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CIK: 0002001434
Total reported value
$272.5M
$272.5M
173 檔
24.0%
At the close of Q4 2025, Burford Brothers, Inc. disclosed equity holdings valued at approximately $272.5M, spread across 173 reported holdings.
Burford Brothers, Inc. executed strategic sector rebalancing during Q4 2025, establishing 16 new positions while fully exiting 10 holdings and trimming 66 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, CGUS, BRK-B) accounted for 24.0% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.04% | +0.29% | +0.35% | |
| 2 | CGUS | Cap Group Core Equity | ETF-Other | 5.89% | +0.28% | +3.14% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.89% | -0.26% | +1.39% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.15% | +0.09% | +0.07% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.21% | +0.52% | |
| 6 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.90% | -0.62% | +5.78% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 3.54% | +0.23% | +3.92% | |
| 8 | CGGO | Cap Group Global Growth | ETF-Other | 2.34% | +0.32% | +2.87% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | +0.08% | -0.14% | |
| 10 | FSLR | First Solar Inc | Stock-Tech | 2.06% | +0.11% | +0.25% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.03% | -0.77% | -1.46% | |
| 12 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.90% | +0.02% | -0.83% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | +0.02% | +0.07% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.64% | +0.22% | -0.62% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | -0.14% | +0.79% | |
| 16 | GE | General Electric | Stock-Industrials | 1.50% | +0.26% | +0.86% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | +0.01% | +22.55% | |
| 18 | VST | Vistra CORP | Stock-Utilities | 1.27% | -0.06% | -0.14% | |
| 19 | MO | Altria Group Inc | Stock-Consumer Staples | 1.21% | -0.23% | +22.94% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.22% | -1.12% | |
| 21 | GEV | GE Vernova Inc | Stock-Industrials | 1.04% | +0.30% | +1.39% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.03% | +0.13% | |
| 23 | CGBL | Cap Group Core Balanced | ETF-Other | 1.00% | +0.01% | +68.30% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.94% | +0.44% | +1.50% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.14% | -0.17% | |
| 26 | CGXU | Cap Group Intl Focus | ETF-Other | 0.80% | +0.03% | +3.97% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.70% | +0.01% | |
| 28 | CGDV | Cap Group Dividend Value | ETF-Other | 0.76% | -0.01% | +28.67% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.03% | +0.09% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.11% | -6.05% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | -0.03% | +0.09% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.69% | +0.04% | +11.63% | |
| 33 | ASA | ASA Gold and Precious Metals Limited | Stock-Other | 0.67% | -0.17% | — | |
| 34 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.64% | -0.13% | -1.18% | |
| 35 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.60% | -0.01% | -13.71% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.59% | — | +2.15% | |
| 37 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 0.58% | -0.22% | +5.46% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.22% | -31.61% | |
| 39 | ET | Energy Transfer LP | Stock-Energy | 0.52% | -0.07% | -5.01% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.51% | +0.22% | -2.87% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | +0.24% | -0.18% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.48% | — | +17.01% | |
| 43 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.47% | -0.05% | — | |
| 44 | MTDR | Matador Resources Co | Stock-Energy | 0.47% | -0.23% | -0.41% | |
