Burford Brothers, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Burford Brothers, Inc. reported 158 stock positions worth $206.0 million. Its top holding was Apple (AAPL) at 7.8% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.6%) and Cap Group Core Equity (CGUS, 5.5%). Compared with Q4 2024, it opened 13 new positions, sold out of 11, added to 81 and reduced 38. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +9%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002001434
- Portfolio Value
- $206.0M (Q1 2025)
- SEC Filing
- 0002001434-25-000005 ↗ filed Apr 30, 2025
Holdings Value
Holdings 158 stocks · $206.0M
| AAPL Apple Inc. | 7.77% | 72,025 | $16.0M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.59% | 21,622 | $11.5M | Add +8.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 5.52% | 340,234 | $11.4M | Reduce -0.3% |
| VNLA Janus Henderson Short Durati | 5.23% | 219,295 | $10.8M | Add +4.8% |
| MSFT Microsoft Corp. | 3.63% | 19,922 | $7.5M | Add +0.4% |
| CGGR Cap Group Growth Equity | 3.08% | 184,955 | $6.3M | Add +3.0% |
| TSLA Tesla Inc. | 2.88% | 22,899 | $5.9M | Add +1.9% |
| JAAA Janus Henderson Aaa Clo ETF | 2.74% | 111,353 | $5.6M | Add +6.8% |
| XOM Exxon Mobil Corp. | 2.41% | 41,722 | $5.0M | Add +2.6% |
| AMZN Amazon.com Inc. | 2.12% | 22,971 | $4.4M | Add +1.9% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.08% | 151,304 | $4.3M | Add +6.5% |
| META Meta Platforms Inc. Class A | 1.63% | 5,821 | $3.4M | Add +12.7% |
| JPM JPMorgan Chase & Co. | 1.53% | 12,861 | $3.2M | Add +1.1% |
| JNJ Johnson & Johnson | 1.38% | 17,162 | $2.8M | Add +91.8% |
| VST Vistra Corp. | 1.26% | 22,040 | $2.6M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 1.17% | 12,050 | $2.4M | Add +8.3% |
| TEVA Teva Pharmaceutical-SP ADR | 1.16% | 155,876 | $2.4M | Add +2.1% |
| FSLR First Solar Inc. | 1.16% | 18,850 | $2.4M | Add +1.3% |
| ABBV Abbvie Inc. | 1.08% | 10,590 | $2.2M | Add +1.3% |
| MO Altria Group Inc. | 1.07% | 36,686 | $2.2M | Reduce -0.7% |
| VZ Verizon Communications Inc. | 1.05% | 47,683 | $2.2M | Add +0.9% |
| WMT Walmart Inc. | 1.04% | 24,434 | $2.1M | Add +0.2% |
| PG The Procter & Gamble Co. | 1.03% | 12,437 | $2.1M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.98% | 12,951 | $2.0M | Add +0.1% |
| NEE Nextera Energy Inc. | 0.95% | 27,596 | $2.0M | New |
| ABT Abbott Laboratories | 0.87% | 13,435 | $1.8M | Reduce -10.3% |
| KO The Coca-Cola Co. | 0.85% | 24,405 | $1.7M | Reduce -0.1% |
| PGR Progressive Corp. | 0.79% | 5,778 | $1.6M | New |
| UNH Unitedhealth Group Inc. | 0.77% | 3,010 | $1.6M | Add +3.7% |
| CVX Chevron Corp. | 0.73% | 9,048 | $1.5M | Add +0.3% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.70% | 59,315 | $1.5M | Add +3.7% |
| ET Energy Transfer LP | 0.70% | 77,467 | $1.4M | Add +52.2% |
| TXN Texas Instruments Inc. | 0.70% | 7,994 | $1.4M | Add +0.2% |
| TGT Target Corp. | 0.67% | 13,220 | $1.4M | Add +93.2% |
| MTDR Matador Resources Co. | 0.63% | 25,584 | $1.3M | Add +0.0% |
| CAT Caterpillar Inc. | 0.62% | 3,898 | $1.3M | Add +5.0% |
| NVDA Nvidia Corp. | 0.62% | 11,810 | $1.3M | Add +12.1% |
| DMLP Dorchester Minerals LP | 0.61% | 42,072 | $1.3M | Add +43.7% |
| COIN Coinbase Global Inc. Class A | 0.60% | 7,175 | $1.2M | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.59% | 4,896 | $1.2M | Add +4.5% |
| GEV GE Vernova Inc. | 0.56% | 3,803 | $1.2M | Add +20.9% |
