Burford Brothers, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Burford Brothers, Inc. reported 167 stock positions worth $233.9 million. Its top holding was Apple (AAPL) at 7.8% of the portfolio, followed by Cap Group Core Equity (CGUS, 5.8%) and Berkshire Hathaway Class B (BRK.B, 5.0%). Compared with Q2 2025, it opened 10 new positions, sold out of 4, added to 74 and reduced 47. The biggest buy was a new position in General Dynamics (GD) and the biggest sale Janus Henderson Short Durati (VNLA, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002001434
- Portfolio Value
- $233.9M (Q3 2025)
- SEC Filing
- 0002001434-25-000009 ↗ filed Oct 23, 2025
Holdings Value
Holdings 167 stocks · $233.9M
| AAPL Apple Inc. | 7.77% | 71,400 | $18.2M | Reduce -1.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 5.81% | 343,617 | $13.6M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.00% | 23,239 | $11.7M | Add +3.0% |
| MSFT Microsoft Corp. | 4.40% | 19,872 | $10.3M | Reduce -0.4% |
| TSLA Tesla Inc. | 4.25% | 22,344 | $9.9M | Reduce -0.4% |
| VNLA Janus Henderson Short Durati | 3.83% | 181,930 | $9.0M | Reduce -31.9% |
| CGGR Cap Group Growth Equity | 3.49% | 185,703 | $8.2M | Reduce -5.9% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.32% | 158,754 | $5.4M | Add +5.4% |
| AMZN Amazon.com Inc. | 2.17% | 23,080 | $5.1M | Add +0.3% |
| XOM Exxon Mobil Corp. | 2.00% | 41,486 | $4.7M | Reduce -0.5% |
| FSLR First Solar Inc. | 1.79% | 19,032 | $4.2M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 1.75% | 5,577 | $4.1M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 1.74% | 12,869 | $4.1M | Reduce -0.0% |
| VST Vistra Corp. | 1.60% | 19,125 | $3.7M | Reduce -12.8% |
| GE General Electric filed as GE AEROSPACE | 1.51% | 11,705 | $3.5M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 1.33% | 12,775 | $3.1M | Reduce -0.1% |
| TEVA Teva Pharmaceutical-SP ADR | 1.28% | 148,744 | $3.0M | Reduce -4.2% |
| MO Altria Group Inc. | 1.16% | 41,196 | $2.7M | Add +5.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.13% | 3,955 | $2.6M | Reduce -0.1% |
| ABBV Abbvie Inc. | 1.05% | 10,631 | $2.5M | Add +0.1% |
| WMT Walmart Inc. | 1.05% | 23,830 | $2.5M | Reduce -0.6% |
| COIN Coinbase Global Inc. Class A | 1.00% | 6,944 | $2.3M | Add +0.3% |
| GEV GE Vernova Inc. | 1.00% | 3,805 | $2.3M | Reduce -2.4% |
| NVDA Nvidia Corp. | 0.89% | 11,201 | $2.1M | Reduce -1.8% |
| CVX Chevron Corp. | 0.88% | 13,316 | $2.1M | Add +46.9% |
| VZ Verizon Communications Inc. | 0.87% | 46,064 | $2.0M | Add +3.8% |
| PG The Procter & Gamble Co. | 0.82% | 12,534 | $1.9M | Add +0.5% |
| CAT Caterpillar Inc. | 0.80% | 3,933 | $1.9M | Add +1.3% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.80% | 63,004 | $1.9M | Add +3.7% |
| JNJ Johnson & Johnson | 0.71% | 8,960 | $1.7M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.68% | 24,132 | $1.6M | Reduce -1.1% |
| OHI Omega Healthcare Investors | 0.68% | 37,735 | $1.6M | Add +17.0% |
| ABT Abbott Laboratories | 0.68% | 11,806 | $1.6M | Add +4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.61% | 5,074 | $1.4M | Add +1.7% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.60% | 40,651 | $1.4M | Add +4.7% |
| ET Energy Transfer LP | 0.60% | 81,155 | $1.4M | Add +4.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.59% | 32,820 | $1.4M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.58% | 7,363 | $1.4M | Add +0.0% |
