Burford Brothers, Inc. Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$242.2M

Holdings

173

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (173 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	71,653	$19.5M	8.04%
2	CGUSCAPITAL GROUP CORE EQUITY ET	354,418	$14.3M	5.89%
3	BRK/BBERKSHIRE HATHAWAY INC DEL	23,563	$11.8M	4.89%
4	TSLATESLA INC	22,360	$10.1M	4.15%
5	MSFTMICROSOFT CORP	19,976	$9.7M	3.99%
6	VNLAJANUS DETROIT STR TR	192,453	$9.5M	3.90%
7	CGGRCAPITAL GROUP GROWTH ETF	192,989	$8.6M	3.54%
8	CGGOCAPITAL GROUP GBL GROWTH EQT	163,303	$5.7M	2.34%
9	AMZNAMAZON COM INC	23,048	$5.3M	2.20%
10	FSLRFIRST SOLAR INC	19,080	$5.0M	2.06%
11	XOMEXXON MOBIL CORP	40,881	$4.9M	2.03%
12	TEVATEVA PHARMACEUTICAL INDS LTD	147,515	$4.6M	1.90%
13	JPMJPMORGAN CHASE & CO.	12,878	$4.1M	1.71%
14	GOOGALPHABET INC	12,696	$4.0M	1.64%
15	METAMETA PLATFORMS INC	5,621	$3.7M	1.53%
16	GEGE AEROSPACE	11,806	$3.6M	1.50%
17	SPYSPDR S&P 500 ETF TR	4,847	$3.3M	1.36%
18	VSTVISTRA CORP	19,099	$3.1M	1.27%
19	MOALTRIA GROUP INC	50,647	$2.9M	1.21%
20	WMTWALMART INC	23,562	$2.6M	1.08%
21	GEVGE VERNOVA INC	3,858	$2.5M	1.04%
22	ABBVABBVIE INC	10,645	$2.4M	1.00%
23	CGBLCAPITAL GROUP CORE BALANCED	68,416	$2.4M	1.00%
24	CATCATERPILLAR INC	3,992	$2.3M	0.94%
25	NVDANVIDIA CORPORATION	11,182	$2.1M	0.86%
26	CGXUCAPITAL GROUP INTL FOCUS EQT	65,504	$1.9M	0.80%
27	JNJJOHNSON & JOHNSON	8,961	$1.9M	0.77%
28	CGDGCAPITAL GROUP DIVIDEND VALUE	42,230	$1.8M	0.76%
29	PGPROCTER AND GAMBLE CO	12,545	$1.8M	0.74%
30	BACVERIZON COMMUNICATIONS INC	43,276	$1.8M	0.73%
31	KOCOCA COLA CO	24,153	$1.7M	0.70%
32	IBMINTERNATIONAL BUSINESS MACHS	5,664	$1.7M	0.69%
33	ASAASA GOLD AND PRECIOUS MTLS L	27,210	$1.6M	0.67%
34	COINCOINBASE GLOBAL INC	6,862	$1.6M	0.64%
35	OHIOMEGA HEALTHCARE INVS INC	32,562	$1.4M	0.60%
36	AXPAMERICAN EXPRESS CO	3,854	$1.4M	0.59%
37	ABEVAMBEV SA	568,551	$1.4M	0.58%
38	CVXCHEVRON CORP NEW	9,107	$1.4M	0.57%
39	ETENERGY TRANSFER L P	77,086	$1.3M	0.52%
40	TXNTEXAS INSTRS INC	7,152	$1.2M	0.51%
41	ASMLASML HOLDING N V	1,123	$1.2M	0.50%
42	NEENEXTERA ENERGY INC	14,627	$1.2M	0.48%
43	NNNNNN REIT INC	28,907	$1.1M	0.47%
44	MTDRMATADOR RES CO	26,573	$1.1M	0.47%
45	RIORIO TINTO PLC	13,971	$1.1M	0.46%
46	GDGENERAL DYNAMICS CORP	3,157	$1.1M	0.44%
47	GOOGLALPHABET INC	3,333	$1.0M	0.43%
