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Burford Brothers

Latest statistics and disclosures from Burford Brothers's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, CGUS, BRK.B, TSLA, MSFT, and represent 26.96% of Burford Brothers's stock portfolio.
Added to shares of these 10 stocks: NNN, CGBL, MRK, CF, TSM, DMLP, HBAN, QCOM, WSM, SPY.
Started 16 new stock positions in HAL, HBAN, PRGO, CMCSA, OMC, CF, NNN, MRK, B, CGMU. QCOM, TSM, WSM, RGLD, DMLP, CAH.
Reduced shares in these 10 stocks: ABT, VICI, CSCO, , HIG, EPD, RPM, SHV, ETD, CVX.
Sold out of its positions in ETD, HIG, IPG, SHV, SLV, PR, RPM, SAND, SNY, VICI.
Burford Brothers was a net buyer of stock by $4.5M.
Burford Brothers has $242M in assets under management (AUM), dropping by 3.55%.
Central Index Key (CIK): 0002001434

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Portfolio Holdings for Burford Brothers

Burford Brothers holds 173 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	8.0	$20M		72k	271.86	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	5.9	$14M	+3%	354k	40.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.9	$12M		24k	502.65	View chart
Tesla Motors (TSLA)	4.2	$10M		22k	449.73	View chart
Microsoft Corporation (MSFT)	4.0	$9.7M		20k	483.61	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.9	$9.5M	+5%	193k	49.14	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.5	$8.6M	+3%	193k	44.47	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	2.3	$5.7M	+2%	163k	34.65	View chart
Amazon (AMZN)	2.2	$5.3M		23k	230.82	View chart
First Solar (FSLR)	2.1	$5.0M		19k	261.23	View chart
Exxon Mobil Corporation (XOM)	2.0	$4.9M		41k	120.34	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	1.9	$4.6M		148k	31.21	View chart
JPMorgan Chase & Co. (JPM)	1.7	$4.1M		13k	322.21	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$4.0M		13k	313.80	View chart
Meta Platforms Cl A (META)	1.5	$3.7M		5.6k	660.07	View chart
Ge Aerospace Com New (GE)	1.5	$3.6M		12k	308.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$3.3M	+22%	4.8k	681.92	View chart
Vistra Energy (VST)	1.3	$3.1M		19k	161.33	View chart
Altria (MO)	1.2	$2.9M	+22%	51k	57.66	View chart
Wal-Mart Stores (WMT)	1.1	$2.6M		24k	111.41	View chart
Ge Vernova (GEV)	1.0	$2.5M		3.9k	653.57	View chart
Abbvie (ABBV)	1.0	$2.4M		11k	228.48	View chart
Capital Group Core Balanced SHS (CGBL)	1.0	$2.4M	+68%	68k	35.33	View chart
Caterpillar (CAT)	0.9	$2.3M		4.0k	572.90	View chart
NVIDIA Corporation (NVDA)	0.9	$2.1M		11k	186.50	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.8	$1.9M	+3%	66k	29.55	View chart
Johnson & Johnson (JNJ)	0.8	$1.9M		9.0k	206.94	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$1.8M	+28%	42k	43.64	View chart
Procter & Gamble Company (PG)	0.7	$1.8M		13k	143.31	View chart
Verizon Communications (VZ)	0.7	$1.8M	-6%	43k	40.73	View chart
Coca-Cola Company (KO)	0.7	$1.7M		24k	69.91	View chart
International Business Machines (IBM)	0.7	$1.7M	+11%	5.7k	296.20	View chart
Asa Gold And Precious Mtls L SHS (ASA)	0.7	$1.6M		27k	59.67	View chart
Coinbase Global Com Cl A (COIN)	0.6	$1.6M		6.9k	226.14	View chart
Omega Healthcare Investors (OHI)	0.6	$1.4M	-13%	33k	44.34	View chart
American Express Company (AXP)	0.6	$1.4M	+2%	3.9k	369.98	View chart
Ambev Sa Sponsored Adr (ABEV)	0.6	$1.4M	+5%	569k	2.47	View chart
Chevron Corporation (CVX)	0.6	$1.4M	-31%	9.1k	152.42	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.5	$1.3M	-5%	77k	16.49	View chart
Texas Instruments Incorporated (TXN)	0.5	$1.2M	-2%	7.2k	173.49	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.5	$1.2M		1.1k	1069.86	View chart
Nextera Energy (NEE)	0.5	$1.2M	+17%	15k	80.28	View chart
National Retail Properties (NNN)	0.5	$1.1M	NEW	29k	39.63	View chart
Matador Resources (MTDR)	0.5	$1.1M		27k	42.44	View chart
Rio Tinto Sponsored Adr (RIO)	0.5	$1.1M	-9%	14k	80.03	View chart
General Dynamics Corporation (GD)	0.4	$1.1M	-12%	3.2k	336.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.0M	-4%	3.3k	312.97	View chart
McDonald's Corporation (MCD)	0.4	$1.0M		3.4k	305.60	View chart
Amgen (AMGN)	0.4	$1.0M		3.2k	327.29	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$1.0M		12k	87.16	View chart
Raytheon Technologies Corp (RTX)	0.4	$1.0M		5.6k	183.40	View chart
