Burr Financial Services, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Burr Financial Services, LLC reported 30 stock positions worth $148.2 million. Its top holding was Nvidia (NVDA) at 41.3% of the portfolio, followed by Tesla (TSLA, 8.0%) and Palantir Technologies Class A (PLTR, 7.9%). Compared with Q3 2024, it opened 7 new positions, sold out of 4, added to 5 and reduced 15. The biggest buy was a new position in Palantir Technologies Class A (PLTR) and the biggest sale Applied Materials (AMAT, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- Sparks, NV
- CIK
- 0001966297
- Portfolio Value
- $148.2M (Q4 2024)
- SEC Filing
- 0001667731-25-000050 ↗ filed Jan 17, 2025
Holdings Value
Holdings 30 stocks · $148.2M
| NVDA Nvidia Corp. | 41.28% | 455,498 | $61.2M | Reduce -11.5% |
| TSLA Tesla Inc. | 8.02% | 29,419 | $11.9M | Reduce -22.2% |
| PLTR Palantir Technologies Inc. Class A | 7.89% | 154,670 | $11.7M | New |
| AMZN Amazon.com Inc. | 7.80% | 52,716 | $11.6M | Add +7.7% |
| META Meta Platforms Inc. Class A | 7.45% | 18,855 | $11.0M | Add +24.7% |
| PANW Palo Alto Networks Inc. | 6.44% | 52,434 | $9.5M | Add +4.3% |
| AVGO Broadcom Inc. | 3.76% | 24,037 | $5.6M | New |
| AAPL Apple Inc. | 2.61% | 15,451 | $3.9M | Reduce -29.8% |
| GOOGL Alphabet Inc. Class A | 2.37% | 18,560 | $3.5M | Add +66.5% |
| PWR Quanta Services Inc. | 1.95% | 9,162 | $2.9M | Reduce -4.7% |
| NFLX Netflix Inc. | 1.75% | 2,915 | $2.6M | New |
| MSFT Microsoft Corp. | 1.49% | 5,246 | $2.2M | Reduce -60.2% |
| ADBE Adobe Inc. | 0.77% | 2,570 | $1.1M | Reduce -6.5% |
| AMAT Applied Materials Inc. | 0.76% | 6,908 | $1.1M | Reduce -82.0% |
| MA Mastercard Inc. Class A | 0.71% | 1,989 | $1.0M | Reduce -2.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.64% | 2,750 | $941K | Add +121.8% |
| AMD Advanced Micro Devices | 0.63% | 7,723 | $933K | Reduce -71.0% |
| SNPS Synopsys Inc. | 0.46% | 1,415 | $687K | Reduce -74.7% |
| MRVL Marvell Technology Inc. | 0.43% | 5,760 | $636K | New |
| V Visa Inc. Class A | 0.40% | 1,895 | $599K | Reduce -5.0% |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 992 | $516K | Reduce -39.2% |
| SFM Sprouts Farmers Market Inc. | 0.33% | 3,820 | $485K | New |
| SOUN Soundhound AI Inc. Class A | 0.31% | 23,300 | $462K | New |
| TPH Tri Pointe Homes Inc. | 0.28% | 11,600 | $421K | Reduce -42.5% |
| MPWR Monolithic Power Systems Inc. | 0.22% | 553 | $327K | Reduce -77.0% |
| COR Cencora Inc. | 0.20% | 1,314 | $295K | No change |
| COST Costco Wholesale Corp. | 0.20% | 316 | $290K | No change |
| UNH Unitedhealth Group Inc. | 0.18% | 520 | $263K | Reduce -50.3% |
| PCG P G & E Corp. | 0.17% | 12,216 | $247K | No change |
| SOFI Sofi Technologies Inc. | 0.15% | 14,090 | $217K | New |
Portfolio Sells Q3 2024 → Q4 2024
| AMAT Applied Materials Inc. | Reduce -82.0% | 0.76% | −4.73 |
| NVDA Nvidia Corp. | Reduce -11.5% | 41.28% | −3.01 |
| MSFT Microsoft Corp. | Reduce -60.2% | 1.49% | −2.52 |
| AMD Advanced Micro Devices | Reduce -71.0% | 0.63% | −2.46 |
| SNPS Synopsys Inc. | Reduce -74.7% | 0.46% | −1.54 |
| MPWR Monolithic Power Systems Inc. | Reduce -77.0% | 0.22% | −1.36 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −1.13 |
| AAPL Apple Inc. | Reduce -29.8% | 2.61% | −1.02 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.54 |
| TMO Thermo Fisher Scientific Inc. | Reduce -39.2% | 0.35% | −0.37 |
| TPH Tri Pointe Homes Inc. | Reduce -42.5% | 0.28% | −0.36 |
| GE General Electric | Sold out | 0.00% | −0.32 |
| UNH Unitedhealth Group Inc. | Reduce -50.3% | 0.18% | −0.26 |
| ADBE Adobe Inc. | Reduce -6.5% | 0.77% | −0.24 |
| TRNS Transcat Inc. | Sold out | 0.00% | −0.16 |
| PWR Quanta Services Inc. | Reduce -4.7% | 1.95% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -2.9% | 0.71% | −0.01 |
| V Visa Inc. Class A | Reduce -5.0% | 0.40% | +0.02 |
| TSLA Tesla Inc. | Reduce -22.2% | 8.02% | +1.01 |
Portfolio Buys Q3 2024 → Q4 2024
| PLTR Palantir Technologies Inc. Class A | New | 7.89% | +7.89 |
| AVGO Broadcom Inc. | New | 3.76% | +3.76 |
| NFLX Netflix Inc. | New | 1.75% | +1.75 |
| AMZN Amazon.com Inc. | Add +7.7% | 7.80% | +1.35 |
| META Meta Platforms Inc. Class A | Add +24.7% | 7.45% | +1.32 |
| GOOGL Alphabet Inc. Class A | Add +66.5% | 2.37% | +1.06 |
| MRVL Marvell Technology Inc. | New | 0.43% | +0.43 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +121.8% | 0.64% | +0.39 |
| PANW Palo Alto Networks Inc. | Add +4.3% | 6.44% | +0.35 |
| SFM Sprouts Farmers Market Inc. | New | 0.33% | +0.33 |
| SOUN Soundhound AI Inc. Class A | New | 0.31% | +0.31 |
| SOFI Sofi Technologies Inc. | New | 0.15% | +0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 26 | $161.2M | NVDA, AMAT, TSM, AVGO, MU |
| Q1 2026 | 25 | $125.8M | NVDA, AVGO, PLTR, TSM, AMAT |
| Q4 2025 | 26 | $133.7M | NVDA, AVGO, PLTR, AMZN, META |
| Q3 2025 | 28 | $134.6M | NVDA, PLTR, AVGO, META, AMZN |
| Q2 2025 | 30 | $118.9M | NVDA, META, AMZN, PLTR, AVGO |
| Q1 2025 | 35 | $127.5M | NVDA, PLTR, META, AMZN, PANW |
| Q4 2024 | 30 | $148.2M | NVDA, TSLA, PLTR, AMZN, META |
| Q3 2024 | 27 | $141.2M | NVDA, TSLA, AMZN, META, PANW |
| Q2 2024 | 29 | $143.2M | NVDA, AMZN, META, AMAT, PANW |
| Q1 2024 | 33 | $128.2M | NVDA, GE, AMZN, META, AMAT |