Burford Brothers, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), Burford Brothers, Inc. reported 157 stock positions worth $191.8 million. Its top holding was Apple (AAPL) at 8.9% of the portfolio, followed by Cap Group Core Equity (CGUS, 5.6%) and Berkshire Hathaway Class B (BRK.B, 4.5%). Compared with Q2 2024, it opened 14 new positions, sold out of 8, added to 53 and reduced 48. The biggest buy was Cap Group Core Equity (CGUS, shares +24%) and the biggest sale Energy Transfer (ET, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002001434
- Portfolio Value
- $191.8M (Q3 2024)
- SEC Filing
- 0002035324-24-000006 ↗ filed Oct 23, 2024
Holdings Value
Holdings 157 stocks · $191.8M
| AAPL Apple Inc. | 8.86% | 72,936 | $17.0M | Add +0.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 5.60% | 313,474 | $10.7M | Add +24.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.54% | 18,918 | $8.7M | Add +13.8% |
| MSFT Microsoft Corp. | 4.44% | 19,793 | $8.5M | Reduce -0.2% |
| VNLA Janus Henderson Short Durati | 4.07% | 159,313 | $7.8M | Add +33.3% |
| TSLA Tesla Inc. | 3.11% | 22,769 | $6.0M | Add +2.4% |
| CGGR Cap Group Growth Equity | 3.06% | 168,972 | $5.9M | Add +6.2% |
| XOM Exxon Mobil Corp. | 2.47% | 40,494 | $4.7M | Add +1.8% |
| FSLR First Solar Inc. | 2.44% | 18,753 | $4.7M | Add +1.9% |
| AMZN Amazon.com Inc. | 2.20% | 22,606 | $4.2M | Add +0.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.06% | 130,838 | $3.9M | Add +50.1% |
| META Meta Platforms Inc. Class A | 1.58% | 5,298 | $3.0M | Reduce -11.7% |
| TEVA Teva Pharmaceutical-SP ADR | 1.44% | 153,262 | $2.8M | Add +3.8% |
| JNJ Johnson & Johnson | 1.40% | 16,569 | $2.7M | Add +6.3% |
| JPM JPMorgan Chase & Co. | 1.39% | 12,678 | $2.7M | Add +0.3% |
| VST Vistra Corp. | 1.37% | 22,127 | $2.6M | Add +5.5% |
| GOOG Alphabet Inc. Class C | 1.14% | 13,087 | $2.2M | Add +0.4% |
| PG The Procter & Gamble Co. | 1.12% | 12,369 | $2.1M | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 1.09% | 11,038 | $2.1M | Add +1.6% |
| ABBV Abbvie Inc. | 1.07% | 10,442 | $2.1M | Add +0.1% |
| WMT Walmart Inc. | 1.02% | 24,300 | $2.0M | Add +3.5% |
| VZ Verizon Communications Inc. | 0.98% | 41,700 | $1.9M | Add +14.1% |
| KO The Coca-Cola Co. | 0.92% | 24,439 | $1.8M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.88% | 2,895 | $1.7M | Add +6.0% |
| LMT Lockheed Martin Corp. | 0.88% | 2,873 | $1.7M | Add +6.7% |
| TXN Texas Instruments Inc. | 0.86% | 7,970 | $1.6M | Reduce -26.4% |
| ABT Abbott Laboratories | 0.79% | 13,360 | $1.5M | Add +3.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.79% | 56,243 | $1.5M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.75% | 3,695 | $1.4M | Add +10.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.74% | 12,869 | $1.4M | New |
| MO Altria Group Inc. | 0.70% | 26,346 | $1.3M | Add +2.3% |
| CVX Chevron Corp. | 0.68% | 8,803 | $1.3M | Reduce -37.5% |
| MTDR Matador Resources Co. | 0.66% | 25,626 | $1.3M | Reduce -4.7% |
| COIN Coinbase Global Inc. Class A | 0.66% | 7,081 | $1.3M | Add +7.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.63% | 10,101 | $1.2M | Reduce -2.0% |
| AFL Aflac Inc. | 0.61% | 10,455 | $1.2M | Reduce -6.6% |
| NVDA Nvidia Corp. | 0.60% | 9,425 | $1.1M | Add +0.1% |
| RIO Rio Tinto PLC-Spon ADR | 0.57% | 15,472 | $1.1M | New |
| HD Home Depot Inc. | 0.56% | 2,666 | $1.1M | Add +0.2% |
| NXRT Nexpoint Residential | 0.56% | 24,257 | $1.1M | Reduce -0.1% |
