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

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

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%
HWM Howmet Aerospace Inc. 0.21% 2,538 $520K Reduce -0.5%
OMC Omnicom Group 0.20% 6,033 $487K New
PRGO Perrigo Co. PLC 0.20% 34,803 $484K New
PEP Pepsico Inc. 0.20% 3,346 $480K Reduce -2.9%
VGK Vanguard Ftse Europe ETF 0.20% 5,691 $476K Reduce -0.8%
BP BP PLC-Spons ADR 0.19% 13,352 $464K No change
AVGO Broadcom Inc. 0.18% 1,288 $446K Reduce -0.8%
ANET Arista Networks Inc. 0.18% 3,380 $443K Add +0.0%
ADP Automatic Data Processing 0.18% 1,721 $443K Reduce -0.1%
CSCO Cisco Systems Inc. 0.18% 5,519 $425K Reduce -68.6%
UNP Union Pacific Corp. 0.18% 1,835 $424K Reduce -0.1%
ABT Abbott Laboratories 0.17% 3,331 $417K Reduce -71.8%
SPGI S&P Global Inc. 0.17% 794 $415K Reduce -0.1%
BMY Bristol-Myers Squibb Co. 0.17% 7,529 $406K Add +12.0%
RSG Republic Services Inc. 0.17% 1,890 $401K Add +0.3%
SWKS Skyworks Solutions Inc. 0.16% 6,238 $396K Reduce -17.3%
FNDX Schwab Fndmntl US LRG Co. ETF 0.16% 14,518 $395K Add +0.5%
ICE Intercontinental Exchange Inc. 0.16% 2,411 $390K Reduce -0.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 3,377 $384K Reduce -17.3%
ISRG Intuitive Surgical Inc. 0.16% 677 $383K Reduce -0.1%
EAT Brinker International Inc. 0.16% 2,652 $381K No change
MMU Western Asset Managed Munici 0.16% 36,100 $377K No change
COST Costco Wholesale Corp. 0.15% 430 $371K Reduce -27.4%
EWJ iShares MSCI Japan ETF 0.15% 4,568 $369K Reduce -0.8%
RL Ralph Lauren Corp. 0.15% 1,018 $360K Add +0.3%
EPD Enterprise Products Partners 0.14% 10,462 $335K Reduce -68.5%
COP Conocophillips 0.14% 3,517 $329K Reduce -22.9%
MLI Mueller Industries Inc. 0.14% 2,862 $329K Reduce -0.3%
XETYX Eaton Vance Tax-MGD Div Eqty 0.14% 21,400 $328K No change
CMC Commercial Metals Co. 0.13% 4,716 $326K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.13% 3,114 $326K Reduce -0.0%
MUNI PIMCO Intermediate Municipal 0.13% 6,149 $322K No change
FE Firstenergy Corp. 0.13% 7,133 $319K Reduce -1.6%
IWM iShares Russell 2000 ETF 0.13% 1,289 $317K Reduce -0.9%
ED Consolidated Edison Inc. 0.13% 3,163 $314K No change
BEP Brookfield Renewable Partner 0.13% 11,472 $309K No change
PHM Pultegroup Inc. 0.12% 2,488 $292K No change
NVG Nuveen Amt-FR Muni CRDT 0.12% 22,730 $288K No change
NZF Nuveen Municipal Credit Inc. 0.12% 22,850 $287K No change
VGM Invesco Trust for Investmen 0.12% 27,625 $286K No change
XMVTX BlackRock Munivest Fund II 0.12% 26,355 $285K No change
NTES Netease Inc.-ADR 0.12% 2,058 $283K No change
CGMU Cap Group Municipal Income 0.12% 10,196 $279K New
VMO Invesco Municipal Opport 0.11% 28,650 $274K No change
USCI United States Commodity Inde 0.11% 3,525 $274K No change
PFE Pfizer Inc. 0.11% 10,792 $269K Add +7.6%
QQQ Invesco QQQ Trust Series 1 0.11% 433 $266K Add +0.5%
SHW The Sherwin-Williams Co. 0.10% 771 $250K Reduce -0.3%
B Barrick Mining Corp. 0.10% 5,606 $244K New
CGCP Cap Group Core Plus Income 0.10% 10,483 $237K No change
ENB Enbridge Inc. 0.09% 4,789 $229K No change
BTC Grayscale Bitcoin Mini ETF 0.09% 5,815 $225K Reduce -8.9%
JAAA Janus Henderson Aaa Clo ETF 0.09% 4,444 $225K No change
APD Air Products & Chemicals Inc. 0.09% 883 $218K No change
DE Deere & Co. 0.09% 465 $216K Reduce -0.2%
PMO Franklin Muncipl Opps Tst-Ui 0.09% 19,900 $213K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.09% 3,587 $208K No change
RGLD Royal Gold Inc. 0.09% 936 $208K New
OIA Invesco Municipal Income Opp 0.09% 34,470 $207K No change
HAL Halliburton Co. 0.08% 7,243 $205K New
CAH Cardinal Health Inc. 0.08% 987 $203K New
MDLZ Mondelez International Inc. Class A 0.08% 3,745 $202K Reduce -1.1%
JEPI JPMorgan Equity Premium Inco 0.08% 3,518 $201K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.08% 12,500 $191K No change
ETV Eaton Vance T/M Buy-Writ Opp 0.08% 13,200 $190K No change
MUA BlackRock Muniassets Fund 0.08% 17,500 $187K No change
PMM Franklin Managed Municipal I 0.07% 25,850 $162K No change
NOK Nokia Corp.-Spon ADR 0.05% 20,100 $130K No change
JFR Nuveen Floating Rate Income 0.04% 13,070 $102K No change
NGD New Gold Inc. 0.04% 11,235 $98K No change
NXDT Nexpoint Diversified Real Es 0.04% 22,286 $85K Reduce -27.8%
CHGG Chegg Inc. 0.01% 37,087 $34K Add +43.8%
RMTI Rockwell Medical Inc. 0.00% 14,168 $12K No change

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

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