Burford Brothers, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Burford Brothers, Inc. reported 156 stock positions worth $203.7 million. Its top holding was Apple (AAPL) at 8.9% of the portfolio, followed by Cap Group Core Equity (CGUS, 5.9%) and Janus Henderson Short Durati (VNLA, 5.0%). Compared with Q3 2024, it opened 10 new positions, sold out of 11, added to 75 and reduced 35. The biggest buy was a new position in Janus Henderson Aaa Clo ETF (JAAA) and the biggest sale an exit from Lockheed Martin (LMT).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002001434
- Portfolio Value
- $203.7M (Q4 2024)
- SEC Filing
- 0002001434-25-000002 ↗ filed Jan 24, 2025
Holdings Value
Holdings 156 stocks · $203.7M
| AAPL Apple Inc. | 8.87% | 72,189 | $18.1M | Reduce -1.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 5.86% | 341,266 | $11.9M | Add +8.9% |
| VNLA Janus Henderson Short Durati | 5.03% | 209,341 | $10.2M | Add +31.4% |
| TSLA Tesla Inc. | 4.46% | 22,473 | $9.1M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.42% | 19,875 | $9.0M | Add +5.1% |
| MSFT Microsoft Corp. | 4.10% | 19,837 | $8.4M | Add +0.2% |
| CGGR Cap Group Growth Equity | 3.28% | 179,507 | $6.7M | Add +6.2% |
| JAAA Janus Henderson Aaa Clo ETF | 2.60% | 104,301 | $5.3M | New |
| AMZN Amazon.com Inc. | 2.43% | 22,540 | $4.9M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 2.15% | 40,673 | $4.4M | Add +0.4% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.04% | 142,121 | $4.2M | Add +8.6% |
| TEVA Teva Pharmaceutical-SP ADR | 1.65% | 152,687 | $3.4M | Reduce -0.4% |
| FSLR First Solar Inc. | 1.61% | 18,605 | $3.3M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.50% | 12,724 | $3.0M | Add +0.4% |
| VST Vistra Corp. | 1.49% | 21,984 | $3.0M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.48% | 5,163 | $3.0M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 1.21% | 12,938 | $2.5M | Reduce -1.1% |
| WMT Walmart Inc. | 1.08% | 24,386 | $2.2M | Add +0.3% |
| PG The Procter & Gamble Co. | 1.02% | 12,393 | $2.1M | Add +0.2% |
| MO Altria Group Inc. | 0.95% | 36,951 | $1.9M | Add +40.3% |
| VZ Verizon Communications Inc. | 0.93% | 47,276 | $1.9M | Add +13.4% |
| ABBV Abbvie Inc. | 0.91% | 10,457 | $1.9M | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.91% | 11,132 | $1.9M | Add +0.8% |
| COIN Coinbase Global Inc. Class A | 0.86% | 7,092 | $1.8M | Add +0.2% |
| ABT Abbott Laboratories | 0.83% | 14,980 | $1.7M | Add +12.1% |
| KO The Coca-Cola Co. | 0.75% | 24,440 | $1.5M | Add +0.0% |
| TXN Texas Instruments Inc. | 0.73% | 7,975 | $1.5M | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.72% | 2,903 | $1.5M | Add +0.3% |
| MTDR Matador Resources Co. | 0.71% | 25,583 | $1.4M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.69% | 10,532 | $1.4M | Add +11.8% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.69% | 57,208 | $1.4M | Add +1.7% |
| CAT Caterpillar Inc. | 0.66% | 3,713 | $1.3M | Add +0.5% |
| CVX Chevron Corp. | 0.64% | 9,024 | $1.3M | Add +2.5% |
| JNJ Johnson & Johnson | 0.64% | 8,948 | $1.3M | Reduce -46.0% |
| CAH Cardinal Health Inc. | 0.62% | 10,617 | $1.3M | New |
| CRM Salesforce Inc. | 0.56% | 3,397 | $1.1M | Add +3.2% |
| AXP American Express Co. | 0.53% | 3,625 | $1.1M | Reduce -1.4% |
| EXC Exelon Corp. | 0.52% | 28,236 | $1.1M | New |
