Burford Brothers, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Burford Brothers, Inc. reported 151 stock positions worth $172.0 million. Its top holding was Apple (AAPL) at 8.9% of the portfolio, followed by Microsoft (MSFT, 5.2%) and Cap Group Core Equity (CGUS, 4.7%). Compared with Q1 2024, it opened 8 new positions, sold out of 6, added to 68 and reduced 35. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale Home Depot (HD, shares −37%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0002001434
Portfolio Value
$172.0M (Q2 2024)
SEC Filing
0001911013-24-000008 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $152.4M Q1 2024 Q2 2024: $172.0M $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 151 stocks · $172.0M
AAPL Apple Inc. 8.89% 72,614 $15.3M Add +4.1%
MSFT Microsoft Corp. 5.15% 19,837 $8.9M Reduce -0.4%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 4.73% 252,094 $8.1M Add +36.5%
BRK.B Berkshire Hathaway Inc. Class B 3.93% 16,618 $6.8M Add +50.9%
VNLA Janus Henderson Short Durati 3.37% 119,557 $5.8M Add +28.0%
CGGR Cap Group Growth Equity 3.04% 159,149 $5.2M Add +11.4%
XOM Exxon Mobil Corp. 2.66% 39,767 $4.6M Add +14.5%
TSLA Tesla Inc. 2.56% 22,240 $4.4M Add +4.3%
AMZN Amazon.com Inc. 2.53% 22,558 $4.4M Add +3.0%
FSLR First Solar Inc. 2.41% 18,412 $4.2M Add +2.1%
META Meta Platforms Inc. Class A 1.76% 6,003 $3.0M Reduce -0.1%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 1.49% 87,187 $2.6M Add +121.3%
JPM JPMorgan Chase & Co. 1.49% 12,638 $2.6M Add +0.2%
TEVA Teva Pharmaceutical-SP ADR 1.39% 147,644 $2.4M Add +4.7%
GOOG Alphabet Inc. Class C 1.39% 13,040 $2.4M Add +8.1%
JNJ Johnson & Johnson 1.32% 15,592 $2.3M Add +2.7%
CVX Chevron Corp. 1.28% 14,080 $2.2M Add +22.8%
TXN Texas Instruments Inc. 1.22% 10,824 $2.1M Reduce -1.0%
ET Energy Transfer LP 1.19% 125,985 $2.0M Add +4.3%
PG The Procter & Gamble Co. 1.18% 12,345 $2.0M No change
VST Vistra Corp. 1.05% 20,964 $1.8M Add +5.9%
ABBV Abbvie Inc. 1.04% 10,430 $1.8M Add +0.1%
GE General Electric filed as GE AEROSPACE 1.00% 10,863 $1.7M No change
MTDR Matador Resources Co. 0.93% 26,888 $1.6M Reduce -1.7%
WMT Walmart Inc. 0.92% 23,485 $1.6M Reduce -0.0%
KO The Coca-Cola Co. 0.91% 24,467 $1.6M Add +0.6%
VZ Verizon Communications Inc. 0.88% 36,535 $1.5M Add +22.6%
NVO Novo-Nordisk A/S-Spons ADR 0.85% 10,303 $1.5M Reduce -0.3%
COIN Coinbase Global Inc. Class A 0.85% 6,565 $1.5M Add +6.8%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.84% 56,365 $1.4M Add +6.2%
UNH Unitedhealth Group Inc. 0.81% 2,731 $1.4M Add +7.3%
ABT Abbott Laboratories 0.78% 12,955 $1.3M Add +299.0%
LMT Lockheed Martin Corp. 0.73% 2,693 $1.3M Add +15.4%
MO Altria Group Inc. 0.68% 25,762 $1.2M Add +15.4%
NVDA Nvidia Corp. 0.68% 9,413 $1.2M Add +40.1%
ASML ASML Holding NV-NY Reg SHS 0.67% 1,125 $1.2M Add +4.1%
