Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BURR FINANCIAL SERVICES, LLC (CIK 1966297) reported $161.2M across 26 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($47.3M, 29.32%), AMAT ($25.2M, 15.61%), TSM ($17.7M, 10.97%), AVGO ($15.9M, 9.89%), MU ($11.5M, 7.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $47.3M | 29.32% | 236,145 | Trimmed |
| 2 | AMAT | APPLIED MATLS INC | $25.2M | 15.61% | 34,799 | Added |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $17.7M | 10.97% | 37,032 | Trimmed |
| 4 | AVGO | BROADCOM INC | $15.9M | 9.89% | 42,185 | Trimmed |
| 5 | MU | MICRON TECHNOLOGY INC | $11.5M | 7.15% | 9,980 | Added |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $9.9M | 6.17% | 85,198 | Trimmed |
| 7 | META | META PLATFORMS INC | $9.3M | 5.79% | 16,557 | Trimmed |
| 8 | MRVL | MARVELL TECHNOLOGY INC | $4.4M | 2.73% | 14,788 | Added |
| 9 | AMZN | AMAZON COM INC | $3.3M | 2.06% | 13,948 | Added |
| 10 | LRCX | LAM RESEARCH CORP | $2.8M | 1.76% | 6,550 | Trimmed |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $2.7M | 1.68% | 4,649 | Added |
| 12 | GOOGL | ALPHABET INC | $2.6M | 1.64% | 7,395 | Added |
| 13 | PANW | PALO ALTO NETWORKS INC | $2.6M | 1.64% | 7,754 | Added |
| 14 | AAPL | APPLE INC | $2.0M | 1.26% | 6,998 | Trimmed |
| 15 | SOUN | SOUNDHOUND AI INC | $571,812 | 0.35% | 88,379 | Trimmed |
| 16 | COR | CENCORA INC | $371,836 | 0.23% | 1,314 | Hold |
| 17 | GE | GE AEROSPACE | $356,912 | 0.22% | 955 | Added |
| 18 | GEV | GE VERNOVA INC | $340,709 | 0.21% | 290 | Hold |
| 19 | V | VISA INC | $314,957 | 0.20% | 918 | Hold |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $295,609 | 0.18% | 316 | Hold |
| 21 | PWR | QUANTA SVCS INC | $288,016 | 0.18% | 400 | Hold |
| 22 | ALGN | ALIGN TECHNOLOGY INC | $290,939 | 0.18% | 1,725 | New |
| 23 | MA | MASTERCARD INCORPORATED | $250,637 | 0.16% | 488 | Hold |
| 24 | MPWR | MONOLITHIC PWR SYS INC | $257,119 | 0.16% | 186 | New |
| 25 | ACHR | ARCHER AVIATION INC | $224,770 | 0.14% | 47,520 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30