Fund HoldingsBURR FINANCIAL SERVICES, LLC

Total Portfolio Value
$125.84M
Total Bought
$23.15M
Total Sold
$30.23M
Net Transaction
-$7.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIAMONDBACK ENERGY INC(FANG)035,000+35,00006,9235.50%+6,923
TAIWAN SEMICONDUCTOR MANUFAC(TSM)24,30637,184+12,8787,38612,5669.99%+5,180
APPLIED MATLS INC28,73933,817+5,0787,38611,5589.18%+4,173
NVIDIA CORPORATION(NVDA)212,170242,698+30,52839,57042,32633.63%+2,757
MICRON TECHNOLOGY INC(MU)07,216+7,21602,4381.94%+2,438
PALANTIR TECHNOLOGIES INC(PLTR)70,79688,830+18,03412,58412,99410.33%+410
LAM RESEARCH CORP(LRCX)6,6166,61601,1331,4141.12%+281
GE VERNOVA INC(GEV)0290+29002530.20%+253
GE AEROSPACE(GE)0850+85002410.19%+241
QUANTA SVCS INC0400+40002200.17%+220
MARVELL TECHNOLOGY INC(MRVL)5,1915,19104415140.41%+73
COSTCO WHOLESALE CORPORATION(COST)31631602723150.25%+42
ADVANCED MICRO DEVICES INC(AMD)4,1894,359+1708978870.70%-10
CENCORA INC1,3141,31404444130.33%-31
THERMO FISHER SCIENTIFIC INC(TMO)442420-222562060.16%-50
ARCHER AVIATION INC(ACHR)40,55547,520+6,9653052460.20%-59
BROADCOM INC(AVGO)39,04243,440+4,39813,51213,44510.68%-67
SOUNDHOUND AI INC(SOUN)69,54990,179+20,6306936200.49%-74
VISA INC(V)1,195918-2774192770.22%-142
MASTERCARD INCORPORATED(MA)688488-2003932440.19%-149
APPLE INC(AAPL)7,6127,492-1202,0691,9011.51%-168
META PLATFORMS INC(META)15,30417,046+1,74210,1029,7537.75%-349
TRI POINTE HOMES INC
COM
11,6000-11,6003650-365
ALPHABET INC(GOOG)8,0017,306-6952,5042,1011.67%-403
UNITEDHEALTH GROUP INC(UNH)1,3650-1,3654510-451
SYNOPSYS INC(SNPS)2,3620-2,3621,1090-1,109
MICROSOFT CORP(MSFT)5,1230-5,1232,4780-2,478
CROWDSTRIKE HLDGS INC(CRWD)10,4800-10,4804,9130-4,913
UBER TECHNOLOGIES INC(UBER)68,6550-68,6555,6100-5,610
PALO ALTO NETWORKS INC(PANW)39,9637,489-32,4747,3611,2010.95%-6,161
AMAZON COM INC(AMZN)47,74013,384-34,35611,0192,7872.22%-8,232
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