Filed: 1/24/2025ACC: 0002001434-25-000002
📋 What this filing means
BURFORD BROTHERS, INC. filed this quarterly 13F‑HR report disclosing 156 equity positions with a total reported market value of $203.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
156
Positions
$203.71M
Total AUM (reported)
3.13M
Total Shares
Allocation by class
COM$111.95M55.0%
SHS CREATION UNI$24.90M12.2%
HENDRSN SHRT ETF$10.24M5.0%
CL B NEW$9.01M4.4%
HENDRSON AAA CL$5.29M2.6%
CL A$5.16M2.5%
SPONSORED ADS$3.85M1.9%
Portfolio Concentration
Top 3$40.25M19.8%
4–10$47.73M23.4%
11–25$37.64M18.5%
Rest$78.10M38.3%
Top 3 weight
19.8%
Top 10 weight
43.2%
Voting Authority Distribution
Total shares with voting rights: 3.13M
Sole
Full voting authority
3.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole156
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings156
Rows:
APPLE INC
SOLEShares72.19K
TypeSH
Market value$18.08M
8.87%
Sole
72.19K
Shared
0.00
None
0.00
CAPITAL GROUP CORE EQUITY ET
SOLEShares341.27K
TypeSH
Market value$11.93M
5.86%
Sole
341.27K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares209.34K
TypeSH
Market value$10.24M
5.03%
Sole
209.34K
Shared
0.00
None
0.00
TESLA INC
SOLEShares22.47K
TypeSH
Market value$9.08M
4.46%
Sole
22.47K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.88K
TypeSH
Market value$9.01M
4.42%
Sole
19.88K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.84K
TypeSH
Market value$8.36M
4.10%
Sole
19.84K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares179.51K
TypeSH
Market value$6.67M
3.28%
Sole
179.51K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares104.30K
TypeSH
Market value$5.29M
2.60%
Sole
104.30K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares22.54K
TypeSH
Market value$4.95M
2.43%
Sole
22.54K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares40.67K
TypeSH
Market value$4.38M
2.15%
Sole
40.67K
Shared
0.00
None
0.00
CAPITAL GROUP GBL GROWTH EQT
SOLEShares142.12K
TypeSH
Market value$4.15M
2.04%
Sole
142.12K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares152.69K
TypeSH
Market value$3.37M
1.65%
Sole
152.69K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares18.61K
TypeSH
Market value$3.28M
1.61%
Sole
18.61K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares12.72K
TypeSH
Market value$3.05M
1.50%
Sole
12.72K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares21.98K
TypeSH
Market value$3.03M
1.49%
Sole
21.98K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.16K
TypeSH
Market value$3.02M
1.48%
Sole
5.16K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.94K
TypeSH
Market value$2.46M
1.21%
Sole
12.94K
Shared
0.00
None
0.00
WALMART INC
SOLEShares24.39K
TypeSH
Market value$2.20M
1.08%
Sole
24.39K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares12.39K
TypeSH
Market value$2.08M
1.02%
Sole
12.39K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares36.95K
TypeSH
Market value$1.93M
0.95%
Sole
36.95K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares47.28K
TypeSH
Market value$1.89M
0.93%
Sole
47.28K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.46K
TypeSH
Market value$1.86M
0.91%
Sole
10.46K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.13K
TypeSH
Market value$1.86M
0.91%
Sole
11.13K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares7.09K
TypeSH
Market value$1.76M
0.86%
Sole
7.09K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares14.98K
TypeSH
Market value$1.69M
0.83%
Sole
14.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 72.19K | SH | $18.08M 8.87% | 72.19K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 341.27K | SH | $11.93M 5.86% | 341.27K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 209.34K | SH | $10.24M 5.03% | 209.34K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 22.47K | SH | $9.08M 4.46% | 22.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.88K | SH | $9.01M 4.42% | 19.88K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.84K | SH | $8.36M 4.10% | 19.84K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 179.51K | SH | $6.67M 3.28% | 179.51K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 104.30K | SH | $5.29M 2.60% | 104.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.54K | SH | $4.95M 2.43% | 22.54K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 40.67K | SH | $4.38M 2.15% | 40.67K | 0.00 | 0.00 |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 142.12K | SH | $4.15M 2.04% | 142.12K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 152.69K | SH | $3.37M 1.65% | 152.69K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 18.61K | SH | $3.28M 1.61% | 18.61K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 12.72K | SH | $3.05M 1.50% | 12.72K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 21.98K | SH | $3.03M 1.49% | 21.98K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.16K | SH | $3.02M 1.48% | 5.16K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.94K | SH | $2.46M 1.21% | 12.94K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 24.39K | SH | $2.20M 1.08% | 24.39K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 12.39K | SH | $2.08M 1.02% | 12.39K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 36.95K | SH | $1.93M 0.95% | 36.95K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 47.28K | SH | $1.89M 0.93% | 47.28K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.46K | SH | $1.86M 0.91% | 10.46K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.13K | SH | $1.86M 0.91% | 11.13K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 7.09K | SH | $1.76M 0.86% | 7.09K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 14.98K | SH | $1.69M 0.83% | 14.98K | 0.00 | 0.00 |
Page 1 of 7
…