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Burford Brothers 13F Portfolio

Portfolio Manager
Burford Brothers INC
Performance
+2.04% (2026 Q3)
AUM (13F)
$274.51M
# of Holdings
185
Performance Rank
Allocation (Top 20)
51.81%
Latest filing
Q3 2026

Burford Brothers INC Holdings Map

Top 50 Burford Brothers INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
8.82%72.6K$24.2M
-0.26%(-188)
2025-Q3: 71.4K shares2025-Q4: 71.7K shares2026-Q1: 71.5K shares2026-Q2: 72.8K shares2026-Q3: 72.6K shares
$184.30(+84.55%)
2026-09-30
CGUS
CAPITAL GROUP CORE EQUITY ET
6.01%370.3K$16.5M
+0.04%(+151)
2025-Q3: 343.6K shares2025-Q4: 354.4K shares2026-Q1: 365.5K shares2026-Q2: 370.1K shares2026-Q3: 370.3K shares
$30.77(+46.04%)
2026-09-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
4.24%23.3K$11.6M
-1.62%(-385)
2025-Q3: 23.2K shares2025-Q4: 23.6K shares2026-Q1: 23.5K shares2026-Q2: 23.7K shares2026-Q3: 23.3K shares
$403.03(+33.49%)
2026-09-30
MSFT
MICROSOFT CORP
3.9%20.8K$10.7M
-0.22%(-46)
2025-Q3: 19.9K shares2025-Q4: 20.0K shares2026-Q1: 20.2K shares2026-Q2: 20.9K shares2026-Q3: 20.8K shares
$348.75(+52.69%)
2026-09-30
CGGR
CAPITAL GROUP GROWTH ETF
3.65%211.1K$10.0M
+0.98%(+2.06K)
2025-Q3: 185.7K shares2025-Q4: 193.0K shares2026-Q1: 205.6K shares2026-Q2: 209.0K shares2026-Q3: 211.1K shares
$30.79(+53.00%)
2026-09-30
VNLA
JANUS DETROIT STR TR
3.19%180.1K$8.7M
-19.83%(-44.56K)
2025-Q3: 181.9K shares2025-Q4: 192.5K shares2026-Q1: 231.9K shares2026-Q2: 224.7K shares2026-Q3: 180.1K shares
$48.78(-0.19%)
2026-09-30
TSLA
TESLA INC
2.9%22.4K$8.0M
-0.42%(-95)
2025-Q3: 22.3K shares2025-Q4: 22.4K shares2026-Q1: 22.3K shares2026-Q2: 22.5K shares2026-Q3: 22.4K shares
$249.01(+50.50%)
2026-09-30
CGGO
CAPITAL GROUP GBL GROWTH EQT
2.39%165.0K$6.6M
+0.14%(+233)
2025-Q3: 158.8K shares2025-Q4: 163.3K shares2026-Q1: 164.0K shares2026-Q2: 164.8K shares2026-Q3: 165.0K shares
$28.62(+33.62%)
2026-09-30
AMZN
AMAZON COM INC
2.15%23.7K$5.9M
-0.34%(-81)
2025-Q3: 23.1K shares2025-Q4: 23.0K shares2026-Q1: 23.4K shares2026-Q2: 23.8K shares2026-Q3: 23.7K shares
$145.04(+81.20%)
2026-09-30
META
META PLATFORMS INC
1.83%6.9K$5.0M
+17.32%(+1.02K)
2025-Q3: 5.6K shares2025-Q4: 5.6K shares2026-Q1: 5.8K shares2026-Q2: 5.9K shares2026-Q3: 6.9K shares
$410.27(+68.11%)
2026-09-30

About Burford Brothers INCโ€™s portfolio

Burford Brothers INC reports $274.51M in US-listed equity holdings across 185 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.8%), CGUS (6.0%) and BRK.B (4.2%). The top 20 holdings account for 51.81% of reported assets. Its disclosed equity book has returned +50.01% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 12.5% ($24.19M)CGUS โ€” 8.5% ($16.48M)BRK.B โ€” 6.0% ($11.62M)MSFT โ€” 5.5% ($10.69M)CGGR โ€” 5.2% ($10.01M)VNLA โ€” 4.5% ($8.75M)TSLA โ€” 4.1% ($7.96M)CGGO โ€” 3.4% ($6.56M)AMZN โ€” 3.0% ($5.91M)META โ€” 2.6% ($5.03M)Other โ€” 44.7% ($86.48M)
55%in top 10
  • AAPL12.5%
  • CGUS8.5%
  • BRK.B6.0%
  • MSFT5.5%
  • CGGR5.2%
  • VNLA4.5%
  • TSLA4.1%
  • CGGO3.4%
  • AMZN3.0%
  • META2.6%
  • Other44.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
TROWPRICE T ROWE GROUP INC0.5%
Added to
25
NVDANVIDIA CORPORATION+31.0%
METAMETA PLATFORMS INC+17.3%
ABEVAMBEV SA+101.1%
SHVISHARES TR+46.7%
+21 more
Trimmed
23
VNLAJANUS DETROIT STR TR-19.8%
GEGE AEROSPACE-8.0%
GEVGE VERNOVA INC-6.3%
BRK.BBERKSHIRE HATHAWAY INC DEL-1.6%
+19 more

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Source filings

Holdings on this page are parsed from Burford Brothers INCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2001434). View Burford Brothers INCโ€™s 13F filings on SEC

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