Burford Brothers, Inc.

Name: Burford Brothers, Inc. 13F holdings, Q2 2025
Creator: Burford Brothers, Inc.
Published: 2025-07-29

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
PSX Phillips 66	0.22%	4,080	$487K	Reduce -0.6%
EAT Brinker International Inc.	0.22%	2,652	$478K	No change
RHI Robert Half Inc.	0.22%	11,633	$478K	New
HWM Howmet Aerospace Inc.	0.22%	2,550	$475K	Add +0.6%
RSG Republic Services Inc.	0.21%	1,886	$465K	Reduce -0.2%
SWKS Skyworks Solutions Inc.	0.21%	6,072	$452K	New
PEP Pepsico Inc.	0.21%	3,402	$449K	Add +0.3%
ICE Intercontinental Exchange Inc.	0.20%	2,412	$443K	Reduce -2.7%
GM General Motors Co.	0.19%	8,598	$423K	Reduce -1.4%
UNP Union Pacific Corp.	0.19%	1,835	$422K	Reduce -0.2%
SPGI S&P Global Inc.	0.19%	795	$419K	Add +0.1%
COP Conocophillips	0.19%	4,550	$408K	Reduce -2.6%
IEMG iShares Core MSCI Emerging	0.19%	6,733	$404K	Reduce -4.9%
BP BP PLC-Spons ADR	0.18%	13,352	$400K	Reduce -1.1%
VGK Vanguard Ftse Europe ETF	0.18%	5,002	$388K	Add +1.7%
ISRG Intuitive Surgical Inc.	0.17%	680	$370K	Add +0.6%
ANET Arista Networks Inc.	0.17%	3,530	$361K	Reduce -0.1%
AVGO Broadcom Inc.	0.16%	1,298	$358K	Reduce -2.4%
MMU Western Asset Managed Munici	0.16%	36,100	$357K	No change
FNDX Schwab Fndmntl US LRG Co. ETF	0.16%	14,346	$352K	Add +0.4%
XETYX Eaton Vance Tax-MGD Div Eqty	0.15%	21,400	$331K	No change
EWJ iShares MSCI Japan ETF	0.15%	4,399	$330K	Reduce -15.9%
ED Consolidated Edison Inc.	0.15%	3,163	$317K	Add +0.2%
MUNI PIMCO Intermediate Municipal	0.14%	6,149	$316K	No change
BMY Bristol-Myers Squibb Co.	0.14%	6,731	$312K	Add +0.1%
FE Firstenergy Corp.	0.14%	7,305	$294K	Reduce -1.1%
BEP Brookfield Renewable Partner	0.13%	11,472	$293K	No change
RL Ralph Lauren Corp.	0.13%	1,012	$278K	Add +0.3%
NTES Netease Inc.-ADR	0.13%	2,058	$277K	No change
NZF Nuveen Municipal Credit Inc.	0.13%	22,850	$272K	Add +75.8%
XMVTX BlackRock Munivest Fund II	0.12%	26,355	$272K	No change
NVG Nuveen Amt-FR Muni CRDT	0.12%	22,730	$271K	New
IWM iShares Russell 2000 ETF	0.12%	1,229	$265K	Reduce -3.3%
SHW The Sherwin-Williams Co.	0.12%	772	$265K	Reduce -0.1%
VMO Invesco Municipal Opport	0.12%	28,650	$263K	New
PHM Pultegroup Inc.	0.12%	2,488	$262K	Reduce -0.8%
VGM Invesco Trust for Investmen	0.12%	27,625	$262K	New
USCI United States Commodity Inde	0.12%	3,570	$262K	No change
PFE Pfizer Inc.	0.12%	10,704	$259K	Add +0.2%
MDLZ Mondelez International Inc. Class A	0.12%	3,792	$256K	Reduce -0.3%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC	0.12%	3,114	$252K	Add +0.1%
DE Deere & Co.	0.11%	491	$250K	Reduce -1.6%
APD Air Products & Chemicals Inc.	0.11%	882	$249K	Add +0.3%
BTC Grayscale Bitcoin Mini ETF	0.11%	5,089	$243K	New
CGCP Cap Group Core Plus Income	0.11%	10,767	$242K	Reduce -5.0%
QQQ Invesco QQQ Trust Series 1	0.11%	428	$236K	No change
ENB Enbridge Inc.	0.10%	4,789	$217K	No change
PGR Progressive Corp.	0.09%	773	$206K	Reduce -86.6%
OIA Invesco Municipal Income Opp	0.09%	34,470	$198K	No change
PMO Franklin Muncipl Opps Tst-Ui	0.09%	19,900	$197K	No change
ETV Eaton Vance T/M Buy-Writ Opp	0.08%	13,200	$183K	No change
MUA BlackRock Muniassets Fund	0.08%	17,500	$182K	No change
ETB Eaton Vance T/M Buy-WRT Inc.	0.08%	12,500	$181K	No change
NXDT Nexpoint Diversified Real Es	0.08%	39,876	$167K	Reduce -3.1%
PMM Franklin Managed Municipal I	0.07%	25,850	$155K	No change
PR Permian Resources Corp. Class A	0.07%	10,843	$148K	Add +4.8%
SAND Sandstorm Gold Ltd.	0.05%	12,449	$117K	New
JFR Nuveen Floating Rate Income	0.05%	13,070	$111K	No change
NOK Nokia Corp.-Spon ADR	0.05%	20,100	$104K	No change
CHGG Chegg Inc.	0.01%	13,854	$17K	Reduce -0.3%
RMTI Rockwell Medical Inc.	0.01%	14,168	$12K	New

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