13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002001434
Total reported value
$272.5M
$272.5M
156 檔
21.4%
During the Q4 2024 filing period, Burford Brothers, Inc. (CIK: 0002001434) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $272.5M across 156 reported positions.
During Q4 2024, Burford Brothers, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.87% | +0.29% | -1.02% | |
| 2 | CGUS | Cap Group Core Equity | ETF-Other | 5.86% | +0.28% | +8.87% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-Other | 5.03% | -0.62% | +31.40% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.46% | +0.09% | -1.30% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.42% | -0.26% | +5.06% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.10% | -0.21% | +0.22% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 3.28% | +0.23% | +6.23% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.60% | -0.14% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | +0.08% | -0.29% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.15% | -0.77% | +0.44% | |
| 11 | CGGO | Cap Group Global Growth | ETF-Other | 2.04% | +0.32% | +8.62% | |
| 12 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.65% | +0.02% | -0.38% | |
| 13 | FSLR | First Solar Inc | Stock-Tech | 1.61% | +0.11% | -0.79% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | +0.02% | +0.36% | |
| 15 | VST | Vistra CORP | Stock-Utilities | 1.49% | -0.06% | -0.65% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.14% | -2.55% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.22% | -1.14% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.22% | +0.35% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.03% | +0.19% | |
| 20 | MO | Altria Group Inc | Stock-Consumer Staples | 0.95% | -0.23% | +40.25% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.93% | -0.11% | +13.37% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.03% | +0.14% | |
| 23 | GE | General Electric | Stock-Industrials | 0.91% | +0.26% | +0.85% | |
| 24 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.86% | -0.13% | +0.16% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.83% | -0.03% | +12.13% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.75% | -0.03% | +0.00% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.73% | +0.22% | +0.06% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.13% | +0.28% | |
| 29 | MTDR | Matador Resources Co | Stock-Energy | 0.71% | -0.23% | -0.17% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.14% | +11.75% | |
| 31 | CGXU | Cap Group Intl Focus | ETF-Other | 0.69% | +0.03% | +1.72% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | +0.44% | +0.49% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.22% | +2.51% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.70% | -46.00% | |
| 35 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.62% | — | — | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.56% | -0.06% | +3.22% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.53% | — | -1.39% | |
| 38 | EXC | Exelon CORP | Stock-Utilities | 0.52% | — | — | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.51% | +0.30% | +1.48% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | +0.04% | +1.58% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.02% | -1.28% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.50% | -0.03% | +20.45% | |
| 43 | NXRT | Nexpoint Residential | Stock-Other | 0.50% | +0.01% | — | |
| 44 | ET | Energy Transfer LP | Stock-Energy | 0.49% | -0.07% | +13.30% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.09% | — | |
| 46 | DMLP | Dorchester Minerals LP | Stock-Other | 0.48% | +0.15% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.02% | -3.86% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.47% | -0.02% | +2.15% | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.45% | -0.03% | +0.78% | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.45% | — | +5.60% |
According to official SEC Form 13F filings, Burford Brothers, Inc. reported a total U.S. public equity portfolio value of $272.5M across 156 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, CGUS, VNLA) accounted for 21.4% of total reported equity market value during Q4 2024.
During Q4 2024, Burford Brothers, Inc.'s top holdings by market value included AAPL (8.9%)、CGUS (5.9%)、VNLA (5.0%). The largest single position, AAPL, represented 8.9% of total portfolio value.
In Q4 2024, Burford Brothers, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.