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BURR FINANCIAL SERVICES, LLC13F | |
| BURR FINANCIAL SERVICES, LLC | |
| Last update 2025-07-09 | 30 Stocks (1 new) |
| Value $119.00 Mil | Turnover 18 % |
BURR FINANCIAL SERVICES, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 156,521 | 24,728.8 | -65.17% | 20.800 | -24.89% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
META | Meta Platforms Inc | 15,329 | 11,314.3 | -20.73% | 9.520 | -1.81% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
AMZN | Amazon.com Inc | 45,892 | 10,068.3 | -11.25% | 8.470 | -0.87% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
PLTR | Palantir Technologies Inc | 73,168 | 9,974.3 | -53.24% | 8.390 | -5.52% | 0.000 | +63.70% | +102.99% | 362,293.8 | Software | |
AVGO | Broadcom Inc | 34,965 | 9,638.1 | +11.29% | 8.110 | +0.82% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
PANW | Palo Alto Networks Inc | 43,231 | 8,846.8 | -17.33% | 7.440 | -1.21% | 0.010 | +16.75% | +7.60% | 130,546.1 | Software | |
UBER | Uber Technologies Inc | 70,433 | 6,571.4 | +352.36% | 5.530 | +4.31% | 0.000 | +20.40% | +50.18% | 189,438.9 | Software | |
AMAT | Applied Materials Inc | 28,396 | 5,198.5 | +381.29% | 4.370 | +3.46% | 0.000 | +38.94% | +17.70% | 152,827.8 | Semiconductors | |
CRWD | CrowdStrike Holdings Inc | 9,714 | 4,947.4 | +154.09% | 4.160 | +2.52% | 0.000 | +26.71% | +39.10% | 118,632.2 | Software | |
NFLX | Netflix Inc | 3,250 | 4,352.2 | +10.73% | 3.660 | +0.35% | 0.000 | +24.28% | +35.67% | 514,617.8 | Media - Diversified |
BURR FINANCIAL SERVICES, LLC's Historical Top Holdings Breakdowns
BURR FINANCIAL SERVICES, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -24.89% | 94.31 ($125.57) 157.99 | $172.41 | 37.30% | Reduce -65.17% | 156,521 | -292,801 | |
PLTR | Palantir Technologies Inc | 2025-06-30 | Reduce Reduce | -5.52% | 74.01 ($116.76) 144.25 | $153.52 | 31.48% | Reduce -53.24% | 73,168 | -83,318 | |
TSLA | Tesla Inc | 2025-06-30 | Reduce Reduce | -5.37% | 221.86 ($300.61) 362.89 | $329.65 | 9.66% | Reduce -94.83% | 1,438 | -26,383 | |
UBER | Uber Technologies Inc | 2025-06-30 | Add Add | +4.31% | 64.62 ($82.17) 93.3 | $90.59 | 10.25% | Add 352.36% | 70,433 | 54,863 | |
AMAT | Applied Materials Inc | 2025-06-30 | Add Add | +3.46% | 126.95 ($158.25) 183.52 | $190.44 | 20.34% | Add 381.29% | 28,396 | 22,496 | |
MPWR | Monolithic Power Systems Inc | 2025-06-30 | Add Add | +2.54% | 455.19 ($636.19) 737.73 | $725.24 | 14.00% | Add 774.3% | 4,660 | 4,127 | |
CRWD | CrowdStrike Holdings Inc | 2025-06-30 | Add Add | +2.52% | 321.63 ($432.29) 509.31 | $475.96 | 10.10% | Add 154.09% | 9,714 | 5,891 | |
MRVL | Marvell Technology Inc | 2025-06-30 | Add Add | +1.99% | 49.38 ($62.41) 79.97 | $74.65 | 19.61% | Add 471.42% | 37,085 | 30,595 | |
META | Meta Platforms Inc | 2025-06-30 | Reduce Reduce | -1.81% | 484.66 ($617.26) 738.09 | $704.28 | 14.10% | Reduce -20.73% | 15,329 | -4,008 | |
PANW | Palo Alto Networks Inc | 2025-06-30 | Reduce Reduce | -1.21% | 152.44 ($185.46) 204.64 | $195.78 | 5.56% | Reduce -17.33% | 43,231 | -9,061 |
BURR FINANCIAL SERVICES, LLC Total Holding History ($B)
BURR FINANCIAL SERVICES, LLC's Asset Allocation
BURR FINANCIAL SERVICES, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BURR FINANCIAL SERVICES, LLC's Hypothetical Growth since 2025-06-30
BURR FINANCIAL SERVICES, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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BURR FINANCIAL SERVICES, LLC's Holdings Heat Map
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BURR FINANCIAL SERVICES, LLC's Holdings Bubble Chart
BURR FINANCIAL SERVICES, LLC News
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