Burford Brothers, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Burford Brothers, Inc. held in its portfolio 172 assets valued at $242,190,225 (i.e. $242.19M).
The most valuable assets in the portfolio included: APPLE INC ($19.48M), CAPITAL GROUP CORE EQUITY ET ($14.26M), and BERKSHIRE HATHAWAY INC DEL ($11.84M).
The chart below shows the top 10 valuable assets, and the table below shows the top 172 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Burford Brothers, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 71653 | 19479644 | COM |
| CAPITAL GROUP CORE EQUITY ET | 354418 | 14258244 | SHS CREATION UNI |
| BERKSHIRE HATHAWAY INC DEL | 23563 | 11843942 | CL B NEW |
| TESLA INC | 22360 | 10055911 | COM |
| MICROSOFT CORP | 19976 | 9660588 | COM |
| JANUS DETROIT STR TR | 192453 | 9457125 | HENDRSN SHRT ETF |
| CAPITAL GROUP GROWTH ETF | 192989 | 8582202 | SHS CREATION UNI |
| CAPITAL GROUP GBL GROWTH EQT | 163303 | 5658465 | SHS CREATION UNI |
| AMAZON COM INC | 23048 | 5319969 | COM |
| FIRST SOLAR INC | 19080 | 4984268 | COM |
| EXXON MOBIL CORP | 40881 | 4919669 | COM |
| TEVA PHARMACEUTICAL INDS LTD | 147515 | 4603943 | SPONSORED ADS |
| JPMORGAN CHASE & CO. | 12878 | 4149398 | COM |
| ALPHABET INC | 12696 | 3984017 | CAP STK CL C |
| META PLATFORMS INC | 5621 | 3710243 | CL A |
| GE AEROSPACE | 11806 | 3636660 | COM NEW |
| SPDR S&P 500 ETF TR | 4847 | 3305266 | TR UNIT |
| VISTRA CORP | 19099 | 3081310 | COM |
| ALTRIA GROUP INC | 50647 | 2920302 | COM |
| WALMART INC | 23562 | 2625085 | COM |
| GE VERNOVA INC | 3858 | 2521474 | COM |
| ABBVIE INC | 10645 | 2432184 | COM |
| CAPITAL GROUP CORE BALANCED | 68416 | 2417137 | SHS |
| CATERPILLAR INC | 3992 | 2287022 | COM |
| NVIDIA CORPORATION | 11182 | 2085438 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 65504 | 1935642 | SHS CREATION UNI |
| JOHNSON & JOHNSON | 8961 | 1854424 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 42230 | 1842917 | SHS CREATION UNI |
| PROCTER AND GAMBLE CO | 12545 | 1797871 | COM |
| VERIZON COMMUNICATIONS INC | 43276 | 1762613 | COM |
| COCA COLA CO | 24153 | 1688536 | COM |
| INTERNATIONAL BUSINESS MACHS | 5664 | 1677658 | COM |
| SELECT SECTOR SPDR TR | 18120 | 1653351 | STATE STREET CON |
| ASA GOLD AND PRECIOUS MTLS L | 27210 | 1623621 | SHS |
| COINBASE GLOBAL INC | 6862 | 1551773 | COM CL A |
| OMEGA HEALTHCARE INVS INC | 32562 | 1443786 | COM |
| AMERICAN EXPRESS CO | 3854 | 1425890 | COM |
| AMBEV SA | 568551 | 1404321 | SPONSORED ADR |
| CHEVRON CORP NEW | 9107 | 1388072 | COM |
| ENERGY TRANSFER L P | 77086 | 1271146 | COM UT LTD PTN |
| TEXAS INSTRS INC | 7152 | 1240804 | COM |
| ASML HOLDING N V | 1123 | 1201453 | N Y REGISTRY SHS |
| NEXTERA ENERGY INC | 14627 | 1174272 | COM |
| NNN REIT INC | 28907 | 1145584 | COM |
| MATADOR RES CO | 26573 | 1127760 | COM |
| RIO TINTO PLC | 13971 | 1118135 | SPONSORED ADR |
| GENERAL DYNAMICS CORP | 3157 | 1062915 | COM |
| ALPHABET INC | 3333 | 1043113 | CAP STK CL A |
| MCDONALDS CORP | 3401 | 1039362 | COM |
| AMGEN INC | 3168 | 1036858 | COM |
| ISHARES TR | 11771 | 1025960 | 20 YR TR BD ETF |
