Burford Brothers, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Burford Brothers, Inc. reported 161 stock positions worth $217.9 million. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by Janus Henderson Short Durati (VNLA, 6.0%) and Cap Group Core Equity (CGUS, 5.6%). Compared with Q1 2025, it opened 16 new positions, sold out of 13, added to 61 and reduced 64. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale an exit from Janus Henderson Aaa Clo ETF (JAAA).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002001434
- Portfolio Value
- $217.9M (Q2 2025)
- SEC Filing
- 0002001434-25-000006 ↗ filed Jul 29, 2025
Holdings Value
Holdings 161 stocks · $217.9M
| AAPL Apple Inc. | 6.79% | 72,133 | $14.8M | Add +0.1% |
| VNLA Janus Henderson Short Durati | 6.03% | 267,007 | $13.1M | Add +21.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 5.64% | 332,972 | $12.3M | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.03% | 22,554 | $11.0M | Add +4.3% |
| MSFT Microsoft Corp. | 4.55% | 19,943 | $9.9M | Add +0.1% |
| CGGR Cap Group Growth Equity | 3.68% | 197,303 | $8.0M | Add +6.7% |
| TSLA Tesla Inc. | 3.27% | 22,437 | $7.1M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 2.32% | 23,012 | $5.0M | Add +0.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.21% | 150,584 | $4.8M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 2.06% | 41,673 | $4.5M | Reduce -0.1% |
| VST Vistra Corp. | 1.95% | 21,935 | $4.3M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 1.92% | 5,668 | $4.2M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 1.71% | 12,870 | $3.7M | Add +0.1% |
| FSLR First Solar Inc. | 1.45% | 19,096 | $3.2M | Add +1.3% |
| GE General Electric filed as GE AEROSPACE | 1.44% | 12,155 | $3.1M | Add +0.9% |
| TEVA Teva Pharmaceutical-SP ADR | 1.19% | 155,323 | $2.6M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.12% | 3,957 | $2.4M | Add +377.3% |
| COIN Coinbase Global Inc. Class A | 1.11% | 6,920 | $2.4M | Reduce -3.5% |
| WMT Walmart Inc. | 1.08% | 23,983 | $2.3M | Reduce -1.9% |
| MO Altria Group Inc. | 1.05% | 39,154 | $2.3M | Add +6.7% |
| GOOG Alphabet Inc. Class C | 1.04% | 12,789 | $2.3M | Reduce -1.3% |
| GEV GE Vernova Inc. | 0.95% | 3,898 | $2.1M | Add +2.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.94% | 18,645 | $2.1M | Add +126.0% |
| PG The Procter & Gamble Co. | 0.91% | 12,469 | $2.0M | Add +0.3% |
| ABBV Abbvie Inc. | 0.90% | 10,617 | $2.0M | Add +0.3% |
| VZ Verizon Communications Inc. | 0.88% | 44,377 | $1.9M | Reduce -6.9% |
| NVDA Nvidia Corp. | 0.83% | 11,407 | $1.8M | Reduce -3.4% |
| KO The Coca-Cola Co. | 0.79% | 24,405 | $1.7M | No change |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.76% | 60,738 | $1.6M | Add +2.4% |
| ABT Abbott Laboratories | 0.70% | 11,276 | $1.5M | Reduce -16.1% |
| TXN Texas Instruments Inc. | 0.70% | 7,361 | $1.5M | Reduce -7.9% |
| CAT Caterpillar Inc. | 0.69% | 3,882 | $1.5M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 4,991 | $1.5M | Add +1.9% |
| ET Energy Transfer LP | 0.65% | 77,773 | $1.4M | Add +0.4% |
| NEE Nextera Energy Inc. | 0.64% | 19,981 | $1.4M | Reduce -27.6% |
| JNJ Johnson & Johnson | 0.63% | 8,979 | $1.4M | Reduce -47.7% |
| MTDR Matador Resources Co. | 0.60% | 27,543 | $1.3M | Add +7.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.60% | 33,054 | $1.3M | Add +48.8% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.60% | 38,845 | $1.3M | Add +18.7% |