| TGT Target Corp. | 0.55% | 6,790 | $1.1M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.54% | 3,385 | $1.0M | Reduce -0.2% |
| AMGN Amgen Inc. | 0.53% | 3,164 | $1.0M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 4,612 | $1.0M | Add +10.5% |
| AXP American Express Co. | 0.52% | 3,676 | $997K | Add +12.0% |
| CGMS Cap Group US Multi-Sect Bond | 0.51% | 35,198 | $980K | Reduce -1.1% |
| CGSD Cap Group Short Duration | 0.51% | 37,531 | $972K | Reduce -2.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.49% | 1,124 | $937K | Reduce -0.1% |
| PEG Public Service Enterprise GP | 0.48% | 10,363 | $925K | Add +3.0% |
| CRM Salesforce Inc. | 0.47% | 3,291 | $901K | Add +12.4% |
| XLP SS Consumer Staples Sel Sect | 0.47% | 10,813 | $897K | Reduce -10.8% |
| EOG EOG Resources Inc. | 0.45% | 7,073 | $869K | Add +0.2% |
| V Visa Inc. Class A | 0.45% | 3,159 | $869K | No change |
| EPD Enterprise Products Partners | 0.45% | 29,692 | $864K | Add +12.8% |
| SRE Sempra | 0.43% | 9,957 | $833K | Add +29.2% |
| LYB Lyondellbasell Indu Class A | 0.42% | 8,362 | $802K | Add +6.5% |
| GEV GE Vernova Inc. | 0.41% | 3,099 | $790K | Add +6.2% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.41% | 25,242 | $784K | New |
| GSST Goldman Sachs Ultra Short Bo | 0.40% | 15,145 | $767K | Add +1.2% |
| BLK BlackRock Finance Inc. | 0.40% | 801 | $761K | No change |
| XLI SS Industrial Select Sector | 0.40% | 5,604 | $759K | Reduce -8.9% |
| XLE SS Energy Select Sector | 0.39% | 8,529 | $749K | Reduce -9.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.39% | 9,261 | $748K | Add +0.6% |
| XLV SS Health Care Select Sector | 0.38% | 4,768 | $734K | Reduce -22.5% |
| NXDT Nexpoint Diversified Real Es | 0.38% | 116,070 | $725K | Add +16.1% |
| ET Energy Transfer LP | 0.38% | 44,921 | $721K | Reduce -64.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.37% | 19,712 | $718K | Reduce -2.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.37% | 21,412 | $713K | Add +16.0% |
| CB Chubb Ltd. | 0.37% | 2,431 | $701K | No change |
| PM Philip Morris International | 0.36% | 5,725 | $695K | Reduce -0.3% |
| RTX RTX Corp. | 0.36% | 5,695 | $690K | No change |
| JHG Janus Henderson Group PLC | 0.35% | 17,867 | $680K | New |
| RHI Robert Half Inc. | 0.35% | 10,079 | $679K | New |
| ADM Archer-Daniels-Midland Co. | 0.35% | 11,239 | $671K | New |
| PSA Public Storage | 0.34% | 1,790 | $651K | Reduce -3.6% |
| XLC SS Comm Select Sector SPDR | 0.33% | 7,080 | $640K | Reduce -15.3% |
| TSN Tyson Foods Inc. Class A | 0.33% | 10,668 | $635K | Add +18.4% |
| XLB SS Materials Select Sector | 0.33% | 6,577 | $634K | Reduce -6.7% |
| XLF SS Financial Select Sector | 0.33% | 13,900 | $630K | Reduce -16.4% |
| XLY SS Consumer Disc Select Sect | 0.33% | 3,138 | $629K | Reduce -10.4% |
| PEP Pepsico Inc. | 0.33% | 3,674 | $625K | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.32% | 2,757 | $622K | Reduce -17.0% |
| SBR Sabine Royalty Trust | 0.32% | 10,000 | $616K | No change |
| IPG Interpublic Group of Cos Inc. | 0.32% | 19,410 | $614K | Reduce -12.7% |
| FANG Diamondback Energy Inc. | 0.32% | 3,506 | $604K | New |
| XLRE SS Real Estate Select Sector | 0.31% | 13,507 | $603K | Reduce -3.5% |
| BHP BHP Group Ltd.-Spon ADR | 0.31% | 9,585 | $595K | Add +19.5% |
| GOOGL Alphabet Inc. Class A | 0.31% | 3,560 | $590K | Add +1.7% |
| QCOM Qualcomm Inc. | 0.30% | 3,418 | $581K | Reduce -5.6% |
