Burford Brothers, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Burford Brothers, Inc. reported 149 stock positions worth $152.4 million. Its top holding was Apple (AAPL) at 7.8% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Cap Group Core Equity (CGUS, 3.8%). Compared with Q4 2023, it opened 8 new positions, sold out of 9, added to 69 and reduced 42. The biggest buy was a new position in General Electric Co.-Wi (GE) and the biggest sale an exit from iShares 0-1 Year Treasury Bo (SHV).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002001434
- Portfolio Value
- $152.4M (Q1 2024)
- SEC Filing
- 0001911013-24-000006 ↗ filed May 15, 2024
Holdings Value
Holdings 149 stocks · $152.4M
| AAPL Apple Inc. | 7.85% | 69,733 | $12.0M | Add +0.5% |
| MSFT Microsoft Corp. | 5.50% | 19,918 | $8.4M | Reduce -1.6% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 3.78% | 184,708 | $5.8M | Add +21.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.04% | 11,014 | $4.6M | Add +2.0% |
| CGGR Cap Group Growth Equity | 3.00% | 142,812 | $4.6M | Add +15.9% |
| VNLA Janus Henderson Short Durati | 2.97% | 93,416 | $4.5M | Reduce -12.2% |
| XOM Exxon Mobil Corp. | 2.65% | 34,740 | $4.0M | Add +1.1% |
| AMZN Amazon.com Inc. | 2.59% | 21,905 | $4.0M | Add +0.5% |
| TSLA Tesla Inc. | 2.46% | 21,329 | $3.7M | Add +1.5% |
| FSLR First Solar Inc. | 2.00% | 18,029 | $3.0M | Reduce -12.2% |
| META Meta Platforms Inc. Class A | 1.92% | 6,010 | $2.9M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.66% | 12,613 | $2.5M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.58% | 15,188 | $2.4M | Add +70.2% |
| PG The Procter & Gamble Co. | 1.31% | 12,345 | $2.0M | Add +0.4% |
| TEVA Teva Pharmaceutical-SP ADR | 1.31% | 141,059 | $2.0M | Add +1.0% |
| GE General Electric Co.-Wi | 1.25% | 10,873 | $1.9M | New |
| TXN Texas Instruments Inc. | 1.25% | 10,929 | $1.9M | Add +2.6% |
| ET Energy Transfer LP | 1.25% | 120,822 | $1.9M | No change |
| ABBV Abbvie Inc. | 1.24% | 10,416 | $1.9M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 1.21% | 12,065 | $1.8M | Add +1.8% |
| MTDR Matador Resources Co. | 1.20% | 27,359 | $1.8M | Add +1.4% |
| CVX Chevron Corp. | 1.19% | 11,468 | $1.8M | Add +10.7% |
| COIN Coinbase Global Inc. Class A | 1.07% | 6,150 | $1.6M | Reduce -4.1% |
| HD Home Depot Inc. | 1.06% | 4,213 | $1.6M | Reduce -13.6% |
| KO The Coca-Cola Co. | 0.98% | 24,317 | $1.5M | No change |
| WMT Walmart Inc. | 0.93% | 23,491 | $1.4M | Add +0.4% |
| VST Vistra Corp. | 0.90% | 19,799 | $1.4M | Add +4.8% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.90% | 53,077 | $1.4M | Add +9.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.87% | 10,332 | $1.3M | Add +2.3% |
| UNH Unitedhealth Group Inc. | 0.83% | 2,544 | $1.3M | Add +7.3% |
| VZ Verizon Communications Inc. | 0.82% | 29,797 | $1.3M | Add +8.8% |
| TGT Target Corp. | 0.81% | 6,974 | $1.2M | Reduce -0.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.74% | 39,407 | $1.1M | Add +3.7% |
| LMT Lockheed Martin Corp. | 0.70% | 2,333 | $1.1M | New |
| ASML ASML Holding NV-NY Reg SHS | 0.69% | 1,081 | $1.0M | Add +7.5% |
| CGMS Cap Group US Multi-Sect Bond | 0.65% | 36,385 | $984K | New |
| MO Altria Group Inc. | 0.64% | 22,326 | $974K | Reduce -1.1% |
| CGSD Cap Group Short Duration | 0.64% | 38,296 | $973K | Add +258.1% |
| MCD McDonald's Corp. | 0.63% | 3,424 | $965K | Reduce -39.6% |
| SBUX Starbucks Corp. | 0.61% | 10,196 | $932K | Add +0.1% |
| XLP SS Consumer Staples Sel Sect | 0.60% | 11,957 | $913K | Reduce -4.3% |