| CVX Chevron Corp. | 0.60% | 9,062 | $1.3M | Add +0.1% |
| ABEV Ambev SA-ADR | 0.59% | 533,934 | $1.3M | Add +577.5% |
| AXP American Express Co. | 0.55% | 3,748 | $1.2M | Add +0.4% |
| OHI Omega Healthcare Investors | 0.54% | 32,243 | $1.2M | New |
| CSCO Cisco Systems Inc. | 0.51% | 16,016 | $1.1M | Add +296.5% |
| MCD McDonald's Corp. | 0.51% | 3,767 | $1.1M | Add +11.5% |
| PM Philip Morris International | 0.48% | 5,742 | $1.0M | Add +0.2% |
| CRM Salesforce Inc. | 0.47% | 3,731 | $1.0M | Add +1.7% |
| EPD Enterprise Products Partners | 0.46% | 32,671 | $1.0M | Add +3.8% |
| RIO Rio Tinto PLC-Spon ADR | 0.46% | 17,318 | $1.0M | Reduce -7.7% |
| DMLP Dorchester Minerals LP | 0.46% | 36,210 | $1.0M | Reduce -13.9% |
| V Visa Inc. Class A | 0.46% | 2,812 | $998K | Reduce -4.1% |
| HD Home Depot Inc. | 0.44% | 2,639 | $968K | Add +0.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.44% | 29,324 | $956K | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.44% | 3,039 | $948K | Add +1.0% |
| CGMS Cap Group US Multi-Sect Bond | 0.43% | 33,930 | $937K | Reduce -3.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.41% | 1,125 | $902K | Reduce -1.0% |
| XLP SS Consumer Staples Sel Sect | 0.41% | 11,100 | $899K | Add +0.9% |
| AMGN Amgen Inc. | 0.40% | 3,150 | $879K | Add +0.1% |
| ASA ASA Gold and Precious Metals | 0.39% | 27,210 | $859K | No change |
| TLT iShares 20+ Year Treasury BD | 0.39% | 9,731 | $859K | Add +26.5% |
| BLK BlackRock Inc. | 0.38% | 785 | $823K | Reduce -2.0% |
| RTX RTX Corp. | 0.38% | 5,603 | $818K | Reduce -0.1% |
| SNY Sanofi-ADR | 0.38% | 16,914 | $817K | New |
| NXRT Nexpoint Residential | 0.37% | 24,069 | $802K | Reduce -0.8% |
| KT KT Corp.-SP ADR | 0.36% | 37,558 | $780K | Reduce -19.2% |
| TGT Target Corp. | 0.35% | 7,649 | $755K | Reduce -42.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.34% | 10,826 | $747K | Add +7.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.34% | 9,107 | $744K | Add +1.1% |
| XLI SS Industrial Select Sector | 0.34% | 4,976 | $734K | Reduce -10.3% |
| GSST Goldman Sachs Ultra Short Bo | 0.34% | 14,493 | $733K | Add +0.7% |
| CGSD Cap Group Short Duration | 0.33% | 27,731 | $719K | Reduce -6.0% |
| CB Chubb Ltd. | 0.32% | 2,436 | $706K | Add +0.1% |
| HIG Hartford Insurance Group Inc. | 0.32% | 5,492 | $697K | New |
| TSN Tyson Foods Inc. Class A | 0.31% | 12,244 | $685K | Add +0.5% |
| SBUX Starbucks Corp. | 0.31% | 7,442 | $682K | Reduce -0.4% |
| SBR Sabine Royalty Trust | 0.31% | 10,142 | $674K | Add +1.4% |
| BKE The Buckle Inc. | 0.31% | 14,776 | $670K | New |
| XLK SS Technology Select Sector | 0.30% | 2,621 | $664K | Reduce -9.1% |
| XLC SS Comm Select Sector SPDR | 0.30% | 6,093 | $661K | Reduce -13.3% |
| F Ford Motor Co. filed as FORD MTR CO | 0.29% | 58,775 | $638K | Add +0.9% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 4,652 | $634K | Reduce -2.3% |
| GEHC GE Healthcare Technology | 0.29% | 8,516 | $631K | Add +5.7% |
| XLF SS Financial Select Sector | 0.29% | 11,923 | $624K | Reduce -9.7% |
| RPM RPM International Inc. | 0.29% | 5,664 | $622K | Reduce -19.1% |
| ETD Ethan Allen Interiors Inc. | 0.28% | 22,292 | $621K | New |
| XLRE SS Real Estate Select Sector | 0.28% | 14,806 | $613K | Add +9.6% |
| MPLX MPLX LP | 0.28% | 11,828 | $609K | New |
| OZK Bank Ozk | 0.28% | 12,761 | $601K | New |