CAT Caterpillar Inc. 0.65% 3,338 $1.1M Add +110.5%
TGT Target Corp. 0.59% 6,836 $1.0M Reduce -2.0%
AFL Aflac Inc. 0.58% 11,189 $999K Add +34.7%
AMGN Amgen Inc. 0.57% 3,164 $989K No change
CGSD Cap Group Short Duration 0.57% 38,383 $975K Add +0.2%
NXRT Nexpoint Residential 0.56% 24,282 $959K Reduce -2.2%
CGMS Cap Group US Multi-Sect Bond 0.56% 35,608 $959K Reduce -2.1%
XLP SS Consumer Staples Sel Sect 0.54% 12,120 $928K Add +1.4%
HD Home Depot Inc. 0.53% 2,661 $916K Reduce -36.8%
XLV SS Health Care Select Sector 0.52% 6,155 $897K Add +6.2%
EOG EOG Resources Inc. 0.52% 7,056 $888K Add +53.7%
MCD McDonald's Corp. 0.50% 3,393 $865K Reduce -0.9%
XLE SS Energy Select Sector 0.50% 9,383 $855K Add +9.0%
V Visa Inc. Class A 0.48% 3,159 $829K No change
SBUX Starbucks Corp. 0.46% 10,166 $791K Reduce -0.3%
EPD Enterprise Products Partners 0.44% 26,312 $763K Add +20.1%
AXP American Express Co. 0.44% 3,281 $760K Add +15.5%
GSST Goldman Sachs Ultra Short Bo 0.44% 14,964 $754K Reduce -11.0%
CRM Salesforce Inc. 0.44% 2,928 $753K Add +15.6%
LYB Lyondellbasell Indu Class A 0.44% 7,854 $751K New
XLK SS Technology Select Sector 0.44% 3,320 $751K Add +0.1%
XLI SS Industrial Select Sector 0.44% 6,149 $749K Reduce -2.9%
PEG Public Service Enterprise GP 0.43% 10,058 $741K Add +11.5%
APD Air Products & Chemicals Inc. 0.42% 2,801 $723K Add +18.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.42% 4,175 $722K Add +17.2%
QCOM Qualcomm Inc. 0.42% 3,622 $721K Reduce -1.5%
XLC SS Comm Select Sector SPDR 0.42% 8,359 $716K Add +9.2%
XLF SS Financial Select Sector 0.40% 16,623 $683K Reduce -3.5%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.39% 20,127 $664K No change
HSY The Hershey Co. 0.38% 3,592 $660K Add +22.0%
IPG Interpublic Group of Cos Inc. 0.38% 22,244 $647K Add +54.9%
SBR Sabine Royalty Trust 0.38% 10,000 $645K No change
XLY SS Consumer Disc Select Sect 0.37% 3,504 $639K Add +3.9%
GOOGL Alphabet Inc. Class A 0.37% 3,499 $637K Add +9.7%
F Ford Motor Co. filed as FORD MTR CO DEL 0.37% 50,515 $633K Reduce -1.5%
BLK BlackRock Finance Inc. 0.37% 801 $631K Add +0.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.36% 9,203 $627K No change
UPS United Parcel Service Class B 0.36% 4,560 $624K Add +17.7%
XLB SS Materials Select Sector 0.36% 7,048 $622K Add +12.0%
CB Chubb Ltd. 0.36% 2,431 $620K No change
PEP Pepsico Inc. 0.35% 3,677 $606K Reduce -2.2%
SRE Sempra 0.34% 7,704 $586K New
PM Philip Morris International 0.34% 5,740 $582K No change
PSX Phillips 66 0.34% 4,120 $582K No change
RTX RTX Corp. 0.33% 5,695 $572K Reduce -2.0%
GLD SPDR Gold Shares 0.33% 2,601 $559K Add +2.8%
TLT iShares 20+ Year Treasury BD 0.32% 6,090 $559K Reduce -14.7%
DKS Dick's Sporting Goods Inc. 0.32% 2,576 $553K New
NXDT Nexpoint Diversified Real Es 0.32% 100,011 $553K Add +32.2%