| AMGN Amgen Inc. | 0.59% | 3,164 | $900K | Reduce -35.4% |
| V Visa Inc. Class A | 0.58% | 3,159 | $882K | Add +0.1% |
| XLV SS Health Care Select Sector | 0.56% | 5,798 | $857K | Reduce -5.4% |
| GSST Goldman Sachs Ultra Short Bo | 0.56% | 16,806 | $846K | Reduce -0.1% |
| XLE SS Energy Select Sector | 0.53% | 8,609 | $813K | Reduce -3.0% |
| NXRT Nexpoint Residential | 0.52% | 24,832 | $799K | No change |
| XLI SS Industrial Select Sector | 0.52% | 6,335 | $798K | Reduce -3.0% |
| NUE Nucor Corp. | 0.51% | 3,961 | $784K | Add +69.4% |
| CRM Salesforce Inc. | 0.50% | 2,533 | $763K | Add +7.3% |
| GILD Gilead Sciences Inc. | 0.49% | 10,094 | $739K | Add +39.8% |
| ATO Atmos Energy Corp. | 0.48% | 6,180 | $735K | Add +35.6% |
| XLF SS Financial Select Sector | 0.48% | 17,217 | $725K | Reduce -1.8% |
| AFL Aflac Inc. | 0.47% | 8,307 | $713K | Add +26.8% |
| XLK SS Technology Select Sector | 0.45% | 3,316 | $691K | Reduce -8.6% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.45% | 51,269 | $681K | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.45% | 3,563 | $680K | Add +5.6% |
| TLT iShares 20+ Year Treasury BD | 0.44% | 7,138 | $675K | Add +6.2% |
| PSX Phillips 66 | 0.44% | 4,120 | $673K | Add +2.6% |
| BLK BlackRock Finance Inc. | 0.44% | 800 | $667K | Add +1.8% |
| PEP Pepsico Inc. | 0.43% | 3,759 | $658K | Add +1.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.43% | 20,127 | $654K | Add +15.5% |
| AXP American Express Co. | 0.42% | 2,840 | $647K | Add +9.4% |
| EPD Enterprise Products Partners | 0.42% | 21,903 | $639K | Add +11.8% |
| SBR Sabine Royalty Trust | 0.41% | 10,000 | $632K | No change |
| CB Chubb Ltd. | 0.41% | 2,431 | $630K | Add +2.1% |
| XLC SS Comm Select Sector SPDR | 0.41% | 7,655 | $625K | Reduce -6.5% |
| QCOM Qualcomm Inc. | 0.41% | 3,676 | $622K | New |
| XLY SS Consumer Disc Select Sect | 0.41% | 3,374 | $620K | Add +3.9% |
| NVDA Nvidia Corp. | 0.40% | 672 | $607K | Reduce -12.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.40% | 9,203 | $604K | Reduce -2.7% |
| PEG Public Service Enterprise GP | 0.40% | 9,021 | $602K | Add +27.1% |
| GPC Genuine Parts Co. | 0.39% | 3,866 | $599K | New |
| SMTH Alps SMTH Cor BD Plus ETF | 0.39% | 23,076 | $592K | New |
| EOG EOG Resources Inc. | 0.39% | 4,590 | $587K | Add +23.6% |
| XLB SS Materials Select Sector | 0.38% | 6,295 | $585K | Reduce -5.1% |
| CAT Caterpillar Inc. | 0.38% | 1,586 | $581K | Add +0.3% |
| UPS United Parcel Service Class B | 0.38% | 3,875 | $576K | Add +18.8% |
| APD Air Products & Chemicals Inc. | 0.38% | 2,371 | $574K | Add +3.0% |
| HSY The Hershey Co. | 0.38% | 2,944 | $573K | Reduce -9.8% |
| RTX RTX Corp. | 0.37% | 5,812 | $567K | Reduce -48.5% |
| PM Philip Morris International | 0.35% | 5,740 | $526K | No change |
| GLD SPDR Gold Shares | 0.34% | 2,531 | $521K | Add +1.2% |
| BP BP PLC-Spons ADR | 0.33% | 13,507 | $509K | Add +0.1% |
| NXDT Nexpoint Diversified Real Es | 0.33% | 75,665 | $499K | Add +1.9% |
| XLRE SS Real Estate Select Sector | 0.32% | 12,411 | $491K | Reduce -0.1% |
| EWJ iShares MSCI Japan ETF | 0.32% | 6,841 | $488K | Reduce -11.3% |
| GOOGL Alphabet Inc. Class A | 0.32% | 3,190 | $481K | Add +7.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 3,933 | $481K | Reduce -59.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.31% | 3,110 | $479K | No change |
| PSA Public Storage | 0.31% | 1,631 | $473K | Add +18.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.31% | 15,855 | $472K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.31% | 3,851 | $470K | Add +32.6% |
