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 (431 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +12.8% · 6 months +6.3% · 1 year +19.4% · all +19.4%
- Max drawdown -5.8% · Sharpe 0.74 · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 29.3% · long · since 2025-06-30
- AMAT · 15.6% · long · since 2025-06-30
- TSM · 11.0% · long · since 2025-06-30
- AVGO · 9.9% · long · since 2025-06-30
- MU · 7.1% · long · since 2026-03-31
- PLTR · 6.2% · long · since 2025-06-30
- META · 5.8% · long · since 2025-06-30
- MRVL · 2.7% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- 512807306 · 1.8% · long · since 2025-06-30
- AMD · 1.7% · long · since 2025-06-30
- PANW · 1.6% · long · since 2025-06-30
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