| RTX CORPORATION | 5578 | 1023005 | COM |
| MERCK & CO INC | 9196 | 967943 | COM |
| CF INDS HLDGS INC | 12417 | 960331 | COM |
| VISA INC | 2689 | 943002 | COM CL A |
| MPLX LP | 17449 | 931228 | COM UNIT REP LTD |
| PHILIP MORRIS INTL INC | 5734 | 919734 | COM |
| HOME DEPOT INC | 2653 | 913046 | COM |
| BLACK HILLS CORP | 12683 | 880451 | COM |
| BUCKLE INC | 16438 | 878099 | COM |
| CAPITAL GRP FIXED INCM ETF T | 30542 | 843570 | US MULTI-SECTOR |
| BLACKROCK INC | 786 | 840893 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2749 | 835394 | SPONSORED ADS |
| SELECT SECTOR SPDR TR | 5789 | 833442 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 5365 | 832219 | STATE STREET IND |
| DORCHESTER MINERALS LP | 36150 | 808314 | COM UNIT |
| SPDR GOLD TR | 2037 | 807283 | GOLD SHS |
| SELECT SECTOR SPDR TR | 18650 | 796169 | STATE STREET UTI |
| SALESFORCE INC | 2961 | 784423 | COM |
| UNITEDHEALTH GROUP INC | 2375 | 784088 | COM |
| FORD MTR CO | 59654 | 782660 | COM |
| SELECT SECTOR SPDR TR | 6614 | 778593 | STATE STREET COM |
| CHUBB LIMITED | 2433 | 759325 | COM |
| TARGET CORP | 7685 | 751247 | COM |
| GOLDMAN SACHS ETF TR | 14604 | 737076 | ULTRA SHORT BOND |
| HUNTINGTON BANCSHARES INC | 42250 | 733037 | COM |
| BANK OZK LITTLE ROCK ARK | 15884 | 730993 | COM |
| BHP GROUP LTD | 12077 | 729107 | SPONSORED ADS |
| PALANTIR TECHNOLOGIES INC | 4076 | 724509 | CL A |
| NEXPOINT RESIDENTIAL TR INC | 23869 | 718457 | COM |
| QUALCOMM INC | 4159 | 711337 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 8531 | 699715 | COMMON STOCK |
| SELECT SECTOR SPDR TR | 12768 | 699303 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 15394 | 688285 | STATE STREET ENE |
| SABINE RTY TR | 10000 | 685703 | UNIT BEN INT |
| SELECT SECTOR SPDR TR | 4398 | 680810 | STATE STREET HEA |
| WILLIAMS SONOMA INC | 3695 | 659890 | COM |
| SNAP ON INC | 1818 | 626451 | COM |
| STARBUCKS CORP | 7429 | 625612 | COM |
| TYSON FOODS INC | 10602 | 621511 | CL A |
| CAPITAL GRP FIXED INCM ETF T | 23372 | 607911 | SHORT DURATION |
| SELECT SECTOR SPDR TR | 14877 | 600287 | STATE STREET REA |
| VANGUARD INDEX FDS | 916 | 574579 | S&P 500 ETF SHS |
| COMCAST CORP NEW | 19091 | 570626 | CL A |
| GENERAL MTRS CO | 6821 | 554684 | COM |
| ISHARES INC | 8176 | 549560 | CORE MSCI EMKT |
| NOVO-NORDISK A S | 10798 | 549402 | ADR |
| SELECT SECTOR SPDR TR | 12050 | 546484 | STATE STREET MAT |
| PHILLIPS 66 | 4123 | 532016 | COM |
| HOWMET AEROSPACE INC | 2538 | 520341 | COM |
| OMNICOM GROUP INC | 6033 | 487165 | COM |
| PERRIGO CO PLC | 34803 | 484458 | SHS |
| PEPSICO INC | 3346 | 480199 | COM |
| VANGUARD INTL EQUITY INDEX F | 5691 | 475795 | FTSE EUROPE ETF |
| BP PLC | 13352 | 463715 | SPONSORED ADR |
| BROADCOM INC | 1288 | 445802 | COM |
| ARISTA NETWORKS INC | 3380 | 442881 | COM SHS |
| AUTOMATIC DATA PROCESSING IN | 1721 | 442565 | COM |
| CISCO SYS INC | 5519 | 425109 | COM |
| UNION PAC CORP | 1835 | 424472 | COM |
| ABBOTT LABS | 3331 | 417292 | COM |
| S&P GLOBAL INC | 794 | 415071 | COM |
| BRISTOL-MYERS SQUIBB CO | 7529 | 406114 | COM |