| LRCX Lam Research Corp. | 0.30% | 705 | $575K | New |
| TLT iShares 20+ Year Treasury BD | 0.30% | 5,793 | $568K | Reduce -4.9% |
| ASA ASA Gold and Precious Metals | 0.29% | 27,210 | $565K | No change |
| PSX Phillips 66 | 0.28% | 4,120 | $542K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.28% | 50,789 | $536K | Add +0.5% |
| BBY Best Buy Co. Inc. | 0.27% | 5,017 | $518K | New |
| COST Costco Wholesale Corp. | 0.26% | 558 | $495K | Reduce -0.2% |
| DKS Dick's Sporting Goods Inc. | 0.26% | 2,348 | $490K | Reduce -8.8% |
| GEHC GE Healthcare Technology | 0.25% | 5,157 | $484K | Add +8.2% |
| ADP Automatic Data Processing | 0.25% | 1,718 | $475K | Add +0.1% |
| COP Conocophillips | 0.24% | 4,457 | $469K | Add +0.1% |
Portfolio Sells Q2 2024 → Q3 2024
| ET Energy Transfer LP | Reduce -64.3% | 0.38% | −0.81 |
| MSFT Microsoft Corp. | Reduce -0.2% | 4.44% | −0.71 |
| CVX Chevron Corp. | Reduce -37.5% | 0.68% | −0.60 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.38 |
| TXN Texas Instruments Inc. | Reduce -26.4% | 0.86% | −0.37 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.36 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.32 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.29 |
| APD Air Products & Chemicals Inc. | Reduce -68.7% | 0.14% | −0.28 |
| MTDR Matador Resources Co. | Reduce -4.7% | 0.66% | −0.27 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.0% | 0.63% | −0.23 |
| SBUX Starbucks Corp. | Reduce -53.6% | 0.24% | −0.22 |
| GLD SPDR Gold Shares | Reduce -62.5% | 0.12% | −0.20 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.20 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.18 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.1% | 0.49% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -11.7% | 1.58% | −0.18 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.16 |
| XLV SS Health Care Select Sector | Reduce -22.5% | 0.38% | −0.14 |
| QCOM Qualcomm Inc. | Reduce -5.6% | 0.30% | −0.12 |
| XLK SS Technology Select Sector | Reduce -17.0% | 0.32% | −0.11 |
| XLE SS Energy Select Sector | Reduce -9.1% | 0.39% | −0.11 |
| EWJ iShares MSCI Japan ETF | Reduce -34.7% | 0.16% | −0.10 |
| XLC SS Comm Select Sector SPDR | Reduce -15.3% | 0.33% | −0.08 |
| CGMU Cap Group Municipal Income | Reduce -31.2% | 0.13% | −0.07 |
| XLP SS Consumer Staples Sel Sect | Reduce -10.8% | 0.47% | −0.07 |
| XLF SS Financial Select Sector | Reduce -16.4% | 0.33% | −0.07 |
| DKS Dick's Sporting Goods Inc. | Reduce -8.8% | 0.26% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -21.9% | 0.19% | −0.06 |
| CGSD Cap Group Short Duration | Reduce -2.2% | 0.51% | −0.06 |
| IPG Interpublic Group of Cos Inc. | Reduce -12.7% | 0.32% | −0.06 |
| CGXU Cap Group Intl Focus | Reduce -0.2% | 0.79% | −0.05 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -1.1% | 0.51% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -10.4% | 0.33% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -8.9% | 0.40% | −0.04 |
| TGT Target Corp. | Reduce -0.7% | 0.55% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -19.2% | 0.13% | −0.04 |
| XLB SS Materials Select Sector | Reduce -6.7% | 0.33% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -4.9% | 0.30% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.33% | −0.03 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Reduce -5.3% | 0.16% | −0.02 |
| ABERDEEN ASIA PACIFIC INCOM | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.26% | −0.02 |
