Burr Financial Services, LLC Portfolio Holdings

Burr Financial Services, LLC

  • $134 Million
  • Q3 2025

Burr Financial Services, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $134 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $39.6M, Palantir Technologies Inc. with a value of $12.9M, Broadcom Inc. with a value of $12.2M, Meta Platforms, Inc. with a value of $11.2M, and Amazon Com Inc with a value of $10.9M.

Examining the 13F form we can see an increase of $15.5M in the current position value, from $118M to 134M.

Burr Financial Services, LLC is based out at Pleasant Hill, CA

Below you can find more details about Burr Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
Technology: $107 Million
Communication Services: $13.1 Million
Consumer Cyclical: $11.3 Million
Healthcare: $928,000
Financial Services: $798,000
Industrials: $371,000
Consumer Defensive: $292,000
Utilities: $184,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$39.6 Million 29.64% of portfolio
212,178
Q3 2025 Added 35.56%
$342B
$12.9 Million 9.63% of portfolio
70,518
Q3 2025 Reduced 3.62%
$139B
$12.2 Million 9.16% of portfolio
37,076
Q3 2025 Added 6.04%
$1.37T
$11.2 Million 8.42% of portfolio
15,311
Q3 2025 Reduced 0.12%
$2.39T
$10.9 Million 8.17% of portfolio
49,729
Q3 2025 Added 8.36%
$61.4B
$8.3 Million 6.22% of portfolio
40,781
Q3 2025 Reduced 5.67%
$181B
$6.97 Million 5.22% of portfolio
71,194
Q3 2025 Added 1.08%
$1.46T
$6.61 Million 4.95% of portfolio
23,677
Q3 2025 Added 25.43%
$197B
$5.79 Million 4.33% of portfolio
28,274
Q3 2025 Reduced 0.43%
$115B
$5.35 Million 4.0% of portfolio
10,903
Q3 2025 Added 12.24%
$3.78T
$2.82 Million 2.11% of portfolio
5,442
Q3 2025 Added 84.04%
$4.3T
$2.1 Million 1.57% of portfolio
8,228
Q3 2025 Reduced 7.6%
$1.65T
$1.84 Million 1.37% of portfolio
7,551
Q3 2025 Reduced 53.27%
$59.7B
$1.55 Million 1.16% of portfolio
3,148
Q3 2025 Added 0.64%
$1.91B
$1.15 Million 0.86% of portfolio
71,649
Q3 2025 Added 294.02%
$388B
$590,000 0.44% of portfolio
3,649
Q3 2025 Added 32.02%
$300B
$471,000 0.35% of portfolio
1,365
Q3 2025 Added 45.21%
$533B
$407,000 0.3% of portfolio
1,195
Q2 2025 Reduced 4.4%
$3.22B
$394,000 0.29% of portfolio
11,600
Q4 2024 Reduced 42.49%
$512B
$391,000 0.29% of portfolio
688
Q3 2025 Reduced 10.42%
$1.37B
$371,000 0.28% of portfolio
38,805
Q3 2025 Reduced 3.96%
$404B
$292,000 0.22% of portfolio
316
Q2 2024 Reduced 15.96%
$38.4B
$243,000 0.18% of portfolio
1,314
Q1 2024 New
$222B
$214,000 0.16% of portfolio
442
Q3 2025 New
$59.6B
$210,000 0.16% of portfolio
980
Q3 2025 New
$32.8B
$184,000 0.14% of portfolio
12,216
Q1 2024 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $134 Million
  • Prior Value $118 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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