 971 shares (about $594.02K) Largest Sales this Quarter Meta Platforms 12,699 shares (about $9.21M)Broadcom 24,519 shares (about $8.61M)PALANTIR TECHNOLOGIES INC 18,465 shares (about $3.45M)NVIDIA 4,675 shares (about $1.07M)Micron Technology 597 shares (about $635.87K) 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$52,863,157$1,067,677 ▼-2.0%231,47032.3%TechnologyAMATApplied Materials$18,076,772$281,259 ▲1.6%35,34911.1%TechnologyTSMTaiwan Semiconductor Manufacturing$16,278,228$615,400 ▼-3.6%35,68310.0%TechnologyPALANTIR TECHNOLOGIES INC$12,482,408$3,453,878 ▼-21.7%66,7337.6%CL AMUMicron Technology$9,993,927$635,871 ▼-6.0%9,3836.1%TechnologyIONQIonQ$8,082,652$8,082,652 ▲New Holding184,2834.9%TechnologyD-WAVE QUANTUM INC$6,342,797$6,342,797 ▲New Holding382,7883.9%COMAVGOBroadcom$6,204,123$8,610,828 ▼-58.1%17,6663.8%TechnologyRGTIRigetti Computing$6,181,271$6,181,271 ▲New Holding392,7113.8%TechnologyAMDAdvanced Micro Devices$3,438,091$594,019 ▲20.9%5,6202.1%TechnologyMRVLMarvell Technology$3,296,548$610,589 ▼-15.6%12,4772.0%TechnologyAMZNAmazon.com$3,137,048$338,097 ▼-9.7%12,5911.9%Consumer DiscretionaryPANWPalo Alto Networks$3,120,473$39,731 ▲1.3%7,8541.9%TechnologyMETAMeta Platforms$2,797,797$9,209,234 ▼-76.7%3,8581.7%Communication ServicesLAM RESEARCH CORP$2,736,488$584,748 ▲27.2%8,3301.7%COM NEWGOOGLAlphabet$2,289,852$254,619 ▼-10.0%6,6551.4%Communication ServicesAAPLApple$2,232,233$98,241 ▼-4.2%6,7031.4%TechnologyNETCloudflare$1,514,141$1,514,141 ▲New Holding4,3600.9%TechnologyCRWDCrowdStrike$462,783$462,783 ▲New Holding1,7480.3%TechnologyCORCencora$394,5290.0%1,3140.2%HealthcareVVisa$329,8650.0%9180.2%FinanceCOSTCostco Wholesale$287,6670.0%3160.2%Consumer StaplesMAMastercard$269,1170.0%4880.2%FinancePWRQuanta Services$257,0040.0%4000.2%IndustrialsTMOThermo Fisher Scientific$249,769$20,252 ▼-7.5%3700.2%HealthcareACHRArcher Aviation$227,477$8,698 ▼-3.7%45,7700.1%IndustrialsSOUNSoundHound AI$0$571,812 ▼-100.0%00.0%TechnologyGEGE Aerospace$0$356,912 ▼-100.0%00.0%IndustrialsGE VERNOVA INC$0$340,709 ▼-100.0%00.0%COMALGNAlign Technology$0$290,939 ▼-100.0%00.0%HealthcareMPWRMonolithic Power Systems$0$257,119 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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