GPC Genuine Parts Co. 0.32% 3,952 $547K Add +2.2%
XLRE SS Real Estate Select Sector 0.31% 14,001 $538K Add +12.8%
PSA Public Storage 0.31% 1,857 $534K Add +13.9%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.31% 18,452 $528K Add +16.4%
TSN Tyson Foods Inc. Class A 0.30% 9,011 $515K Add +33.0%
COP Conocophillips 0.30% 4,453 $509K Add +29.0%
GEV GE Vernova Inc. 0.29% 2,919 $501K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.29% 4,271 $493K Add +10.9%
BP BP PLC-Spons ADR 0.28% 13,507 $488K No change
ASA ASA Gold and Precious Metals 0.28% 27,210 $477K No change
COST Costco Wholesale Corp. 0.28% 559 $475K Add +22.3%
EWJ iShares MSCI Japan ETF 0.27% 6,716 $458K Reduce -1.8%
BHP BHP Group Ltd.-Spon ADR 0.27% 8,018 $458K Add +38.9%
IEMG iShares Core MSCI Emerging 0.26% 8,310 $445K Reduce -1.7%
UNP Union Pacific Corp. 0.24% 1,832 $415K No change
GM General Motors Co. 0.24% 8,860 $412K Reduce -2.7%
ADP Automatic Data Processing 0.24% 1,717 $410K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 3,903 $388K Reduce -0.8%
VGK Vanguard Ftse Europe ETF 0.22% 5,687 $380K Reduce -10.9%
MMU Western Asset Managed Munici 0.22% 36,100 $374K No change
GEHC GE Healthcare Technology 0.22% 4,766 $371K Add +11.0%
RSG Republic Services Inc. 0.21% 1,884 $366K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 672 $366K No change
CGMU Cap Group Municipal Income 0.20% 12,865 $345K No change
SPGI S&P Global Inc. 0.20% 772 $344K No change
URI United Rentals Inc. 0.20% 531 $343K Reduce -1.5%
ICE Intercontinental Exchange Inc. 0.20% 2,489 $341K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.19% 3,110 $331K No change
PFE Pfizer Inc. 0.19% 11,822 $331K Reduce -0.4%
XETYX Eaton Vance Tax-MGD Div Eqty 0.18% 22,600 $318K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.18% 4,677 $313K No change
OKE Oneok Inc. 0.18% 3,826 $312K Add +0.4%
SMTH Alps SMTH Cor BD Plus ETF 0.18% 12,190 $310K Reduce -47.2%
ISRG Intuitive Surgical Inc. 0.17% 676 $301K Reduce -0.1%
FE Firstenergy Corp. 0.17% 7,788 $298K No change
PHM Pultegroup Inc. 0.17% 2,681 $295K Add +0.9%
XMVTX BlackRock Munivest Fund II 0.17% 26,355 $291K No change
IWM iShares Russell 2000 ETF 0.17% 1,404 $285K Add +10.8%
BEP Brookfield Renewable Partner 0.17% 11,472 $284K Reduce -0.8%
BMY Bristol-Myers Squibb Co. 0.16% 6,798 $282K No change
ED Consolidated Edison Inc. 0.16% 3,157 $282K Add +9.2%
ANET Arista Networks Inc. 0.16% 800 $280K Reduce -13.3%
SLV iShares Silver Trust 0.16% 10,435 $277K No change
NKE Nike Inc. Class B 0.15% 3,415 $257K Reduce -1.8%
MDLZ Mondelez International Inc. Class A 0.15% 3,822 $250K Add +1.2%
QQQ Invesco QQQ Trust Series 1 0.14% 519 $249K New
NTES Netease Inc.-ADR 0.14% 2,575 $246K No change
HAL Halliburton Co. 0.14% 7,236 $244K No change
XOP SS SPDR S&P Og Exp & Prod 0.14% 1,612 $234K No change
