Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BURR FINANCIAL SERVICES, LLC (CIK 1966297) reported $125.8M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($42.3M, 33.63%), AVGO ($13.4M, 10.68%), PLTR ($13.0M, 10.33%), TSM ($12.6M, 9.99%), AMAT ($11.6M, 9.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $42.3M | 33.63% | 242,698 | Added |
| 2 | AVGO | BROADCOM INC | $13.4M | 10.68% | 43,440 | Added |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $13.0M | 10.33% | 88,830 | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $12.6M | 9.99% | 37,184 | Added |
| 5 | AMAT | APPLIED MATLS INC | $11.6M | 9.18% | 33,817 | Added |
| 6 | META | META PLATFORMS INC | $9.8M | 7.75% | 17,046 | Added |
| 7 | FANG | DIAMONDBACK ENERGY INC | $6.9M | 5.50% | 35,000 | New |
| 8 | AMZN | AMAZON COM INC | $2.8M | 2.22% | 13,384 | Trimmed |
| 9 | MU | MICRON TECHNOLOGY INC | $2.4M | 1.94% | 7,216 | New |
| 10 | GOOGL | ALPHABET INC | $2.1M | 1.67% | 7,306 | Trimmed |
| 11 | AAPL | APPLE INC | $1.9M | 1.51% | 7,492 | Trimmed |
| 12 | LRCX | LAM RESEARCH CORP | $1.4M | 1.12% | 6,616 | Hold |
| 13 | PANW | PALO ALTO NETWORKS INC | $1.2M | 0.95% | 7,489 | Trimmed |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $886,751 | 0.70% | 4,359 | Added |
| 15 | SOUN | SOUNDHOUND AI INC | $619,530 | 0.49% | 90,179 | Added |
| 16 | MRVL | MARVELL TECHNOLOGY INC | $514,169 | 0.41% | 5,191 | Hold |
| 17 | ABC | CENCORA INC | $412,780 | 0.33% | 1,314 | Hold |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $314,872 | 0.25% | 316 | Hold |
| 19 | V | VISA INC | $277,456 | 0.22% | 918 | Trimmed |
| 20 | GEV | GE VERNOVA INC | $253,141 | 0.20% | 290 | New |
| 21 | ACHR | ARCHER AVIATION INC | $245,678 | 0.20% | 47,520 | Added |
| 22 | MA | MASTERCARD INCORPORATED | $243,834 | 0.19% | 488 | Trimmed |
| 23 | GE | GE AEROSPACE | $241,205 | 0.19% | 850 | New |
| 24 | PWR | QUANTA SVCS INC | $219,608 | 0.17% | 400 | New |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $206,443 | 0.16% | 420 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31