Burford-Brothers

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "BEP",
  "NXRT",
  "ABT",
  "ABBV",
  "APD",
  "SBR",
  "GOOGL",
  "AXP",
  "JFR",
  "ASML",
  "BLK",
  "CAT",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ETY",
  "RL",
  "EOG",
  "MVT",
  "DMLP",
  "ETB",
  "HD",
  "MCD",
  "RPM",
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  "HWM",
  "ICE",
  "META",
  "OIA",
  "NXDT",
  "PMO",
  "ASA",
  "PMM",
  null,
  "LRCX",
  null,
  null,
  "MSFT",
  "MDLZ",
  "GE",
  "TEVA",
  "ANET",
  "MMU",
  null,
  "PEP",
  "PGR",
  "IEMG",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "GEHC",
  "PLTR",
  "PFE",
  "PG",
  "VZ",
  "AMGN",
  "FNDX",
  "ROK",
  "SPGI",
  null,
  null,
  null,
  "SHW",
  "RIO",
  "RTX",
  "GLD",
  null,
  null,
  "BP",
  "RSG",
  "IBM",
  "SBUX",
  "TXN",
  "TGT",
  "TRV",
  "TSN",
  "ETV",
  "MUA",
  "XLB",
  null,
  null,
  null,
  "PR",
  null,
  null,
  "MTDR",
  "MLI",
  "GM",
  "EL",
  "F",
  "FSLR",
  null,
  null,
  "KT",
  "NVO",
  "AMZN",
  "DKS",
  "REXR",
  null,
  "NTES",
  "ABEV",
  "VGK",
  "VOO",
  "V",
  "VST",
  "VICI",
  "WMT",
  null,
  "ET",
  "NOK",
  "NZF",
  "PSX",
  "CRM",
  "GEV",
  "ADP",
  "BRK-B",
  "BHP",
  "BBY",
  "EAT",
  "BMY",
  "CHGG",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "COIN",
  "COP",
  "ED",
  "COST",
  "DE",
  "EWJ",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 158
Total Value: 205999473
Accession Number: 0002001434-25-000005
Form Type: 13F-HR
CIK: burford-brothers
Manager Name: Burford-Brothers

Data Enrichment

83% identified

131 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

158 positions • $206.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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Apple Inc.

AAPL|037833100

Shares:72.0K

Value:$16.0M

% of Portfolio:7.8% ($16.0M/$206.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:21.6K

Value:$11.5M

% of Portfolio:5.6% ($11.5M/$206.0M)

14020V108

Shares:340.2K

Value:$11.4M

% of Portfolio:5.5% ($11.4M/$206.0M)

47103U886

Shares:219.3K

Value:$10.8M

% of Portfolio:5.2% ($10.8M/$206.0M)

MICROSOFT CORP

MSFT|594918104

Shares:19.9K

Value:$7.5M

% of Portfolio:3.6% ($7.5M/$206.0M)

14020G101

Shares:185.0K

Value:$6.3M

% of Portfolio:3.1% ($6.3M/$206.0M)

Tesla, Inc.

TSLA|88160R101

Shares:22.9K

Value:$5.9M

% of Portfolio:2.9% ($5.9M/$206.0M)

47103U845

Shares:111.4K

Value:$5.6M

% of Portfolio:2.7% ($5.6M/$206.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:41.7K

Value:$5.0M

% of Portfolio:2.4% ($5.0M/$206.0M)

AMAZON COM INC

AMZN|023135106

Shares:23.0K

Value:$4.4M

% of Portfolio:2.1% ($4.4M/$206.0M)

14020X104

Shares:151.3K

Value:$4.3M

% of Portfolio:2.1% ($4.3M/$206.0M)

Meta Platforms, Inc.

META|30303M102

Shares:5.8K

Value:$3.4M

% of Portfolio:1.6% ($3.4M/$206.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:12.9K

Value:$3.2M

% of Portfolio:1.5% ($3.2M/$206.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:17.2K

Value:$2.8M

% of Portfolio:1.4% ($2.8M/$206.0M)

Vistra Corp.