USCI United States Commodity Inde 0.13% 3,630 $226K Reduce -1.1%
OIA Invesco Municipal Income Opp 0.13% 34,470 $219K Reduce -6.1%
SHW The Sherwin-Williams Co. 0.13% 726 $217K No change
REGN Regeneron Pharmaceuticals 0.12% 200 $210K New
HWM Howmet Aerospace Inc. 0.12% 2,638 $205K New
PMO Franklin Muncipl Opps Tst-Ui 0.12% 19,900 $204K No change
CHGG Chegg Inc. 0.12% 64,335 $203K Add +138.7%
MUA BlackRock Muniassets Fund 0.12% 17,500 $203K No change
ABEV Ambev SA-ADR 0.11% 94,133 $193K Reduce -2.6%
ETV Eaton Vance T/M Buy-Writ Opp 0.10% 13,200 $180K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.10% 12,500 $177K No change
PR Permian Resources Corp. Class A 0.09% 10,000 $162K New
NZF Nuveen Municipal Credit Inc. 0.09% 13,000 $161K No change
PMM Franklin Managed Municipal I 0.09% 25,850 $160K No change
JFR Nuveen Floating Rate Income 0.07% 13,070 $113K No change
NOK Nokia Corp.-Spon ADR 0.04% 20,000 $76K No change
ABERDEEN ASIA PACIFIC INCOM filed as ABRDN ASIA PACIFIC INCOME FU 0.02% 13,524 $36K No change

Portfolio Sells Q1 2024 → Q2 2024
HD Home Depot Inc. Reduce -36.8% 0.53% −0.53
NUE Nucor Corp. Sold out 0.00% −0.51
GILD Gilead Sciences Inc. Sold out 0.00% −0.49
ATO Atmos Energy Corp. Sold out 0.00% −0.48
MSFT Microsoft Corp. Reduce -0.4% 5.15% −0.34
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.29
B Barrick Gold Corp. Sold out 0.00% −0.28
MTDR Matador Resources Co. Reduce -1.7% 0.93% −0.27
TGT Target Corp. Reduce -2.0% 0.59% −0.22
SMTH Alps SMTH Cor BD Plus ETF Reduce -47.2% 0.18% −0.21
META Meta Platforms Inc. Class A Reduce -0.1% 1.76% −0.16
SBUX Starbucks Corp. Reduce -0.3% 0.46% −0.15
DE Deere & Co. Sold out 0.00% −0.14
MCD McDonald's Corp. Reduce -0.9% 0.50% −0.13
TLT iShares 20+ Year Treasury BD Reduce -14.7% 0.32% −0.12
GSST Goldman Sachs Ultra Short Bo Reduce -11.0% 0.44% −0.12
DIS The Walt Disney Co. Reduce -0.8% 0.23% −0.09
CGMS Cap Group US Multi-Sect Bond Reduce -2.1% 0.56% −0.09
XLI SS Industrial Select Sector Reduce -2.9% 0.44% −0.09
PEP Pepsico Inc. Reduce -2.2% 0.35% −0.08
XLF SS Financial Select Sector Reduce -3.5% 0.40% −0.08
F Ford Motor Co. Reduce -1.5% 0.37% −0.08
NKE Nike Inc. Class B Reduce -1.8% 0.15% −0.06
VGK Vanguard Ftse Europe ETF Reduce -10.9% 0.22% −0.06
URI United Rentals Inc. Reduce -1.5% 0.20% −0.06
EWJ iShares MSCI Japan ETF Reduce -1.8% 0.27% −0.05
ABEV Ambev SA-ADR Reduce -2.6% 0.11% −0.04
RTX RTX Corp. Reduce -2.0% 0.33% −0.04
GM General Motors Co. Reduce -2.7% 0.24% −0.03
OIA Invesco Municipal Income Opp Reduce -6.1% 0.13% −0.03
IEMG iShares Core MSCI Emerging Reduce -1.7% 0.26% −0.03
TXN Texas Instruments Inc. Reduce -1.0% 1.22% −0.03
PFE Pfizer Inc. Reduce -0.4% 0.19% −0.02
NVO Novo-Nordisk A/S-Spons ADR Reduce -0.3% 0.85% −0.02
USCI United States Commodity Inde Reduce -1.1% 0.13% −0.02
