Filed: 7/29/2025ACC: 0002001434-25-000006
📋 What this filing means
BURFORD BROTHERS, INC. filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $217.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
161
Positions
$217.92M
Total AUM (reported)
3.74M
Total Shares
Allocation by class
COM$113.15M51.9%
SHS CREATION UNI$28.08M12.9%
HENDRSN SHRT ETF$13.14M6.0%
CL B NEW$10.96M5.0%
CL A$6.29M2.9%
SPONSORED ADR$4.40M2.0%
COM NEW$3.79M1.7%
Portfolio Concentration
Top 3$40.23M18.5%
4–10$50.38M23.1%
11–25$40.92M18.8%
Rest$86.39M39.6%
Top 3 weight
18.5%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 3.74M
Sole
Full voting authority
3.74M
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)
Sole161
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings161
Rows:
APPLE INC
SOLEShares72.13K
TypeSH
Market value$14.80M
6.79%
Sole
72.13K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares267.01K
TypeSH
Market value$13.14M
6.03%
Sole
267.01K
Shared
0.00
None
0.00
CAPITAL GROUP CORE EQUITY ET
SOLEShares332.97K
TypeSH
Market value$12.30M
5.64%
Sole
332.97K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.55K
TypeSH
Market value$10.96M
5.03%
Sole
22.55K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.94K
TypeSH
Market value$9.92M
4.55%
Sole
19.94K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares197.30K
TypeSH
Market value$8.02M
3.68%
Sole
197.30K
Shared
0.00
None
0.00
TESLA INC
SOLEShares22.44K
TypeSH
Market value$7.13M
3.27%
Sole
22.44K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares23.01K
TypeSH
Market value$5.05M
2.32%
Sole
23.01K
Shared
0.00
None
0.00
CAPITAL GROUP GBL GROWTH EQT
SOLEShares150.58K
TypeSH
Market value$4.81M
2.21%
Sole
150.58K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares41.67K
TypeSH
Market value$4.49M
2.06%
Sole
41.67K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares21.93K
TypeSH
Market value$4.25M
1.95%
Sole
21.93K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.67K
TypeSH
Market value$4.18M
1.92%
Sole
5.67K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares12.87K
TypeSH
Market value$3.73M
1.71%
Sole
12.87K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares19.10K
TypeSH
Market value$3.16M
1.45%
Sole
19.10K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares12.15K
TypeSH
Market value$3.13M
1.44%
Sole
12.15K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares155.32K
TypeSH
Market value$2.60M
1.19%
Sole
155.32K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares3.96K
TypeSH
Market value$2.44M
1.12%
Sole
3.96K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares6.92K
TypeSH
Market value$2.43M
1.11%
Sole
6.92K
Shared
0.00
None
0.00
WALMART INC
SOLEShares23.98K
TypeSH
Market value$2.35M
1.08%
Sole
23.98K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares39.15K
TypeSH
Market value$2.30M
1.05%
Sole
39.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.79K
TypeSH
Market value$2.27M
1.04%
Sole
12.79K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares3.90K
TypeSH
Market value$2.06M
0.95%
Sole
3.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.64K
TypeSH
Market value$2.06M
0.94%
Sole
18.64K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares12.47K
TypeSH
Market value$1.99M
0.91%
Sole
12.47K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.62K
TypeSH
Market value$1.97M
0.90%
Sole
10.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 72.13K | SH | $14.80M 6.79% | 72.13K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 267.01K | SH | $13.14M 6.03% | 267.01K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 332.97K | SH | $12.30M 5.64% | 332.97K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.55K | SH | $10.96M 5.03% | 22.55K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.94K | SH | $9.92M 4.55% | 19.94K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 197.30K | SH | $8.02M 3.68% | 197.30K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 22.44K | SH | $7.13M 3.27% | 22.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 23.01K | SH | $5.05M 2.32% | 23.01K | 0.00 | 0.00 |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 150.58K | SH | $4.81M 2.21% | 150.58K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 41.67K | SH | $4.49M 2.06% | 41.67K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 21.93K | SH | $4.25M 1.95% | 21.93K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.67K | SH | $4.18M 1.92% | 5.67K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 12.87K | SH | $3.73M 1.71% | 12.87K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 19.10K | SH | $3.16M 1.45% | 19.10K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 12.15K | SH | $3.13M 1.44% | 12.15K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 155.32K | SH | $2.60M 1.19% | 155.32K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.96K | SH | $2.44M 1.12% | 3.96K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 6.92K | SH | $2.43M 1.11% | 6.92K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 23.98K | SH | $2.35M 1.08% | 23.98K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 39.15K | SH | $2.30M 1.05% | 39.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.79K | SH | $2.27M 1.04% | 12.79K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3.90K | SH | $2.06M 0.95% | 3.90K | 0.00 | 0.00 |
ISHARES TRSOLE | SHORT TREAS BD | 18.64K | SH | $2.06M 0.94% | 18.64K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 12.47K | SH | $1.99M 0.91% | 12.47K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.62K | SH | $1.97M 0.90% | 10.62K | 0.00 | 0.00 |
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