| IPG Interpublic Group of Cos Inc. | 0.31% | 14,358 | $469K | Add +17.4% |
| UNP Union Pacific Corp. | 0.30% | 1,832 | $451K | No change |
| COP Conocophillips | 0.29% | 3,453 | $439K | Add +0.1% |
| PXD Pioneer Natural Resources Co. | 0.29% | 1,669 | $438K | Reduce -8.0% |
| IEMG iShares Core MSCI Emerging | 0.29% | 8,456 | $436K | Reduce -5.8% |
| B Barrick Gold Corp. | 0.28% | 26,005 | $433K | Add +11.3% |
| VGK Vanguard Ftse Europe ETF | 0.28% | 6,385 | $430K | Reduce -5.1% |
Portfolio Sells Q4 2023 → Q1 2024
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −1.32 |
| GE General Electric | Sold out | 0.00% | −0.98 |
| VNLA Janus Henderson Short Durati | Reduce -12.2% | 2.97% | −0.66 |
| MCD McDonald's Corp. | Reduce -39.6% | 0.63% | −0.55 |
| CHGG Chegg Inc. | Reduce -67.3% | 0.13% | −0.53 |
| FSLR First Solar Inc. | Reduce -12.2% | 2.00% | −0.50 |
| AMGN Amgen Inc. | Reduce -35.4% | 0.59% | −0.41 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -60.1% | 0.23% | −0.34 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.32 |
| DIS The Walt Disney Co. | Reduce -59.6% | 0.32% | −0.31 |
| RTX RTX Corp. | Reduce -48.5% | 0.37% | −0.30 |
| O Realty Income Corp. | Sold out | 0.00% | −0.26 |
| PTBD Pacer Trendpilot US Bond ETF | Sold out | 0.00% | −0.23 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.20 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.16 |
| TEL Te Connectivity Ltd. | Sold out | 0.00% | −0.16 |
| BEN Franklin Templeton Inc. | Sold out | 0.00% | −0.15 |
| HD Home Depot Inc. | Reduce -13.6% | 1.06% | −0.13 |
| OKE Oneok Inc. | Reduce -35.5% | 0.20% | −0.09 |
| HSY The Hershey Co. | Reduce -9.8% | 0.38% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -20.4% | 0.17% | −0.05 |
| XLK SS Technology Select Sector | Reduce -8.6% | 0.45% | −0.04 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -0.1% | 0.56% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -4.3% | 0.60% | −0.04 |
| ABEV Ambev SA-ADR | Reduce -0.9% | 0.16% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -5.8% | 0.29% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -0.1% | 0.32% | −0.03 |
| EWJ iShares MSCI Japan ETF | Reduce -11.3% | 0.32% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -5.4% | 0.56% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.7% | 0.40% | −0.03 |
| VGK Vanguard Ftse Europe ETF | Reduce -5.1% | 0.28% | −0.02 |
| ASA ASA Gold and Precious Metals | Reduce -2.3% | 0.27% | −0.02 |
| XLB SS Materials Select Sector | Reduce -5.1% | 0.38% | −0.02 |
| DE Deere & Co. | Reduce -4.3% | 0.14% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -6.5% | 0.41% | −0.01 |
| JFR Nuveen Floating Rate Income | Reduce -10.3% | 0.07% | −0.01 |
| MO Altria Group Inc. | Reduce -1.1% | 0.64% | −0.00 |
| F Ford Motor Co. | Reduce -1.9% | 0.45% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -3.0% | 0.52% | −0.00 |
| PXD Pioneer Natural Resources Co. | Reduce -8.0% | 0.29% | −0.00 |
| XLE SS Energy Select Sector | Reduce -3.0% | 0.53% | +0.01 |
| XLF SS Financial Select Sector | Reduce -1.8% | 0.48% | +0.01 |
| GM General Motors Co. | Reduce -11.4% | 0.27% | +0.01 |
| URI United Rentals Inc. | Reduce -1.3% | 0.26% | +0.03 |
| ABBV Abbvie Inc. | Reduce -0.3% | 1.24% | +0.10 |
| TGT Target Corp. | Reduce -0.3% | 0.81% | +0.11 |
| MSFT Microsoft Corp. | Reduce -1.6% | 5.50% | +0.12 |
| NVDA Nvidia Corp. | Reduce -12.6% | 0.40% | +0.13 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 1.66% | +0.14 |
| COIN Coinbase Global Inc. Class A | Reduce -4.1% | 1.07% | +0.28 |