ANET Arista Networks Inc. Reduce -13.3% 0.16% −0.01
BEP Brookfield Renewable Partner Reduce -0.8% 0.17% −0.01
WMT Walmart Inc. Reduce -0.0% 0.92% −0.00
ISRG Intuitive Surgical Inc. Reduce -0.1% 0.17% −0.00
QCOM Qualcomm Inc. Reduce -1.5% 0.42% +0.01
NXRT Nexpoint Residential Reduce -2.2% 0.56% +0.03

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +4.1% 8.89% +1.04
CGUS Cap Group Core Equity Add +36.5% 4.73% +0.95
BRK.B Berkshire Hathaway Inc. Class B Add +50.9% 3.93% +0.89
CGGO Cap Group Global Growth Add +121.3% 1.49% +0.75
ABT Abbott Laboratories Add +299.0% 0.78% +0.54
LYB Lyondellbasell Indu Class A New 0.44% +0.44
FSLR First Solar Inc. Add +2.1% 2.41% +0.42
VNLA Janus Henderson Short Durati Add +28.0% 3.37% +0.40
SRE Sempra New 0.34% +0.34
DKS Dick's Sporting Goods Inc. New 0.32% +0.32
GEV GE Vernova Inc. New 0.29% +0.29
NVDA Nvidia Corp. Add +40.1% 0.68% +0.28
CAT Caterpillar Inc. Add +110.5% 0.65% +0.27
GOOG Alphabet Inc. Class C Add +8.1% 1.39% +0.18
QQQ Invesco QQQ Trust Series 1 New 0.14% +0.14
VST Vistra Corp. Add +5.9% 1.05% +0.14
EOG EOG Resources Inc. Add +53.7% 0.52% +0.13
REGN Regeneron Pharmaceuticals New 0.12% +0.12
HWM Howmet Aerospace Inc. New 0.12% +0.12
AFL Aflac Inc. Add +34.7% 0.58% +0.11
TSLA Tesla Inc. Add +4.3% 2.56% +0.10
PR Permian Resources Corp. Class A New 0.09% +0.09
CVX Chevron Corp. Add +22.8% 1.28% +0.09
TEVA Teva Pharmaceutical-SP ADR Add +4.7% 1.39% +0.09
IPG Interpublic Group of Cos Inc. Add +54.9% 0.38% +0.07
COST Costco Wholesale Corp. Add +22.3% 0.28% +0.06
VZ Verizon Communications Inc. Add +22.6% 0.88% +0.06
GOOGL Alphabet Inc. Class A Add +9.7% 0.37% +0.05
BHP BHP Group Ltd.-Spon ADR Add +38.9% 0.27% +0.05
CGGR Cap Group Growth Equity Add +11.4% 3.04% +0.04
APD Air Products & Chemicals Inc. Add +18.1% 0.42% +0.04
MO Altria Group Inc. Add +15.4% 0.68% +0.04
TSN Tyson Foods Inc. Class A Add +33.0% 0.30% +0.04
PEG Public Service Enterprise GP Add +11.5% 0.43% +0.04
LMT Lockheed Martin Corp. Add +15.4% 0.73% +0.03
EPD Enterprise Products Partners Add +20.1% 0.44% +0.02
AXP American Express Co. Add +15.5% 0.44% +0.02
XOM Exxon Mobil Corp. Add +14.5% 2.66% +0.01
HSY The Hershey Co. Add +22.0% 0.38% +0.01
COP Conocophillips Add +29.0% 0.30% +0.01
XLC SS Comm Select Sector SPDR Add +9.2% 0.42% +0.01
PSA Public Storage Add +13.9% 0.31% +0.00
VICI Vici Properties Inc. Add +16.4% 0.31% −0.00
NXDT Nexpoint Diversified Real Es Add +32.2% 0.32% −0.01
ED Consolidated Edison Inc. Add +9.2% 0.16% −0.01
IWM iShares Russell 2000 ETF Add +10.8% 0.17% −0.01
XLRE SS Real Estate Select Sector Add +12.8% 0.31% −0.01
UPS United Parcel Service Class B Add +17.7% 0.36% −0.02
CHGG Chegg Inc. Add +138.7% 0.12% −0.02
GLD SPDR Gold Shares Add +2.8% 0.33% −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