Burrus Financial Services, Inc. reported 5 positions worth $2.71M for the quarter ended Sep 30, 2026, up 15.9% on the prior quarter. It opened 0 new positions, added to 3, trimmed 0 and exited 0. Its largest holding is Microsoft Corp at 31.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 1,679 | $861.25K | 31.75% | +3 | +0.2% | Added | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,523 | $758.44K | 27.96% | 0 | 0.0% | Unchanged | 0% |
| 3 | BP Bp Plc | Energy | 12.0K | $528.04K | 19.47% | +136 | +1.1% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 1,038 | $345.76K | 12.75% | +1 | +0.1% | Added | 0% |
| 5 | SLV iShares Silver Trust | Others | 4,020 | $219.13K | 8.08% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Burrus Financial Services.
As of its Q3 2026 13F filing, Burrus Financial Services, Inc.’s five largest positions were Microsoft Corp (MSFT) at 31.8%, Berkshire Hathaway Inc (BRK-B) at 28.0%, Bp Plc (BP) at 19.5%, Apple Inc. (AAPL) at 12.7%, iShares Silver Trust (SLV) at 8.1% of the reported portfolio.
Burrus Financial Services, Inc. reported a 13F portfolio worth $2.71M across 5 positions for Q3 2026. That is up 15.9% from the previous quarter.
Its largest purchases by value were Bp Plc ($5.98K), Microsoft Corp ($1.54K), Apple Inc. ($333.10). It opened 0 new positions.
From the Form 13F-HR reports Burrus Financial Services, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.