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

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 Q1 2025 Q2 2025: $217.9M Q2 2025 Q3 2025: $233.9M $233.9M Q3 2025 Q4 2025: $242.2M Q4 2025 Q1 2026: $243.9M Q1 2026 Q2 2026: $272.5M Q2 2026

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%
XLB SS Materials Select Sector 0.23% 5,969 $535K Add +3.1%
GM General Motors Co. 0.22% 8,396 $512K Reduce -2.4%
IPG Interpublic Group of Cos Inc. 0.22% 18,165 $507K New
ADP Automatic Data Processing 0.22% 1,722 $505K Reduce -0.1%
HWM Howmet Aerospace Inc. 0.21% 2,550 $500K No change
ANET Arista Networks Inc. 0.21% 3,379 $492K Reduce -4.3%
PEP Pepsico Inc. 0.21% 3,444 $484K Add +1.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.20% 4,081 $467K Reduce -3.4%
BP BP PLC-Spons ADR 0.20% 13,352 $460K No change
VGK Vanguard Ftse Europe ETF 0.20% 5,738 $458K Add +14.7%
UNP Union Pacific Corp. 0.19% 1,837 $434K Add +0.1%
RSG Republic Services Inc. 0.18% 1,885 $433K Reduce -0.1%
COP Conocophillips 0.18% 4,564 $432K Add +0.3%
AVGO Broadcom Inc. 0.18% 1,298 $428K No change
ICE Intercontinental Exchange Inc. 0.17% 2,412 $406K No change
SPGI S&P Global Inc. 0.17% 795 $387K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.16% 14,453 $380K Add +0.8%
MMU Western Asset Managed Munici 0.16% 36,100 $373K No change
EWJ iShares MSCI Japan ETF 0.16% 4,603 $369K Add +4.6%
XETYX Eaton Vance Tax-MGD Div Eqty 0.15% 21,400 $340K No change
EAT Brinker International Inc. 0.14% 2,652 $336K No change
SLV iShares Silver Trust 0.14% 7,850 $333K New
FE Firstenergy Corp. 0.14% 7,247 $332K Reduce -0.8%
PHM Pultegroup Inc. 0.14% 2,488 $329K No change
BTC Grayscale Bitcoin Mini ETF 0.14% 6,383 $323K Add +25.4%
MUNI PIMCO Intermediate Municipal 0.14% 6,149 $321K No change
RL Ralph Lauren Corp. 0.14% 1,015 $318K Add +0.3%
ED Consolidated Edison Inc. 0.14% 3,163 $318K No change
IWM iShares Russell 2000 ETF 0.13% 1,301 $315K Add +5.9%
NTES Netease Inc.-ADR 0.13% 2,058 $313K No change
BMY Bristol-Myers Squibb Co. 0.13% 6,724 $303K Reduce -0.1%
ISRG Intuitive Surgical Inc. 0.13% 678 $303K Reduce -0.3%
BEP Brookfield Renewable Partner 0.13% 11,472 $296K No change
MLI Mueller Industries Inc. 0.12% 2,871 $290K New
NZF Nuveen Municipal Credit Inc. 0.12% 22,850 $287K No change
XMVTX BlackRock Munivest Fund II 0.12% 26,355 $280K No change
VGM Invesco Trust for Investmen 0.12% 27,625 $280K No change
NVG Nuveen Amt-FR Muni CRDT 0.12% 22,730 $279K No change
VMO Invesco Municipal Opport 0.12% 28,650 $277K No change
USCI United States Commodity Inde 0.12% 3,525 $275K Reduce -1.3%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.12% 3,115 $274K Add +0.0%
CMC Commercial Metals Co. 0.12% 4,716 $270K New
SHW The Sherwin-Williams Co. 0.11% 773 $268K Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.11% 431 $259K Add +0.7%
PFE Pfizer Inc. 0.11% 10,029 $256K Reduce -6.3%
ENB Enbridge Inc. 0.10% 4,789 $242K No change
APD Air Products & Chemicals Inc. 0.10% 883 $241K Add +0.1%
CGCP Cap Group Core Plus Income 0.10% 10,483 $238K Reduce -2.6%
MDLZ Mondelez International Inc. Class A 0.10% 3,786 $237K Reduce -0.2%
JAAA Janus Henderson Aaa Clo ETF 0.10% 4,444 $226K New
DE Deere & Co. 0.09% 466 $213K Reduce -5.1%
OIA Invesco Municipal Income Opp 0.09% 34,470 $208K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.09% 3,587 $206K New
PMO Franklin Muncipl Opps Tst-Ui 0.09% 19,900 $206K No change
JEPI JPMorgan Equity Premium Inco 0.09% 3,518 $201K New
MUA BlackRock Muniassets Fund 0.08% 17,500 $194K No change
ETV Eaton Vance T/M Buy-Writ Opp 0.08% 13,200 $188K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.08% 12,500 $188K No change
PMM Franklin Managed Municipal I 0.07% 25,850 $156K No change
SAND Sandstorm Gold Ltd. 0.07% 12,449 $156K No change
PR Permian Resources Corp. Class A 0.06% 10,970 $140K Add +1.2%
NXDT Nexpoint Diversified Real Es 0.05% 30,873 $114K Reduce -22.6%
JFR Nuveen Floating Rate Income 0.05% 13,070 $107K No change
NOK Nokia Corp.-Spon ADR 0.04% 20,100 $97K No change
NGD New Gold Inc. 0.03% 11,235 $81K New
CHGG Chegg Inc. 0.02% 25,798 $39K Add +86.2%
RMTI Rockwell Medical Inc. 0.01% 14,168 $17K No change

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

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