Burford Brothers, Inc. — 13F Holdings & Portfolio
CIK 2001434 · latest 13F-HR filed 2026-07-28
Burford Brothers, Inc. manages $272.5M in 13F-reported U.S. long-equity assets across 182 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (7.73%), CGUS (6.04%), BRK.B (4.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 5, added to 84, and trimmed 40.
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.
DALLAS, TX 75205
$272.5M
Long-equity book
182
Distinct positions
2026-06-30
Filed 2026-07-28
+15 / −5 / ↑84 / ↓40
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLE INC$2.9M +16.1%
- CAPITAL GROUP CORE EQUITY ET$2.4M +17.2%
- CONSOLIDATED EDISON INC$1.7M +474.0%
- CAPITAL GROUP GROWTH ETF$1.6M +19.4%
- CATERPILLAR INC$1.5M +54.0%
Top Trims
- JOHNSON & JOHNSON-$1.5M -38.5%
- EXXON MOBIL CORP-$1.3M -18.4%
- MERCK & CO INC-$939.9K -77.2%
- AMBEV SA-$449.7K -36.5%
- MATADOR RES CO-$431.7K -25.5%
New Positions
- FERMI INC$2.7M
- ELI LILLY & CO$1.1M
- LAS VEGAS SANDS CORP$815.3K
- SPACE EXPLORATION TECHN CORP$753.0K
- APTARGROUP INC$730.6K
Exited Positions
- NATIONAL FUEL GAS CO$1.2M
- CF INDUSTRIES HOLD$847.5K
- QUALCOMM INC$806.4K
- WILLIAMS SONOMA INC$665.1K
- S&P GLOBAL INC$318.6K
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 | $21.1M | 7.73% | 72,811 | SH |
| 2 | CAPITAL GROUP CORE EQUITY ET | CGUS | 14020V108 | $16.5M | 6.04% | 370,125 | SH |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $11.9M | 4.36% | 23,716 | SH |
| 4 | JANUS DETROIT STR TR | VNLA | 47103U886 | $11.0M | 4.03% | 224,695 | SH |
| 5 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $9.9M | 3.62% | 208,999 | SH |
| 6 | TESLA INC | TSLA | 88160R101 | $9.5M | 3.48% | 22,517 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $7.8M | 2.86% | 20,893 | SH |
| 8 | CAPITAL GROUP GBL GROWTH EQT | CGGO | 14020X104 | $7.0M | 2.56% | 164,755 | SH |
| 9 | EXXON MOBIL CORP | XOM | 30231G102 | $5.7M | 2.10% | 41,768 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $5.7M | 2.08% | 23,782 | SH |
| 11 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $5.0M | 1.83% | 147,536 | SH |
| 12 | ALPHABET INC | GOOG | 02079K107 | $4.7M | 1.71% | 13,185 | SH |
| 13 | GE VERNOVA INC | GEV | 36828A101 | $4.6M | 1.68% | 3,893 | SH |
| 14 | FIRST SOLAR INC | FSLR | 336433107 | $4.5M | 1.67% | 19,228 | SH |
| 15 | GE AEROSPACE | GE | 369604301 | $4.5M | 1.64% | 11,978 | SH |
| 16 | CATERPILLAR INC | CAT | 149123101 | $4.4M | 1.61% | 4,122 | SH |
| 17 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.3M | 1.57% | 13,092 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $3.3M | 1.22% | 5,907 | SH |
| 19 | VISTRA CORP | VST | 92840M102 | $3.1M | 1.13% | 19,407 | SH |
| 20 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.9M | 1.07% | 3,892 | SH |
| 21 | CAPITAL GROUP CORE BALANCED | CGBL | 14021D107 | $2.8M | 1.02% | 73,347 | SH |
| 22 | ABBVIE INC | ABBV | 00287Y109 | $2.7M | 0.99% | 10,770 | SH |
| 23 | WALMART INC | WMT | 931142103 | $2.7M | 0.99% | 23,921 | SH |
| 24 | FERMI INC | FRMI | 314911108 | $2.7M | 0.99% | 294,416 | SH |
| 25 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.6M | 0.96% | 13,047 | SH |
| 26 | ASML HLDG NV | ASML | N07059210 | $2.4M | 0.88% | 1,210 | SH |
| 27 | ALTRIA GROUP INC | MO | 02209S103 | $2.4M | 0.87% | 32,891 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.3M | 0.86% | 9,209 | SH |
| 29 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $2.3M | 0.83% | 65,611 | SH |
| 30 | TEXAS INSTRS INC | TXN | 882508104 | $2.2M | 0.80% | 7,294 | SH |
| 31 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $2.1M | 0.76% | 41,987 | SH |
| 32 | CONSOLIDATED EDISON INC | ED | 209115104 | $2.1M | 0.76% | 18,605 | SH |
| 33 | PROCTER & GAMBLE CO | PG | 742718109 | $2.0M | 0.73% | 13,514 | SH |
| 34 | COCA COLA CO | KO | 191216100 | $2.0M | 0.72% | 24,262 | SH |
| 35 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $2.0M | 0.72% | 46,371 | SH |
| 36 | PROGRESSIVE CORP | PGR | 743315103 | $1.9M | 0.68% | 8,498 | SH |
| 37 | OMEGA HEALTHCARE INVS INC | OHI | 681936100 | $1.8M | 0.65% | 36,921 | SH |
| 38 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.7M | 0.61% | 5,897 | SH |
| 39 | CHEVRON CORPORATION | CVX | 166764100 | $1.5M | 0.57% | 9,323 | SH |
| 40 | ENERGY TRANSFER L P | ET | 29273V100 | $1.5M | 0.57% | 80,581 | SH |
| 41 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.4M | 0.52% | 2,986 | SH |
| 42 | ASA GOLD AND PRECIOUS MTLS L | ASA | G3156P103 | $1.4M | 0.52% | 27,210 | SH |
| 43 | MPLX LP | MPLX | 55336V100 | $1.4M | 0.51% | 24,875 | SH |
| 44 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $1.4M | 0.50% | 23,457 | SH |
| 45 | AMERICAN EXPRESS CO | AXP | 025816109 | $1.3M | 0.49% | 3,973 | SH |
| 46 | ISHARES TR | SHV | 464288679 | $1.3M | 0.48% | 11,962 | SH |
| 47 | DORCHESTER MINERALS L P | DMLP | 25820R105 | $1.3M | 0.48% | 51,761 | SH |
| 48 | MATADOR RES CO | MTDR | 576485205 | $1.3M | 0.46% | 25,341 | SH |
| 49 | NNN REIT INC | NNN | 637417106 | $1.3M | 0.46% | 26,995 | SH |
| 50 | AMPHENOL CORP | APH | 032095101 | $1.2M | 0.45% | 6,987 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $272.5M | 182 | 0002001434-26-000003 |
| 2026-03-31 | 2026-04-27 | $243.9M | 172 | 0002001434-26-000002 |
| 2025-12-31 | 2026-02-05 | $242.2M | 173 | 0002001434-26-000001 |