| GEV GE Vernova Inc. | 0.51% | 3,145 | $1.0M | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 4,685 | $1.0M | Add +1.6% |
| HD Home Depot Inc. | 0.50% | 2,632 | $1.0M | Reduce -1.3% |
| XLP SS Consumer Staples Sel Sect | 0.50% | 13,024 | $1.0M | Add +20.4% |
| NXRT Nexpoint Residential | 0.50% | 24,257 | $1.0M | No change |
| ET Energy Transfer LP | 0.49% | 50,894 | $997K | Add +13.3% |
| MCD McDonald's Corp. | 0.48% | 3,385 | $981K | No change |
| DMLP Dorchester Minerals LP | 0.48% | 29,272 | $976K | New |
| V Visa Inc. Class A | 0.47% | 3,037 | $960K | Reduce -3.9% |
| EPD Enterprise Products Partners | 0.47% | 30,329 | $951K | Add +2.1% |
| TGT Target Corp. | 0.45% | 6,843 | $925K | Add +0.8% |
| EOG EOG Resources Inc. | 0.45% | 7,469 | $916K | Add +5.6% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.44% | 30,785 | $899K | Add +43.8% |
| RIO Rio Tinto PLC-Spon ADR | 0.43% | 14,821 | $872K | Reduce -4.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.43% | 10,101 | $869K | No change |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.42% | 27,652 | $865K | Add +9.6% |
| CGMS Cap Group US Multi-Sect Bond | 0.42% | 31,063 | $847K | Reduce -11.8% |
| AMGN Amgen Inc. | 0.40% | 3,165 | $825K | Add +0.0% |
| BLK BlackRock Inc. | 0.40% | 796 | $816K | Reduce -0.6% |
| CGSD Cap Group Short Duration | 0.40% | 31,505 | $808K | Reduce -16.1% |
| XLE SS Energy Select Sector | 0.39% | 9,344 | $800K | Add +9.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.39% | 1,134 | $786K | Add +0.9% |
| SRE Sempra | 0.38% | 8,845 | $776K | Reduce -11.2% |
| XLI SS Industrial Select Sector | 0.38% | 5,831 | $768K | Add +4.0% |
| GSST Goldman Sachs Ultra Short Bo | 0.37% | 15,075 | $757K | Reduce -0.5% |
| XLV SS Health Care Select Sector | 0.37% | 5,446 | $749K | Add +14.2% |
| XLC SS Comm Select Sector SPDR | 0.36% | 7,613 | $737K | Add +7.5% |
| PM Philip Morris International | 0.36% | 6,123 | $737K | Add +7.0% |
| XLK SS Technology Select Sector | 0.36% | 3,156 | $734K | Add +14.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.36% | 9,683 | $733K | Add +4.6% |
| NXDT Nexpoint Diversified Real Es | 0.36% | 120,136 | $733K | Add +3.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.36% | 20,765 | $732K | Add +5.3% |
| XLF SS Financial Select Sector | 0.35% | 14,892 | $720K | Add +7.1% |
| PPG PPG Industries Inc. | 0.35% | 5,920 | $707K | New |
| TLT iShares 20+ Year Treasury BD | 0.34% | 7,890 | $689K | Add +36.2% |
| SBUX Starbucks Corp. | 0.33% | 7,444 | $679K | Add +57.7% |
| GOOGL Alphabet Inc. Class A | 0.33% | 3,561 | $674K | Add +0.0% |
| CB Chubb Ltd. | 0.33% | 2,431 | $672K | No change |
| XLY SS Consumer Disc Select Sect | 0.33% | 2,984 | $669K | Reduce -4.9% |
| RTX RTX Corp. | 0.32% | 5,636 | $652K | Reduce -1.0% |
| JHG Janus Henderson Group PLC | 0.32% | 15,241 | $648K | Reduce -14.7% |
| SBR Sabine Royalty Trust | 0.32% | 10,000 | $648K | No change |
| DKS Dick's Sporting Goods Inc. | 0.32% | 2,809 | $643K | Add +19.6% |
| PSA Public Storage | 0.31% | 2,140 | $641K | Add +19.6% |
| ADM Archer-Daniels-Midland Co. | 0.31% | 12,645 | $639K | Add +12.5% |
| TSN Tyson Foods Inc. Class A | 0.30% | 10,815 | $621K | Add +1.4% |
| QCOM Qualcomm Inc. | 0.30% | 3,983 | $612K | Add +16.5% |
| XLRE SS Real Estate Select Sector | 0.30% | 14,848 | $604K | Add +9.9% |