Merck & Co (MRK)	0.4	$968k	NEW	9.2k	105.26	View chart
CF Industries Holdings (CF)	0.4	$960k	NEW	12k	77.34	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$950k		12k	77.68	View chart
Visa Com Cl A (V)	0.4	$943k	-4%	2.7k	350.69	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.4	$931k		17k	53.37	View chart
Philip Morris International (PM)	0.4	$920k		5.7k	160.40	View chart
Home Depot (HD)	0.4	$913k		2.7k	344.16	View chart
Black Hills Corporation (BKH)	0.4	$881k	-23%	13k	69.42	View chart
Buckle (BKE)	0.4	$878k		16k	53.42	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$844k	-8%	31k	27.62	View chart
Blackrock (BLK)	0.3	$841k		786.00	1069.84	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$835k	NEW	2.7k	303.89	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$833k	+99%	5.8k	143.97	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$832k		5.4k	155.12	View chart
Dorchester Minerals Com Unit (DMLP)	0.3	$808k	NEW	36k	22.36	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$807k		2.0k	396.31	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$796k	+99%	19k	42.69	View chart
salesforce (CRM)	0.3	$784k	-20%	3.0k	264.92	View chart
UnitedHealth (UNH)	0.3	$784k	-15%	2.4k	330.14	View chart
Ford Motor Company (F)	0.3	$783k		60k	13.12	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.3	$779k		6.6k	117.72	View chart
Chubb (CB)	0.3	$759k		2.4k	312.09	View chart
Target Corporation (TGT)	0.3	$751k		7.7k	97.75	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.3	$737k		15k	50.47	View chart
Huntington Bancshares Incorporated (HBAN)	0.3	$733k	NEW	42k	17.35	View chart
Bank Ozk (OZK)	0.3	$731k	+21%	16k	46.02	View chart
Bhp Group Sponsored Ads (BHP)	0.3	$729k		12k	60.37	View chart
Palantir Technologies Cl A (PLTR)	0.3	$725k	-9%	4.1k	177.75	View chart
Nexpoint Residential Tr (NXRT)	0.3	$719k		24k	30.10	View chart
Qualcomm (QCOM)	0.3	$711k	NEW	4.2k	171.04	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$703k	+100%	5.9k	119.41	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.3	$700k		8.5k	82.02	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$699k		13k	54.77	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$688k	+100%	15k	44.71	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.3	$686k		10k	68.57	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$681k		4.4k	154.80	View chart
Williams-Sonoma (WSM)	0.3	$660k	NEW	3.7k	178.59	View chart
Snap-on Incorporated (SNA)	0.3	$627k		1.8k	344.58	View chart
Starbucks Corporation (SBUX)	0.3	$626k		7.4k	84.21	View chart
Tyson Foods Cl A (TSN)	0.3	$622k	-10%	11k	58.62	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.3	$608k	-13%	23k	26.01	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.2	$600k	-3%	15k	40.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$575k		916.00	627.27	View chart
Comcast Corp Cl A (CMCSA)	0.2	$571k	NEW	19k	29.89	View chart
General Motors Company (GM)	0.2	$555k	-18%	6.8k	81.32	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$550k		8.2k	67.22	View chart
Novo-nordisk A S Adr (NVO)	0.2	$549k	+7%	11k	50.88	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$547k	+101%	12k	45.35	View chart
Phillips 66 (PSX)	0.2	$532k		4.1k	129.04	View chart
Howmet Aerospace (HWM)	0.2	$520k		2.5k	205.02	View chart
Omni (OMC)	0.2	$487k	NEW	6.0k	80.75	View chart
Perrigo SHS (PRGO)	0.2	$485k	NEW	35k	13.92	View chart
Pepsi (PEP)	0.2	$480k	-2%	3.3k	143.51	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$476k		5.7k	83.60	View chart
BP Sponsored Adr (BP)	0.2	$464k		13k	34.73	View chart
Broadcom (AVGO)	0.2	$446k		1.3k	346.12	View chart
Arista Networks Com Shs (ANET)	0.2	$443k		3.4k	131.03	View chart
Automatic Data Processing (ADP)	0.2	$443k		1.7k	257.16	View chart
Cisco Systems (CSCO)	0.2	$425k	-68%	5.5k	77.03	View chart
Union Pacific Corporation (UNP)	0.2	$425k		1.8k	231.32	View chart
Abbott Laboratories (ABT)	0.2	$417k	-71%	3.3k	125.28	View chart
S&p Global (SPGI)	0.2	$415k		794.00	522.76	View chart
Bristol Myers Squibb (BMY)	0.2	$406k	+11%	7.5k	53.94	View chart
Republic Services (RSG)	0.2	$401k		1.9k	211.94	View chart
Skyworks Solutions (SWKS)	0.2	$396k	-17%	6.2k	63.41	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$395k		15k	27.21	View chart
