Fund HoldingsBURR FINANCIAL SERVICES, LLC

Total Portfolio Value
$133.67M
Total Bought
$5.23M
Total Sold
$5.72M
Net Transaction
-$486.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLIED MATLS INC28,27428,739+4655,7897,3865.53%+1,597
BROADCOM INC(AVGO)37,07639,042+1,96612,23213,51210.11%+1,281
TAIWAN SEMICONDUCTOR MFG LTD(TSM)23,67724,306+6296,6137,3865.53%+774
ALPHABET INC(GOOG)7,5518,001+4501,8362,5041.87%+669
ADVANCED MICRO DEVICES INC(AMD)3,6494,189+5405908970.67%+307
LAM RESEARCH CORP(LRCX)6,5506,616+668771,1330.85%+255
AMAZON COM INC(AMZN)49,72947,740-1,98910,91911,0198.24%+100
THERMO FISHER SCIENTIFIC INC(TMO)44244202142560.19%+42
CENCORA INC1,3141,31404114440.33%+33
VISA INC(V)1,1951,19504084190.31%+11
MASTERCARD INCORPORATED(MA)68868803913930.29%+1
NVIDIA CORPORATION(NVDA)212,178212,170-839,58839,57029.60%-19
COSTCO WHSL CORP NEW(COST)31631602922720.20%-20
UNITEDHEALTH GROUP INC(UNH)1,3651,36504714510.34%-21
APPLE INC(AAPL)8,2287,612-6162,0952,0691.55%-26
TRI POINTE HOMES INC
COM
11,60011,60003943650.27%-29
MARVELL TECHNOLOGY INC(MRVL)5,8275,191-6364904410.33%-49
ARCHER AVIATION INC(ACHR)38,80540,555+1,7503723050.23%-67
PG&E CORP(PCG)12,2160-12,2161840-184
CLOUDFLARE INC(NET)9800-9802100-210
PALANTIR TECHNOLOGIES INC(PLTR)70,51870,796+27812,86412,5849.41%-280
MICROSOFT CORP(MSFT)5,4425,123-3192,8192,4781.85%-341
CROWDSTRIKE HLDGS INC(CRWD)10,90310,480-4235,3474,9133.68%-434
SYNOPSYS INC(SNPS)3,1482,362-7861,5531,1090.83%-444
SOUNDHOUND AI INC(SOUN)71,64969,549-2,1001,1526930.52%-459
PALO ALTO NETWORKS INC(PANW)40,78139,963-8188,3047,3615.51%-943
META PLATFORMS INC(META)15,31115,304-711,24410,1027.56%-1,142
UBER TECHNOLOGIES INC(UBER)71,19468,655-2,5396,9755,6104.20%-1,365
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