| F Ford Motor Co. filed as FORD MTR CO | 0.28% | 57,659 | $571K | Add +13.5% |
| XLB SS Materials Select Sector | 0.28% | 6,779 | $570K | Add +3.1% |
| ASA ASA Gold and Precious Metals | 0.27% | 27,210 | $550K | No change |
| PEP Pepsico Inc. | 0.26% | 3,489 | $531K | Reduce -5.0% |
| LRCX Lam Research Corp. | 0.25% | 7,137 | $516K | Add +1.2% |
| RHI Robert Half Inc. | 0.25% | 7,283 | $513K | Reduce -27.7% |
| BBY Best Buy Co. Inc. | 0.25% | 5,943 | $510K | Add +18.5% |
| ADP Automatic Data Processing | 0.25% | 1,717 | $503K | Reduce -0.1% |
| ROK Rockwell Automation Inc. | 0.24% | 1,741 | $498K | New |
| COST Costco Wholesale Corp. | 0.24% | 535 | $491K | Reduce -4.1% |
| BHP BHP Group Ltd.-Spon ADR | 0.24% | 9,926 | $485K | Add +3.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 4,337 | $483K | Reduce -1.1% |
| APAM Artisan Partners Asset Ma -A | 0.23% | 10,936 | $471K | New |
| PSX Phillips 66 | 0.23% | 4,122 | $470K | Add +0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.88 |
| FSLR First Solar Inc. | Reduce -0.8% | 1.61% | −0.83 |
| JNJ Johnson & Johnson | Reduce -46.0% | 0.64% | −0.76 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.74 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.61 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.48 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.42 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.32 |
| SMTH Alps SMTH Cor BD Plus ETF | Sold out | 0.00% | −0.16 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -4.2% | 0.43% | −0.15 |
| CGMU Cap Group Municipal Income | Sold out | 0.00% | −0.13 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −0.13 |
| CGSD Cap Group Short Duration | Reduce -16.1% | 0.40% | −0.11 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.11 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.11 |
| RHI Robert Half Inc. | Reduce -27.7% | 0.25% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -2.5% | 1.48% | −0.10 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -11.8% | 0.42% | −0.09 |
| IPG Interpublic Group of Cos Inc. | Reduce -14.1% | 0.23% | −0.09 |
| CHGG Chegg Inc. | Reduce -84.3% | 0.01% | −0.07 |
| PEP Pepsico Inc. | Reduce -5.0% | 0.26% | −0.07 |
| HD Home Depot Inc. | Reduce -1.3% | 0.50% | −0.06 |
| SRE Sempra | Reduce -11.2% | 0.38% | −0.05 |
| PFE Pfizer Inc. | Reduce -10.6% | 0.14% | −0.04 |
| RTX RTX Corp. | Reduce -1.0% | 0.32% | −0.04 |
| ABEV Ambev SA-ADR | Reduce -8.4% | 0.07% | −0.04 |
| JHG Janus Henderson Group PLC | Reduce -14.7% | 0.32% | −0.04 |
| FE Firstenergy Corp. | Reduce -1.7% | 0.15% | −0.03 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -0.5% | 0.37% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -19.1% | 0.11% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -4.1% | 0.24% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.25% | −0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -4.9% | 0.33% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.1% | 0.19% | +0.00 |
| BLK BlackRock Inc. | Reduce -0.6% | 0.40% | +0.00 |
| AXP American Express Co. | Reduce -1.4% | 0.53% | +0.01 |
| GM General Motors Co. | Reduce -4.3% | 0.22% | +0.01 |
| AAPL Apple Inc. | Reduce -1.0% | 8.87% | +0.01 |
| DIS The Walt Disney Co. | Reduce -1.1% | 0.24% | +0.02 |
| V Visa Inc. Class A | Reduce -3.9% | 0.47% | +0.02 |