| AXP American Express Co. | 0.54% | 3,773 | $1.3M | Add +0.7% |
| ASA ASA Gold and Precious Metals | 0.53% | 27,210 | $1.2M | No change |
| GD General Dynamics Corp. | 0.53% | 3,625 | $1.2M | New |
| CSCO Cisco Systems Inc. | 0.51% | 17,576 | $1.2M | Add +9.7% |
| ABEV Ambev SA-ADR | 0.51% | 539,111 | $1.2M | Add +1.0% |
| MTDR Matador Resources Co. | 0.51% | 26,683 | $1.2M | Reduce -3.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.47% | 1,125 | $1.1M | No change |
| HD Home Depot Inc. | 0.46% | 2,653 | $1.1M | Add +0.5% |
| TLT iShares 20+ Year Treasury BD | 0.45% | 11,850 | $1.1M | Add +21.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.45% | 32,195 | $1.0M | Add +9.8% |
| EPD Enterprise Products Partners | 0.44% | 33,195 | $1.0M | Add +1.6% |
| MCD McDonald's Corp. | 0.44% | 3,400 | $1.0M | Reduce -9.7% |
| BKH Black Hills Corp. | 0.44% | 16,667 | $1.0M | New |
| RIO Rio Tinto PLC-Spon ADR | 0.44% | 15,504 | $1.0M | Reduce -10.5% |
| UNH Unitedhealth Group Inc. | 0.42% | 2,823 | $975K | Reduce -7.1% |
| V Visa Inc. Class A | 0.41% | 2,812 | $960K | No change |
| XLP SS Consumer Staples Sel Sect | 0.41% | 12,223 | $958K | Add +10.1% |
| BKE The Buckle Inc. | 0.41% | 16,247 | $953K | Add +10.0% |
| NEE Nextera Energy Inc. | 0.40% | 12,501 | $944K | Reduce -37.4% |
| RTX RTX Corp. | 0.40% | 5,578 | $933K | Reduce -0.5% |
| PM Philip Morris International | 0.40% | 5,742 | $931K | No change |
| CGMS Cap Group US Multi-Sect Bond | 0.40% | 33,336 | $925K | Reduce -1.8% |
| BLK BlackRock Inc. | 0.39% | 785 | $915K | No change |
| AMGN Amgen Inc. | 0.38% | 3,167 | $894K | Add +0.5% |
| CRM Salesforce Inc. | 0.38% | 3,744 | $887K | Add +0.3% |
| MPLX MPLX LP | 0.37% | 17,240 | $861K | Add +45.8% |
| SNY Sanofi-ADR | 0.37% | 18,203 | $859K | Add +7.6% |
| GOOGL Alphabet Inc. Class A | 0.36% | 3,474 | $845K | Add +4.3% |
| XLI SS Industrial Select Sector | 0.35% | 5,363 | $827K | Add +7.8% |
| HIG Hartford Insurance Group Inc. | 0.35% | 6,146 | $820K | Add +11.9% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 4,484 | $818K | Reduce -3.6% |
| XLK SS Technology Select Sector | 0.35% | 2,895 | $816K | Add +10.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.35% | 9,351 | $816K | Add +2.7% |
| SBR Sabine Royalty Trust | 0.34% | 10,142 | $806K | No change |
| XLC SS Comm Select Sector SPDR | 0.34% | 6,622 | $784K | Add +8.7% |
| NXRT Nexpoint Residential | 0.33% | 24,069 | $776K | No change |
| GSST Goldman Sachs Ultra Short Bo | 0.32% | 14,556 | $738K | Add +0.4% |
| GLD SPDR Gold Shares | 0.31% | 2,064 | $734K | Add +25.6% |
| RPM RPM International Inc. | 0.30% | 6,053 | $713K | Add +6.9% |
| F Ford Motor Co. filed as FORD MTR CO | 0.30% | 59,240 | $709K | Add +0.8% |
| XLY SS Consumer Disc Select Sect | 0.30% | 2,944 | $706K | Add +12.0% |
| CGSD Cap Group Short Duration | 0.30% | 26,924 | $699K | Reduce -2.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.30% | 6,269 | $693K | Reduce -66.4% |
| TGT Target Corp. | 0.29% | 7,678 | $689K | Add +0.4% |
| XLF SS Financial Select Sector | 0.29% | 12,757 | $687K | Add +7.0% |
| CB Chubb Ltd. | 0.29% | 2,435 | $687K | Reduce -0.0% |
| XLE SS Energy Select Sector | 0.29% | 7,661 | $684K | Add +12.6% |
| BHP BHP Group Ltd.-Spon ADR | 0.29% | 12,107 | $675K | Add +1.8% |
| OZK Bank Ozk | 0.29% | 13,086 | $667K | Add +2.5% |
| ETD Ethan Allen Interiors Inc. | 0.29% | 22,643 | $667K | Add +1.6% |
