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

0$100.0M$200.0M$300.0M Q1 2024: $152.4M $152.4M Q1 2024 Q2 2024: $172.0M Q2 2024 Q3 2024: $191.8M Q3 2024 Q4 2024: $203.7M Q4 2024 Q1 2025: $206.0M Q1 2025 Q2 2025: $217.9M Q2 2025 Q3 2025: $233.9M Q3 2025 Q4 2025: $242.2M Q4 2025 Q1 2026: $243.9M Q1 2026 Q2 2026: $272.5M Q2 2026

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%
ADP Automatic Data Processing 0.28% 1,717 $429K Add +3.5%
ASA ASA Gold and Precious Metals 0.27% 27,210 $418K Reduce -2.3%
GM General Motors Co. 0.27% 9,108 $413K Reduce -11.4%
TSN Tyson Foods Inc. Class A 0.26% 6,773 $398K Add +23.6%
GEHC GE Healthcare Technology 0.26% 4,293 $390K Add +6.2%
URI United Rentals Inc. 0.26% 539 $389K Reduce -1.3%
MMU Western Asset Managed Munici 0.25% 36,100 $377K No change
ABT Abbott Laboratories 0.24% 3,247 $369K Add +3.6%
BMY Bristol-Myers Squibb Co. 0.24% 6,798 $369K No change
RSG Republic Services Inc. 0.24% 1,884 $361K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 672 $352K Reduce -60.1%
CGMU Cap Group Municipal Income 0.23% 12,865 $347K New
ICE Intercontinental Exchange Inc. 0.22% 2,489 $342K No change
COST Costco Wholesale Corp. 0.22% 457 $335K Add +3.9%
BHP BHP Group Ltd.-Spon ADR 0.22% 5,774 $333K Add +15.6%
PFE Pfizer Inc. 0.22% 11,872 $329K Add +5.0%
SPGI S&P Global Inc. 0.22% 772 $328K Add +3.1%
NKE Nike Inc. Class B 0.21% 3,479 $327K Add +2.9%
PHM Pultegroup Inc. 0.21% 2,658 $321K Add +4.2%
FNDX Schwab Fndmntl US LRG Co. ETF 0.21% 4,677 $315K Add +0.4%
OKE Oneok Inc. 0.20% 3,811 $306K Reduce -35.5%
XETYX Eaton Vance Tax-MGD Div Eqty 0.20% 22,600 $302K No change
FE Firstenergy Corp. 0.20% 7,788 $301K No change
XMVTX BlackRock Munivest Fund II 0.19% 26,355 $288K No change
HAL Halliburton Co. 0.19% 7,236 $285K Add +0.0%
ISRG Intuitive Surgical Inc. 0.18% 677 $270K Add +0.1%
BEP Brookfield Renewable Partner 0.18% 11,570 $269K No change
ANET Arista Networks Inc. 0.18% 923 $268K Add +7.3%
IWM iShares Russell 2000 ETF 0.17% 1,267 $266K Reduce -20.4%
NTES Netease Inc.-ADR 0.17% 2,575 $266K No change
MDLZ Mondelez International Inc. Class A 0.17% 3,776 $264K No change
ED Consolidated Edison Inc. 0.17% 2,890 $262K No change
SHW The Sherwin-Williams Co. 0.17% 726 $252K Add +0.1%
XOP SS SPDR S&P Og Exp & Prod 0.16% 1,612 $250K No change
OIA Invesco Municipal Income Opp 0.16% 36,720 $240K No change
ABEV Ambev SA-ADR 0.16% 96,605 $240K Reduce -0.9%
SLV iShares Silver Trust 0.16% 10,435 $237K No change
USCI United States Commodity Inde 0.15% 3,672 $224K No change
DE Deere & Co. 0.14% 535 $220K Reduce -4.3%
CHGG Chegg Inc. 0.13% 26,957 $204K Reduce -67.3%
PMO Franklin Muncipl Opps Tst-Ui 0.13% 19,900 $202K No change
MUA BlackRock Muniassets Fund 0.13% 17,500 $194K No change
ETV Eaton Vance T/M Buy-Writ Opp 0.11% 13,200 $171K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.11% 12,500 $171K No change
NZF Nuveen Municipal Credit Inc. 0.10% 13,000 $159K No change
PMM Franklin Managed Municipal I 0.10% 25,850 $155K No change
JFR Nuveen Floating Rate Income 0.07% 13,070 $114K Reduce -10.3%
NOK Nokia Corp.-Spon ADR 0.05% 20,000 $71K No change
ABERDEEN ASIA PACIFIC INCOM filed as ABRDN ASIA PACIFIC INCOME FU 0.02% 13,524 $38K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 182$272.5MAAPL, CGUS, BRK.B, VNLA, CGGR
Q1 2026 172$243.9MAAPL, CGUS, VNLA, BRK.B, TSLA
Q4 2025 173$242.2MAAPL, CGUS, BRK.B, TSLA, MSFT
Q3 2025 167$233.9MAAPL, CGUS, BRK.B, MSFT, TSLA
Q2 2025 161$217.9MAAPL, VNLA, CGUS, BRK.B, MSFT
Q1 2025 158$206.0MAAPL, BRK.B, CGUS, VNLA, MSFT
Q4 2024 156$203.7MAAPL, CGUS, VNLA, TSLA, BRK.B
Q3 2024 157$191.8MAAPL, CGUS, BRK.B, MSFT, VNLA
Q2 2024 151$172.0MAAPL, MSFT, CGUS, BRK.B, VNLA
Q1 2024 149$152.4MAAPL, MSFT, CGUS, BRK.B, CGGR