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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 Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 236,145.0 $47.3M 29.32% -7K -2.7% $200.09 +8.7%
2 AVGO BROADCOM INC Technology 42,185.0 $15.9M 9.89% -1K -2.9% $377.75 -2.4%
3 PLTR PALANTIR TECHNOLOGIES INC Technology 85,198.0 $9.9M 6.17% -4K -4.1% $116.67 +59.7%
4 META META PLATFORMS INC Communication Services 16,557.0 $9.3M 5.79% -489.0 -2.9% $563.28 +2.6%
5 LRCX LAM RESEARCH CORP Technology 6,550.0 $2.8M 1.76% -66.0 -1.0% $433.33 -30.3%
6 AAPL APPLE INC Technology 6,998.0 $2.0M 1.26% -494.0 -6.6% $289.36 +10.5%
7 SOUN SOUNDHOUND AI INC Technology 88,379.0 $572K 0.35% -2K -2.0% $6.47 +9.9%
8 TMO THERMO FISHER SCIENTIFIC INC Healthcare 400.0 $201K 0.12% -20.0 -4.8% $501.36 +24.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%