VST|92840M102

Shares:22.0K

Value:$2.6M

% of Portfolio:1.3% ($2.6M/$206.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:12.1K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$206.0M)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:155.9K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$206.0M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:18.9K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$206.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:10.6K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$206.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:36.7K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$206.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	72.0K	QoQ -0.22% (-164) YoY +3.28% (+2.3K)	All Managers (Combined)	$16.0M	7.8% ($16.0M/$206.0M)	QoQ -11.49% (-$2.1M) YoY +33.79% (+$4.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	21.6K	QoQ +8.78% (+1.7K) YoY +96.31% (+10.6K)	All Managers (Combined)	$11.5M	5.6% ($11.5M/$206.0M)	QoQ +27.82% (+$2.5M) YoY +148.62% (+$6.9M)
(cusip14020V108)✕	340.2K	QoQ -0.30% (-1.0K) YoY +84.20% (+155.5K)	All Managers (Combined)	$11.4M	5.5% ($11.4M/$206.0M)	QoQ -4.77% (-$570.3K) YoY +97.44% (+$5.6M)
(cusip47103U886)✕	219.3K	QoQ +4.75% (+10.0K) YoY +134.75% (+125.9K)	All Managers (Combined)	$10.8M	5.2% ($10.8M/$206.0M)	QoQ +5.26% (+$539.5K) YoY +137.89% (+$6.2M)
MICROSOFT CORP(MSFTcusip594918104)	19.9K	QoQ +0.42% (-85) YoY +0.02% (-4)	All Managers (Combined)	$7.5M	3.6% ($7.5M/$206.0M)	QoQ -10.55% (-$882.8K) YoY -10.75% (-$901.4K)
(cusip14020G101)✕	185.0K	QoQ +3.03% (-5.4K) YoY +29.50% (+42.1K)	All Managers (Combined)	$6.3M	3.1% ($6.3M/$206.0M)	QoQ -5.05% (-$337.6K) YoY +38.65% (+$1.8M)
Tesla, Inc.(TSLAcusip88160R101)	22.9K	QoQ +1.89% (-426) YoY +7.36% (+1.6K)	All Managers (Combined)	$5.9M	2.9% ($5.9M/$206.0M)	QoQ -34.60% (-$3.1M) YoY +58.27% (+$2.2M)
(cusip47103U845)✕	111.4K	QoQ +6.76% (+7.1K) YoY NEW(+111.4K)	All Managers (Combined)	$5.6M	2.7% ($5.6M/$206.0M)	QoQ +6.76% (+$357.6K) YoY NEW(+$5.6M)
EXXON MOBIL CORP(XOMcusip30231G102)	41.7K	QoQ +2.57% (+1.0K) YoY +20.09% (+7.0K)	All Managers (Combined)	$5.0M	2.4% ($5.0M/$206.0M)	QoQ +13.41% (+$586.8K) YoY +22.87% (+$923.8K)
AMAZON COM INC(AMZNcusip023135106)	23.0K	QoQ +1.91% (-431) YoY +4.86% (+1.1K)	All Managers (Combined)	$4.4M	2.1% ($4.4M/$206.0M)	QoQ -11.61% (-$574.6K) YoY +10.61% (+$419.3K)
(cusip14020X104)✕	151.3K	QoQ +6.46% (+9.2K) YoY +283.95% (+111.9K)	All Managers (Combined)	$4.3M	2.1% ($4.3M/$206.0M)	QoQ +3.21% (+$133.7K) YoY +277.68% (+$3.2M)
Meta Platforms, Inc.(METAcusip30303M102)	5.8K	QoQ +12.74% (+658) YoY -3.14% (-189)	All Managers (Combined)	$3.4M	1.6% ($3.4M/$206.0M)	QoQ +10.96% (+$331.6K) YoY +14.95% (-$436.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	12.9K	QoQ +1.07% (+137) YoY +1.96% (+248)	All Managers (Combined)	$3.2M	1.5% ($3.2M/$206.0M)	QoQ +3.43% (+$104.9K) YoY +24.87% (+$628.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	17.2K	QoQ +91.79% (+8.2K) YoY +12.99% (+2.0K)	All Managers (Combined)	$2.8M	1.4% ($2.8M/$206.0M)	QoQ +119.93% (+$1.6M) YoY +18.45% (+$443.5K)
Vistra Corp.(VSTcusip92840M102)	22.0K	QoQ +0.25% (-56) YoY +11.31% (+2.2K)	All Managers (Combined)	$2.6M	1.3% ($2.6M/$206.0M)	QoQ -14.60% (-$442.7K) YoY +87.69% (+$1.2M)
GENERAL ELECTRIC CO(GEcusip369604301)	12.1K	QoQ +8.24% (+918) YoY NEW(+12.1K)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$206.0M)	QoQ +29.90% (+$555.2K) YoY NEW(+$2.4M)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	155.9K	QoQ +2.08% (-3.2K) YoY +10.50% (+14.8K)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$206.0M)	QoQ -28.80% (-$969.4K) YoY +20.37% (+$405.5K)
FIRST SOLAR, INC.(FSLRcusip336433107)	18.9K	QoQ +1.31% (-245) YoY +4.55% (-821)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$206.0M)	QoQ -27.31% (-$895.7K) YoY -21.68% (-$660.1K)
AbbVie Inc.(ABBVcusip00287Y109)	10.6K	QoQ +1.27% (+133) YoY +1.67% (+174)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$206.0M)	QoQ +19.41% (+$360.7K) YoY +16.98% (+$322.2K)
ALTRIA GROUP, INC.(MOcusip02209S103)	36.7K	QoQ -0.71% (-265) YoY +64.31% (+14.4K)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$206.0M)	QoQ +13.95% (-$269.7K) YoY +126.09% (+$1.2M)