Burford Brothers, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Burford Brothers, Inc. reported 173 stock positions worth $242.2 million. Its top holding was Apple (AAPL) at 8.0% of the portfolio, followed by Cap Group Core Equity (CGUS, 5.9%) and Berkshire Hathaway Class B (BRK.B, 4.9%). Compared with Q3 2025, it opened 16 new positions, sold out of 10, added to 53 and reduced 67. The biggest buy was a new position in NNN REIT (NNN) and the biggest sale Abbott Laboratories (ABT, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002001434
- Portfolio Value
- $242.2M (Q4 2025)
- SEC Filing
- 0002001434-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 173 stocks · $242.2M
| AAPL Apple Inc. | 8.04% | 71,653 | $19.5M | Add +0.3% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 5.89% | 354,418 | $14.3M | Add +3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.89% | 23,563 | $11.8M | Add +1.4% |
| TSLA Tesla Inc. | 4.15% | 22,360 | $10.1M | Add +0.1% |
| MSFT Microsoft Corp. | 3.99% | 19,976 | $9.7M | Add +0.5% |
| VNLA Janus Henderson Short Durati | 3.90% | 192,453 | $9.5M | Add +5.8% |
| CGGR Cap Group Growth Equity | 3.54% | 192,989 | $8.6M | Add +3.9% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.34% | 163,303 | $5.7M | Add +2.9% |
| AMZN Amazon.com Inc. | 2.20% | 23,048 | $5.3M | Reduce -0.1% |
| FSLR First Solar Inc. | 2.06% | 19,080 | $5.0M | Add +0.3% |
| XOM Exxon Mobil Corp. | 2.03% | 40,881 | $4.9M | Reduce -1.5% |
| TEVA Teva Pharmaceutical-SP ADR | 1.90% | 147,515 | $4.6M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.71% | 12,878 | $4.1M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 1.65% | 12,696 | $4.0M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 1.53% | 5,621 | $3.7M | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 1.50% | 11,806 | $3.6M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 4,847 | $3.3M | Add +22.6% |
| VST Vistra Corp. | 1.27% | 19,099 | $3.1M | Reduce -0.1% |
| MO Altria Group Inc. | 1.21% | 50,647 | $2.9M | Add +22.9% |
| WMT Walmart Inc. | 1.08% | 23,562 | $2.6M | Reduce -1.1% |
| GEV GE Vernova Inc. | 1.04% | 3,858 | $2.5M | Add +1.4% |
| ABBV Abbvie Inc. | 1.00% | 10,645 | $2.4M | Add +0.1% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.00% | 68,416 | $2.4M | Add +68.3% |
| CAT Caterpillar Inc. | 0.94% | 3,992 | $2.3M | Add +1.5% |
| NVDA Nvidia Corp. | 0.86% | 11,182 | $2.1M | Reduce -0.2% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.80% | 65,504 | $1.9M | Add +4.0% |
| JNJ Johnson & Johnson | 0.77% | 8,961 | $1.9M | Add +0.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.76% | 42,230 | $1.8M | Add +28.7% |
| PG The Procter & Gamble Co. | 0.74% | 12,545 | $1.8M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.73% | 43,276 | $1.8M | Reduce -6.0% |
| KO The Coca-Cola Co. | 0.70% | 24,153 | $1.7M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.69% | 5,664 | $1.7M | Add +11.6% |
| ASA ASA Gold and Precious Metals | 0.67% | 27,210 | $1.6M | No change |
| COIN Coinbase Global Inc. Class A | 0.64% | 6,862 | $1.6M | Reduce -1.2% |
| OHI Omega Healthcare Investors | 0.60% | 32,562 | $1.4M | Reduce -13.7% |
| AXP American Express Co. | 0.59% | 3,854 | $1.4M | Add +2.1% |
| ABEV Ambev SA-ADR | 0.58% | 568,551 | $1.4M | Add +5.5% |
| CVX Chevron Corp. | 0.57% | 9,107 | $1.4M | Reduce -31.6% |
