Fund HoldingsBURR FINANCIAL SERVICES, LLC

Total Portfolio Value
$128.17M
Total Bought
$5.13M
Total Sold
$310.8K
Net Transaction
+$4.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GENERAL ELECTRIC CO(GE)65,16766,406+1,23910,38011,2088.74%+828
AMAZON COM INC(AMZN)50,35051,130+7809,2419,6517.53%+410
META PLATFORMS INC(META)19,38319,783+4009,0879,2637.23%+176
GE VERNOVA LLC(GEV)2,7903,077+2874495150.40%+66
NOVO-NORDISK A S(NVO)26,30127,774+1,4733,4963,5352.76%+40
ADOBE INC(ADBE)3,8153,81501,8491,8781.47%+29
CLOUDFLARE INC(NET)15,40916,014+6051,1651,1870.93%+22
CENCORA INC1,3141,31402902980.23%+8
TRI POINTE HOMES INC
COM
11,60011,60004614590.36%-2
SOFI TECHNOLOGIES INC(SOFI)13,90013,9000100980.08%-2
VISA INC(V)2,2372,23706236180.48%-5
COSTCO WHSL CORP NEW(COST)37637602982900.23%-8
PG&E CORP(PCG)12,21612,21602282170.17%-11
MASTERCARD INCORPORATED(MA)2,2732,27301,0451,0300.80%-15
UNITEDHEALTH GROUP INC(UNH)1,0021,00205185020.39%-16
TRANSCAT INC1,8361,83602282100.16%-18
LAM RESEARCH CORP(LRCX)1,3611,381+201,2821,2630.99%-19
NETEASE INC(NTES)2,9002,90003042810.22%-23
APPLE INC(AAPL)10,59010,940+3502,0231,9951.56%-28
SYNOPSYS INC(SNPS)7,6207,902+2824,3774,3433.39%-34
THERMO FISHER SCIENTIFIC INC(TMO)2,3482,34801,3951,3451.05%-50
QUANTA SVCS INC9,7739,571-2022,6162,5541.99%-62
ALPHABET INC(GOOG)12,39712,39702,1932,1231.66%-70
MARVELL TECHNOLOGY INC(MRVL)12,48912,48909308580.67%-72
CROWDSTRIKE HLDGS INC(CRWD)5,1375,332+1951,7921,6671.30%-125
MICROSOFT CORP(MSFT)17,32317,687+3647,3687,2405.65%-128
SOUNDHOUND AI INC(SOUN)420,845427,695+6,8502,3062,1131.65%-193
MONOLITHIC PWR SYS INC(MPWR)3,9964,011+153,0202,8172.20%-204
UBER TECHNOLOGIES INC(UBER)3,8550-3,8552490-249
PALO ALTO NETWORKS INC(PANW)26,12826,691+5638,4598,1556.36%-305
APPLIED MATLS INC39,01639,433+4178,5828,1756.38%-406
ADVANCED MICRO DEVICES INC(AMD)43,37044,060+6907,2146,8045.31%-410
SUPER MICRO COMPUTER INC(SMCI)6,5126,572+605,8865,3844.20%-502
NVIDIA CORPORATION(NVDA)33,05333,229+17631,32730,09023.48%-1,237
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