| SMTH Alps SMTH Cor BD Plus ETF | Reduce -2.5% | 0.16% | −0.02 |
| USCI United States Commodity Inde | Reduce -1.6% | 0.12% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Reduce -2.0% | 0.21% | −0.01 |
| CGDV Cap Group Dividend Value | Reduce -2.1% | 0.37% | −0.01 |
| ABEV Ambev SA-ADR | Reduce -9.9% | 0.11% | −0.00 |
| NXRT Nexpoint Residential | Reduce -0.1% | 0.56% | −0.00 |
| XLRE SS Real Estate Select Sector | Reduce -3.5% | 0.31% | +0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| CGUS Cap Group Core Equity | Add +24.4% | 5.60% | +0.88 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.74% | +0.74 |
| VNLA Janus Henderson Short Durati | Add +33.3% | 4.07% | +0.70 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.8% | 4.54% | +0.61 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.57% | +0.57 |
| CGGO Cap Group Global Growth | Add +50.1% | 2.06% | +0.56 |
| TSLA Tesla Inc. | Add +2.4% | 3.11% | +0.55 |
| CGBL Cap Group Core Balanced | New | 0.41% | +0.41 |
| JHG Janus Henderson Group PLC | New | 0.35% | +0.35 |
| RHI Robert Half Inc. | New | 0.35% | +0.35 |
| ADM Archer-Daniels-Midland Co. | New | 0.35% | +0.35 |
| VST Vistra Corp. | Add +5.5% | 1.37% | +0.32 |
| FANG Diamondback Energy Inc. | New | 0.32% | +0.32 |
| LRCX Lam Research Corp. | New | 0.30% | +0.30 |
| BBY Best Buy Co. Inc. | New | 0.27% | +0.27 |
| LMT Lockheed Martin Corp. | Add +6.7% | 0.88% | +0.14 |
| GEV GE Vernova Inc. | Add +6.2% | 0.41% | +0.12 |
| IBM Intl Business Machines Corp. | Add +10.5% | 0.53% | +0.11 |
| CSCO Cisco Systems Inc. | New | 0.11% | +0.11 |
| DE Deere & Co. | New | 0.11% | +0.11 |
| CAT Caterpillar Inc. | Add +10.7% | 0.75% | +0.11 |
| EAT Brinker International Inc. | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | New | 0.10% | +0.10 |
| VZ Verizon Communications Inc. | Add +14.1% | 0.98% | +0.10 |
| WMT Walmart Inc. | Add +3.5% | 1.02% | +0.10 |
| SRE Sempra | Add +29.2% | 0.43% | +0.09 |
| GE General Electric | Add +1.6% | 1.09% | +0.08 |
| AXP American Express Co. | Add +12.0% | 0.52% | +0.08 |
| JNJ Johnson & Johnson | Add +6.3% | 1.40% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +6.0% | 0.88% | +0.07 |
| VICI Vici Properties Inc. | Add +16.0% | 0.37% | +0.06 |
| NXDT Nexpoint Diversified Real Es | Add +16.1% | 0.38% | +0.06 |
| PEG Public Service Enterprise GP | Add +3.0% | 0.48% | +0.05 |
| TEVA Teva Pharmaceutical-SP ADR | Add +3.8% | 1.44% | +0.04 |
| BHP BHP Group Ltd.-Spon ADR | Add +19.5% | 0.31% | +0.04 |
| GEHC GE Healthcare Technology | Add +8.2% | 0.25% | +0.04 |
| ABBV Abbvie Inc. | Add +0.1% | 1.07% | +0.04 |
| CRM Salesforce Inc. | Add +12.4% | 0.47% | +0.03 |
| TSN Tyson Foods Inc. Class A | Add +18.4% | 0.33% | +0.03 |
| HD Home Depot Inc. | Add +0.2% | 0.56% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.6% | 0.39% | +0.03 |
| FSLR First Solar Inc. | Add +1.9% | 2.44% | +0.03 |
| CGGR Cap Group Growth Equity | Add +6.2% | 3.06% | +0.02 |
| MO Altria Group Inc. | Add +2.3% | 0.70% | +0.02 |
| ANET Arista Networks Inc. | Add +10.1% | 0.18% | +0.01 |
| ABT Abbott Laboratories | Add +3.1% | 0.79% | +0.01 |
| ADP Automatic Data Processing | Add +0.1% | 0.25% | +0.01 |
| NKE Nike Inc. Class B | Add +0.1% | 0.16% | +0.01 |
| EPD Enterprise Products Partners | Add +12.8% | 0.45% | +0.01 |
| CREATIVE MEDIA & CMNTY TR | New | 0.01% | +0.01 |
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 |