| ET Energy Transfer LP | 0.52% | 77,086 | $1.3M | Reduce -5.0% |
| TXN Texas Instruments Inc. | 0.51% | 7,152 | $1.2M | Reduce -2.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.50% | 1,123 | $1.2M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.48% | 14,627 | $1.2M | Add +17.0% |
| NNN NNN REIT Inc. | 0.47% | 28,907 | $1.1M | New |
| MTDR Matador Resources Co. | 0.47% | 26,573 | $1.1M | Reduce -0.4% |
| RIO Rio Tinto PLC-Spon ADR | 0.46% | 13,971 | $1.1M | Reduce -9.9% |
| GD General Dynamics Corp. | 0.44% | 3,157 | $1.1M | Reduce -12.9% |
| GOOGL Alphabet Inc. Class A | 0.43% | 3,333 | $1.0M | Reduce -4.1% |
| MCD McDonald's Corp. | 0.43% | 3,401 | $1.0M | Add +0.0% |
| AMGN Amgen Inc. | 0.43% | 3,168 | $1.0M | Add +0.0% |
| TLT iShares 20+ Year Treasury BD | 0.42% | 11,771 | $1.0M | Reduce -0.7% |
| RTX RTX Corp. | 0.42% | 5,578 | $1.0M | No change |
| MRK Merck & Co. Inc. | 0.40% | 9,196 | $968K | New |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.40% | 12,417 | $960K | New |
| XLP SS Consumer Staples Sel Sect | 0.39% | 12,230 | $950K | Add +0.1% |
| V Visa Inc. Class A | 0.39% | 2,689 | $943K | Reduce -4.4% |
| MPLX MPLX LP | 0.38% | 17,449 | $931K | Add +1.2% |
| PM Philip Morris International | 0.38% | 5,734 | $920K | Reduce -0.1% |
| HD Home Depot Inc. | 0.38% | 2,653 | $913K | No change |
| BKH Black Hills Corp. | 0.36% | 12,683 | $880K | Reduce -23.9% |
| BKE The Buckle Inc. | 0.36% | 16,438 | $878K | Add +1.2% |
| CGMS Cap Group US Multi-Sect Bond | 0.35% | 30,542 | $844K | Reduce -8.4% |
| BLK BlackRock Inc. | 0.35% | 786 | $841K | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 2,749 | $835K | New |
| XLK SS Technology Select Sector | 0.34% | 5,789 | $833K | No change |
| XLI SS Industrial Select Sector | 0.34% | 5,365 | $832K | Add +0.0% |
| DMLP Dorchester Minerals LP | 0.33% | 36,150 | $808K | New |
| GLD SPDR Gold Shares | 0.33% | 2,037 | $807K | Reduce -1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.33% | 18,650 | $796K | Reduce -0.3% |
| CRM Salesforce Inc. | 0.32% | 2,961 | $784K | Reduce -20.9% |
| UNH Unitedhealth Group Inc. | 0.32% | 2,375 | $784K | Reduce -15.9% |
| F Ford Motor Co. filed as FORD MTR CO | 0.32% | 59,654 | $783K | Add +0.7% |
| XLC SS Comm Select Sector SPDR | 0.32% | 6,614 | $779K | Reduce -0.1% |
| CB Chubb Ltd. | 0.31% | 2,433 | $759K | Reduce -0.1% |
| TGT Target Corp. | 0.31% | 7,685 | $751K | Add +0.1% |
| GSST Goldman Sachs Ultra Short Bo | 0.30% | 14,604 | $737K | Add +0.3% |
| HBAN Huntington Bancshares Inc. | 0.30% | 42,250 | $733K | New |
| OZK Bank Ozk | 0.30% | 15,884 | $731K | Add +21.4% |
| BHP BHP Group Ltd.-Spon ADR | 0.30% | 12,077 | $729K | Reduce -0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.30% | 4,076 | $725K | Reduce -9.1% |
| NXRT Nexpoint Residential | 0.30% | 23,869 | $718K | Reduce -0.8% |
| QCOM Qualcomm Inc. | 0.29% | 4,159 | $711K | New |
| XLY SS Consumer Disc Select Sect | 0.29% | 5,890 | $703K | No change |
| GEHC GE Healthcare Technology | 0.29% | 8,531 | $700K | Reduce -1.0% |
| XLF SS Financial Select Sector | 0.29% | 12,768 | $699K | Add +0.1% |
| XLE SS Energy Select Sector | 0.28% | 15,394 | $688K | Add +0.5% |
| SBR Sabine Royalty Trust | 0.28% | 10,000 | $686K | Reduce -1.4% |
| XLV SS Health Care Select Sector | 0.28% | 4,398 | $681K | Add +0.4% |
| WSM Williams-Sonoma Inc. | 0.27% | 3,695 | $660K | New |
