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

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 Q4 2024 Q1 2025: $206.0M $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 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%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 829 $464K Add +23.4%
VOO Vanguard S&P 500 ETF 0.22% 895 $460K New
RSG Republic Services Inc. 0.22% 1,890 $458K Add +0.3%
BP BP PLC-Spons ADR 0.22% 13,507 $456K No change
UNP Union Pacific Corp. 0.21% 1,839 $434K Add +0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.21% 4,352 $430K Add +0.3%
ICE Intercontinental Exchange Inc. 0.21% 2,478 $427K Reduce -0.4%
BMY Bristol-Myers Squibb Co. 0.20% 6,726 $410K Add +0.1%
GM General Motors Co. 0.20% 8,718 $410K Add +2.8%
SPGI S&P Global Inc. 0.20% 794 $403K Add +2.9%
PLTR Palantir Technologies Inc. Class A 0.20% 4,759 $402K Add +2.6%
EAT Brinker International Inc. 0.19% 2,652 $395K No change
IEMG iShares Core MSCI Emerging 0.19% 7,083 $382K Reduce -7.9%
MMU Western Asset Managed Munici 0.18% 36,100 $371K No change
EWJ iShares MSCI Japan ETF 0.17% 5,231 $359K Reduce -7.8%
ED Consolidated Edison Inc. 0.17% 3,157 $349K No change
VGK Vanguard Ftse Europe ETF 0.17% 4,918 $345K Reduce -20.4%
FNDX Schwab Fndmntl US LRG Co. ETF 0.16% 14,287 $337K Add +0.5%
ISRG Intuitive Surgical Inc. 0.16% 676 $335K No change
HWM Howmet Aerospace Inc. 0.16% 2,536 $329K Add +0.1%
MUNI PIMCO Intermediate Municipal 0.15% 6,149 $317K New
XETYX Eaton Vance Tax-MGD Div Eqty 0.15% 21,400 $305K No change
FE Firstenergy Corp. 0.14% 7,386 $299K Reduce -3.5%
XMVTX BlackRock Munivest Fund II 0.14% 26,355 $279K No change
ANET Arista Networks Inc. 0.13% 3,534 $274K Reduce -0.1%
PFE Pfizer Inc. 0.13% 10,678 $271K Add +1.1%
SHW The Sherwin-Williams Co. 0.13% 773 $270K Add +6.5%
SLV iShares Silver Trust 0.13% 8,557 $265K New
APD Air Products & Chemicals Inc. 0.13% 879 $259K No change
MDLZ Mondelez International Inc. Class A 0.13% 3,805 $258K Reduce -0.4%
PHM Pultegroup Inc. 0.13% 2,508 $258K Reduce -6.5%
USCI United States Commodity Inde 0.13% 3,570 $257K No change
CGCP Cap Group Core Plus Income 0.12% 11,333 $254K New
BEP Brookfield Renewable Partner 0.12% 11,472 $254K No change
IWM iShares Russell 2000 ETF 0.12% 1,271 $254K Add +2.5%
CSCO Cisco Systems Inc. 0.12% 4,039 $249K Add +1.6%
DE Deere & Co. 0.11% 499 $234K No change
AVGO Broadcom Inc. 0.11% 1,330 $223K Add +14.6%
RL Ralph Lauren Corp. 0.11% 1,009 $223K Add +0.5%
NKE Nike Inc. Class B 0.11% 3,427 $218K Add +0.2%
XOP SS SPDR S&P Og Exp & Prod 0.10% 1,612 $212K No change
ENB Enbridge Inc. 0.10% 4,789 $212K No change
NTES Netease Inc.-ADR 0.10% 2,058 $212K New
OIA Invesco Municipal Income Opp 0.10% 34,470 $208K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.10% 3,110 $205K No change
PMO Franklin Muncipl Opps Tst-Ui 0.10% 19,900 $203K No change
QQQ Invesco QQQ Trust Series 1 0.10% 428 $201K Add +1.9%
MUA BlackRock Muniassets Fund 0.09% 17,500 $190K No change
ABEV Ambev SA-ADR 0.09% 78,805 $184K Add +1.4%
ETV Eaton Vance T/M Buy-Writ Opp 0.08% 13,200 $174K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.08% 12,500 $171K No change
NZF Nuveen Municipal Credit Inc. 0.08% 13,000 $159K No change
PMM Franklin Managed Municipal I 0.08% 25,850 $158K No change
NXDT Nexpoint Diversified Real Es 0.08% 41,137 $158K Reduce -65.8%
PR Permian Resources Corp. Class A 0.07% 10,350 $143K Add +3.5%
JFR Nuveen Floating Rate Income 0.05% 13,070 $111K No change
NOK Nokia Corp.-Spon ADR 0.05% 20,100 $106K No change
CHGG Chegg Inc. 0.00% 13,902 $9K Add +0.1%

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

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