Intercontinental Exchange (ICE)	0.2	$390k		2.4k	161.93	View chart
Walt Disney Company (DIS)	0.2	$384k	-17%	3.4k	113.77	View chart
Intuitive Surgical Com New (ISRG)	0.2	$383k		677.00	566.36	View chart
Brinker International (EAT)	0.2	$381k		2.7k	143.52	View chart
Western Asset Managed Municipals Fnd (MMU)	0.2	$377k		36k	10.44	View chart
Costco Wholesale Corporation (COST)	0.2	$371k	-27%	430.00	862.53	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$369k		4.6k	80.75	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$360k		1.0k	353.60	View chart
Enterprise Products Partners (EPD)	0.1	$335k	-68%	11k	32.06	View chart
ConocoPhillips (COP)	0.1	$329k	-22%	3.5k	93.60	View chart
Mueller Industries (MLI)	0.1	$329k		2.9k	114.80	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.1	$328k		21k	15.34	View chart
Commercial Metals Company (CMC)	0.1	$326k		4.7k	69.22	View chart
Lauder Estee Cos Cl A (EL)	0.1	$326k		3.1k	104.72	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$322k		6.1k	52.41	View chart
FirstEnergy (FE)	0.1	$319k		7.1k	44.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$317k		1.3k	246.16	View chart
Consolidated Edison (ED)	0.1	$314k		3.2k	99.32	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.1	$309k		12k	26.97	View chart
Pulte (PHM)	0.1	$292k		2.5k	117.28	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$288k		23k	12.66	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$288k		23k	12.58	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.1	$287k		28k	10.37	View chart
Blackrock Munivest Fund II (MVT)	0.1	$285k		26k	10.81	View chart
Netease Sponsored Ads (NTES)	0.1	$283k		2.1k	137.62	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$279k	NEW	10k	27.38	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.1	$274k		29k	9.57	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.1	$274k		3.5k	77.61	View chart
Pfizer (PFE)	0.1	$269k	+7%	11k	24.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$266k		433.00	614.38	View chart
Sherwin-Williams Company (SHW)	0.1	$250k		771.00	324.03	View chart
Barrick Mng Corp Com Shs (B)	0.1	$244k	NEW	5.6k	43.55	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$237k		11k	22.64	View chart
Enbridge (ENB)	0.1	$229k		4.8k	47.83	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$225k	-8%	5.8k	38.73	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$225k		4.4k	50.58	View chart
Air Products & Chemicals (APD)	0.1	$218k		883.00	247.04	View chart
Deere & Company (DE)	0.1	$217k		465.00	465.57	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.1	$213k		20k	10.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$209k		3.6k	58.12	View chart
Royal Gold (RGLD)	0.1	$208k	NEW	936.00	222.29	View chart
Invesco Municipal Income Opp Trust (OIA)	0.1	$207k		35k	6.01	View chart
Halliburton Company (HAL)	0.1	$205k	NEW	7.2k	28.26	View chart
Cardinal Health (CAH)	0.1	$203k	NEW	987.00	205.55	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$202k		3.7k	53.83	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$201k		3.5k	57.24	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.1	$191k		13k	15.27	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$190k		13k	14.36	View chart
Blackrock Muniassets Fund (MUA)	0.1	$187k		18k	10.71	View chart
Putnam Managed Municipal Income Trust (PMM)	0.1	$162k		26k	6.27	View chart
Nokia Corp Sponsored Adr (NOK)	0.1	$130k		20k	6.47	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$102k		13k	7.83	View chart
New Gold Inc Cda (NGD)	0.0	$98k		11k	8.71	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.0	$85k	-27%	22k	3.83	View chart
Chegg (CHGG)	0.0	$35k	+43%	37k	0.93	View chart
Rockwell Med Com New (RMTI)	0.0	$12k		14k	0.83	View chart

Past Filings by Burford Brothers

SEC 13F filings are viewable for Burford Brothers going back to 2023

Burford Brothers 2025 Q4 filed Feb. 5, 2026
Burford Brothers 2025 Q3 filed Oct. 23, 2025
Burford Brothers 2025 Q2 filed July 29, 2025
Burford Brothers 2025 Q1 filed April 30, 2025
Burford Brothers 2024 Q4 filed Jan. 24, 2025
Burford Brothers 2024 Q2 filed Aug. 14, 2024
Burford Brothers 2024 Q1 filed May 15, 2024
Burford Brothers 2023 Q4 filed Feb. 16, 2024

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