Burford Brothers, Inc. — 13F Holdings & Portfolio
CIK 2001434 · latest 13F-HR filed 2026-04-27
Burford Brothers, Inc. manages $243.9M in 13F-reported U.S. long-equity assets across 172 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (7.44%), CGUS (5.76%), VNLA (4.65%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 16, added to 60, and trimmed 55.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$243.9M
Long-equity book
172
Distinct positions
2026-03-31
Filed 2026-04-27
+15 / −16 / ↑60 / ↓55
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$2.1M +42.3%
- JOHNSON & JOHNSON$1.9M +105.1%
- JANUS DETROIT STR TR$1.9M +19.8%
- JANUS DETROIT STR TR$942.3K +419.2%
- GE VERNOVA INC$847.9K +33.6%
Top Trims
- MICROSOFT CORP-$2.2M -22.5%
- TESLA INC-$1.8M -17.7%
- APPLE INC-$1.3M -6.8%
- FIRST SOLAR INC-$1.2M -24.3%
- STATE STR SPDR S&P 500 ETF T-$722.8K -21.9%
New Positions
- PROGRESSIVE CORP$1.4M
- ISHARES TR$1.3M
- NATIONAL FUEL GAS CO$1.2M
- KT CORP$901.3K
- AMPHENOL CORP$730.4K
Exited Positions
- NEXTERA ENERGY INC$1.2M
- HUNTINGTON BANCSHARES INC$733.0K
- COMCAST CORP NEW$570.6K
- OMNICOM GROUP INC$487.2K
- PERRIGO CO PLC$484.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $18.2M | 7.44% | 71,517 | SH |
| 2 | CAPITAL GROUP CORE EQUITY ET | CGUS | 14020V108 | $14.0M | 5.76% | 365,474 | SH |
| 3 | JANUS DETROIT STR TR | VNLA | 47103U886 | $11.3M | 4.65% | 231,872 | SH |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $11.3M | 4.62% | 23,497 | SH |
| 5 | TESLA INC | TSLA | 88160R101 | $8.3M | 3.39% | 22,258 | SH |
| 6 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $8.3M | 3.39% | 205,582 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $7.5M | 3.07% | 20,227 | SH |
| 8 | EXXON MOBIL CORP | XOM | 30231G102 | $7.0M | 2.87% | 41,266 | SH |
| 9 | CAPITAL GROUP GBL GROWTH EQT | CGGO | 14020X104 | $5.5M | 2.24% | 164,024 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $4.9M | 2.00% | 23,398 | SH |
| 11 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $4.4M | 1.81% | 146,370 | SH |
| 12 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.8M | 1.56% | 15,556 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.8M | 1.55% | 12,863 | SH |
| 14 | FIRST SOLAR INC | FSLR | 336433107 | $3.8M | 1.55% | 19,131 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $3.6M | 1.49% | 12,657 | SH |
| 16 | GE VERNOVA INC | GEV | 36828A101 | $3.4M | 1.38% | 3,860 | SH |
| 17 | GE AEROSPACE | GE | 369604301 | $3.4M | 1.38% | 11,856 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $3.3M | 1.36% | 5,802 | SH |
| 19 | WALMART INC | WMT | 931142103 | $3.0M | 1.21% | 23,761 | SH |
| 20 | VISTRA CORP | VST | 92840M102 | $2.9M | 1.19% | 19,284 | SH |
| 21 | CATERPILLAR INC | CAT | 149123101 | $2.9M | 1.17% | 4,025 | SH |
| 22 | ALTRIA GROUP INC | MO | 02209S103 | $2.7M | 1.10% | 40,824 | SH |
| 23 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.6M | 1.06% | 3,971 | SH |
| 24 | CAPITAL GROUP CORE BALANCED | CGBL | 14021D107 | $2.5M | 1.01% | 71,419 | SH |
| 25 | ABBVIE INC | ABBV | 00287Y109 | $2.3M | 0.96% | 10,714 | SH |
| 26 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $2.0M | 0.83% | 40,513 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.0M | 0.82% | 11,419 | SH |
| 28 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $1.9M | 0.80% | 65,866 | SH |
| 29 | CHEVRON CORPORATION | CVX | 166764100 | $1.9M | 0.79% | 9,260 | SH |
| 30 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $1.9M | 0.77% | 44,269 | SH |
| 31 | PROCTER & GAMBLE CO | PG | 742718109 | $1.9M | 0.76% | 12,846 | SH |
| 32 | COCA COLA CO | KO | 191216100 | $1.8M | 0.75% | 24,182 | SH |
| 33 | MATADOR RES CO | MTDR | 576485205 | $1.7M | 0.69% | 26,798 | SH |
| 34 | ASA GOLD AND PRECIOUS MTLS L | ASA | G3156P103 | $1.7M | 0.69% | 27,210 | SH |
| 35 | OMEGA HEALTHCARE INVS INC | OHI | 681936100 | $1.6M | 0.66% | 36,930 | SH |
| 36 | ASML HLDG NV | ASML | N07059210 | $1.6M | 0.65% | 1,191 | SH |
| 37 | ENERGY TRANSFER L P | ET | 29273V100 | $1.6M | 0.64% | 80,853 | SH |
| 38 | TEXAS INSTRS INC | TXN | 882508104 | $1.4M | 0.58% | 7,274 | SH |
| 39 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.4M | 0.57% | 5,746 | SH |
| 40 | PROGRESSIVE CORP | PGR | 743315103 | $1.4M | 0.55% | 6,816 | SH |
| 41 | ISHARES TR | SHV | 464288679 | $1.3M | 0.54% | 12,009 | SH |
| 42 | COINBASE GLOBAL INC | COIN | 19260Q107 | $1.3M | 0.52% | 7,206 | SH |
| 43 | NNN REIT INC | NNN | 637417106 | $1.2M | 0.51% | 29,360 | SH |
| 44 | AMBEV SA | ABEV | 02319V103 | $1.2M | 0.51% | 422,029 | SH |
| 45 | MERCK & CO INC | MRK | 58933Y105 | $1.2M | 0.50% | 10,123 | SH |
| 46 | AMERICAN EXPRESS CO | AXP | 025816109 | $1.2M | 0.49% | 3,921 | SH |
| 47 | NATIONAL FUEL GAS CO | NFG | 636180101 | $1.2M | 0.48% | 12,495 | SH |
| 48 | JANUS DETROIT STR TR | JAAA | 47103U845 | $1.2M | 0.48% | 23,170 | SH |
| 49 | AMGEN INC | AMGN | 031162100 | $1.1M | 0.46% | 3,206 | SH |
| 50 | MPLX LP | MPLX | 55336V100 | $1.1M | 0.44% | 18,890 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $243.9M | 172 | 0002001434-26-000002 |
| 2025-12-31 | 2026-02-05 | $242.2M | 173 | 0002001434-26-000001 |