Portfolio (Quarterly) Guide ↗

BURR FINANCIAL SERVICES, LLC

· CIK 0001966297

13F Portfolio $161M AUM 26 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 8 Added 8 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FANG	DIAMONDBACK ENERGY INC	Energy	35,000	$6.9M	5.50%	SOLD

Sector Allocation

Technology 88.9%

Communication Services 7.4%

Consumer Cyclical 2.1%

Industrials 0.5%

Financial Services 0.4%

Healthcare 0.3%

Consumer Defensive 0.2%

Utilities 0.2%