| SNA Snap-on Inc. | 0.26% | 1,818 | $626K | Reduce -0.9% |
| SBUX Starbucks Corp. | 0.26% | 7,429 | $626K | Reduce -0.5% |
| TSN Tyson Foods Inc. Class A | 0.26% | 10,602 | $622K | Reduce -10.4% |
| CGSD Cap Group Short Duration | 0.25% | 23,372 | $608K | Reduce -13.2% |
| XLRE SS Real Estate Select Sector | 0.25% | 14,877 | $600K | Reduce -3.2% |
| VOO Vanguard S&P 500 ETF | 0.24% | 916 | $575K | Add +1.4% |
| CMCSA Comcast Corp. Class A | 0.24% | 19,091 | $571K | New |
| GM General Motors Co. | 0.23% | 6,821 | $555K | Reduce -18.8% |
| IEMG iShares Core MSCI Emerging | 0.23% | 8,176 | $550K | Reduce -0.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.23% | 10,798 | $549K | Add +7.1% |
| XLB SS Materials Select Sector | 0.23% | 12,050 | $546K | Add +0.9% |
| PSX Phillips 66 | 0.22% | 4,123 | $532K | Add +0.1% |
Portfolio Sells Q3 2025 → Q4 2025
| ABT Abbott Laboratories | Reduce -71.8% | 0.17% | −0.50 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.45 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.37 |
| COIN Coinbase Global Inc. Class A | Reduce -1.2% | 0.64% | −0.36 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.35 |
| CSCO Cisco Systems Inc. | Reduce -68.6% | 0.18% | −0.34 |
| VST Vistra Corp. | Reduce -0.1% | 1.27% | −0.33 |
| CVX Chevron Corp. | Reduce -31.6% | 0.57% | −0.31 |
| EPD Enterprise Products Partners | Reduce -68.5% | 0.14% | −0.31 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.30 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.30 |
| ETD Ethan Allen Interiors Inc. | Sold out | 0.00% | −0.29 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.22 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -6.0% | 0.73% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -15.9% | 0.32% | −0.09 |
| GD General Dynamics Corp. | Reduce -12.9% | 0.44% | −0.09 |
| OHI Omega Healthcare Investors | Reduce -13.7% | 0.60% | −0.09 |
| SWKS Skyworks Solutions Inc. | Reduce -17.3% | 0.16% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -27.4% | 0.15% | −0.08 |
| BKH Black Hills Corp. | Reduce -23.9% | 0.36% | −0.08 |
| ET Energy Transfer LP | Reduce -5.0% | 0.52% | −0.07 |
| SAND Sandstorm Gold Ltd. | Sold out | 0.00% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -2.9% | 0.51% | −0.07 |
| SBR Sabine Royalty Trust | Reduce -1.4% | 0.28% | −0.06 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −0.06 |
| CRM Salesforce Inc. | Reduce -20.9% | 0.32% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.1% | 0.30% | −0.05 |
| COP Conocophillips | Reduce -22.9% | 0.14% | −0.05 |
| CGSD Cap Group Short Duration | Reduce -13.2% | 0.25% | −0.05 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -8.4% | 0.35% | −0.05 |
| MTDR Matador Resources Co. | Reduce -0.4% | 0.47% | −0.05 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -8.9% | 0.09% | −0.05 |
| DIS The Walt Disney Co. | Reduce -17.3% | 0.16% | −0.04 |
| NXRT Nexpoint Residential | Reduce -0.8% | 0.30% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.18% | −0.03 |
| NVDA Nvidia Corp. | Reduce -0.2% | 0.86% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.7% | 0.42% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -3.2% | 0.25% | −0.03 |
| V Visa Inc. Class A | Reduce -4.4% | 0.39% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.3% | 0.33% | −0.02 |
| PM Philip Morris International | Reduce -0.1% | 0.38% | −0.02 |
