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Home > Institutional Investor > Burr Financial Services, Llc > Profile

Instuitional Investor - Burr Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Burr Financial Services, Llc
Portfolio Value $148,185,514
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 455,498 $61,168,788 41.27%
2.
Tesla Inc.
 TSLA 29,419 $11,880,569 8.01%
3.
Palantir Technologies Inc.
 PLTR 154,670 $11,697,692 7.89%
4.
Amazon Com Inc
 AMZN 52,716 $11,565,363 7.8%
5.
Meta Platforms Inc.
 META 18,855 $11,039,627 7.44%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)