48	MCDMCDONALDS CORP	3,401	$1.0M	0.43%
49	AMGNAMGEN INC	3,168	$1.0M	0.43%
50	TLTISHARES TR	11,771	$1.0M	0.42%
51	RTXRTX CORPORATION	5,578	$1.0M	0.42%
52	MRKMERCK & CO INC	9,196	$967K	0.40%
53	CFCF INDS HLDGS INC	12,417	$960K	0.40%
54	XLFISELECT SECTOR SPDR TR	12,230	$950K	0.39%
55	VVISA INC	2,689	$943K	0.39%
56	MPLXMPLX LP	17,449	$931K	0.38%
57	4I1PHILIP MORRIS INTL INC	5,734	$919K	0.38%
58	HDHOME DEPOT INC	2,653	$913K	0.38%
59	BKHBLACK HILLS CORP	12,683	$880K	0.36%
60	BKEBUCKLE INC	16,438	$878K	0.36%
61	CGMSCAPITAL GRP FIXED INCM ETF T	30,542	$843K	0.35%
62	BLKBLACKROCK INC	786	$840K	0.35%
63	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,749	$835K	0.34%
64	XLKSELECT SECTOR SPDR TR	5,789	$833K	0.34%
65	XLISELECT SECTOR SPDR TR	5,365	$832K	0.34%
66	DMLPDORCHESTER MINERALS LP	36,150	$808K	0.33%
67	GQ9SPDR GOLD TR	2,037	$807K	0.33%
68	XLUSELECT SECTOR SPDR TR	18,650	$796K	0.33%
69	UNHUNITEDHEALTH GROUP INC	2,375	$784K	0.32%
70	CRMSALESFORCE INC	2,961	$784K	0.32%
71	FFORD MTR CO	59,654	$782K	0.32%
72	XLCSELECT SECTOR SPDR TR	6,614	$778K	0.32%
73	CBCHUBB LIMITED	2,433	$759K	0.31%
74	DYHTARGET CORP	7,685	$751K	0.31%
75	GSSTGOLDMAN SACHS ETF TR	14,604	$737K	0.30%
76	HBANHUNTINGTON BANCSHARES INC	42,250	$733K	0.30%
77	OZKBANK OZK LITTLE ROCK ARK	15,884	$730K	0.30%
78	BHPBHP GROUP LTD	12,077	$729K	0.30%
79	PLTRPALANTIR TECHNOLOGIES INC	4,076	$724K	0.30%
80	NXRTNEXPOINT RESIDENTIAL TR INC	23,869	$718K	0.30%
81	QCOMQUALCOMM INC	4,159	$711K	0.29%
82	XLYSELECT SECTOR SPDR TR	5,890	$703K	0.29%
83	GEHCGE HEALTHCARE TECHNOLOGIES I	8,531	$699K	0.29%
84	XLFSELECT SECTOR SPDR TR	12,768	$699K	0.29%
85	XLESELECT SECTOR SPDR TR	15,394	$688K	0.28%
86	SBRSABINE RTY TR	10,000	$685K	0.28%
87	XLVSELECT SECTOR SPDR TR	4,398	$680K	0.28%
88	WSMWILLIAMS SONOMA INC	3,695	$659K	0.27%
89	SNASNAP ON INC	1,818	$626K	0.26%
90	SBUXSTARBUCKS CORP	7,429	$625K	0.26%
91	TSNTYSON FOODS INC	10,602	$621K	0.26%
92	CGSDCAPITAL GRP FIXED INCM ETF T	23,372	$607K	0.25%
93	XLRESELECT SECTOR SPDR TR	14,877	$600K	0.25%
94	VOOVANGUARD INDEX FDS	916	$574K	0.24%
95	CMCSACOMCAST CORP NEW	19,091	$570K	0.24%
96	GMGENERAL MTRS CO	6,821	$554K	0.23%
97	NVONOVO-NORDISK A S	10,798	$549K	0.23%
98	IEMGISHARES INC	8,176	$549K	0.23%
99	XLBSELECT SECTOR SPDR TR	12,050	$546K	0.23%
100	PSXPHILLIPS 66	4,123	$532K	0.22%

Page 1 of 2Next