| MTDR Matador Resources Co. | Reduce -0.2% | 0.71% | +0.05 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 1.21% | +0.07 |
| VST Vistra Corp. | Reduce -0.7% | 1.49% | +0.12 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -0.4% | 1.65% | +0.21 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 2.43% | +0.23 |
| TSLA Tesla Inc. | Reduce -1.3% | 4.46% | +1.35 |
Portfolio Buys Q3 2024 → Q4 2024
| JAAA Janus Henderson Aaa Clo ETF | New | 2.60% | +2.60 |
| VNLA Janus Henderson Short Durati | Add +31.4% | 5.03% | +0.95 |
| CAH Cardinal Health Inc. | New | 0.62% | +0.62 |
| EXC Exelon Corp. | New | 0.52% | +0.52 |
| DMLP Dorchester Minerals LP | New | 0.48% | +0.48 |
| PPG PPG Industries Inc. | New | 0.35% | +0.35 |
| CGUS Cap Group Core Equity | Add +8.9% | 5.86% | +0.26 |
| MO Altria Group Inc. | Add +40.3% | 0.95% | +0.25 |
| ROK Rockwell Automation Inc. | New | 0.24% | +0.24 |
| APAM Artisan Partners Asset Ma -A | New | 0.23% | +0.23 |
| CGGR Cap Group Growth Equity | Add +6.2% | 3.28% | +0.21 |
| COIN Coinbase Global Inc. Class A | Add +0.2% | 0.86% | +0.21 |
| PLTR Palantir Technologies Inc. Class A | New | 0.17% | +0.17 |
| RL Ralph Lauren Corp. | New | 0.11% | +0.11 |
| ET Energy Transfer LP | Add +13.3% | 0.49% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 1.50% | +0.10 |
| ENB Enbridge Inc. | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +11.8% | 0.69% | +0.10 |
| GEV GE Vernova Inc. | Add +1.5% | 0.51% | +0.10 |
| SBUX Starbucks Corp. | Add +57.7% | 0.33% | +0.09 |
| CRM Salesforce Inc. | Add +3.2% | 0.56% | +0.09 |
| VICI Vici Properties Inc. | Add +43.8% | 0.44% | +0.07 |
| DKS Dick's Sporting Goods Inc. | Add +19.6% | 0.32% | +0.06 |
| WMT Walmart Inc. | Add +0.3% | 1.08% | +0.06 |
| TLT iShares 20+ Year Treasury BD | Add +36.2% | 0.34% | +0.04 |
| ABT Abbott Laboratories | Add +12.1% | 0.83% | +0.04 |
| XLK SS Technology Select Sector | Add +14.5% | 0.36% | +0.04 |
| XLP SS Consumer Staples Sel Sect | Add +20.4% | 0.50% | +0.03 |
| XLC SS Comm Select Sector SPDR | Add +7.5% | 0.36% | +0.03 |
| AVGO Broadcom Inc. | Add +0.1% | 0.13% | +0.03 |
| XLF SS Financial Select Sector | Add +7.1% | 0.35% | +0.02 |
| EWJ iShares MSCI Japan ETF | Add +29.3% | 0.19% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 0.33% | +0.02 |
| EPD Enterprise Products Partners | Add +2.1% | 0.47% | +0.02 |
| CGBL Cap Group Core Balanced | Add +9.6% | 0.42% | +0.02 |
| ANET Arista Networks Inc. | Add +0.3% | 0.19% | +0.02 |
| GLD SPDR Gold Shares | Add +12.8% | 0.13% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.12% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +9.3% | 0.13% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +18.5% | 0.20% | +0.00 |
| XLE SS Energy Select Sector | Add +9.6% | 0.39% | +0.00 |
| F Ford Motor Co. | Add +13.5% | 0.28% | +0.00 |
| PM Philip Morris International | Add +7.0% | 0.36% | −0.00 |
| NOK Nokia Corp.-Spon ADR | Add +0.5% | 0.04% | −0.00 |
| QCOM Qualcomm Inc. | Add +16.5% | 0.30% | −0.00 |
| CREATIVE MEDIA & CMNTY TR | Add +2.0% | 0.00% | −0.00 |
| EOG EOG Resources Inc. | Add +5.6% | 0.45% | −0.00 |
| APD Air Products & Chemicals Inc. | Add +0.2% | 0.13% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.5% | 0.17% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Add +10.8% | 0.19% | −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 |