Fund HoldingsBURR FINANCIAL SERVICES, LLC

Total Portfolio Value
$143.22M
Total Bought
$39.26M
Total Sold
$26.57M
Net Transaction
+$12.69M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)33,229516,795+483,56630,09063,84544.58%+33,755
APPLE INC(AAPL)10,94029,553+18,6131,9956,2244.35%+4,229
ELI LILLY & CO(LLY)01,200+1,20001,0860.76%+1,086
APPLIED MATLS INC39,43337,873-1,5608,1758,9386.24%+762
PALO ALTO NETWORKS INC(PANW)26,69125,429-1,2628,1558,6216.02%+466
ALPHABET INC(GOOG)12,39712,508+1112,1232,2781.59%+155
TRANSCAT INC1,8361,83602102200.15%+10
CENCORA INC1,3141,31402982960.21%-2
PG&E CORP(PCG)12,21612,21602172130.15%-3
UNITEDHEALTH GROUP INC(UNH)1,002972-305024950.35%-7
COSTCO WHSL CORP NEW(COST)376316-602902690.19%-21
TRI POINTE HOMES INC
COM
11,60011,60004594320.30%-27
QUANTA SVCS INC9,5719,923+3522,5542,5211.76%-33
NOVO-NORDISK A S(NVO)27,77424,445-3,3293,5353,4892.44%-46
VISA INC(V)2,2371,995-2426185240.37%-95
SOFI TECHNOLOGIES INC(SOFI)13,9000-13,900980-98
MASTERCARD INCORPORATED(MA)2,2732,089-1841,0309220.64%-108
META PLATFORMS INC(META)19,78318,149-1,6349,2639,1516.39%-112
MICROSOFT CORP(MSFT)17,68715,838-1,8497,2407,0794.94%-161
AMAZON COM INC(AMZN)51,13048,967-2,1639,6519,4636.61%-188
NETEASE INC(NTES)2,9000-2,9002810-281
THERMO FISHER SCIENTIFIC INC(TMO)2,3481,894-4541,3451,0470.73%-298
LAM RESEARCH CORP(LRCX)1,381905-4761,2639640.67%-300
ADOBE INC(ADBE)3,8152,795-1,0201,8781,5531.08%-325
GE VERNOVA LLC(GEV)3,0770-3,0775150-515
MONOLITHIC PWR SYS INC(MPWR)4,0112,593-1,4182,8172,1311.49%-686
MARVELL TECHNOLOGY INC(MRVL)12,4890-12,4898580-858
SYNOPSYS INC(SNPS)7,9025,330-2,5724,3433,1722.21%-1,171
CLOUDFLARE INC(NET)16,0140-16,0141,1870-1,187
CROWDSTRIKE HLDGS INC(CRWD)5,332970-4,3621,6673720.26%-1,295
SOUNDHOUND AI INC(SOUN)427,695168,525-259,1702,1136660.46%-1,447
ADVANCED MICRO DEVICES INC(AMD)44,06025,792-18,2686,8044,1842.92%-2,620
SUPER MICRO COMPUTER INC(SMCI)6,5723,198-3,3745,3842,6201.83%-2,764
GE AEROSPACE(GE)66,4062,833-63,57311,2084500.31%-10,758
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