BURR FINANCIAL SERVICES, LLC

Q1 2026 13F-HR Holdings

Location
Pleasant Hill, CA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
25
Total value ($000)
$125,843
Net value change ($000)
-7,830 (-5.9%)
New positions
5
Sold out positions
6
Turnover %
19.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FANG 6,923 NEW
TSM 5,180 70.1%
AMAT 4,172 56.5%
NVDA 2,756 7.0%
MU 2,438 NEW
PLTR 410 3.3%
LRCX 281 24.8%
GEV 253 NEW
GE 241 NEW
PWR 220 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMZN -8,232 -74.7%
PANW -6,160 -83.7%
UBER -5,610 -100.0%
CRWD -4,913 -100.0%
MSFT -2,478 -100.0%
SNPS -1,109 -100.0%
UNH -451 -100.0%
GOOGL -403 -16.1%
TPH -365 -100.0%
META -349 -3.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type