Burr Financial Services, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Burr Financial Services, LLC reported 30 stock positions worth $118.9 million. Its top holding was Nvidia (NVDA) at 20.8% of the portfolio, followed by Meta Platforms Class A (META, 9.5%) and Amazon.com (AMZN, 8.5%). Compared with Q1 2025, it opened 1 new position, sold out of 6, added to 11 and reduced 13. The biggest buy was Uber Technologies (UBER, shares +352%) and the biggest sale Nvidia (NVDA, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- Sparks, NV
- CIK
- 0001966297
- Portfolio Value
- $118.9M (Q2 2025)
- SEC Filing
- 0001667731-25-000750 ↗ filed Jul 9, 2025
Holdings Value
Holdings 30 stocks · $118.9M
| NVDA Nvidia Corp. | 20.80% | 156,521 | $24.7M | Reduce -65.2% |
| META Meta Platforms Inc. Class A | 9.52% | 15,329 | $11.3M | Reduce -20.7% |
| AMZN Amazon.com Inc. | 8.47% | 45,892 | $10.1M | Reduce -11.3% |
| PLTR Palantir Technologies Inc. Class A | 8.39% | 73,168 | $10.0M | Reduce -53.2% |
| AVGO Broadcom Inc. | 8.11% | 34,965 | $9.6M | Add +11.3% |
| PANW Palo Alto Networks Inc. | 7.44% | 43,231 | $8.8M | Reduce -17.3% |
| UBER Uber Technologies Inc. | 5.53% | 70,433 | $6.6M | Add +352.4% |
| AMAT Applied Materials Inc. | 4.37% | 28,396 | $5.2M | Add +381.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.16% | 9,714 | $4.9M | Add +154.1% |
| NFLX Netflix Inc. | 3.66% | 3,250 | $4.4M | Add +10.7% |
| TSM Taiwan Semiconductor-SP ADR | 3.60% | 18,877 | $4.3M | Add +13.3% |
| MPWR Monolithic Power Systems Inc. | 2.87% | 4,660 | $3.4M | Add +774.3% |
| MRVL Marvell Technology Inc. | 2.41% | 37,085 | $2.9M | Add +471.4% |
| GOOGL Alphabet Inc. Class A | 2.40% | 16,160 | $2.8M | Add +6.1% |
| AAPL Apple Inc. | 1.54% | 8,905 | $1.8M | Reduce -18.1% |
| SNPS Synopsys Inc. | 1.35% | 3,128 | $1.6M | Add +292.0% |
| MSFT Microsoft Corp. | 1.24% | 2,957 | $1.5M | Reduce -25.1% |
| LRCX Lam Research Corp. | 0.54% | 6,550 | $638K | No change |
| TSLA Tesla Inc. | 0.38% | 1,438 | $457K | Reduce -94.8% |
| ACHR Archer Aviation Inc. Class A | 0.37% | 40,405 | $438K | New |
| MA Mastercard Inc. Class A | 0.36% | 768 | $432K | Reduce -9.4% |
| V Visa Inc. Class A | 0.36% | 1,195 | $424K | Reduce -4.4% |
| ADBE Adobe Inc. | 0.35% | 1,087 | $421K | Reduce -44.6% |
| COR Cencora Inc. | 0.33% | 1,314 | $394K | No change |
| AMD Advanced Micro Devices | 0.33% | 2,764 | $392K | Reduce -62.3% |
| TPH Tri Pointe Homes Inc. | 0.31% | 11,600 | $371K | No change |
| COST Costco Wholesale Corp. | 0.26% | 316 | $313K | No change |
| UNH Unitedhealth Group Inc. | 0.25% | 940 | $293K | Add +80.8% |
| SOUN Soundhound AI Inc. Class A | 0.16% | 18,184 | $195K | Reduce -28.1% |
| PCG P G & E Corp. | 0.14% | 12,216 | $170K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Reduce -65.2% | 20.80% | −17.40 |
| TSLA Tesla Inc. | Reduce -94.8% | 0.38% | −5.27 |
| PLTR Palantir Technologies Inc. Class A | Reduce -53.2% | 8.39% | −1.97 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.70 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.51 |
| AAPL Apple Inc. | Reduce -18.1% | 1.54% | −0.36 |
| AMD Advanced Micro Devices | Reduce -62.3% | 0.33% | −0.26 |
| ADBE Adobe Inc. | Reduce -44.6% | 0.35% | −0.24 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.21 |
| GE General Electric | Sold out | 0.00% | −0.20 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.17 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -9.4% | 0.36% | −0.00 |
| SOUN Soundhound AI Inc. Class A | Reduce -28.1% | 0.16% | +0.00 |
| V Visa Inc. Class A | Reduce -4.4% | 0.36% | +0.01 |
| MSFT Microsoft Corp. | Reduce -25.1% | 1.24% | +0.08 |
| PANW Palo Alto Networks Inc. | Reduce -17.3% | 7.44% | +0.44 |
| AMZN Amazon.com Inc. | Reduce -11.3% | 8.47% | +0.75 |
| META Meta Platforms Inc. Class A | Reduce -20.7% | 9.52% | +0.78 |
Portfolio Buys Q1 2025 → Q2 2025
| UBER Uber Technologies Inc. | Add +352.4% | 5.53% | +4.64 |
| AVGO Broadcom Inc. | Add +11.3% | 8.11% | +3.98 |
| AMAT Applied Materials Inc. | Add +381.3% | 4.37% | +3.70 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +154.1% | 4.16% | +3.10 |
| MPWR Monolithic Power Systems Inc. | Add +774.3% | 2.87% | +2.62 |
| MRVL Marvell Technology Inc. | Add +471.4% | 2.41% | +2.10 |
| NFLX Netflix Inc. | Add +10.7% | 3.66% | +1.51 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.3% | 3.60% | +1.43 |
| SNPS Synopsys Inc. | Add +292.0% | 1.35% | +1.08 |
| GOOGL Alphabet Inc. Class A | Add +6.1% | 2.40% | +0.55 |
| ACHR Archer Aviation Inc. Class A | New | 0.37% | +0.37 |
| UNH Unitedhealth Group Inc. | Add +80.8% | 0.25% | +0.03 |
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 |