Latest Burford Brothers, Inc. Stock Portfolio
Burford Brothers, Inc. Performance:
2025 Q3: 6.16%YTD: 7.12%2024: 15.87%
Performance for 2025 Q3 is 6.16%, and YTD is 7.12%, and 2024 is 15.87%.
About Burford Brothers, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Burford Brothers, Inc. reported an equity portfolio of $233.9 Millions as of 30 Sep, 2025.
The top stock holdings of Burford Brothers, Inc. are AAPL, CGUS, . The fund has invested 7.8% of it's portfolio in APPLE INC and 5.8% of portfolio in CAPITAL GROUP CORE EQUITY ET.
The fund managers got completely rid off DORCHESTER MINERALS LP (DMLP), KT CORP (KT) and ROBERT HALF INC. (RHI) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), NEXTERA ENERGY INC (NEE) and JANUS DETROIT STR TR (JAAA). Burford Brothers, Inc. opened new stock positions in GENERAL DYNAMICS CORP (GD), BLACK HILLS CORP (BKH) and INTERPUBLIC GROUP COS INC (IPG). The fund showed a lot of confidence in some stocks as they added substantially to CHEGG INC (CHGG), CHEVRON CORP NEW (CVX) and MPLX LP (MPLX).
The top stock holdings of Burford Brothers, Inc. are AAPL, CGUS, . The fund has invested 7.8% of it's portfolio in APPLE INC and 5.8% of portfolio in CAPITAL GROUP CORE EQUITY ET.
The fund managers got completely rid off DORCHESTER MINERALS LP (DMLP), KT CORP (KT) and ROBERT HALF INC. (RHI) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), NEXTERA ENERGY INC (NEE) and JANUS DETROIT STR TR (JAAA). Burford Brothers, Inc. opened new stock positions in GENERAL DYNAMICS CORP (GD), BLACK HILLS CORP (BKH) and INTERPUBLIC GROUP COS INC (IPG). The fund showed a lot of confidence in some stocks as they added substantially to CHEGG INC (CHGG), CHEVRON CORP NEW (CVX) and MPLX LP (MPLX).
Burford Brothers, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Burford Brothers, Inc. made a return of 6.16% in the last quarter. In trailing 12 months, it's portfolio return was 9.23%.
New Buys
| Ticker | $ Bought |
|---|---|
| general dynamics corp | 1,236,080 |
| black hills corp | 1,026,500 |
| interpublic group cos inc | 506,992 |
| ishares silver tr | 332,605 |
| mueller inds inc | 290,276 |
| commercial metals co | 270,132 |
| janus detroit str tr | 225,666 |
| j p morgan exchange traded f | 206,324 |
New stocks bought by Burford Brothers, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| chegg inc | 86.21 |
| chevron corp new | 46.94 |
| mplx lp | 45.76 |
| spdr gold tr | 25.55 |
| grayscale bitcoin mini tr et | 25.43 |
| skyworks solutions inc | 24.18 |
| ishares inc | 22.47 |
| ishares tr | 21.78 |
Additions to existing portfolio by Burford Brothers, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -66.38 |
| nextera energy inc | -37.44 |
| janus detroit str tr | -31.86 |
| nexpoint diversified rel et | -22.58 |
| vistra corp | -12.81 |
| rio tinto plc | -10.47 |
| mcdonalds corp | -9.74 |
| unitedhealth group inc | -7.11 |
Burford Brothers, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| kt corp | -780,455 |
| dorchester minerals lp | -1,008,820 |
| robert half inc. | -477,550 |
| progressive corp | -206,283 |
Burford Brothers, Inc. got rid off the above stocks
Sector Distribution
Burford Brothers, Inc. has about 38.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 38.5 |
| Technology | 17.9 |
| Consumer Cyclical | 9.2 |
| Energy | 5.4 |
| Consumer Defensive | 5.4 |
| Healthcare | 4.9 |
| Financial Services | 4.7 |
| Communication Services | 4.7 |
| Industrials | 4.5 |
| Utilities | 2.7 |
| Real Estate | 1.5 |
Market Cap. Distribution
Burford Brothers, Inc. has about 58.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 38.5 |
| MEGA-CAP | 34.2 |
| LARGE-CAP | 24.3 |
| MID-CAP | 2 |
Stocks belong to which Index?
About 54.9% of the stocks held by Burford Brothers, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 52.4 |
| Others | 45.1 |
| RUSSELL 2000 | 2.5 |
Burford Brothers, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Burford Brothers, Inc.
Burford Brothers, Inc. has 167 stocks in it's portfolio. About 41% of the portfolio is in top 10 stocks. TXN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Burford Brothers, Inc. last quarter.
Last Reported on: 23 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.77 | 71,400 | 18,180,500 | reduced | -1.02 | ||
| AAXJ | ishares tr | 0.30 | 6,269 | 692,671 | reduced | -66.38 | ||
| ABBV | abbvie inc | 1.05 | 10,631 | 2,461,520 | added | 0.13 | ||
| ABT | abbott labs | 0.68 | 11,806 | 1,581,250 | added | 4.7 | ||
| ADP | automatic data processing in | 0.22 | 1,722 | 505,462 | reduced | -0.06 | ||
| AMGN | amgen inc | 0.38 | 3,167 | 893,791 | added | 0.54 | ||
| AMZN | amazon com inc | 2.17 | 23,080 | 5,067,700 | added | 0.3 | ||
| ANET | arista networks inc | 0.21 | 3,379 | 492,354 | reduced | -4.28 | ||
| APD | air prods & chems inc | 0.10 | 883 | 240,764 | added | 0.11 | ||
| AVGO | broadcom inc | 0.18 | 1,298 | 428,247 | unchanged | 0.00 | ||
| AXP | american express co | 0.54 | 3,773 | 1,253,350 | added | 0.67 | ||
| BBAX | j p morgan exchange traded f | 0.09 | 3,518 | 200,878 | new | |||
| BKE | buckle inc | 0.41 | 16,247 | 953,024 | added | 9.96 | ||
| BKH | black hills corp | 0.44 | 16,667 | 1,026,500 | new | |||
| BMY | bristol-myers squibb co | 0.13 | 6,724 | 303,252 | reduced | -0.1 | ||
| BOND | pimco etf tr | 0.14 | 6,149 | 321,470 | unchanged | 0.00 | ||
| CAT | caterpillar inc | 0.80 | 3,933 | 1,876,830 | added | 1.31 | ||
| CB | chubb limited | 0.29 | 2,435 | 687,175 | reduced | -0.04 | ||
| CGCP | capital grp fixed incm etf t | 0.40 | 33,336 | 925,074 | reduced | -1.75 | ||
| CGCP | capital grp fixed incm etf t | 0.30 | 26,924 | 699,491 | reduced | -2.91 | ||