BURR FINANCIAL SERVICES, LLC - Portfolio overview

BURR FINANCIAL SERVICES, LLC has 33 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 29.44%
2. AVGO - BROADCOM INC, 9.35%
3. PLTR - PALANTIR TECHNOLOGIES INC, 9.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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