| RIO Rio Tinto PLC-Spon ADR | 0.55% | 18,771 | $1.1M | Add +26.6% |
| EPD Enterprise Products Partners | 0.52% | 31,476 | $1.1M | Add +3.8% |
| MCD McDonald's Corp. | 0.51% | 3,378 | $1.1M | Reduce -0.2% |
| V Visa Inc. Class A | 0.50% | 2,931 | $1.0M | Reduce -3.5% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.49% | 32,727 | $1.0M | Add +18.4% |
| AXP American Express Co. | 0.49% | 3,734 | $1.0M | Add +3.0% |
| CRM Salesforce Inc. | 0.48% | 3,670 | $985K | Add +8.0% |
| AMGN Amgen Inc. | 0.48% | 3,146 | $980K | Reduce -0.6% |
| HD Home Depot Inc. | 0.47% | 2,637 | $966K | Add +0.2% |
| NXRT Nexpoint Residential | 0.47% | 24,257 | $959K | No change |
| CGMS Cap Group US Multi-Sect Bond | 0.47% | 35,116 | $959K | Add +13.1% |
| TRV The Travelers Cos Inc. | 0.46% | 3,613 | $955K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.46% | 29,187 | $952K | Reduce -5.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.44% | 8,252 | $912K | New |
| PM Philip Morris International | 0.44% | 5,733 | $910K | Reduce -6.4% |
| XLP SS Consumer Staples Sel Sect | 0.44% | 10,999 | $898K | Reduce -15.6% |
| KT KT Corp.-SP ADR | 0.40% | 46,486 | $823K | New |
| ASA ASA Gold and Precious Metals | 0.40% | 27,210 | $820K | No change |
| EOG EOG Resources Inc. | 0.39% | 6,340 | $813K | Reduce -15.1% |
| RPM RPM International Inc. | 0.39% | 7,005 | $810K | New |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.38% | 22,214 | $792K | Add +7.0% |
| TSN Tyson Foods Inc. Class A | 0.38% | 12,179 | $777K | Add +12.6% |
| CGSD Cap Group Short Duration | 0.37% | 29,507 | $762K | Reduce -6.3% |
| XLE SS Energy Select Sector | 0.37% | 8,147 | $761K | Reduce -12.8% |
| BLK BlackRock Inc. | 0.37% | 801 | $758K | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.37% | 1,136 | $753K | Add +0.2% |
| RTX RTX Corp. | 0.36% | 5,606 | $743K | Reduce -0.5% |
| CB Chubb Ltd. | 0.36% | 2,433 | $735K | Add +0.1% |
| SBUX Starbucks Corp. | 0.36% | 7,473 | $733K | Add +0.4% |
| GSST Goldman Sachs Ultra Short Bo | 0.35% | 14,396 | $728K | Reduce -4.5% |
| XLI SS Industrial Select Sector | 0.35% | 5,547 | $727K | Reduce -4.9% |
| XLV SS Health Care Select Sector | 0.35% | 4,929 | $720K | Reduce -9.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.34% | 9,007 | $710K | Reduce -7.0% |
| GLD SPDR Gold Shares | 0.34% | 2,436 | $702K | Add +121.7% |
| TLT iShares 20+ Year Treasury BD | 0.34% | 7,694 | $700K | Reduce -2.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.34% | 10,081 | $700K | Reduce -0.2% |
| LRCX Lam Research Corp. | 0.33% | 9,459 | $688K | Add +32.5% |
| MLI Mueller Industries Inc. | 0.33% | 8,996 | $685K | New |
| XLC SS Comm Select Sector SPDR | 0.33% | 7,031 | $678K | Reduce -7.6% |
| SBR Sabine Royalty Trust | 0.33% | 10,000 | $675K | No change |
| XLF SS Financial Select Sector | 0.32% | 13,203 | $658K | Reduce -11.3% |
| GEHC GE Healthcare Technology | 0.32% | 8,054 | $650K | Add +49.8% |
| DKS Dick's Sporting Goods Inc. | 0.31% | 3,219 | $649K | Add +14.6% |
| QCOM Qualcomm Inc. | 0.31% | 4,223 | $649K | Add +6.0% |
| REXR Rexford Industrial Realty Inc. | 0.30% | 15,553 | $609K | New |
| ROK Rockwell Automation Inc. | 0.29% | 2,334 | $603K | Add +34.1% |
| XLK SS Technology Select Sector | 0.29% | 2,884 | $595K | Reduce -8.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.28% | 58,220 | $584K | Add +1.0% |
