Fund HoldingsBURR FINANCIAL SERVICES, LLC

Total Portfolio Value
$118.88M
Total Bought
$28.66M
Total Sold
$38.23M
Net Transaction
-$9.57M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
UBER TECHNOLOGIES INC(UBER)15,57070,433+54,8631,1346,5715.53%+5,437
BROADCOM INC(AVGO)31,41934,965+3,5465,2609,6388.11%+4,378
APPLIED MATLS INC5,90028,396+22,4968565,1984.37%+4,342
CROWDSTRIKE HLDGS INC(CRWD)3,8239,714+5,8911,3484,9474.16%+3,600
MONOLITHIC PWR SYS INC(MPWR)5334,660+4,1273093,4082.87%+3,099
MARVELL TECHNOLOGY INC(MRVL)6,49037,085+30,5954002,8702.41%+2,471
NETFLIX INC(NFLX)2,9353,250+3152,7374,3523.66%+1,615
TAIWAN SEMICONDUCTOR MFG LTD(TSM)16,66918,877+2,2082,7674,2753.60%+1,508
SYNOPSYS INC(SNPS)7983,128+2,3303421,6041.35%+1,261
ALPHABET INC(GOOG)15,22716,160+9332,3552,8482.40%+493
ARCHER AVIATION INC(ACHR)040,405+40,40504380.37%+438
AMAZON COM INC(AMZN)51,71145,892-5,8199,83910,0688.47%+230
META PLATFORMS INC(META)19,33715,329-4,00811,14511,3149.52%+169
LAM RESEARCH CORP(LRCX)6,5506,55004766380.54%+161
CENCORA INC1,3141,31403653940.33%+29
UNITEDHEALTH GROUP INC(UNH)520940+4202722930.25%+21
COSTCO WHSL CORP NEW(COST)31631602993130.26%+14
TRI POINTE HOMES INC
COM
11,60011,60003703710.31%0
SOUNDHOUND AI INC(SOUN)25,30018,184-7,1162051950.16%-10
MICROSOFT CORP(MSFT)3,9462,957-9891,4811,4711.24%-10
VISA INC(V)1,2501,195-554384240.36%-14
MASTERCARD INCORPORATED(MA)848768-804654320.36%-33
PG&E CORP(PCG)12,21612,21602101700.14%-40
PALO ALTO NETWORKS INC(PANW)52,29243,231-9,0618,9238,8477.44%-76
SOFI TECHNOLOGIES INC(SOFI)15,5800-15,5801810-181
HIMS & HERS HEALTH INC(HIMS)7,1500-7,1502110-211
GE AEROSPACE(GE)1,2790-1,2792560-256
THERMO FISHER SCIENTIFIC INC(TMO)5430-5432700-270
ADOBE INC(ADBE)1,9621,087-8757524210.35%-332
ADVANCED MICRO DEVICES INC(AMD)7,3262,764-4,5627533920.33%-360
APPLE INC(AAPL)10,8728,905-1,9672,4151,8271.54%-588
SPROUTS FMRS MKT INC(SFM)4,2200-4,2206440-644
QUANTA SVCS INC3,5110-3,5118920-892
PALANTIR TECHNOLOGIES INC(PLTR)156,48673,168-83,31813,2079,9748.39%-3,233
TESLA INC(TSLA)27,8211,438-26,3837,2104570.38%-6,753
NVIDIA CORPORATION(NVDA)449,322156,521-292,80148,69724,72920.80%-23,969
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