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

0$100.0M$200.0M$300.0M Q1 2024: $152.4M Q1 2024 Q2 2024: $172.0M Q2 2024 Q3 2024: $191.8M Q3 2024 Q4 2024: $203.7M $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 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%
IPG Interpublic Group of Cos Inc. 0.23% 16,680 $467K Reduce -14.1%
GM General Motors Co. 0.22% 8,477 $452K Reduce -4.3%
COP Conocophillips 0.22% 4,514 $448K Add +1.3%
GEHC GE Healthcare Technology 0.21% 5,378 $420K Add +4.3%
UNP Union Pacific Corp. 0.21% 1,832 $418K No change
IEMG iShares Core MSCI Emerging 0.20% 7,690 $402K Add +18.5%
BP BP PLC-Spons ADR 0.20% 13,507 $399K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 672 $394K No change
VGK Vanguard Ftse Europe ETF 0.19% 6,176 $392K Add +10.8%
ANET Arista Networks Inc. 0.19% 3,536 $391K Add +0.3%
SPGI S&P Global Inc. 0.19% 772 $385K No change
EWJ iShares MSCI Japan ETF 0.19% 5,673 $381K Add +29.3%
BMY Bristol-Myers Squibb Co. 0.19% 6,720 $380K Reduce -1.1%
RSG Republic Services Inc. 0.19% 1,884 $379K No change
ICE Intercontinental Exchange Inc. 0.18% 2,489 $371K No change
MMU Western Asset Managed Munici 0.18% 36,100 $368K No change
ISRG Intuitive Surgical Inc. 0.17% 676 $353K No change
PLTR Palantir Technologies Inc. Class A 0.17% 4,640 $351K New
EAT Brinker International Inc. 0.17% 2,652 $351K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.17% 14,223 $337K Add +0.5%
XETYX Eaton Vance Tax-MGD Div Eqty 0.16% 21,400 $320K No change
FE Firstenergy Corp. 0.15% 7,654 $304K Reduce -1.7%
PHM Pultegroup Inc. 0.14% 2,681 $292K No change
ED Consolidated Edison Inc. 0.14% 3,157 $282K No change
PFE Pfizer Inc. 0.14% 10,564 $280K Reduce -10.6%
XMVTX BlackRock Munivest Fund II 0.14% 26,355 $278K No change
HWM Howmet Aerospace Inc. 0.14% 2,533 $277K No change
IWM iShares Russell 2000 ETF 0.13% 1,240 $274K Add +9.3%
AVGO Broadcom Inc. 0.13% 1,161 $269K Add +0.1%
GLD SPDR Gold Shares 0.13% 1,099 $266K Add +12.8%
BEP Brookfield Renewable Partner 0.13% 11,472 $261K No change
NKE Nike Inc. Class B 0.13% 3,421 $259K Add +0.1%
APD Air Products & Chemicals Inc. 0.13% 879 $255K Add +0.2%
SHW The Sherwin-Williams Co. 0.12% 726 $247K No change
USCI United States Commodity Inde 0.12% 3,570 $236K No change
CSCO Cisco Systems Inc. 0.12% 3,976 $235K Add +0.5%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.11% 3,110 $233K No change
RL Ralph Lauren Corp. 0.11% 1,004 $232K New
MDLZ Mondelez International Inc. Class A 0.11% 3,822 $228K No change
QQQ Invesco QQQ Trust Series 1 0.11% 420 $215K Reduce -19.1%
XOP SS SPDR S&P Og Exp & Prod 0.10% 1,612 $213K No change
DE Deere & Co. 0.10% 499 $211K No change
OIA Invesco Municipal Income Opp 0.10% 34,470 $203K No change
ENB Enbridge Inc. 0.10% 4,789 $203K New
PMO Franklin Muncipl Opps Tst-Ui 0.10% 19,900 $202K No change
MUA BlackRock Muniassets Fund 0.09% 17,500 $193K No change
ETV Eaton Vance T/M Buy-Writ Opp 0.09% 13,200 $190K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.09% 12,500 $188K No change
NZF Nuveen Municipal Credit Inc. 0.08% 13,000 $158K No change
PMM Franklin Managed Municipal I 0.08% 25,850 $154K No change
PR Permian Resources Corp. Class A 0.07% 10,000 $144K No change
ABEV Ambev SA-ADR 0.07% 77,685 $144K Reduce -8.4%
JFR Nuveen Floating Rate Income 0.06% 13,070 $117K No change
NOK Nokia Corp.-Spon ADR 0.04% 20,100 $89K Add +0.5%
CHGG Chegg Inc. 0.01% 13,892 $22K Reduce -84.3%
CREATIVE MEDIA & CMNTY TR 0.00% 23,205 $5K Add +2.0%

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

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