Burr Financial Services, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Burr Financial Services, LLC reported 25 stock positions worth $125.8 million. Its top holding was Nvidia (NVDA) at 33.6% of the portfolio, followed by Broadcom (AVGO, 10.7%) and Palantir Technologies Class A (PLTR, 10.3%). Compared with Q4 2025, it opened 5 new positions, sold out of 6, added to 9 and reduced 7. The biggest buy was a new position in Diamondback Energy (FANG) and the biggest sale Amazon.com (AMZN, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- Sparks, NV
- CIK
- 0001966297
- Portfolio Value
- $125.8M (Q1 2026)
- SEC Filing
- 0002085853-26-000347 ↗ filed Apr 13, 2026
Holdings Value
Holdings 25 stocks · $125.8M
| NVDA Nvidia Corp. | 33.63% | 242,698 | $42.3M | Add +14.4% |
| AVGO Broadcom Inc. | 10.68% | 43,440 | $13.4M | Add +11.3% |
| PLTR Palantir Technologies Inc. Class A | 10.33% | 88,830 | $13.0M | Add +25.5% |
| TSM Taiwan Semiconductor-SP ADR | 9.99% | 37,184 | $12.6M | Add +53.0% |
| AMAT Applied Materials Inc. | 9.18% | 33,817 | $11.6M | Add +17.7% |
| META Meta Platforms Inc. Class A | 7.75% | 17,046 | $9.8M | Add +11.4% |
| FANG Diamondback Energy Inc. | 5.50% | 35,000 | $6.9M | New |
| AMZN Amazon.com Inc. | 2.22% | 13,384 | $2.8M | Reduce -72.0% |
| MU Micron Technology Inc. | 1.94% | 7,216 | $2.4M | New |
| GOOGL Alphabet Inc. Class A | 1.67% | 7,306 | $2.1M | Reduce -8.7% |
| AAPL Apple Inc. | 1.51% | 7,492 | $1.9M | Reduce -1.6% |
| LRCX Lam Research Corp. | 1.12% | 6,616 | $1.4M | No change |
| PANW Palo Alto Networks Inc. | 0.95% | 7,489 | $1.2M | Reduce -81.3% |
| AMD Advanced Micro Devices | 0.70% | 4,359 | $887K | Add +4.1% |
| SOUN Soundhound AI Inc. Class A | 0.49% | 90,179 | $620K | Add +29.7% |
| MRVL Marvell Technology Inc. | 0.41% | 5,191 | $514K | No change |
| COR Cencora Inc. | 0.33% | 1,314 | $413K | No change |
| COST Costco Wholesale Corp. | 0.25% | 316 | $315K | No change |
| V Visa Inc. Class A | 0.22% | 918 | $277K | Reduce -23.2% |
| GEV GE Vernova Inc. | 0.20% | 290 | $253K | New |
| ACHR Archer Aviation Inc. Class A | 0.20% | 47,520 | $246K | Add +17.2% |
| MA Mastercard Inc. Class A | 0.19% | 488 | $244K | Reduce -29.1% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 850 | $241K | New |
| PWR Quanta Services Inc. | 0.17% | 400 | $220K | New |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 420 | $206K | Reduce -5.0% |
Portfolio Sells Q4 2025 → Q1 2026
| AMZN Amazon.com Inc. | Reduce -72.0% | 2.22% | −6.03 |
| PANW Palo Alto Networks Inc. | Reduce -81.3% | 0.95% | −4.55 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −4.20 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −3.68 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.85 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.83 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.34 |
| TPH Tri Pointe Homes Inc. | Sold out | 0.00% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -8.7% | 1.67% | −0.20 |
| MA Mastercard Inc. Class A | Reduce -29.1% | 0.19% | −0.10 |
| V Visa Inc. Class A | Reduce -23.2% | 0.22% | −0.09 |
| AAPL Apple Inc. | Reduce -1.6% | 1.51% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.0% | 0.16% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| FANG Diamondback Energy Inc. | New | 5.50% | +5.50 |
| TSM Taiwan Semiconductor-SP ADR | Add +53.0% | 9.99% | +4.46 |
| NVDA Nvidia Corp. | Add +14.4% | 33.63% | +4.03 |
| AMAT Applied Materials Inc. | Add +17.7% | 9.18% | +3.66 |
| MU Micron Technology Inc. | New | 1.94% | +1.94 |
| PLTR Palantir Technologies Inc. Class A | Add +25.5% | 10.33% | +0.91 |
| AVGO Broadcom Inc. | Add +11.3% | 10.68% | +0.58 |
| GEV GE Vernova Inc. | New | 0.20% | +0.20 |
| META Meta Platforms Inc. Class A | Add +11.4% | 7.75% | +0.19 |
| GE General Electric | New | 0.19% | +0.19 |
| PWR Quanta Services Inc. | New | 0.17% | +0.17 |
| AMD Advanced Micro Devices | Add +4.1% | 0.70% | +0.03 |
| SOUN Soundhound AI Inc. Class A | Add +29.7% | 0.49% | −0.03 |
| ACHR Archer Aviation Inc. Class A | Add +17.2% | 0.20% | −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 |