Filed: 2/5/2026ACC: 0002001434-26-000001
📋 What this filing means
BURFORD BROTHERS, INC. filed this quarterly 13F‑HR report disclosing 173 equity positions with a total reported market value of $242.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
173
Positions
$242.19M
Total AUM (reported)
3.83M
Total Shares
Allocation by class
COM$128.37M53.0%
SHS CREATION UNI$32.28M13.3%
CL B NEW$11.84M4.9%
HENDRSN SHRT ETF$9.46M3.9%
CL A$6.51M2.7%
SPONSORED ADS$6.45M2.7%
SHS$4.53M1.9%
Portfolio Concentration
Top 3$45.58M18.8%
4–10$53.72M22.2%
11–25$48.68M20.1%
Rest$94.21M38.9%
Top 3 weight
18.8%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 3.83M
Sole
Full voting authority
3.83M
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)
Sole173
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings173
Rows:
APPLE INC
SOLEShares71.65K
TypeSH
Market value$19.48M
8.04%
Sole
71.65K
Shared
0.00
None
0.00
CAPITAL GROUP CORE EQUITY ET
SOLEShares354.42K
TypeSH
Market value$14.26M
5.89%
Sole
354.42K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares23.56K
TypeSH
Market value$11.84M
4.89%
Sole
23.56K
Shared
0.00
None
0.00
TESLA INC
SOLEShares22.36K
TypeSH
Market value$10.06M
4.15%
Sole
22.36K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.98K
TypeSH
Market value$9.66M
3.99%
Sole
19.98K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares192.45K
TypeSH
Market value$9.46M
3.90%
Sole
192.45K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares192.99K
TypeSH
Market value$8.58M
3.54%
Sole
192.99K
Shared
0.00
None
0.00
CAPITAL GROUP GBL GROWTH EQT
SOLEShares163.30K
TypeSH
Market value$5.66M
2.34%
Sole
163.30K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares23.05K
TypeSH
Market value$5.32M
2.20%
Sole
23.05K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares19.08K
TypeSH
Market value$4.98M
2.06%
Sole
19.08K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares40.88K
TypeSH
Market value$4.92M
2.03%
Sole
40.88K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares147.51K
TypeSH
Market value$4.60M
1.90%
Sole
147.51K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares12.88K
TypeSH
Market value$4.15M
1.71%
Sole
12.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.70K
TypeSH
Market value$3.98M
1.64%
Sole
12.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.62K
TypeSH
Market value$3.71M
1.53%
Sole
5.62K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.81K
TypeSH
Market value$3.64M
1.50%
Sole
11.81K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares4.85K
TypeSH
Market value$3.31M
1.36%
Sole
4.85K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares19.10K
TypeSH
Market value$3.08M
1.27%
Sole
19.10K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares50.65K
TypeSH
Market value$2.92M
1.21%
Sole
50.65K
Shared
0.00
None
0.00
WALMART INC
SOLEShares23.56K
TypeSH
Market value$2.63M
1.08%
Sole
23.56K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares3.86K
TypeSH
Market value$2.52M
1.04%
Sole
3.86K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.64K
TypeSH
Market value$2.43M
1.00%
Sole
10.64K
Shared
0.00
None
0.00
CAPITAL GROUP CORE BALANCED
SOLEShares68.42K
TypeSH
Market value$2.42M
1.00%
Sole
68.42K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares3.99K
TypeSH
Market value$2.29M
0.94%
Sole
3.99K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares11.18K
TypeSH
Market value$2.09M
0.86%
Sole
11.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 71.65K | SH | $19.48M 8.04% | 71.65K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 354.42K | SH | $14.26M 5.89% | 354.42K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.56K | SH | $11.84M 4.89% | 23.56K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 22.36K | SH | $10.06M 4.15% | 22.36K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.98K | SH | $9.66M 3.99% | 19.98K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 192.45K | SH | $9.46M 3.90% | 192.45K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 192.99K | SH | $8.58M 3.54% | 192.99K | 0.00 | 0.00 |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 163.30K | SH | $5.66M 2.34% | 163.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 23.05K | SH | $5.32M 2.20% | 23.05K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 19.08K | SH | $4.98M 2.06% | 19.08K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 40.88K | SH | $4.92M 2.03% | 40.88K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 147.51K | SH | $4.60M 1.90% | 147.51K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 12.88K | SH | $4.15M 1.71% | 12.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.70K | SH | $3.98M 1.64% | 12.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.62K | SH | $3.71M 1.53% | 5.62K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.81K | SH | $3.64M 1.50% | 11.81K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.85K | SH | $3.31M 1.36% | 4.85K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 19.10K | SH | $3.08M 1.27% | 19.10K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 50.65K | SH | $2.92M 1.21% | 50.65K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 23.56K | SH | $2.63M 1.08% | 23.56K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3.86K | SH | $2.52M 1.04% | 3.86K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.64K | SH | $2.43M 1.00% | 10.64K | 0.00 | 0.00 |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 68.42K | SH | $2.42M 1.00% | 68.42K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 3.99K | SH | $2.29M 0.94% | 3.99K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.18K | SH | $2.09M 0.86% | 11.18K | 0.00 | 0.00 |
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