Filed: 10/23/2025ACC: 0002001434-25-000009
📋 What this filing means
BURFORD BROTHERS, INC. filed this quarterly 13F‑HR report disclosing 167 equity positions with a total reported market value of $233.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
167
Positions
$233.90M
Total AUM (reported)
3.67M
Total Shares
Allocation by class
COM$127.46M54.5%
SHS CREATION UNI$30.41M13.0%
CL B NEW$11.68M5.0%
HENDRSN SHRT ETF$8.97M3.8%
CL A$6.39M2.7%
COM NEW$4.11M1.8%
SPONSORED ADS$3.99M1.7%
Portfolio Concentration
Top 3$43.45M18.6%
4–10$52.52M22.5%
11–25$44.85M19.2%
Rest$93.07M39.8%
Top 3 weight
18.6%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 3.67M
Sole
Full voting authority
3.67M
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)
Sole167
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings167
Rows:
APPLE INC
SOLEShares71.40K
TypeSH
Market value$18.18M
7.77%
Sole
71.40K
Shared
0.00
None
0.00
CAPITAL GROUP CORE EQUITY ET
SOLEShares343.62K
TypeSH
Market value$13.59M
5.81%
Sole
343.62K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares23.24K
TypeSH
Market value$11.68M
5.00%
Sole
23.24K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.87K
TypeSH
Market value$10.29M
4.40%
Sole
19.87K
Shared
0.00
None
0.00
TESLA INC
SOLEShares22.34K
TypeSH
Market value$9.94M
4.25%
Sole
22.34K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares181.93K
TypeSH
Market value$8.97M
3.83%
Sole
181.93K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares185.70K
TypeSH
Market value$8.16M
3.49%
Sole
185.70K
Shared
0.00
None
0.00
CAPITAL GROUP GBL GROWTH EQT
SOLEShares158.75K
TypeSH
Market value$5.42M
2.32%
Sole
158.75K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares23.08K
TypeSH
Market value$5.07M
2.17%
Sole
23.08K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares41.49K
TypeSH
Market value$4.68M
2.00%
Sole
41.49K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares19.03K
TypeSH
Market value$4.20M
1.79%
Sole
19.03K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.58K
TypeSH
Market value$4.10M
1.75%
Sole
5.58K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares12.87K
TypeSH
Market value$4.06M
1.74%
Sole
12.87K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares19.13K
TypeSH
Market value$3.75M
1.60%
Sole
19.13K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.71K
TypeSH
Market value$3.52M
1.51%
Sole
11.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.78K
TypeSH
Market value$3.11M
1.33%
Sole
12.78K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares148.74K
TypeSH
Market value$3.00M
1.28%
Sole
148.74K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares41.20K
TypeSH
Market value$2.72M
1.16%
Sole
41.20K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares3.96K
TypeSH
Market value$2.63M
1.13%
Sole
3.96K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.63K
TypeSH
Market value$2.46M
1.05%
Sole
10.63K
Shared
0.00
None
0.00
WALMART INC
SOLEShares23.83K
TypeSH
Market value$2.46M
1.05%
Sole
23.83K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares6.94K
TypeSH
Market value$2.34M
1.00%
Sole
6.94K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares3.81K
TypeSH
Market value$2.34M
1.00%
Sole
3.81K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares11.20K
TypeSH
Market value$2.09M
0.89%
Sole
11.20K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares13.32K
TypeSH
Market value$2.07M
0.88%
Sole
13.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 71.40K | SH | $18.18M 7.77% | 71.40K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 343.62K | SH | $13.59M 5.81% | 343.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.24K | SH | $11.68M 5.00% | 23.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.87K | SH | $10.29M 4.40% | 19.87K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 22.34K | SH | $9.94M 4.25% | 22.34K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 181.93K | SH | $8.97M 3.83% | 181.93K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 185.70K | SH | $8.16M 3.49% | 185.70K | 0.00 | 0.00 |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 158.75K | SH | $5.42M 2.32% | 158.75K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 23.08K | SH | $5.07M 2.17% | 23.08K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 41.49K | SH | $4.68M 2.00% | 41.49K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 19.03K | SH | $4.20M 1.79% | 19.03K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.58K | SH | $4.10M 1.75% | 5.58K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 12.87K | SH | $4.06M 1.74% | 12.87K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 19.13K | SH | $3.75M 1.60% | 19.13K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.71K | SH | $3.52M 1.51% | 11.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.78K | SH | $3.11M 1.33% | 12.78K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 148.74K | SH | $3.00M 1.28% | 148.74K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 41.20K | SH | $2.72M 1.16% | 41.20K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.96K | SH | $2.63M 1.13% | 3.96K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.63K | SH | $2.46M 1.05% | 10.63K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 23.83K | SH | $2.46M 1.05% | 23.83K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 6.94K | SH | $2.34M 1.00% | 6.94K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3.81K | SH | $2.34M 1.00% | 3.81K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.20K | SH | $2.09M 0.89% | 11.20K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 13.32K | SH | $2.07M 0.88% | 13.32K | 0.00 | 0.00 |
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