| BHP BHP Group Ltd.-Spon ADR | 0.28% | 11,706 | $568K | Add +17.9% |
| XLRE SS Real Estate Select Sector | 0.27% | 13,509 | $565K | Reduce -9.0% |
| XLY SS Consumer Disc Select Sect | 0.27% | 2,860 | $565K | Reduce -4.2% |
| BBY Best Buy Co. Inc. | 0.27% | 7,582 | $558K | Add +27.6% |
| GOOGL Alphabet Inc. Class A | 0.27% | 3,565 | $551K | Add +0.1% |
| XLB SS Materials Select Sector | 0.26% | 6,265 | $539K | Reduce -7.6% |
| ADP Automatic Data Processing | 0.26% | 1,721 | $526K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.25% | 542 | $512K | Add +1.3% |
| PEP Pepsico Inc. | 0.25% | 3,390 | $508K | Reduce -2.8% |
| PSX Phillips 66 | 0.25% | 4,103 | $507K | Reduce -0.5% |
| COP Conocophillips | 0.24% | 4,674 | $491K | Add +3.5% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.2% | 7.77% | −1.11 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.62 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.52 |
| SRE Sempra | Sold out | 0.00% | −0.38 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.35 |
| CGUS Cap Group Core Equity | Reduce -0.3% | 5.52% | −0.34 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.32 |
| PSA Public Storage | Sold out | 0.00% | −0.31 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.31 |
| NXDT Nexpoint Diversified Real Es | Reduce -65.8% | 0.08% | −0.28 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.25 |
| APAM Artisan Partners Asset Ma -A | Sold out | 0.00% | −0.23 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.23 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.2% | 0.34% | −0.09 |
| XLK SS Technology Select Sector | Reduce -8.6% | 0.29% | −0.07 |
| XLP SS Consumer Staples Sel Sect | Reduce -15.6% | 0.44% | −0.07 |
| ANET Arista Networks Inc. | Reduce -0.1% | 0.13% | −0.06 |
| EOG EOG Resources Inc. | Reduce -15.1% | 0.39% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -4.2% | 0.27% | −0.05 |
| XLF SS Financial Select Sector | Reduce -11.3% | 0.32% | −0.03 |
| XLC SS Comm Select Sector SPDR | Reduce -7.6% | 0.33% | −0.03 |
| CGSD Cap Group Short Duration | Reduce -6.3% | 0.37% | −0.03 |
| VGK Vanguard Ftse Europe ETF | Reduce -20.4% | 0.17% | −0.02 |
| XLI SS Industrial Select Sector | Reduce -4.9% | 0.35% | −0.02 |
| XLE SS Energy Select Sector | Reduce -12.8% | 0.37% | −0.02 |
| XLRE SS Real Estate Select Sector | Reduce -9.0% | 0.27% | −0.02 |
| XLB SS Materials Select Sector | Reduce -7.6% | 0.26% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -9.5% | 0.35% | −0.02 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -4.5% | 0.35% | −0.02 |
| PHM Pultegroup Inc. | Reduce -6.5% | 0.13% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -7.0% | 0.34% | −0.01 |
| PEP Pepsico Inc. | Reduce -2.8% | 0.25% | −0.01 |
| EWJ iShares MSCI Japan ETF | Reduce -7.8% | 0.17% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -7.9% | 0.19% | −0.01 |
| FE Firstenergy Corp. | Reduce -3.5% | 0.14% | −0.00 |
| CREATIVE MEDIA & CMNTY TR | Sold out | 0.00% | −0.00 |
| TLT iShares 20+ Year Treasury BD | Reduce -2.5% | 0.34% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.4% | 0.13% | +0.01 |
| PSX Phillips 66 | Reduce -0.5% | 0.25% | +0.02 |
| VICI Vici Properties Inc. | Reduce -5.2% | 0.46% | +0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -0.4% | 0.21% | +0.03 |
