Burr Financial Services, LLC Portfolio Holdings

Burr Financial Services, LLC

  • $118 Million
  • Q2 2025

Burr Financial Services, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $24.7M, Meta Platforms, Inc. with a value of $11.3M, Amazon Com Inc with a value of $10.1M, Palantir Technologies Inc. with a value of $9.97M, and Broadcom Inc. with a value of $9.64M.

Examining the 13F form we can see an decrease of $8.79M in the current position value, from $127M to 118M.

Burr Financial Services, LLC is based out at Pleasant Hill, CA

Below you can find more details about Burr Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Million
Technology: $86.4 Million
Communication Services: $18.5 Million
Consumer Cyclical: $10.9 Million
Financial Services: $855,000
Healthcare: $536,000
Industrials: $438,000
Consumer Defensive: $312,000
Utilities: $170,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$24.7 Million 20.94% of portfolio
156,521
Q2 2025 Reduced 65.17%
$1.62T
$11.3 Million 9.58% of portfolio
15,329
Q2 2025 Reduced 20.73%
$2.3T
$10.1 Million 8.53% of portfolio
45,892
Q2 2025 Reduced 11.25%
$293B
$9.97 Million 8.45% of portfolio
73,168
Q2 2025 Reduced 53.24%
$112B
$9.64 Million 8.16% of portfolio
34,965
Q2 2025 Added 11.29%
$57.1B
$8.85 Million 7.49% of portfolio
43,231
Q2 2025 Reduced 17.33%
$186B
$6.57 Million 5.56% of portfolio
70,433
Q2 2025 Added 352.36%
$170B
$5.2 Million 4.4% of portfolio
28,396
Q2 2025 Added 381.29%
$102B
$4.95 Million 4.19% of portfolio
9,714
Q2 2025 Added 154.09%
$562B
$4.35 Million 3.69% of portfolio
3,250
Q2 2025 Added 10.73%
$1.19T
$4.28 Million 3.62% of portfolio
18,877
Q2 2025 Added 13.25%
$33.9B
$3.41 Million 2.89% of portfolio
4,660
Q2 2025 Added 774.3%
$61.8B
$2.87 Million 2.43% of portfolio
37,085
Q2 2025 Added 471.42%
$1.07T
$2.85 Million 2.41% of portfolio
16,160
Q2 2025 Added 6.13%
$3.35T
$1.83 Million 1.55% of portfolio
8,905
Q2 2025 Reduced 18.09%
$84B
$1.6 Million 1.36% of portfolio
3,128
Q2 2025 Added 291.98%
$1T
$456,000 0.39% of portfolio
1,438
Q2 2025 Reduced 94.83%
$527B
$431,000 0.37% of portfolio
768
Q2 2025 Reduced 9.43%
$1.75B
$438,000 0.37% of portfolio
40,405
Q2 2025 New
$171B
$420,000 0.36% of portfolio
1,087
Q2 2025 Reduced 44.6%
$573B
$424,000 0.36% of portfolio
1,195
Q2 2025 Reduced 4.4%
$236B
$392,000 0.33% of portfolio
2,764
Q2 2025 Reduced 62.27%
$3.44B
$370,000 0.31% of portfolio
11,600
Q4 2024 Reduced 42.49%
$434B
$312,000 0.26% of portfolio
316
Q2 2024 Reduced 15.96%
$281B
$293,000 0.25% of portfolio
940
Q2 2025 Added 80.77%
$38.4B
$243,000 0.21% of portfolio
1,314
Q1 2024 New
$1.74B
$195,000 0.17% of portfolio
18,184
Q2 2025 Reduced 28.13%
$26.6B
$170,000 0.14% of portfolio
12,216
Q1 2024 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $118 Million
  • Prior Value $127 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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