AI Portfolio Summary
In 2025 Q4, BURR FINANCIAL SERVICES, LLC maintained a portfolio of 28 distinct positions. They heavily accumulated shares in BROADCOM INC, increasing their position by 5.3%. Conversely, BURR FINANCIAL SERVICES, LLC completely exited their position in CLOUDFLARE INC.
Total Positions
28
Quarter
2025 Q4
Top Holding
NVDA (29.6%)
Top 10 Concentration
89.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 28
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 29.60% | 29.40% |
#1
Prev: #1
|
10.0 | -8 | -0.0% |
P
S
|
212,170 | $39,569,726 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 10.11% | 9.09% |
#2
1
Prev: #3
|
6.1 | 1,966 | 5.3% |
P
S
|
39,042 | $13,512,436 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 9.41% | 9.55% |
#3
1
Prev: #2
|
5.8 | 278 | 0.4% |
P
S
|
70,796 | $12,583,989 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 8.24% | 8.11% |
#4
1
Prev: #5
|
3.3 | -1,989 | -4.0% |
P
S
|
47,740 | $11,019,347 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 7.56% | 8.35% |
#5
1
Prev: #4
|
3.0 | -7 | -0.0% |
P
S
|
15,304 | $10,101,886 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 5.53% | 4.91% |
#6
2
Prev: #8
|
4.2 | 629 | 2.7% |
P
S
|
24,306 | $7,386,350 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 5.53% | 4.30% |
#7
2
Prev: #9
|
4.2 | 465 | 1.6% |
P
S
|
28,739 | $7,385,636 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 5.51% | 6.17% |
#8
2
Prev: #6
|
2.2 | -818 | -2.0% |
P
S
|
39,963 | $7,361,185 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 4.20% | 5.18% |
#9
2
Prev: #7
|
1.7 | -2,539 | -3.6% |
P
S
|
68,655 | $5,609,800 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 3.68% | 3.97% |
#10
Prev: #10
|
1.5 | -423 | -3.9% |
P
S
|
10,480 | $4,912,605 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.87% | 1.36% |
#11
2
Prev: #13
|
2.8 | 450 | 6.0% |
P
S
|
8,001 | $2,504,313 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.85% | 2.09% |
#12
1
Prev: #11
|
0.8 | -319 | -5.9% |
P
S
|
5,123 | $2,477,585 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.55% | 1.56% |
#13
1
Prev: #12
|
0.6 | -616 | -7.5% |
P
S
|
7,612 | $2,069,398 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.85% | 0.65% |
#14
2
Prev: #16
|
2.3 | 66 | 1.0% |
P
S
|
6,616 | $1,132,527 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.83% | 1.15% |
#15
1
Prev: #14
|
0.4 | -786 | -25.0% |
P
S
|
2,362 | $1,109,479 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.67% | 0.44% |
#16
1
Prev: #17
|
2.3 | 540 | 14.8% |
P
S
|
4,189 | $897,116 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SOUN
SOUNDHOUND AI I...
|
Technology | 0.52% | 0.86% |
#17
2
Prev: #15
|
0.2 | -2,100 | -2.9% |
P
S
|
69,549 | $693,404 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.34% | 0.35% |
#18
1
Prev: #19
|
0.1 | no change | no change |
P
S
|
1,365 | $450,600 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COR
CENCORA INC
|
Healthcare | 0.33% | 0.31% |
#19
1
Prev: #20
|
0.1 | no change | no change |
P
S
|
1,314 | $443,804 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.33% | 0.36% |
#20
2
Prev: #18
|
0.2 | -636 | -10.9% |
P
S
|
5,191 | $441,131 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 0.31% | 0.30% |
#21
Prev: #21
|
0.1 | no change | no change |
P
S
|
1,195 | $419,098 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.29% | 0.29% |
#22
1
Prev: #23
|
0.1 | no change | no change |
P
S
|
688 | $392,765 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TPH
TRI POINTE HOME...
|
Consumer Cyclical | 0.27% | 0.29% |
#23
1
Prev: #22
|
0.1 | no change | no change |
P
S
|
11,600 | $365,052 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACHR
ARCHER AVIATION...
|
Industrials | 0.23% | 0.28% |
#24
Prev: #24
|
2.1 | 1,750 | 4.5% |
P
S
|
40,555 | $304,974 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.20% | 0.22% |
#25
Prev: #25
|
0.1 | no change | no change |
P
S
|
316 | $272,499 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NET
CLOUDFLARE INC
|
Technology | 0.00% | 0.16% |
Sold All 😨
(Was: #27) |
0.3 | -980 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PCG
PG&E CORP
|
Utilities | 0.00% | 0.14% |
Sold All 😨
(Was: #28) |
0.3 | -12,216 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 28 holdings