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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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:47.7K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$206.0M)

Walmart Inc.

WMT|931142103

Shares:24.4K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$206.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:12.4K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$206.0M)

Alphabet Inc.

GOOG|02079K107

Shares:13.0K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$206.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:27.6K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$206.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:13.4K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$206.0M)

COCA COLA CO

KO|191216100

Shares:24.4K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$206.0M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:5.8K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$206.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.0K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$206.0M)

CHEVRON CORP

CVX|166764100

Shares:9.0K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$206.0M)

14019W109

Shares:59.3K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$206.0M)

Energy Transfer LP

ET|29273V100

Shares:77.5K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$206.0M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:8.0K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$206.0M)

TARGET CORP

TGT|87612E106

Shares:13.2K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$206.0M)

Matador Resources Co

MTDR|576485205

Shares:25.6K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$206.0M)

CATERPILLAR INC

CAT|149123101

Shares:3.9K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$206.0M)

NVIDIA CORP

NVDA|67066G104

Shares:11.8K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$206.0M)

DORCHESTER MINERALS, L.P.

DMLP|25820R105

Shares:42.1K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$206.0M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:7.2K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$206.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.9K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$206.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	47.7K	QoQ +0.86% (+407) YoY +60.02% (+17.9K)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$206.0M)	QoQ +14.40% (+$272.3K) YoY +72.99% (+$912.6K)
Walmart Inc.(WMTcusip931142103)	24.4K	QoQ +0.19% (-48) YoY +4.01% (+943)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$206.0M)	QoQ -2.64% (-$58.2K) YoY +51.75% (+$731.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	12.4K	QoQ +0.35% (+44) YoY +0.74% (+92)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$206.0M)	QoQ +2.01% (+$41.9K) YoY +5.82% (+$116.6K)
Alphabet Inc.(GOOGcusip02079K107)	13.0K	QoQ +0.10% (-13) YoY +7.34% (+886)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$206.0M)	QoQ -17.88% (-$440.7K) YoY +10.13% (+$186.3K)
NEXTERA ENERGY INC(NEEcusip65339F101)	27.6K	QoQ NEW(+27.6K) YoY NEW(+27.6K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$206.0M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
ABBOTT LABORATORIES(ABTcusip002824100)	13.4K	QoQ -10.31% (-1.5K) YoY +313.76% (+10.2K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$206.0M)	QoQ +5.17% (-$87.8K) YoY +382.90% (+$1.4M)
COCA COLA CO(KOcusip191216100)	24.4K	QoQ -0.14% (-35) YoY +0.36% (+88)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$206.0M)	QoQ +14.86% (-$226.2K) YoY +17.48% (+$260.2K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$206.0M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.0K	QoQ +3.68% (+107) YoY +18.31% (+466)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$206.0M)	QoQ +7.36% (+$108.1K) YoY +25.25% (+$317.9K)
CHEVRON CORP(CVXcusip166764100)	9.0K	QoQ +0.26% (+24) YoY -21.10% (-2.4K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$206.0M)	QoQ +15.80% (+$206.6K) YoY -16.32% (-$295.4K)
(cusip14019W109)✕	59.3K	QoQ +3.68% (+2.1K) YoY +11.75% (+6.2K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$206.0M)	QoQ +2.88% (+$40.7K) YoY +6.11% (+$83.7K)
Energy Transfer LP(ETcusip29273V100)	77.5K	QoQ +52.21% (+26.6K) YoY -35.88% (-43.4K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$206.0M)	QoQ +44.44% (+$443.1K) YoY -24.22% (-$460.4K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	8.0K	QoQ +0.23% (-19) YoY -26.85% (-2.9K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$206.0M)	QoQ -3.94% (-$59.0K) YoY -24.55% (-$467.5K)
TARGET CORP(TGTcusip87612E106)	13.2K	QoQ +93.19% (+6.4K) YoY +89.56% (+6.2K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$206.0M)	QoQ +49.14% (+$454.6K) YoY +11.63% (+$143.8K)
Matador Resources Co(MTDRcusip576485205)	25.6K	QoQ 0.00% (-1) YoY -6.48% (-1.8K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$206.0M)	QoQ -9.18% (-$132.3K) YoY -28.44% (-$519.7K)
CATERPILLAR INC(CATcusip149123101)	3.9K	QoQ +4.98% (-185) YoY +145.77% (+2.3K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$206.0M)	QoQ -4.55% (-$61.3K) YoY +121.26% (+$704.6K)
NVIDIA CORP(NVDAcusip67066G104)	11.8K	QoQ +12.13% (-1.3K) YoY +1657.44% (+11.1K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$206.0M)	QoQ -9.50% (-$134.4K) YoY +110.79% (+$672.8K)
DORCHESTER MINERALS, L.P.(DMLPcusip25820R105)	42.1K	QoQ +43.72% (+12.8K) YoY NEW(+42.1K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$206.0M)	QoQ +29.70% (+$289.9K) YoY NEW(+$1.3M)
Coinbase Global, Inc.(COINcusip19260Q107)	7.2K	QoQ +1.17% (-83) YoY +16.66% (-1.0K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$206.0M)	QoQ -29.82% (-$525.2K) YoY -24.20% (-$394.7K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.9K	QoQ +4.50% (+211) YoY +37.41% (+1.3K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$206.0M)	QoQ +18.20% (+$187.5K) YoY +78.93% (+$537.0K)