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CIK: 0001966297
Total reported value
$161.2M
$161.2M
28 檔
53.9%
At the close of Q3 2025, Burr Financial Services, LLC disclosed equity holdings valued at approximately $161.2M, spread across 28 reported holdings.
In Q3 2025, Burr Financial Services, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 29.40% | -4.31% | +35.56% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 9.55% | -4.16% | -3.62% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 9.09% | -0.79% | +6.04% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.35% | -1.96% | -0.12% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.11% | -0.16% | +8.36% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 6.17% | +0.69% | -5.67% | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 5.18% | — | +1.08% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.91% | +0.98% | +25.43% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 4.30% | +6.43% | -0.43% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.97% | — | +12.24% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | — | +84.04% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.25% | -7.60% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | -0.03% | -53.27% | |
| 14 | SNPS | Synopsys Inc | Stock-Tech | 1.15% | — | +0.64% | |
| 15 | SOUN | Soundhound Ai Inc-a | Stock-Tech | 0.86% | -0.14% | +294.02% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 0.65% | +0.64% | — | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.98% | +32.02% | |
| 18 | MRVL | Marvell Technology Inc | Stock-Tech | 0.36% | +2.32% | -84.29% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | — | +45.21% | |
| 20 | COR | Cencora Inc | Stock-Healthcare | 0.31% | -0.10% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | -0.02% | — | |
| 22 | T86 | Tri Pointe Homes Inc | Stock-Other | 0.29% | — | — | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.03% | -10.42% | |
| 24 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 0.28% | -0.06% | -3.96% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.07% | — | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.16% | -0.04% | — | |
| 27 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.16% | — | — | |
| 28 | PCG | P G & E CORP | Stock-Utilities | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +5% | +6.04% | Add |
| 2 | UBER | Uber Technologies Inc | +4.3% | +1.08% | Add |
| 3 | AMAT | Applied Materials Inc | +3.6% | -0.43% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +2.9% | +12.24% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +2.7% | +25.43% | Add |
| 6 | MSFT | Microsoft CORP | +0.9% | +84.04% | Add |
| 7 | SNPS | Synopsys Inc | +0.9% | +0.64% | Add |
| 8 | SOUN | Soundhound Ai Inc-a | +0.7% | +294.02% | Add |
| 9 | AMZN | Amazon.com Inc | +0.4% | +8.36% | Trim |
| 10 | LRCX | Lam Research CORP | +0.3% | — | Unchanged |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | +45.21% | Add |
| 12 | MRVL | Marvell Technology Inc | +0.1% | -84.29% | Trim |
| 13 | COR | Cencora Inc | 0% | — | Unchanged |
| 14 | T86 | Tri Pointe Homes Inc | — | — | Unchanged |
| 15 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 16 | PCG | P G & E CORP | 0% | — | Unchanged |
| 17 | V | Visa Inc-class A Shares | 0% | — | Trim |
| 18 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | Trim |
| 19 | MA | Mastercard Inc - A | -0.1% | -10.42% | Trim |
| 20 | AMD | Advanced Micro Devices | -0.2% | +32.02% | Trim |
| 21 | AAPL | Apple Inc | -0.3% | -7.60% | Trim |
| 22 | META | Meta Platforms Inc-class A | -0.4% | -0.12% | Trim |
| 23 | GOOGL | Alphabet Inc-cl A | -0.5% | -53.27% | Trim |
| 24 | PLTR | Palantir Technologies Inc-a | -0.8% | -3.62% | Trim |
| 25 | PANW | Palo Alto Networks Inc | -0.8% | -5.67% | Trim |
| 26 | NVDA | Nvidia CORP | -8.8% | +35.56% | Trim |
| 27 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 28 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 29 | PWR | Quanta Services Inc | — | EXIT | Sold out |
| 30 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 31 | SFM | Sprouts Farmers Market Inc | — | EXIT | Sold out |
| 32 | ACHR | Archer Aviation Inc-a | — | NEW | New buy |
| 33 | MPWR | Monolithic Power Systems Inc | — | EXIT | Sold out |
| 34 | GE | General Electric | — | EXIT | Sold out |
| 35 | HIMS | Hims & Hers Health Inc | — | EXIT | Sold out |
| 36 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 37 | SOFI | Sofi Technologies Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Burr Financial Services, LLC reported a total U.S. public equity portfolio value of $161.2M across 28 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, PLTR, AVGO) accounted for 53.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
ACHR
市值: $371.8K
Top Position Liquidated / Trimmed
TSLA
前期市值: $7.2M
During Q3 2025, Burr Financial Services, LLC's top holdings by market value included NVDA (29.4%)、PLTR (9.6%)、AVGO (9.1%). The largest single position, NVDA, represented 29.4% of total portfolio value.
In Q3 2025, Burr Financial Services, LLC made 32 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 12 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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