| TSN Tyson Foods Inc. Class A | Reduce -10.4% | 0.26% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.1% | 0.08% | −0.02 |
| XLC SS Comm Select Sector SPDR | Reduce -0.1% | 0.32% | −0.01 |
| NXDT Nexpoint Diversified Real Es | Reduce -27.8% | 0.04% | −0.01 |
| SNA Snap-on Inc. | Reduce -0.9% | 0.26% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -0.0% | 0.16% | −0.01 |
| SBUX Starbucks Corp. | Reduce -0.5% | 0.26% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.3% | 0.10% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| NNN NNN REIT Inc. | New | 0.47% | +0.47 |
| MRK Merck & Co. Inc. | New | 0.40% | +0.40 |
| CF CF Industries Holdings Inc. | New | 0.40% | +0.40 |
| CGBL Cap Group Core Balanced | Add +68.3% | 1.00% | +0.39 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.34% | +0.34 |
| DMLP Dorchester Minerals LP | New | 0.33% | +0.33 |
| HBAN Huntington Bancshares Inc. | New | 0.30% | +0.30 |
| QCOM Qualcomm Inc. | New | 0.29% | +0.29 |
| WSM Williams-Sonoma Inc. | New | 0.27% | +0.27 |
| AAPL Apple Inc. | Add +0.3% | 8.04% | +0.27 |
| FSLR First Solar Inc. | Add +0.3% | 2.06% | +0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +22.6% | 1.36% | +0.24 |
| CMCSA Comcast Corp. Class A | New | 0.24% | +0.24 |
| OMC Omnicom Group | New | 0.20% | +0.20 |
| PRGO Perrigo Co. PLC | New | 0.20% | +0.20 |
| CGDV Cap Group Dividend Value | Add +28.7% | 0.76% | +0.17 |
| CAT Caterpillar Inc. | Add +1.5% | 0.94% | +0.14 |
| CGMU Cap Group Municipal Income | New | 0.12% | +0.12 |
| B Barrick Mining Corp. | New | 0.10% | +0.10 |
| RGLD Royal Gold Inc. | New | 0.09% | +0.09 |
| HAL Halliburton Co. | New | 0.08% | +0.08 |
| CAH Cardinal Health Inc. | New | 0.08% | +0.08 |
| NEE Nextera Energy Inc. | Add +17.0% | 0.48% | +0.08 |
| IBM Intl Business Machines Corp. | Add +11.6% | 0.69% | +0.08 |
| CGUS Cap Group Core Equity | Add +3.1% | 5.89% | +0.08 |
| VNLA Janus Henderson Short Durati | Add +5.8% | 3.90% | +0.07 |
| ABEV Ambev SA-ADR | Add +5.5% | 0.58% | +0.07 |
| CGGR Cap Group Growth Equity | Add +3.9% | 3.54% | +0.06 |
| JNJ Johnson & Johnson | Add +0.0% | 0.77% | +0.06 |
| AXP American Express Co. | Add +2.1% | 0.59% | +0.05 |
| AMGN Amgen Inc. | Add +0.0% | 0.43% | +0.05 |
| MO Altria Group Inc. | Add +22.9% | 1.21% | +0.04 |
| GEV GE Vernova Inc. | Add +1.4% | 1.04% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +12.0% | 0.17% | +0.04 |
| XLV SS Health Care Select Sector | Add +0.4% | 0.28% | +0.02 |
| F Ford Motor Co. | Add +0.7% | 0.32% | +0.02 |
| CGGO Cap Group Global Growth | Add +2.9% | 2.34% | +0.02 |
| OZK Bank Ozk | Add +21.4% | 0.30% | +0.02 |
| MPLX MPLX LP | Add +1.2% | 0.38% | +0.02 |
| TGT Target Corp. | Add +0.1% | 0.31% | +0.02 |
| KO The Coca-Cola Co. | Add +0.1% | 0.70% | +0.01 |
| RL Ralph Lauren Corp. | Add +0.3% | 0.15% | +0.01 |
| PFE Pfizer Inc. | Add +7.6% | 0.11% | +0.00 |
| CGXU Cap Group Intl Focus | Add +4.0% | 0.80% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +1.4% | 0.24% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.5% | 0.16% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.5% | 0.11% | −0.00 |
| CHGG Chegg Inc. | Add +43.8% | 0.01% | −0.00 |
| XLB SS Materials Select Sector | Add +0.9% | 0.23% | −0.00 |
| GE General Electric | Add +0.9% | 1.50% | −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 |