| XLRE SS Real Estate Select Sector | 0.28% | 15,373 | $648K | Add +3.8% |
| GEHC GE Healthcare Technology | 0.28% | 8,615 | $647K | Add +1.2% |
| TSN Tyson Foods Inc. Class A | 0.27% | 11,832 | $642K | Reduce -3.4% |
| SNA Snap-on Inc. | 0.27% | 1,835 | $636K | Add +12.6% |
| SBUX Starbucks Corp. | 0.27% | 7,467 | $632K | Add +0.3% |
| XLV SS Health Care Select Sector | 0.26% | 4,382 | $610K | Add +2.7% |
| SWKS Skyworks Solutions Inc. | 0.25% | 7,540 | $580K | Add +24.2% |
| PSX Phillips 66 | 0.24% | 4,121 | $561K | Add +1.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.24% | 10,081 | $559K | Reduce -6.9% |
| VOO Vanguard S&P 500 ETF | 0.24% | 903 | $553K | Add +0.7% |
| COST Costco Wholesale Corp. | 0.23% | 592 | $548K | Add +14.3% |
| IEMG iShares Core MSCI Emerging | 0.23% | 8,246 | $544K | Add +22.5% |
Portfolio Sells Q2 2025 → Q3 2025
| VNLA Janus Henderson Short Durati | Reduce -31.9% | 3.83% | −2.19 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -66.4% | 0.30% | −0.65 |
| DMLP Dorchester Minerals LP | Sold out | 0.00% | −0.46 |
| KT KT Corp.-SP ADR | Sold out | 0.00% | −0.36 |
| VST Vistra Corp. | Reduce -12.8% | 1.60% | −0.35 |
| NEE Nextera Energy Inc. | Reduce -37.4% | 0.40% | −0.23 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.22 |
| CGGR Cap Group Growth Equity | Reduce -5.9% | 3.49% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 1.75% | −0.17 |
| MSFT Microsoft Corp. | Reduce -0.4% | 4.40% | −0.15 |
| KO The Coca-Cola Co. | Reduce -1.1% | 0.68% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.9% | 0.24% | −0.10 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.09 |
| MTDR Matador Resources Co. | Reduce -3.1% | 0.51% | −0.09 |
| MCD McDonald's Corp. | Reduce -9.7% | 0.44% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 2.00% | −0.06 |
| DIS The Walt Disney Co. | Reduce -3.4% | 0.20% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -0.3% | 0.13% | −0.04 |
| TSN Tyson Foods Inc. Class A | Reduce -3.4% | 0.27% | −0.04 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -1.8% | 0.40% | −0.03 |
| CGSD Cap Group Short Duration | Reduce -2.9% | 0.30% | −0.03 |
| CB Chubb Ltd. | Reduce -0.0% | 0.29% | −0.03 |
| RSG Republic Services Inc. | Reduce -0.1% | 0.18% | −0.03 |
| NXDT Nexpoint Diversified Real Es | Reduce -22.6% | 0.05% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.22% | −0.03 |
| WMT Walmart Inc. | Reduce -0.6% | 1.05% | −0.03 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -10.5% | 0.44% | −0.03 |
| DE Deere & Co. | Reduce -5.1% | 0.09% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -7.1% | 0.42% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.2% | 0.10% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.13% | −0.01 |
| PFE Pfizer Inc. | Reduce -6.3% | 0.11% | −0.01 |
| CGCP Cap Group Core Plus Income | Reduce -2.6% | 0.10% | −0.01 |
| CGDV Cap Group Dividend Value | Reduce -0.7% | 0.59% | −0.01 |
| USCI United States Commodity Inde | Reduce -1.3% | 0.12% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.13% | +0.00 |
| FE Firstenergy Corp. | Reduce -0.8% | 0.14% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.0% | 1.74% | +0.02 |
| RTX RTX Corp. | Reduce -0.5% | 0.40% | +0.02 |
| GM General Motors Co. | Reduce -2.4% | 0.22% | +0.02 |
| ANET Arista Networks Inc. | Reduce -4.3% | 0.21% | +0.04 |
