0001966297-24-000002.txt : 20240521
0001966297-24-000002.hdr.sgml : 20240521
20240521134427
ACCESSION NUMBER: 0001966297-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240521
DATE AS OF CHANGE: 20240521
EFFECTIVENESS DATE: 20240521
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BURR FINANCIAL SERVICES, LLC
CENTRAL INDEX KEY: 0001966297
ORGANIZATION NAME:
IRS NUMBER: 884089070
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24121
FILM NUMBER: 24968462
BUSINESS ADDRESS:
STREET 1: 367 CIVIC DRIVE
STREET 2: SUITE 2
CITY: PLEASANT HILL
STATE: CA
ZIP: 94523
BUSINESS PHONE: (925) 676-6007
MAIL ADDRESS:
STREET 1: 367 CIVIC DRIVE
STREET 2: SUITE 2
CITY: PLEASANT HILL
STATE: CA
ZIP: 94523
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001966297
XXXXXXXX
12-31-2023
12-31-2023
BURR FINANCIAL SERVICES, LLC
367 CIVIC DRIVE
SUITE 2
PLEASANT HILL
CA
94523
13F HOLDINGS REPORT
028-24121
000323114
N
Brent Burr
CCO
925-676-6007
Brent Burr
Pleasant Hill
CA
05-21-2024
0
31
108195985
false
INFORMATION TABLE
2
BurrFinancialServices_13f.xml
Q$ 2023
ADOBE INC
COM
00724F101
1849092
3815
SH
SOLE
0
0
0
3815
ADVANCED MICRO DEVICES INC
COM
007903107
7213732
43370
SH
SOLE
0
0
0
43370
ALPHABET INC
CAP STK CL A
02079K305
2193277
12397
SH
SOLE
0
0
0
12397
AMAZON COM INC
COM
023135106
9241239
50350
SH
SOLE
0
0
0
50350
APPLE INC
COM
037833100
2023122
10590
SH
SOLE
0
0
0
10590
APPLIED MATLS INC
COM
038222105
8581605
39016
SH
SOLE
0
0
0
39016
CENCORA INC
COM
03073E105
290394
1314
SH
SOLE
0
0
0
1314
CLOUDFLARE INC
CL A COM
18915M107
1165229
15409
SH
SOLE
0
0
0
15409
COSTCO WHSL CORP NEW
COM
22160K105
298168
376
SH
SOLE
0
0
0
376
CROWDSTRIKE HLDGS INC
CL A
22788C105
1791529
5137
SH
SOLE
0
0
0
5137
GE VERNOVA LLC
COM
36828A101
449051
2790
SH
SOLE
0
0
0
2790
GENERAL ELECTRIC CO
COM NEW
369604301
10379800
65167
SH
SOLE
0
0
0
65167
LAM RESEARCH CORP
COM
512807108
1282116
1361
SH
SOLE
0
0
0
1361
MARVELL TECHNOLOGY INC
COM
573874104
930056
12489
SH
SOLE
0
0
0
12489
MASTERCARD INCORPORATED
CL A
57636Q104
1044807
2273
SH
SOLE
0
0
0
2273
META PLATFORMS INC
CL A
30303M102
9087364
19383
SH
SOLE
0
0
0
19383
MICROSOFT CORP
COM
594918104
7368034
17323
SH
SOLE
0
0
0
17323
MONOLITHIC PWR SYS INC
COM
609839105
3020496
3996
SH
SOLE
0
0
0
3996
NETEASE INC
SPONSORED ADS
64110W102
303717
2900
SH
SOLE
0
0
0
2900
NOVO-NORDISK A S
ADR
670100205
3495666
26301
SH
SOLE
0
0
0
26301
NVIDIA CORPORATION
COM
67066G104
31327393
33053
SH
SOLE
0
0
0
33053
PALO ALTO NETWORKS INC
COM
697435105
8459463
26128
SH
SOLE
0
0
0
26128
PG&E CORP
COM
69331C108
227828
12216
SH
SOLE
0
0
0
12216
QUANTA SVCS INC
COM
74762E102
2615861
9773
SH
SOLE
0
0
0
9773
SOFI TECHNOLOGIES INC
COM
83406F102
99941
13900
SH
SOLE
0
0
0
13900
SOUNDHOUND AI INC
CLASS A COM
836100107
2306231
420845
SH
SOLE
0
0
0
420845
SUPER MICRO COMPUTER INC
COM
86800U104
5886457
6512
SH
SOLE
0
0
0
6512
SYNOPSYS INC
COM
871607107
4376776
7620
SH
SOLE
0
0
0
7620
THERMO FISHER SCIENTIFIC INC
COM
883556102
1394735
2348
SH
SOLE
0
0
0
2348
TRANSCAT INC
COM
893529107
227884
1836
SH
SOLE
0
0
0
1836
TRI POINTE HOMES INC
COM
87265H109
460984
11600
SH
SOLE
0
0
0
11600
UBER TECHNOLOGIES INC
COM
90353T100
249226
3855
SH
SOLE
0
0
0
3855
UNITEDHEALTH GROUP INC
COM
91324P102
518264
1002
SH
SOLE
0
0
0
1002
VISA INC
COM CL A
92826C839
623094
2237
SH
SOLE
0
0
0
2237