Filed: 4/30/2025ACC: 0002001434-25-000005
📋 What this filing means
BURFORD BROTHERS, INC. filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $206.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
158
Positions
$206.00M
Total AUM (reported)
3.17M
Total Shares
Allocation by class
COM$109.45M53.1%
SHS CREATION UNI$24.23M11.8%
CL B NEW$11.52M5.6%
HENDRSN SHRT ETF$10.78M5.2%
HENDRSON AAA CL$5.65M2.7%
CL A$5.22M2.5%
COM NEW$3.59M1.7%
Portfolio Concentration
Top 3$38.88M18.9%
4–10$45.51M22.1%
11–25$38.25M18.6%
Rest$83.37M40.5%
Top 3 weight
18.9%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 3.17M
Sole
Full voting authority
3.17M
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)
Sole158
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings158
Rows:
APPLE INC
SOLEShares72.03K
TypeSH
Market value$16.00M
7.77%
Sole
72.03K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.62K
TypeSH
Market value$11.52M
5.59%
Sole
21.62K
Shared
0.00
None
0.00
CAPITAL GROUP CORE EQUITY ET
SOLEShares340.23K
TypeSH
Market value$11.36M
5.52%
Sole
340.23K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares219.29K
TypeSH
Market value$10.78M
5.23%
Sole
219.29K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.92K
TypeSH
Market value$7.48M
3.63%
Sole
19.92K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares184.96K
TypeSH
Market value$6.33M
3.08%
Sole
184.96K
Shared
0.00
None
0.00
TESLA INC
SOLEShares22.90K
TypeSH
Market value$5.93M
2.88%
Sole
22.90K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares111.35K
TypeSH
Market value$5.65M
2.74%
Sole
111.35K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares41.72K
TypeSH
Market value$4.96M
2.41%
Sole
41.72K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares22.97K
TypeSH
Market value$4.37M
2.12%
Sole
22.97K
Shared
0.00
None
0.00
CAPITAL GROUP GBL GROWTH EQT
SOLEShares151.30K
TypeSH
Market value$4.29M
2.08%
Sole
151.30K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.82K
TypeSH
Market value$3.35M
1.63%
Sole
5.82K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares12.86K
TypeSH
Market value$3.15M
1.53%
Sole
12.86K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares17.16K
TypeSH
Market value$2.85M
1.38%
Sole
17.16K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares22.04K
TypeSH
Market value$2.59M
1.26%
Sole
22.04K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares12.05K
TypeSH
Market value$2.41M
1.17%
Sole
12.05K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares155.88K
TypeSH
Market value$2.40M
1.16%
Sole
155.88K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares18.85K
TypeSH
Market value$2.38M
1.16%
Sole
18.85K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.59K
TypeSH
Market value$2.22M
1.08%
Sole
10.59K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares36.69K
TypeSH
Market value$2.20M
1.07%
Sole
36.69K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares47.68K
TypeSH
Market value$2.16M
1.05%
Sole
47.68K
Shared
0.00
None
0.00
WALMART INC
SOLEShares24.43K
TypeSH
Market value$2.15M
1.04%
Sole
24.43K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares12.44K
TypeSH
Market value$2.12M
1.03%
Sole
12.44K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.95K
TypeSH
Market value$2.02M
0.98%
Sole
12.95K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares27.60K
TypeSH
Market value$1.96M
0.95%
Sole
27.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 72.03K | SH | $16.00M 7.77% | 72.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.62K | SH | $11.52M 5.59% | 21.62K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 340.23K | SH | $11.36M 5.52% | 340.23K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 219.29K | SH | $10.78M 5.23% | 219.29K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.92K | SH | $7.48M 3.63% | 19.92K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 184.96K | SH | $6.33M 3.08% | 184.96K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 22.90K | SH | $5.93M 2.88% | 22.90K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 111.35K | SH | $5.65M 2.74% | 111.35K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 41.72K | SH | $4.96M 2.41% | 41.72K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.97K | SH | $4.37M 2.12% | 22.97K | 0.00 | 0.00 |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 151.30K | SH | $4.29M 2.08% | 151.30K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.82K | SH | $3.35M 1.63% | 5.82K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 12.86K | SH | $3.15M 1.53% | 12.86K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 17.16K | SH | $2.85M 1.38% | 17.16K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 22.04K | SH | $2.59M 1.26% | 22.04K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 12.05K | SH | $2.41M 1.17% | 12.05K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 155.88K | SH | $2.40M 1.16% | 155.88K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 18.85K | SH | $2.38M 1.16% | 18.85K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.59K | SH | $2.22M 1.08% | 10.59K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 36.69K | SH | $2.20M 1.07% | 36.69K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 47.68K | SH | $2.16M 1.05% | 47.68K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 24.43K | SH | $2.15M 1.04% | 24.43K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 12.44K | SH | $2.12M 1.03% | 12.44K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.95K | SH | $2.02M 0.98% | 12.95K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 27.60K | SH | $1.96M 0.95% | 27.60K | 0.00 | 0.00 |
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