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CIK: 0002001434
Total reported value
$272.5M
$272.5M
161 檔
22.4%
The Q2 2025 SEC filing reveals that Burford Brothers, Inc. held a total portfolio value of $272.5M, covering 161 public equity positions.
During Q2 2025, Burford Brothers, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VNLA, CGUS) accounted for 22.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.79% | +0.29% | +0.15% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-Other | 6.03% | -0.62% | +21.76% | |
| 3 | CGUS | Cap Group Core Equity | ETF-Other | 5.64% | +0.28% | -2.13% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.03% | -0.26% | +4.31% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.21% | +0.11% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 3.68% | +0.23% | +6.68% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.27% | +0.09% | -2.02% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | +0.08% | +0.18% | |
| 9 | CGGO | Cap Group Global Growth | ETF-Other | 2.21% | +0.32% | -0.48% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.06% | -0.77% | -0.12% | |
| 11 | VST | Vistra CORP | Stock-Utilities | 1.95% | -0.06% | -0.48% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.92% | -0.14% | -2.63% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | +0.02% | +0.07% | |
| 14 | FSLR | First Solar Inc | Stock-Tech | 1.45% | +0.11% | +1.30% | |
| 15 | GE | General Electric | Stock-Industrials | 1.44% | +0.26% | +0.87% | |
| 16 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.19% | +0.02% | -0.35% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | +0.01% | +377.32% | |
| 18 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.11% | -0.13% | -3.55% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.22% | -1.85% | |
| 20 | MO | Altria Group Inc | Stock-Consumer Staples | 1.05% | -0.23% | +6.73% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.22% | -1.25% | |
| 22 | GEV | GE Vernova Inc | Stock-Industrials | 0.95% | +0.30% | +2.50% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.94% | -0.06% | +125.95% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.03% | +0.26% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | +0.03% | +0.26% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.88% | -0.11% | -6.93% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.14% | -3.41% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.79% | -0.03% | — | |
| 29 | CGXU | Cap Group Intl Focus | ETF-Other | 0.76% | +0.03% | +2.40% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.03% | -16.07% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.70% | +0.22% | -7.92% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.44% | -0.41% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | +0.04% | +1.94% | |
| 34 | ET | Energy Transfer LP | Stock-Energy | 0.65% | -0.07% | +0.40% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.64% | — | -27.59% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.70% | -47.68% | |
| 37 | MTDR | Matador Resources Co | Stock-Energy | 0.60% | -0.23% | +7.66% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-Other | 0.60% | -0.01% | +48.80% | |
| 39 | CGBL | Cap Group Core Balanced | ETF-Other | 0.60% | +0.01% | +18.69% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.22% | +0.15% | |
| 41 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 0.59% | -0.22% | +577.54% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.55% | — | +0.37% | |
| 43 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.54% | -0.01% | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.06% | +296.53% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.09% | +11.52% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.48% | -0.01% | +0.16% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.06% | +1.66% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.46% | -0.02% | +3.80% | |
| 49 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.46% | -0.06% | -7.74% | |
| 50 | DMLP | Dorchester Minerals LP | Stock-Other | 0.46% | +0.15% | -13.93% |
According to official SEC Form 13F filings, Burford Brothers, Inc. reported a total U.S. public equity portfolio value of $272.5M across 161 disclosed positions in Q2 2025.
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During Q2 2025, Burford Brothers, Inc.'s top holdings by market value included AAPL (6.8%)、VNLA (6.0%)、CGUS (5.6%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q2 2025, 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.
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