Burr Financial Services, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Burr Financial Services, LLC reported 28 stock positions worth $134.6 million. Its top holding was Nvidia (NVDA) at 29.4% of the portfolio, followed by Palantir Technologies Class A (PLTR, 9.6%) and Broadcom (AVGO, 9.1%). Compared with Q2 2025, it opened 2 new positions, sold out of 4, added to 11 and reduced 9. The biggest buy was Nvidia (NVDA, shares +36%) and the biggest sale an exit from Netflix (NFLX).
- Most Recent 13F
- Q2 2026
- Location
- Sparks, NV
- CIK
- 0001966297
- Portfolio Value
- $134.6M (Q3 2025)
- SEC Filing
- 0002085853-25-000116 ↗ filed Oct 17, 2025
Holdings Value
Holdings 28 stocks · $134.6M
| NVDA Nvidia Corp. | 29.40% | 212,178 | $39.6M | Add +35.6% |
| PLTR Palantir Technologies Inc. Class A | 9.55% | 70,518 | $12.9M | Reduce -3.6% |
| AVGO Broadcom Inc. | 9.09% | 37,076 | $12.2M | Add +6.0% |
| META Meta Platforms Inc. Class A | 8.35% | 15,311 | $11.2M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 8.11% | 49,729 | $10.9M | Add +8.4% |
| PANW Palo Alto Networks Inc. | 6.17% | 40,781 | $8.3M | Reduce -5.7% |
| UBER Uber Technologies Inc. | 5.18% | 71,194 | $7.0M | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 4.91% | 23,677 | $6.6M | Add +25.4% |
| AMAT Applied Materials Inc. | 4.30% | 28,274 | $5.8M | Reduce -0.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.97% | 10,903 | $5.3M | Add +12.2% |
| MSFT Microsoft Corp. | 2.09% | 5,442 | $2.8M | Add +84.0% |
| AAPL Apple Inc. | 1.56% | 8,228 | $2.1M | Reduce -7.6% |
| GOOGL Alphabet Inc. Class A | 1.36% | 7,551 | $1.8M | Reduce -53.3% |
| SNPS Synopsys Inc. | 1.15% | 3,148 | $1.6M | Add +0.6% |
| SOUN Soundhound AI Inc. Class A | 0.86% | 71,649 | $1.2M | Add +294.0% |
| LRCX Lam Research Corp. | 0.65% | 6,550 | $877K | No change |
| AMD Advanced Micro Devices | 0.44% | 3,649 | $590K | Add +32.0% |
| MRVL Marvell Technology Inc. | 0.36% | 5,827 | $490K | Reduce -84.3% |
| UNH Unitedhealth Group Inc. | 0.35% | 1,365 | $471K | Add +45.2% |
| COR Cencora Inc. | 0.30% | 1,314 | $411K | No change |
| V Visa Inc. Class A | 0.30% | 1,195 | $408K | No change |
| TPH Tri Pointe Homes Inc. | 0.29% | 11,600 | $394K | No change |
| MA Mastercard Inc. Class A | 0.29% | 688 | $391K | Reduce -10.4% |
| ACHR Archer Aviation Inc. Class A | 0.28% | 38,805 | $372K | Reduce -4.0% |
| COST Costco Wholesale Corp. | 0.22% | 316 | $292K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 442 | $214K | New |
| NET Cloudflare Inc. Class A | 0.16% | 980 | $210K | New |
| PCG P G & E Corp. | 0.14% | 12,216 | $184K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| NFLX Netflix Inc. | Sold out | 0.00% | −3.66 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −2.87 |
| MRVL Marvell Technology Inc. | Reduce -84.3% | 0.36% | −2.05 |
| PANW Palo Alto Networks Inc. | Reduce -5.7% | 6.17% | −1.27 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 8.35% | −1.17 |
| GOOGL Alphabet Inc. Class A | Reduce -53.3% | 1.36% | −1.03 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.38 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.35 |
| ACHR Archer Aviation Inc. Class A | Reduce -4.0% | 0.28% | −0.09 |
| AMAT Applied Materials Inc. | Reduce -0.4% | 4.30% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -10.4% | 0.29% | −0.07 |
| AAPL Apple Inc. | Reduce -7.6% | 1.56% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.6% | 9.55% | +1.16 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +35.6% | 29.40% | +8.60 |
| TSM Taiwan Semiconductor-SP ADR | Add +25.4% | 4.91% | +1.32 |
| AVGO Broadcom Inc. | Add +6.0% | 9.09% | +0.98 |
| MSFT Microsoft Corp. | Add +84.0% | 2.09% | +0.86 |
| SOUN Soundhound AI Inc. Class A | Add +294.0% | 0.86% | +0.69 |
| TMO Thermo Fisher Scientific Inc. | New | 0.16% | +0.16 |
| NET Cloudflare Inc. Class A | New | 0.16% | +0.16 |
| AMD Advanced Micro Devices | Add +32.0% | 0.44% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +45.2% | 0.35% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +12.2% | 3.97% | −0.19 |
| SNPS Synopsys Inc. | Add +0.6% | 1.15% | −0.20 |
| UBER Uber Technologies Inc. | Add +1.1% | 5.18% | −0.35 |
| AMZN Amazon.com Inc. | Add +8.4% | 8.11% | −0.36 |
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 |