California Files

Joseph J. Burghardt › Form 700

Joseph J. Burghardt: 2025 Annual statement

Annual 2025
Judge, Los Angeles County Superior Court · due 2026-03-02
Filed
2026-02-11 · signed 02/11/2026 08:51 AM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (17 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 81

NameBusinessValue
3 M Co.Technology$10,001–$100,000
Abbott LaboratoriesPharmaceutical$10,001–$100,000
Abbvie Inc.Pharmaceutical$10,001–$100,000
Adobe Inc.Software$10,001–$100,000
disposed 2025-07-18
Advanced Micro Devices, Inc.Electronics$10,001–$100,000
disposed 2025-07-18
Albemarle Corp.Chemical Manufacturing$10,001–$100,000
disposed 2025-07-18
Alcon Inc.Healthcare$2,000–$10,000
Alphabet Inc. Class ACommunications$100,001–$1,000,000
Alphabet Inc. Class CCommunications$10,001–$100,000
Amazon.com Inc.Online Retail$10,001–$100,000
disposed 2025-07-18
American ExpressFinancial$100,001–$1,000,000
Apple Inc.Computers$100,001–$1,000,000
Baidu Inc.Technology$2,000–$10,000
Bank of AmericaFinancial$100,001–$1,000,000
BASF SEChemical Manufacturing$2,000–$10,000
Bayer AGPharmaceutical$2,000–$10,000
Berkshire HathawayFinancial$100,001–$1,000,000
Boeing Co.Aerospace$10,001–$100,000
Brighthouse FinancialFinancial$10,001–$100,000
Broadridge FinlFinancial$10,001–$100,000
Brookfield Asset ManagementFinancial$2,000–$10,000
Capital One FcFinancial$10,001–$100,000
Chubb Corp.Insurance$10,001–$100,000
Cisco SystemsTechnology$10,001–$100,000
Corning Inc.Technology$100,001–$1,000,000
Costar GroupReal Estate$10,001–$100,000
disposed 2025-07-18
Costco Wholesale CompanyRetail$10,001–$100,000
Danaher Corp.Industry$10,001–$100,000
disposed 2025-07-18
Diageo PLCRetail$10,001–$100,000
DropboxTechnology$2,000–$10,000
Enovis Corp.Medical Technology$10,001–$100,000
disposed 2025-07-18
Exxon MobileEnergy$2,000–$10,000
Fairfax FinlFinancial$10,001–$100,000
Fiserv, Inc.Technology$10,001–$100,000
GE Healthcare TechnologiesHealthcare Technology$2,000–$10,000
GE VernovaEnergy$10,001–$100,000
Generac Holdings Inc.Energy Technology$10,001–$100,000
disposed 2025-07-18
GE AerospaceAerospace$10,001–$100,000
Goldman Sachs GroupFinancial$10,001–$100,000
Hershey CompanyFood Manufacturing$10,001–$100,000
Hims and Hers HealthHealthcare Services$10,001–$100,000
Intel Corp.Technology$10,001–$100,000
Intercontinental Exc.Financial$10,001–$100,000
Jefferies FinlFinancial$10,001–$100,000
Johnson and JohnsonPharmaceutical$100,001–$1,000,000
Kennedy WilsonReal Estate$2,000–$10,000
Kraft Heinz Co.Food$2,000–$10,000
LittlefuseManufacturing$10,001–$100,000
disposed 2025-07-18
Markel Corp.Financial$10,001–$100,000
Merck and Co. Inc.Pharmaceutical$10,001–$100,000
Metlife, Inc.Insurance$100,001–$1,000,000
Microsoft Corp.Technology$100,001–$1,000,000
Mondelez Intl.Food$10,001–$100,000
NestleFood$10,001–$100,000
Nike Inc.Retail$10,001–$100,000
Paycom Software Inc.Software$10,001–$100,000
disposed 2025-04-04
Pepsi Co. Inc.Retail$10,001–$100,000
Pfizer Inc.Pharmaceutical$2,000–$10,000
Proctor & GambleConsumer Goods$10,001–$100,000
QualcommCommunications$10,001–$100,000
Roper TechnologiesProduction Technology$10,001–$100,000
Salesforce CompanyTechnology$10,001–$100,000
disposed 2025-07-18
SLBTechnology$2,000–$10,000
Solventum Corp.Healthcare Products$2,000–$10,000
Spotify TechnologyDigital Music Streaming$2,000–$10,000
St. JoeRetail / Real Estate$10,001–$100,000
Sysco Corp.Communications$10,001–$100,000
Tejon RanchReal Estate$2,000–$10,000
TJX CompaniesRetail$10,001–$100,000
United Parcel ServicePostal Services$2,000–$10,000
VerizonCommunications$2,000–$10,000
Visa Inc. Class AFinancial$10,001–$100,000
Walmart, Inc.Retail$10,001–$100,000
Walt Disney Co.Entertainment$10,001–$100,000
Wells Fargo BkFinancial$10,001–$100,000
Woodward, Inc.Manufacturing$10,001–$100,000
Alibaba Group HoldingsTechnology$2,000–$10,000
Anheuser-Busch InBevBrewing Company$10,001–$100,000
ASML HoldingManufacturing$10,001–$100,000
acquired 2025-02-25
Teradyne, Inc.Manufacturing$10,001–$100,000
acquired 2025-04-23
Thermo Fisher Scientific, Inc.Manufacturing and Technology$10,001–$100,000
acquired 2025-03-05

Schedule B · Real property 3

PropertyValueRental income
1512 N. Ardmore Ave., Manhattan Beach · from the PDF
Ownership/Deed of Trust
over $1,000,000$10,001–$100,000
Samantha Mergentime
333 N. 3rd Street, Alhambra
Ownership/Deed of Trust
over $1,000,000$10,001–$100,000
Orlando Romero Valdes, Rosa Beatriz Lemus, Erica Calderon, Roberto Calderon, Rosemarie Chamarro, Eriberto Marisca, Felipe Sandoval, Jose Ontiveros, Rocio Menendez
228 17th Street, Manhattan Beach
Ownership/Deed of Trust
over $1,000,000$10,001–$100,000
Fran Budiman, Jeff O'Dell, Kim Rodberg

The filer's comments

A-1 My stock in Brookfield Asset Management has fallen below the $2000 threshold

A-1 General Electric has spun off into GE Vernova, GE Healthcare, and GE Aerospace

A-1 Schlumberger Ltd. changed its name to SLB

A-1 Alibaba Group Holdings (1/20/22) and Anheuser-Busch InBev (8/24/22) were both acquired in 2022

B The 1512 N. Ardmore property was disposed of sometime in late 2024 or early 2025. Unsure of exact date.