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| Happy Holidays!! thanks for using AUM13F!! |
| Burford Brothers Inc
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| CRD # | 306574 |
| SEC # | 801-117819 |
| CIK # | 0002001434 |
| AUM | $361.3 M (2025-02-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 214-523-2333 |
| Address | 7001 Preston Road Dallas, TX 75205 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.8 | ||
| Microsoft Corp | 9.9 | ||
| Tesla Motors Inc | 7.1 | ||
| Amazon Com Inc | 5.0 | ||
| Exxon Mobil Corp | 4.5 | ||
| Vistra Energy Corp | 4.3 | ||
| Facebook Inc | 4.2 | ||
| J P Morgan Chase & Co | 3.7 | ||
| First Solar Inc | 3.2 | ||
| General Electric Co | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 313.4 |
| (b) Individuals (high net worth individuals) | 57 | 42.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.7 |
| (h) Charitable organizations | 2 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.8 |
| (n) Other | 2 | 1.3 |
| Total | 749 | 361.3 |
| By Discretionary | ||
| Discretionary | 620 | 355.4 |
| Non-Discretionary | 129 | 5.9 |
| Total | 749 | 361.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 361.3 | |
| Total | 749 | 361.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002001434] |
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