| 45 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.46% | -0.06% | -9.89% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.44% | +0.01% | -12.91% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.08% | -4.06% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.09% | +0.03% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.43% | -0.03% | +0.03% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.42% | -0.06% | -0.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | +0.6% | -0.83% | Trim |
| 2 | CGBL | Cap Group Core Balanced | +0.4% | +68.30% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -0.62% | Trim |
| 4 | AAPL | Apple Inc | +0.3% | +0.35% | Add |
| 5 | FSLR | First Solar Inc | +0.3% | +0.25% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +22.55% | Add |
| 7 | CGDV | Cap Group Dividend Value | +0.2% | +28.67% | Add |
| 8 | CAT | Caterpillar Inc | +0.1% | +1.50% | Add |
| 9 | ASA | ASA Gold and Precious Metals Limited | +0.1% | — | Unchanged |
| 10 | CGUS | Cap Group Core Equity | +0.1% | +3.14% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +11.63% | Add |
| 12 | NEE | Nextera Energy Inc | +0.1% | +17.01% | Add |
| 13 | VNLA | Janus Henderson Short Durati | +0.1% | +5.78% | Add |
| 14 | ABEV | Ambev Sa-adr | +0.1% | +5.46% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.06% | Trim |
| 16 | JNJ | Johnson & Johnson | +0.1% | +0.01% | Add |
| 17 | CGGR | Cap Group Growth Equity | +0.1% | +3.92% | Add |
| 18 | MO | Altria Group Inc | +0.1% | +22.94% | Add |
| 19 | AXP | American Express Co | +0.1% | +2.15% | Add |
| 20 | AMGN | Amgen Inc | +0.1% | +0.03% | Add |
| 21 | GEV | GE Vernova Inc | 0% | +1.39% | Add |
| 22 | BMY | Bristol-myers Squibb Co | 0% | +11.97% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | -0.14% | Trim |
| 24 | XOM | Exxon Mobil CORP | 0% | -1.46% | Trim |
| 25 | WMT | Walmart Inc | 0% | -1.12% | Trim |
| 26 | ASML | ASML Holding N.V. | 0% | -0.18% | Trim |
| 27 | ISRG | Intuitive Surgical Inc | 0% | -0.15% | Trim |
| 28 | CGGO | Cap Group Global Growth | 0% | +2.87% | Add |
| 29 | RIO | Rio Tinto Plc-spon Adr | 0% | -9.89% | Trim |
| 30 | RTX | Rtx CORP | 0% | — | Unchanged |
| 31 | KO | Coca-cola Co/the | 0% | +0.09% | Add |
| 32 | F | Ford Motor Co | 0% | +0.70% | Add |
| 33 | GLD | Spdr Gold Shares | 0% | -1.31% | Trim |
| 34 | CB | Chubb Limited | 0% | -0.08% | Trim |
| 35 | XLV | Ss Health Care Select Sector | 0% | +0.37% | Add |
| 36 | TGT | Target CORP | 0% | +0.09% | Add |
| 37 | EAT | Brinker International Inc | 0% | — | Unchanged |
| 38 | MLI | Mueller Industries Inc | 0% | -0.31% | Trim |
| 39 | MPLX | Mplx LP | 0% | +1.21% | Add |
| 40 | OZK | Bank Ozk | 0% | +21.38% | Add |
| 41 | CMC | Commercial Metals Co | 0% | — | Unchanged |
| 42 | BHP | Bhp Group Ltd-spon Adr | 0% | -0.25% | Trim |
| 43 | GEHC | GE Healthcare Technology | 0% | -0.97% | Trim |
| 44 | EL | Estee Lauder Companies-cl A | 0% | -0.03% | Trim |
| 45 | GM | General Motors Co | 0% | -18.76% | Trim |
| 46 | RL | Ralph Lauren CORP | 0% | +0.30% | Add |
| 47 | NOK | Nokia Corp-spon Adr | 0% | — | Unchanged |
| 48 | NGDN | New Gold Inc | 0% | — | Unchanged |
| 49 | CGXU | Cap Group Intl Focus | — | +3.97% | Add |
| 50 | SPGI | S&p Global Inc | — | -0.13% | Trim |
According to official SEC Form 13F filings, Burford Brothers, Inc. reported a total U.S. public equity portfolio value of $272.5M across 173 disclosed positions in Q4 2025.
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.
Top New Position Initiated
NNN
市值: $1.1M
Top Position Liquidated / Trimmed
VICI
前期市值: $1.0M
During Q4 2025, Burford Brothers, Inc.'s top holdings by market value included AAPL (8.0%)、CGUS (5.9%)、BRK-B (4.9%). The largest single position, AAPL, represented 8.0% of total portfolio value.
In Q4 2025, Burford Brothers, Inc. made 148 total portfolio adjustments, initiating 16 new buys, adding to 56 positions, trimming 66 holdings, and fully liquidating 10 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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