| GOOGL Alphabet Inc. Class A | 0.27% | 3,330 | $587K | Reduce -6.6% |
| XLE SS Energy Select Sector | 0.26% | 6,805 | $577K | Reduce -16.5% |
| XLV SS Health Care Select Sector | 0.26% | 4,267 | $575K | Reduce -13.4% |
| BHP BHP Group Ltd.-Spon ADR | 0.26% | 11,888 | $572K | Add +1.6% |
| XLY SS Consumer Disc Select Sect | 0.26% | 2,628 | $571K | Reduce -8.1% |
| ADP Automatic Data Processing | 0.24% | 1,723 | $531K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 4,225 | $524K | Reduce -2.9% |
| COST Costco Wholesale Corp. | 0.24% | 518 | $512K | Reduce -4.4% |
| VOO Vanguard S&P 500 ETF | 0.23% | 897 | $510K | Add +0.2% |
| XLB SS Materials Select Sector | 0.23% | 5,789 | $508K | Reduce -7.6% |
| SNA Snap-on Inc. | 0.23% | 1,630 | $507K | New |
| GLD SPDR Gold Shares | 0.23% | 1,644 | $501K | Reduce -32.5% |
Portfolio Sells Q1 2025 → Q2 2025
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −2.74 |
| JNJ Johnson & Johnson | Reduce -47.7% | 0.63% | −0.75 |
| PGR Progressive Corp. | Reduce -86.6% | 0.09% | −0.70 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.46 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.39 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 2.06% | −0.35 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.33 |
| MLI Mueller Industries Inc. | Sold out | 0.00% | −0.33 |
| TGT Target Corp. | Reduce -42.1% | 0.35% | −0.32 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.31 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.31 |
| NEE Nextera Energy Inc. | Reduce -27.6% | 0.64% | −0.31 |
| REXR Rexford Industrial Realty Inc. | Sold out | 0.00% | −0.30 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.29 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.27 |
| VZ Verizon Communications Inc. | Reduce -6.9% | 0.88% | −0.17 |
| ABT Abbott Laboratories | Reduce -16.1% | 0.70% | −0.16 |
| DMLP Dorchester Minerals LP | Reduce -13.9% | 0.46% | −0.15 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.13 |
| GLD SPDR Gold Shares | Reduce -32.5% | 0.23% | −0.11 |
| RPM RPM International Inc. | Reduce -19.1% | 0.29% | −0.11 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.11 |
| XLE SS Energy Select Sector | Reduce -16.5% | 0.26% | −0.10 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.10 |
| NXRT Nexpoint Residential | Reduce -0.8% | 0.37% | −0.10 |
| XLV SS Health Care Select Sector | Reduce -13.4% | 0.26% | −0.09 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -7.7% | 0.46% | −0.08 |
| COP Conocophillips | Reduce -2.6% | 0.19% | −0.05 |
| SBUX Starbucks Corp. | Reduce -0.4% | 0.31% | −0.04 |
| KT KT Corp.-SP ADR | Reduce -19.2% | 0.36% | −0.04 |
| V Visa Inc. Class A | Reduce -4.1% | 0.46% | −0.04 |
| CGSD Cap Group Short Duration | Reduce -6.0% | 0.33% | −0.04 |
| BP BP PLC-Spons ADR | Reduce -1.1% | 0.18% | −0.04 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -3.4% | 0.43% | −0.04 |
| XLF SS Financial Select Sector | Reduce -9.7% | 0.29% | −0.03 |
| XLB SS Materials Select Sector | Reduce -7.6% | 0.23% | −0.03 |
| XLC SS Comm Select Sector SPDR | Reduce -13.3% | 0.30% | −0.03 |
| EWJ iShares MSCI Japan ETF | Reduce -15.9% | 0.15% | −0.02 |
| PSX Phillips 66 | Reduce -0.6% | 0.22% | −0.02 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.19% | −0.02 |
| XLI SS Industrial Select Sector | Reduce -10.3% | 0.34% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -4.4% | 0.24% | −0.01 |