| GEV GE Vernova Inc. | Reduce -2.4% | 1.00% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.6% | 0.35% | +0.06 |
| NVDA Nvidia Corp. | Reduce -1.8% | 0.89% | +0.07 |
| GE General Electric | Reduce -3.7% | 1.51% | +0.07 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.71% | +0.08 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -4.2% | 1.28% | +0.09 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 1.33% | +0.29 |
| FSLR First Solar Inc. | Reduce -0.3% | 1.79% | +0.34 |
| TSLA Tesla Inc. | Reduce -0.4% | 4.25% | +0.98 |
Portfolio Buys Q2 2025 → Q3 2025
| GD General Dynamics Corp. | New | 0.53% | +0.53 |
| BKH Black Hills Corp. | New | 0.44% | +0.44 |
| CVX Chevron Corp. | Add +46.9% | 0.88% | +0.29 |
| IPG Interpublic Group of Cos Inc. | New | 0.22% | +0.22 |
| CGUS Cap Group Core Equity | Add +3.2% | 5.81% | +0.17 |
| ABBV Abbvie Inc. | Add +0.1% | 1.05% | +0.15 |
| SLV iShares Silver Trust | New | 0.14% | +0.14 |
| OHI Omega Healthcare Investors | Add +17.0% | 0.68% | +0.14 |
| MLI Mueller Industries Inc. | New | 0.12% | +0.12 |
| CMC Commercial Metals Co. | New | 0.12% | +0.12 |
| CAT Caterpillar Inc. | Add +1.3% | 0.80% | +0.11 |
| MO Altria Group Inc. | Add +5.2% | 1.16% | +0.11 |
| CGGO Cap Group Global Growth | Add +5.4% | 2.32% | +0.11 |
| BKE The Buckle Inc. | Add +10.0% | 0.41% | +0.10 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 0.36% | +0.09 |
| MPLX MPLX LP | Add +45.8% | 0.37% | +0.09 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.09% | +0.09 |
| JEPI JPMorgan Equity Premium Inco | New | 0.09% | +0.09 |
| GLD SPDR Gold Shares | Add +25.6% | 0.31% | +0.08 |
| TLT iShares 20+ Year Treasury BD | Add +21.8% | 0.45% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +22.5% | 0.23% | +0.05 |
| XLK SS Technology Select Sector | Add +10.4% | 0.35% | +0.04 |
| CGXU Cap Group Intl Focus | Add +3.7% | 0.80% | +0.04 |
| SWKS Skyworks Solutions Inc. | Add +24.2% | 0.25% | +0.04 |
| XLY SS Consumer Disc Select Sect | Add +12.0% | 0.30% | +0.04 |
| SNA Snap-on Inc. | Add +12.6% | 0.27% | +0.04 |
| NGD New Gold Inc. | New | 0.03% | +0.03 |
| XLC SS Comm Select Sector SPDR | Add +8.7% | 0.34% | +0.03 |
| HIG Hartford Insurance Group Inc. | Add +11.9% | 0.35% | +0.03 |
| XLE SS Energy Select Sector | Add +12.6% | 0.29% | +0.03 |
| BTC Grayscale Bitcoin Mini ETF | Add +25.4% | 0.14% | +0.03 |
| BHP BHP Group Ltd.-Spon ADR | Add +1.8% | 0.29% | +0.03 |
| RPM RPM International Inc. | Add +6.9% | 0.30% | +0.02 |
| VGK Vanguard Ftse Europe ETF | Add +14.7% | 0.20% | +0.02 |
| XLI SS Industrial Select Sector | Add +7.8% | 0.35% | +0.02 |
| PSX Phillips 66 | Add +1.0% | 0.24% | +0.02 |
| HD Home Depot Inc. | Add +0.5% | 0.46% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +5.9% | 0.13% | +0.01 |
| F Ford Motor Co. | Add +0.8% | 0.30% | +0.01 |
| VICI Vici Properties Inc. | Add +9.8% | 0.45% | +0.01 |
| OZK Bank Ozk | Add +2.5% | 0.29% | +0.01 |
| CHGG Chegg Inc. | Add +86.2% | 0.02% | +0.01 |
| RL Ralph Lauren Corp. | Add +0.3% | 0.14% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.7% | 0.35% | +0.01 |
| CGBL Cap Group Core Balanced | Add +4.7% | 0.60% | +0.01 |
| XLF SS Financial Select Sector | Add +7.0% | 0.29% | +0.01 |
| EWJ iShares MSCI Japan ETF | Add +4.6% | 0.16% | +0.01 |
| CSCO Cisco Systems Inc. | Add +9.7% | 0.51% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.7% | 0.24% | +0.00 |
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 |