| REPUBLIC SVCS INC | 1890 | 400562 | COM |
| SKYWORKS SOLUTIONS INC | 6238 | 395559 | COM |
| SCHWAB STRATEGIC TR | 14518 | 395039 | FUNDAMENTAL US L |
| INTERCONTINENTAL EXCHANGE IN | 2411 | 390418 | COM |
| DISNEY WALT CO | 3377 | 384210 | COM |
| INTUITIVE SURGICAL INC | 677 | 383426 | COM NEW |
| BRINKER INTL INC | 2652 | 380615 | COM |
| WESTERN ASSET MANAGED MUNS F | 36100 | 376884 | COM |
| COSTCO WHSL CORP NEW | 430 | 370889 | COM |
| ISHARES INC | 4568 | 368848 | MSCI JAPAN ETF |
| RALPH LAUREN CORP | 1018 | 359961 | CL A |
| ENTERPRISE PRODS PARTNERS L | 10462 | 335409 | COM |
| CONOCOPHILLIPS | 3517 | 329200 | COM |
| MUELLER INDS INC | 2862 | 328567 | COM |
| EATON VANCE TAX-MANAGED DIVE | 21400 | 328276 | COM |
| COMMERCIAL METALS CO | 4716 | 326442 | COM |
| LAUDER ESTEE COS INC | 3114 | 326098 | CL A |
| PIMCO ETF TR | 6149 | 322269 | INTER MUN BD ACT |
| FIRSTENERGY CORP | 7133 | 319344 | COM |
| ISHARES TR | 1289 | 317305 | RUSSELL 2000 ETF |
| CONSOLIDATED EDISON INC | 3163 | 314149 | COM |
| BROOKFIELD RENEWABLE PARTNER | 11472 | 309400 | PARTNERSHIP UNIT |
| PULTE GROUP INC | 2488 | 291799 | COM |
| NUVEEN AMT FREE MUN CR INC F | 22730 | 287762 | COM |
| NUVEEN MUNICIPAL CREDIT INC | 22850 | 287453 | COM SH BEN INT |
| INVESCO TR INVT GRADE MUNS | 27625 | 286471 | COM |
| BLACKROCK MUNIVEST FD II INC | 26355 | 284898 | COM |
| NETEASE INC | 2058 | 283222 | SPONSORED ADS |
| CAPITAL GRP FIXED INCM ETF T | 10196 | 279166 | MUNICIPAL INCOME |
| INVESCO MUN OPPORTUNITY TR | 28650 | 274181 | COM |
| UNITED STS COMMODITY INDEX F | 3525 | 273575 | COMM IDX FND |
| PFIZER INC | 10792 | 268709 | COM |
| INVESCO QQQ TR | 433 | 266025 | UNIT SER 1 |
| SHERWIN WILLIAMS CO | 771 | 249827 | COM |
| BARRICK MNG CORP | 5606 | 244141 | COM SHS |
| CAPITAL GRP FIXED INCM ETF T | 10483 | 237335 | CORE PLUS INCM |
| ENBRIDGE INC | 4789 | 229058 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 5815 | 225215 | SHS NEW |
| JANUS DETROIT STR TR | 4444 | 224778 | HENDRSON AAA CL |
| AIR PRODS & CHEMS INC | 883 | 218135 | COM |
| DEERE & CO | 465 | 216490 | COM |
| PUTNAM MUN OPPORTUNITIES TR | 19900 | 212930 | SH BEN INT |
| J P MORGAN EXCHANGE TRADED F | 3587 | 208476 | NASDAQ EQT PREM |
| ROYAL GOLD INC | 936 | 208063 | COM |
| INVESCO MUNI INCOME OPP TRST | 34470 | 207165 | COM |
| HALLIBURTON CO | 7243 | 204687 | COM |
| CARDINAL HEALTH INC | 987 | 202875 | COM |
| MONDELEZ INTL INC | 3745 | 201593 | CL A |
| J P MORGAN EXCHANGE TRADED F | 3518 | 201370 | EQUITY PREMIUM |
| EATON VANCE TAX MNGED BUY WR | 12500 | 190875 | COM |
| EATON VANCE TAX-MANAGED BUY- | 13200 | 189552 | COM |
| BLACKROCK MUNIASSETS FD INC | 17500 | 187425 | COM |
| PUTNAM MANAGED MUN INCOME TR | 25850 | 162080 | COM |
| NOKIA CORP | 20100 | 130047 | SPONSORED ADR |
| NUVEEN FLOATING RATE INCOME | 13070 | 102338 | COM |
| NEW GOLD INC CDA | 11235 | 97857 | COM |
| NEXPOINT DIVERSIFIED REL ET | 22286 | 85356 | COM NEW |
| CHEGG INC | 37087 | 34491 | COM |
| ROCKWELL MED INC | 14168 | 11809 | COM NEW |
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