Filed: 4/27/2026ACC: 0002001434-26-000002
📋 What this filing means
BURFORD BROTHERS, INC. filed this quarterly 13F‑HR report disclosing 172 equity positions with a total reported market value of $243.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
172
Positions
$243.88M
Total AUM (reported)
3.78M
Total Shares
Allocation by class
COM$128.10M52.5%
SHS CREATION UNI$31.60M13.0%
HENDRSN SHRT ETF$11.33M4.6%
CL B NEW$11.26M4.6%
SPONSORED ADS$6.55M2.7%
CL A$6.26M2.6%
SHS$4.15M1.7%
Portfolio Concentration
Top 3$43.52M17.8%
4–10$52.63M21.6%
11–25$48.22M19.8%
Rest$99.50M40.8%
Top 3 weight
17.8%
Top 10 weight
39.4%
Voting Authority Distribution
Total shares with voting rights: 3.78M
Sole
Full voting authority
3.78M
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)
Sole172
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings172
Rows:
APPLE INC
SOLEShares71.52K
TypeSH
Market value$18.15M
7.44%
Sole
71.52K
Shared
0.00
None
0.00
CAPITAL GROUP CORE EQUITY ET
SOLEShares365.47K
TypeSH
Market value$14.04M
5.76%
Sole
365.47K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares231.87K
TypeSH
Market value$11.33M
4.65%
Sole
231.87K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares23.50K
TypeSH
Market value$11.26M
4.62%
Sole
23.50K
Shared
0.00
None
0.00
TESLA INC
SOLEShares22.26K
TypeSH
Market value$8.27M
3.39%
Sole
22.26K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares205.58K
TypeSH
Market value$8.26M
3.39%
Sole
205.58K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20.23K
TypeSH
Market value$7.49M
3.07%
Sole
20.23K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares41.27K
TypeSH
Market value$7.00M
2.87%
Sole
41.27K
Shared
0.00
None
0.00
CAPITAL GROUP GBL GROWTH EQT
SOLEShares164.02K
TypeSH
Market value$5.47M
2.24%
Sole
164.02K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares23.40K
TypeSH
Market value$4.87M
2.00%
Sole
23.40K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares146.37K
TypeSH
Market value$4.41M
1.81%
Sole
146.37K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares15.56K
TypeSH
Market value$3.80M
1.56%
Sole
15.56K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares12.86K
TypeSH
Market value$3.78M
1.55%
Sole
12.86K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares19.13K
TypeSH
Market value$3.77M
1.55%
Sole
19.13K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.66K
TypeSH
Market value$3.63M
1.49%
Sole
12.66K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares3.86K
TypeSH
Market value$3.37M
1.38%
Sole
3.86K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.86K
TypeSH
Market value$3.36M
1.38%
Sole
11.86K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.80K
TypeSH
Market value$3.32M
1.36%
Sole
5.80K
Shared
0.00
None
0.00
WALMART INC
SOLEShares23.76K
TypeSH
Market value$2.95M
1.21%
Sole
23.76K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares19.28K
TypeSH
Market value$2.90M
1.19%
Sole
19.28K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares4.03K
TypeSH
Market value$2.85M
1.17%
Sole
4.03K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares40.82K
TypeSH
Market value$2.69M
1.10%
Sole
40.82K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares3.97K
TypeSH
Market value$2.58M
1.06%
Sole
3.97K
Shared
0.00
None
0.00
CAPITAL GROUP CORE BALANCED
SOLEShares71.42K
TypeSH
Market value$2.46M
1.01%
Sole
71.42K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.71K
TypeSH
Market value$2.33M
0.96%
Sole
10.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 71.52K | SH | $18.15M 7.44% | 71.52K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 365.47K | SH | $14.04M 5.76% | 365.47K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 231.87K | SH | $11.33M 4.65% | 231.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.50K | SH | $11.26M 4.62% | 23.50K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 22.26K | SH | $8.27M 3.39% | 22.26K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 205.58K | SH | $8.26M 3.39% | 205.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.23K | SH | $7.49M 3.07% | 20.23K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 41.27K | SH | $7.00M 2.87% | 41.27K | 0.00 | 0.00 |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 164.02K | SH | $5.47M 2.24% | 164.02K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 23.40K | SH | $4.87M 2.00% | 23.40K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 146.37K | SH | $4.41M 1.81% | 146.37K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 15.56K | SH | $3.80M 1.56% | 15.56K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 12.86K | SH | $3.78M 1.55% | 12.86K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 19.13K | SH | $3.77M 1.55% | 19.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.66K | SH | $3.63M 1.49% | 12.66K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3.86K | SH | $3.37M 1.38% | 3.86K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.86K | SH | $3.36M 1.38% | 11.86K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.80K | SH | $3.32M 1.36% | 5.80K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 23.76K | SH | $2.95M 1.21% | 23.76K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 19.28K | SH | $2.90M 1.19% | 19.28K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.03K | SH | $2.85M 1.17% | 4.03K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 40.82K | SH | $2.69M 1.10% | 40.82K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.97K | SH | $2.58M 1.06% | 3.97K | 0.00 | 0.00 |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 71.42K | SH | $2.46M 1.01% | 71.42K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.71K | SH | $2.33M 0.96% | 10.71K | 0.00 | 0.00 |
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