Burford Brothers, Inc. Portfolio Holdings

Burford Brothers, Inc.

  • $192 Billion
  • Q3 2024

Burford Brothers, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17B, Capital Group Core Equity ETF with a value of $10.7B, Berkshire Hathaway Inc Class B with a value of $8.71B, Microsoft Corp with a value of $8.52B, and Janus Henderson Short Duration with a value of $7.81B.

Examining the 13F form we can see an increase of $19.8B in the current position value, from $172B to 192B.

Burford Brothers, Inc. is based out at Dallas, TX

Below you can find more details about Burford Brothers, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
Technology: $39.1 Billion
ETFs: $33.3 Billion
Financial Services: $21.1 Billion
Consumer Cyclical: $15.6 Billion
Healthcare: $14.2 Billion
Energy: $12.8 Billion
Consumer Defensive: $12.3 Billion
Communication Services: $8.96 Billion
Other: $19.2 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$725 Million 0.38% of portfolio
116,070
Q3 2024 Added 16.06%
$0
$391 Million 0.2% of portfolio
36,100
Q4 2023 New
$0
$300 Million 0.16% of portfolio
26,355
Q4 2023 New
$0
$314 Million 0.16% of portfolio
21,400
Q3 2024 Reduced 5.31%
$0
$236 Million 0.12% of portfolio
34,470
Q2 2024 Reduced 6.13%
$0
$217 Million 0.11% of portfolio
17,500
Q4 2023 New
$0
$217 Million 0.11% of portfolio
19,900
Q4 2023 New
$0
$168 Million 0.09% of portfolio
25,850
Q4 2023 New
$0
$170 Million 0.09% of portfolio
13,000
Q4 2023 New
$0
$182 Million 0.09% of portfolio
13,200
Q4 2023 New
$0
$180 Million 0.09% of portfolio
12,500
Q4 2023 New
$0
$115 Million 0.06% of portfolio
13,070
Q1 2024 Reduced 10.3%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $192 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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