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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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