Fund HoldingsBURR FINANCIAL SERVICES, LLC

Total Portfolio Value
$148.19M
Total Bought
$29.71M
Total Sold
$26.93M
Net Transaction
+$2.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PALANTIR TECHNOLOGIES INC(PLTR)0154,670+154,670011,6987.89%+11,698
BROADCOM INC(AVGO)024,037+24,03705,5733.76%+5,573
NETFLIX INC(NFLX)02,915+2,91502,5981.75%+2,598
AMAZON COM INC(AMZN)48,93752,716+3,7799,11811,5657.80%+2,447
META PLATFORMS INC(META)15,11618,855+3,7398,65311,0407.45%+2,387
TESLA INC(TSLA)37,80929,419-8,3909,89211,8818.02%+1,989
ALPHABET INC(GOOG)11,14418,560+7,4161,8483,5132.37%+1,665
PALO ALTO NETWORKS INC(PANW)25,14752,434+27,2878,5959,5416.44%+946
MARVELL TECHNOLOGY INC(MRVL)05,760+5,76006360.43%+636
CROWDSTRIKE HLDGS INC(CRWD)1,2402,750+1,5103489410.63%+593
SPROUTS FMRS MKT INC(SFM)03,820+3,82004850.33%+485
SOUNDHOUND AI INC(SOUN)023,300+23,30004620.31%+462
SOFI TECHNOLOGIES INC(SOFI)014,090+14,09002170.15%+217
VISA INC(V)1,9951,895-1005495990.40%+50
MASTERCARD INCORPORATED(MA)2,0491,989-601,0121,0470.71%+36
QUANTA SVCS INC9,6189,162-4562,8682,8961.95%+28
COSTCO WHSL CORP NEW(COST)31631602802900.20%+9
PG&E CORP(PCG)12,21612,21602422470.17%+5
CENCORA INC1,3141,31402962950.20%-1
TRANSCAT INC1,8360-1,8362220-222
ADOBE INC(ADBE)2,7502,570-1801,4241,1430.77%-281
UNITEDHEALTH GROUP INC(UNH)1,047520-5276122630.18%-349
GE AEROSPACE(GE)2,3890-2,3894510-451
TRI POINTE HOMES INC
COM
20,17011,600-8,5709144210.28%-493
THERMO FISHER SCIENTIFIC INC(TMO)1,632992-6401,0105160.35%-493
LAM RESEARCH CORP(LRCX)9350-9357630-763
APPLE INC(AAPL)22,01315,451-6,5625,1293,8692.61%-1,260
NVIDIA CORPORATION(NVDA)514,947455,498-59,44962,53561,16941.28%-1,366
ELI LILLY & CO(LLY)1,8060-1,8061,6000-1,600
MONOLITHIC PWR SYS INC(MPWR)2,408553-1,8552,2263270.22%-1,899
SYNOPSYS INC(SNPS)5,5861,415-4,1712,8296870.46%-2,142
ADVANCED MICRO DEVICES INC(AMD)26,6027,723-18,8794,3659330.63%-3,432
MICROSOFT CORP(MSFT)13,1675,246-7,9215,6662,2111.49%-3,455
APPLIED MATLS INC38,3456,908-31,4377,7481,1230.76%-6,624
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