BURR FINANCIAL SERVICES, LLC

Q2 2026 13F-HR Holdings

Location
Sparks, NV
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$161,161
Net value change ($000)
+35,318 (28.1%)
New positions
2
Sold out positions
1
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 13,602 117.7%
MU 9,082 372.5%
TSM 5,119 40.7%
NVDA 4,924 11.6%
MRVL 3,891 757.0%
AVGO 2,490 18.5%
AMD 1,814 204.5%
PANW 1,443 120.1%
LRCX 1,424 100.7%
GOOGL 542 25.8%
Top Reduces (Value $000, Stocks/ETFs)
FANG -6,923 -100.0%
PLTR -3,054 -23.5%
META -427 -4.4%
SOUN -48 -7.7%
COR -41 -9.9%
ACHR -21 -8.5%
COST -19 -6.0%
TMO -5 -2.4%
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