Burr Financial Services, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Burr Financial Services, LLC reported 26 stock positions worth $133.7 million. Its top holding was Nvidia (NVDA) at 29.6% of the portfolio, followed by Broadcom (AVGO, 10.1%) and Palantir Technologies Class A (PLTR, 9.4%). Compared with Q3 2025, it sold out of 2, added to 8 and reduced 11. The biggest buy was Applied Materials (AMAT, shares +2%) and the biggest sale Uber Technologies (UBER, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Sparks, NV
- CIK
- 0001966297
- Portfolio Value
- $133.7M (Q4 2025)
- SEC Filing
- 0002085853-26-000181 ↗ filed Feb 3, 2026
Holdings Value
Holdings 26 stocks · $133.7M
| NVDA Nvidia Corp. | 29.60% | 212,170 | $39.6M | Reduce 0.0% |
| AVGO Broadcom Inc. | 10.11% | 39,042 | $13.5M | Add +5.3% |
| PLTR Palantir Technologies Inc. Class A | 9.41% | 70,796 | $12.6M | Add +0.4% |
| AMZN Amazon.com Inc. | 8.24% | 47,740 | $11.0M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 7.56% | 15,304 | $10.1M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 5.53% | 24,306 | $7.4M | Add +2.7% |
| AMAT Applied Materials Inc. | 5.53% | 28,739 | $7.4M | Add +1.6% |
| PANW Palo Alto Networks Inc. | 5.51% | 39,963 | $7.4M | Reduce -2.0% |
| UBER Uber Technologies Inc. | 4.20% | 68,655 | $5.6M | Reduce -3.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.68% | 10,480 | $4.9M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 1.87% | 8,001 | $2.5M | Add +6.0% |
| MSFT Microsoft Corp. | 1.85% | 5,123 | $2.5M | Reduce -5.9% |
| AAPL Apple Inc. | 1.55% | 7,612 | $2.1M | Reduce -7.5% |
| LRCX Lam Research Corp. | 0.85% | 6,616 | $1.1M | Add +1.0% |
| SNPS Synopsys Inc. | 0.83% | 2,362 | $1.1M | Reduce -25.0% |
| AMD Advanced Micro Devices | 0.67% | 4,189 | $897K | Add +14.8% |
| SOUN Soundhound AI Inc. Class A | 0.52% | 69,549 | $693K | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 0.34% | 1,365 | $451K | No change |
| COR Cencora Inc. | 0.33% | 1,314 | $444K | No change |
| MRVL Marvell Technology Inc. | 0.33% | 5,191 | $441K | Reduce -10.9% |
| V Visa Inc. Class A | 0.31% | 1,195 | $419K | No change |
| MA Mastercard Inc. Class A | 0.29% | 688 | $393K | No change |
| TPH Tri Pointe Homes Inc. | 0.27% | 11,600 | $365K | No change |
| ACHR Archer Aviation Inc. Class A | 0.23% | 40,555 | $305K | Add +4.5% |
| COST Costco Wholesale Corp. | 0.20% | 316 | $272K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 442 | $256K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| UBER Uber Technologies Inc. | Reduce -3.6% | 4.20% | −0.98 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 7.56% | −0.79 |
| PANW Palo Alto Networks Inc. | Reduce -2.0% | 5.51% | −0.66 |
| SOUN Soundhound AI Inc. Class A | Reduce -2.9% | 0.52% | −0.34 |
| SNPS Synopsys Inc. | Reduce -25.0% | 0.83% | −0.32 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.9% | 3.68% | −0.30 |
| MSFT Microsoft Corp. | Reduce -5.9% | 1.85% | −0.24 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.16 |
| PCG P G & E Corp. | Sold out | 0.00% | −0.14 |
| MRVL Marvell Technology Inc. | Reduce -10.9% | 0.33% | −0.03 |
| AAPL Apple Inc. | Reduce -7.5% | 1.55% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -4.0% | 8.24% | +0.13 |
| NVDA Nvidia Corp. | Reduce 0.0% | 29.60% | +0.20 |
Portfolio Buys Q3 2025 → Q4 2025
| AMAT Applied Materials Inc. | Add +1.6% | 5.53% | +1.23 |
| AVGO Broadcom Inc. | Add +5.3% | 10.11% | +1.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.7% | 5.53% | +0.61 |
| GOOGL Alphabet Inc. Class A | Add +6.0% | 1.87% | +0.51 |
| AMD Advanced Micro Devices | Add +14.8% | 0.67% | +0.23 |
| LRCX Lam Research Corp. | Add +1.0% | 0.85% | +0.20 |
| ACHR Archer Aviation Inc. Class A | Add +4.5% | 0.23% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +0.4% | 9.41% | −0.14 |
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 |