Portfolio Buys Q4 2023 → Q1 2024
| GE General Electric Co.-Wi | New | 1.25% | +1.25 |
| CGUS Cap Group Core Equity | Add +21.0% | 3.78% | +0.72 |
| LMT Lockheed Martin Corp. | New | 0.70% | +0.70 |
| CGMS Cap Group US Multi-Sect Bond | New | 0.65% | +0.65 |
| JNJ Johnson & Johnson | Add +70.2% | 1.58% | +0.59 |
| CGGR Cap Group Growth Equity | Add +15.9% | 3.00% | +0.54 |
| CGSD Cap Group Short Duration | Add +258.1% | 0.64% | +0.45 |
| QCOM Qualcomm Inc. | New | 0.41% | +0.41 |
| GPC Genuine Parts Co. | New | 0.39% | +0.39 |
| VST Vistra Corp. | Add +4.8% | 0.90% | +0.39 |
| SMTH Alps SMTH Cor BD Plus ETF | New | 0.39% | +0.39 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 3.04% | +0.32 |
| VICI Vici Properties Inc. | New | 0.31% | +0.31 |
| TEVA Teva Pharmaceutical-SP ADR | Add +1.0% | 1.31% | +0.28 |
| AMZN Amazon.com Inc. | Add +0.5% | 2.59% | +0.25 |
| CGMU Cap Group Municipal Income | New | 0.23% | +0.23 |
| NUE Nucor Corp. | Add +69.4% | 0.51% | +0.23 |
| XOM Exxon Mobil Corp. | Add +1.1% | 2.65% | +0.22 |
| ASML ASML Holding NV-NY Reg SHS | Add +7.5% | 0.69% | +0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +2.3% | 0.87% | +0.13 |
| MTDR Matador Resources Co. | Add +1.4% | 1.20% | +0.11 |
| ATO Atmos Energy Corp. | Add +35.6% | 0.48% | +0.11 |
| CVX Chevron Corp. | Add +10.7% | 1.19% | +0.10 |
| VZ Verizon Communications Inc. | Add +8.8% | 0.82% | +0.09 |
| PEG Public Service Enterprise GP | Add +27.1% | 0.40% | +0.09 |
| TROW T Rowe Price Group Inc. | Add +32.6% | 0.31% | +0.09 |
| AFL Aflac Inc. | Add +26.8% | 0.47% | +0.09 |
| CGXU Cap Group Intl Focus | Add +9.8% | 0.90% | +0.08 |
| AXP American Express Co. | Add +9.4% | 0.42% | +0.08 |
| GILD Gilead Sciences Inc. | Add +39.8% | 0.49% | +0.07 |
| EOG EOG Resources Inc. | Add +23.6% | 0.39% | +0.07 |
| PSX Phillips 66 | Add +2.6% | 0.44% | +0.06 |
| CGDV Cap Group Dividend Value | Add +15.5% | 0.43% | +0.06 |
| CRM Salesforce Inc. | Add +7.3% | 0.50% | +0.06 |
| WMT Walmart Inc. | Add +0.4% | 0.93% | +0.06 |
| IBM Intl Business Machines Corp. | Add +5.6% | 0.45% | +0.06 |
| EPD Enterprise Products Partners | Add +11.8% | 0.42% | +0.05 |
| CGGO Cap Group Global Growth | Add +3.7% | 0.74% | +0.05 |
| TSN Tyson Foods Inc. Class A | Add +23.6% | 0.26% | +0.05 |
| CAT Caterpillar Inc. | Add +0.3% | 0.38% | +0.05 |
| PG The Procter & Gamble Co. | Add +0.4% | 1.31% | +0.04 |
| GEHC GE Healthcare Technology | Add +6.2% | 0.26% | +0.04 |
| CB Chubb Ltd. | Add +2.1% | 0.41% | +0.03 |
| ANET Arista Networks Inc. | Add +7.3% | 0.18% | +0.03 |
| IPG Interpublic Group of Cos Inc. | Add +17.4% | 0.31% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 1.21% | +0.02 |
| PHM Pultegroup Inc. | Add +4.2% | 0.21% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +7.3% | 0.32% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 0.18% | +0.02 |
| UPS United Parcel Service Class B | Add +18.8% | 0.38% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 182 | $272.5M | AAPL, CGUS, BRK.B, VNLA, CGGR |
| Q1 2026 | 172 | $243.9M | AAPL, CGUS, VNLA, BRK.B, TSLA |
| Q4 2025 | 173 | $242.2M | AAPL, CGUS, BRK.B, TSLA, MSFT |
| Q3 2025 | 167 | $233.9M | AAPL, CGUS, BRK.B, MSFT, TSLA |
| Q2 2025 | 161 | $217.9M | AAPL, VNLA, CGUS, BRK.B, MSFT |
| Q1 2025 | 158 | $206.0M | AAPL, BRK.B, CGUS, VNLA, MSFT |
| Q4 2024 | 156 | $203.7M | AAPL, CGUS, VNLA, TSLA, BRK.B |
| Q3 2024 | 157 | $191.8M | AAPL, CGUS, BRK.B, MSFT, VNLA |
| Q2 2024 | 151 | $172.0M | AAPL, MSFT, CGUS, BRK.B, VNLA |
| Q1 2024 | 149 | $152.4M | AAPL, MSFT, CGUS, BRK.B, CGGR |