| CGCP Cap Group Core Plus Income | Reduce -5.0% | 0.11% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -8.1% | 0.26% | −0.01 |
| FE Firstenergy Corp. | Reduce -1.1% | 0.14% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.1% | 0.12% | −0.01 |
| RSG Republic Services Inc. | Reduce -0.2% | 0.21% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.3% | 0.12% | −0.01 |
| GM General Motors Co. | Reduce -1.4% | 0.19% | −0.00 |
| PHM Pultegroup Inc. | Reduce -0.8% | 0.12% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.1% | 4.55% | +0.92 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +377.3% | 1.12% | +0.90 |
| VNLA Janus Henderson Short Durati | Add +21.8% | 6.03% | +0.80 |
| CGGR Cap Group Growth Equity | Add +6.7% | 3.68% | +0.61 |
| OHI Omega Healthcare Investors | New | 0.54% | +0.54 |
| SHV iShares 0-1 Year Treasury Bo | Add +126.0% | 0.94% | +0.50 |
| ABEV Ambev SA-ADR | Add +577.5% | 0.59% | +0.50 |
| CSCO Cisco Systems Inc. | Add +296.5% | 0.51% | +0.39 |
| GEV GE Vernova Inc. | Add +2.5% | 0.95% | +0.38 |
| SNY Sanofi-ADR | New | 0.38% | +0.38 |
| HIG Hartford Insurance Group Inc. | New | 0.32% | +0.32 |
| BKE The Buckle Inc. | New | 0.31% | +0.31 |
| FSLR First Solar Inc. | Add +1.3% | 1.45% | +0.29 |
| ETD Ethan Allen Interiors Inc. | New | 0.28% | +0.28 |
| MPLX MPLX LP | New | 0.28% | +0.28 |
| OZK Bank Ozk | New | 0.28% | +0.28 |
| GE General Electric | Add +0.9% | 1.44% | +0.26 |
| SNA Snap-on Inc. | New | 0.23% | +0.23 |
| RHI Robert Half Inc. | New | 0.22% | +0.22 |
| CGDV Cap Group Dividend Value | Add +48.8% | 0.60% | +0.21 |
| SWKS Skyworks Solutions Inc. | New | 0.21% | +0.21 |
| AMZN Amazon.com Inc. | Add +0.2% | 2.32% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 1.71% | +0.18 |
| NVG Nuveen Amt-FR Muni CRDT | New | 0.12% | +0.12 |
| VMO Invesco Municipal Opport | New | 0.12% | +0.12 |
| VGM Invesco Trust for Investmen | New | 0.12% | +0.12 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.11% | +0.11 |
| CGBL Cap Group Core Balanced | Add +18.7% | 0.60% | +0.10 |
| IBM Intl Business Machines Corp. | Add +1.9% | 0.68% | +0.08 |
| AXP American Express Co. | Add +0.4% | 0.55% | +0.06 |
| HWM Howmet Aerospace Inc. | Add +0.6% | 0.22% | +0.06 |
| TLT iShares 20+ Year Treasury BD | Add +26.5% | 0.39% | +0.05 |
| SAND Sandstorm Gold Ltd. | New | 0.05% | +0.05 |
| CGXU Cap Group Intl Focus | Add +2.4% | 0.76% | +0.05 |
| NZF Nuveen Municipal Credit Inc. | Add +75.8% | 0.13% | +0.05 |
| PM Philip Morris International | Add +0.2% | 0.48% | +0.04 |
| RL Ralph Lauren Corp. | Add +0.3% | 0.13% | +0.02 |
| EL Estee Lauder Companies Class A | Add +0.1% | 0.12% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 0.23% | +0.01 |
| VGK Vanguard Ftse Europe ETF | Add +1.7% | 0.18% | +0.01 |
| F Ford Motor Co. | Add +0.9% | 0.29% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +0.6% | 0.17% | +0.01 |
| XLRE SS Real Estate Select Sector | Add +9.6% | 0.28% | +0.01 |
| RMTI Rockwell Medical Inc. | New | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +7.4% | 0.34% | +0.00 |
| PR Permian Resources Corp. Class A | Add +4.8% | 0.07% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.4% | 0.16% | −0.00 |
| SPGI S&P Global Inc. | Add +0.1% | 0.19% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.1% | 0.34% | −0.00 |
| MCD McDonald's Corp. | Add +11.5% | 0.51% | −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 |