Long-term investor
Burr Financial Services, LLC @burrfinancialservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966297).
Record
- Tracked since 2025-06-30 (472 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days -9.1% · 6 months +33.0% · 1 year +32.5% · all +32.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 32.3% · long · since 2025-09-30
- AMAT · 11.1% · long · since 2025-09-30
- TSM · 10.0% · long · since 2025-09-30
- PLTR · 7.6% · long · since 2025-09-30
- MU · 6.1% · long · since 2026-03-31
- IONQ · 4.9% · long · since 2026-09-30
- QBTS · 3.9% · long · since 2026-09-30
- AVGO · 3.8% · long · since 2025-09-30
- RGTI · 3.8% · long · since 2026-09-30
- AMD · 2.1% · long · since 2025-09-30
- MRVL · 2.0% · long · since 2025-09-30
- AMZN · 1.9% · long · since 2025-09-30