StockDriftsStockDriftsTop 50 Burford Brothers, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.73% | 72.8K | $21.1M | +1.81%(+1.29K) | $184.30(+66.40%) | 2026-06-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 6.04% | 370.1K | $16.5M | +1.27%(+4.65K) | $30.76(+50.57%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.36% | 23.7K | $11.9M | +0.93%(+219) | $403.03(+29.85%) | 2026-06-30 | |
| VNLA | JANUS DETROIT STR TR | 4.03% | 224.7K | $11.0M | -3.10%(-7.18K) | $48.78(+0.21%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.62% | 209.0K | $9.9M | +1.66%(+3.42K) | $30.63(+53.59%) | 2026-06-30 | |
| TSLA | TESLA INC | 3.48% | 22.5K | $9.5M | +1.16%(+259) | $249.01(+33.26%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.86% | 20.9K | $7.8M | +3.29%(+666) | $348.75(+44.16%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 2.56% | 164.8K | $7.0M | +0.45%(+731) | $28.60(+42.08%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.1% | 41.8K | $5.7M | +1.22%(+502) | $110.72(+44.28%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.08% | 23.8K | $5.7M | +1.64%(+384) | $145.04(+89.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +47.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +60.70% |
Burford Brothers, Inc. reports $272.49M in US-listed equity holdings across 182 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.7%), CGUS (6.0%) and BRK.B (4.4%). The top 20 holdings account for 53.99% of reported assets. Its disclosed equity book has returned +47.01% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Burford Brothers, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2001434). View Burford Brothers, Inc.’s 13F filings on SEC