Burr Financial Services, LLC
26 holdingsFiling period: 2026-06-30Current AUM: $155.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 236.1K | $47.3M | $51.5M | 33.19% | -6,553 | 2026-06-30 |
| 2 | AMAT | Applied Matls Inc | 34.8K | $25.2M | $13.8M | 8.88% | +982 | 2026-06-30 |
| 3 | TSM | Taiwan Semiconductor Manufac | 37.0K | $17.7M | $16.2M | 10.43% | -152 | 2026-06-30 |
| 4 | AVGO | Broadcom Inc | 42.2K | $15.9M | $14.4M | 9.31% | -1,255 | 2026-06-30 |
| 5 | MU | Micron Technology Inc | 10.0K | $11.5M | $9.3M | 5.98% | +2.8K | 2026-06-30 |
| 6 | PLTR | Palantir Technologies Inc | 85.2K | $9.9M | $16.9M | 10.92% | -3,632 | 2026-06-30 |
| 7 | META | Meta Platforms Inc | 16.6K | $9.3M | $10.3M | 6.62% | -489 | 2026-06-30 |
| 8 | MRVL | Marvell Technology Inc | 14.8K | $4.4M | $3.6M | 2.32% | +9.6K | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 13.9K | $3.3M | $3.5M | 2.28% | +564 | 2026-06-30 |
| 10 | LRCX | Lam Research Corp | 6.5K | $2.8M | $1.6M | 1.02% | -66 | 2026-06-30 |
| 11 | AMD | Advanced Micro Devices Inc | 4.6K | $2.7M | $2.6M | 1.68% | +290 | 2026-06-30 |
| 12 | PANW | Palo Alto Networks Inc | 7.8K | $2.6M | $3.1M | 2.01% | +265 | 2026-06-30 |
| 13 | GOOGL | Alphabet Inc | 7.4K | $2.6M | $2.4M | 1.53% | +89 | 2026-06-30 |
| 14 | AAPL | Apple Inc | 7.0K | $2.0M | $2.4M | 1.57% | -494 | 2026-06-30 |
| 15 | SOUN | Soundhound AI Inc | 88.4K | $571K | $386K | 0.25% | -1,800 | 2026-06-30 |
| 16 | COR | Cencora Inc | 1.3K | $371K | $427K | 0.28% | -- | 2026-06-30 |
| 17 | GE | GE Aerospace | 955 | $356K | $284K | 0.18% | +105 | 2026-06-30 |
| 18 | GEV | GE Vernova Inc | 290 | $340K | $259K | 0.17% | -- | 2026-06-30 |
| 19 | V | Visa Inc | 918 | $314K | $368K | 0.24% | -- | 2026-06-30 |
| 20 | COST | Costco Wholesale Corporation | 316 | $295K | $313K | 0.20% | -- | 2026-06-30 |
| 21 | ALGN | Align Technology Inc | 1.7K | $290K | $261K | 0.17% | -- | 2026-06-30 |
| 22 | PWR | Quanta Svcs Inc | 400 | $288K | $232K | 0.15% | -- | 2026-06-30 |
| 23 | MPWR | Monolithic Pwr Sys Inc | 186 | $257K | $225K | 0.15% | -- | 2026-06-30 |
| 24 | MA | Mastercard Incorporated | 488 | $250K | $297K | 0.19% | -- | 2026-06-30 |
| 25 | ACHR | Archer Aviation Inc | 47.5K | $224K | $200K | 0.13% | -- | 2026-06-30 |
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