| V Visa Inc. Class A | Reduce -3.5% | 0.50% | +0.03 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.51% | +0.03 |
| ABT Abbott Laboratories | Reduce -10.3% | 0.87% | +0.03 |
| RTX RTX Corp. | Reduce -0.5% | 0.36% | +0.04 |
| AMGN Amgen Inc. | Reduce -0.6% | 0.48% | +0.07 |
| PM Philip Morris International | Reduce -6.4% | 0.44% | +0.08 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.85% | +0.10 |
| MO Altria Group Inc. | Reduce -0.7% | 1.07% | +0.12 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.8% | 5.59% | +1.17 |
| NEE Nextera Energy Inc. | New | 0.95% | +0.95 |
| PGR Progressive Corp. | New | 0.79% | +0.79 |
| JNJ Johnson & Johnson | Add +91.8% | 1.38% | +0.75 |
| TRV The Travelers Cos Inc. | New | 0.46% | +0.46 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.44% | +0.44 |
| KT KT Corp.-SP ADR | New | 0.40% | +0.40 |
| RPM RPM International Inc. | New | 0.39% | +0.39 |
| MLI Mueller Industries Inc. | New | 0.33% | +0.33 |
| REXR Rexford Industrial Realty Inc. | New | 0.30% | +0.30 |
| XOM Exxon Mobil Corp. | Add +2.6% | 2.41% | +0.26 |
| GE General Electric | Add +8.3% | 1.17% | +0.26 |
| VOO Vanguard S&P 500 ETF | New | 0.22% | +0.22 |
| TGT Target Corp. | Add +93.2% | 0.67% | +0.22 |
| GLD SPDR Gold Shares | Add +121.7% | 0.34% | +0.21 |
| ET Energy Transfer LP | Add +52.2% | 0.70% | +0.21 |
| VNLA Janus Henderson Short Durati | Add +4.8% | 5.23% | +0.21 |
| ABBV Abbvie Inc. | Add +1.3% | 1.08% | +0.17 |
| MUNI PIMCO Intermediate Municipal | New | 0.15% | +0.15 |
| JAAA Janus Henderson Aaa Clo ETF | Add +6.8% | 2.74% | +0.14 |
| META Meta Platforms Inc. Class A | Add +12.7% | 1.63% | +0.14 |
| DMLP Dorchester Minerals LP | Add +43.7% | 0.61% | +0.14 |
| SLV iShares Silver Trust | New | 0.13% | +0.13 |
| CGCP Cap Group Core Plus Income | New | 0.12% | +0.12 |
| VZ Verizon Communications Inc. | Add +0.9% | 1.05% | +0.12 |
| RIO Rio Tinto PLC-Spon ADR | Add +26.6% | 0.55% | +0.12 |
| GEHC GE Healthcare Technology | Add +49.8% | 0.32% | +0.11 |
| NTES Netease Inc.-ADR | New | 0.10% | +0.10 |
| CVX Chevron Corp. | Add +0.3% | 0.73% | +0.09 |
| IBM Intl Business Machines Corp. | Add +4.5% | 0.59% | +0.09 |
| LRCX Lam Research Corp. | Add +32.5% | 0.33% | +0.08 |
| TSN Tyson Foods Inc. Class A | Add +12.6% | 0.38% | +0.07 |
| CGBL Cap Group Core Balanced | Add +18.4% | 0.49% | +0.07 |
| GEV GE Vernova Inc. | Add +20.9% | 0.56% | +0.06 |
| EPD Enterprise Products Partners | Add +3.8% | 0.52% | +0.05 |
| CGMS Cap Group US Multi-Sect Bond | Add +13.1% | 0.47% | +0.05 |
| ROK Rockwell Automation Inc. | Add +34.1% | 0.29% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +3.7% | 0.77% | +0.04 |
| CGGO Cap Group Global Growth | Add +6.5% | 2.08% | +0.04 |
| BHP BHP Group Ltd.-Spon ADR | Add +17.9% | 0.28% | +0.04 |
| RSG Republic Services Inc. | Add +0.3% | 0.22% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 1.53% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +23.4% | 0.23% | +0.03 |
| CB Chubb Ltd. | Add +0.1% | 0.36% | +0.03 |
| CGDV Cap Group Dividend Value | Add +7.0% | 0.38% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +0.1% | 0.16% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +2.6% | 0.20% | +0.02 |
| SBUX Starbucks Corp. | Add +0.4% | 0.36% | +0.02 |
| BBY Best Buy Co. Inc. | Add +27.6% | 0.27% | +0.02 |
| ABEV Ambev SA-ADR | Add +1.4% | 0.09% | +0.02 |
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 |