# Burford Brothers, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2001434. Source: https://holderbook.com/funds/2001434-burford-brothers-inc/

- Reported value: $272.5M
- Positions: 182
- Weight of the ten largest: 38.8%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $21.1M | 72,811 | 7.7% | 11 |
| CAPITAL GROUP CORE EQUITY ET | [CGUS](https://holderbook.com/stocks/CGUS/) | $16.5M | 370,125 | 6.0% | 11 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $11.9M | 23,716 | 4.4% | 11 |
| JANUS DETROIT STR TR | [VNLA](https://holderbook.com/stocks/VNLA/) | $11.0M | 224,695 | 4.0% | 11 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $9.9M | 208,999 | 3.6% | 11 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $9.5M | 22,517 | 3.5% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $7.8M | 20,893 | 2.9% | 11 |
| CAPITAL GROUP GBL GROWTH EQT | [CGGO](https://holderbook.com/stocks/CGGO/) | $7.0M | 164,755 | 2.6% | 11 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $5.7M | 41,768 | 2.1% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.7M | 23,782 | 2.1% | 11 |
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $5.0M | 147,536 | 1.8% | 11 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.7M | 13,185 | 1.7% | 11 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $4.6M | 3,893 | 1.7% | 9 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $4.5M | 19,228 | 1.7% | 11 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $4.5M | 11,978 | 1.6% | 9 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $4.4M | 4,122 | 1.6% | 11 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.3M | 13,092 | 1.6% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.3M | 5,907 | 1.2% | 11 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $3.1M | 19,407 | 1.1% | 11 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.9M | 3,892 | 1.1% | 11 |
| CAPITAL GROUP CORE BALANCED | [CGBL](https://holderbook.com/stocks/CGBL/) | $2.8M | 73,347 | 1.0% | 8 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $2.7M | 10,770 | 1.0% | 11 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.7M | 23,921 | 1.0% | 11 |
| FERMI INC | [FRMI](https://holderbook.com/stocks/FRMI/) | $2.7M | 294,416 | 1.0% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.6M | 13,047 | 1.0% | 11 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $2.4M | 1,210 | 0.9% | 11 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $2.4M | 32,891 | 0.9% | 11 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.3M | 9,209 | 0.9% | 11 |
| CAPITAL GROUP INTL FOCUS EQT | [CGXU](https://holderbook.com/stocks/CGXU/) | $2.3M | 65,611 | 0.8% | 11 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $2.2M | 7,294 | 0.8% | 11 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $2.1M | 41,987 | 0.8% | 11 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $2.1M | 18,605 | 0.8% | 11 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.0M | 13,514 | 0.7% | 11 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $2.0M | 24,262 | 0.7% | 11 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $2.0M | 46,371 | 0.7% | 11 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $1.9M | 8,498 | 0.7% | 2 |
| OMEGA HEALTHCARE INVS INC | [OHI](https://holderbook.com/stocks/OHI/) | $1.8M | 36,921 | 0.6% | 5 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.7M | 5,897 | 0.6% | 11 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.5M | 9,323 | 0.6% | 11 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $1.5M | 80,581 | 0.6% | 11 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.4M | 2,986 | 0.5% | 3 |
| ASA GOLD AND PRECIOUS MTLS L | [ASA](https://holderbook.com/stocks/ASA/) | $1.4M | 27,210 | 0.5% | 11 |
| MPLX LP | [MPLX](https://holderbook.com/stocks/MPLX/) | $1.4M | 24,875 | 0.5% | 5 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $1.4M | 23,457 | 0.5% | 11 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.3M | 3,973 | 0.5% | 11 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $1.3M | 11,962 | 0.5% | 2 |
| DORCHESTER MINERALS LP | [DMLP](https://holderbook.com/stocks/DMLP/) | $1.3M | 51,761 | 0.5% | 3 |
| MATADOR RES CO | [MTDR](https://holderbook.com/stocks/MTDR/) | $1.3M | 25,341 | 0.5% | 11 |
| NNN REIT INC | [NNN](https://holderbook.com/stocks/NNN/) | $1.3M | 26,995 | 0.5% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.2M | 6,987 | 0.5% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.2M | 3,368 | 0.4% | 11 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.2M | 3,252 | 0.4% | 11 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.2M | 2,799 | 0.4% | 11 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $1.1M | 8,247 | 0.4% | 11 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $1.1M | 7,326 | 0.4% | 11 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.1M | 890 | 0.4% | 1 |
| BHP BILLITON LIMITED | [BHP](https://holderbook.com/stocks/BHP/) | $1.1M | 12,710 | 0.4% | 11 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $1.0M | 2,951 | 0.4% | 4 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $1.0M | 5,768 | 0.4% | 11 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.0M | 5,480 | 0.4% | 11 |
| BANK OZK LITTLE ROCK ARK | [OZK](https://holderbook.com/stocks/OZK/) | $1.0M | 19,624 | 0.4% | 5 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $995.0K | 11,514 | 0.4% | 11 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $974.7K | 5,116 | 0.4% | 11 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $973.2K | 5,254 | 0.4% | 11 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $956.9K | 2,789 | 0.4% | 11 |
| BLACK HILLS CORP | [BKH](https://holderbook.com/stocks/BKH/) | $943.1K | 12,675 | 0.3% | 4 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $930.0K | 3,441 | 0.3% | 11 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $928.9K | 2,634 | 0.3% | 11 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $919.9K | 18,220 | 0.3% | 4 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $894.3K | 10,766 | 0.3% | 11 |
| RIO TINTO PLC | [RIO](https://holderbook.com/stocks/RIO/) | $865.7K | 9,119 | 0.3% | 8 |
| CAPITAL GRP FIXED INCM ETF T | [CGMS](https://holderbook.com/stocks/CGMS/) | $846.0K | 30,954 | 0.3% | 10 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $841.4K | 60,533 | 0.3% | 11 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $836.2K | 2,454 | 0.3% | 11 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $830.8K | 15,643 | 0.3% | 11 |
| LAS VEGAS SANDS CORP | [LVS](https://holderbook.com/stocks/LVS/) | $815.3K | 17,651 | 0.3% | 1 |
| AMBEV SA | [ABEV](https://holderbook.com/stocks/ABEV/) | $782.6K | 249,248 | 0.3% | 11 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $774.4K | 805 | 0.3% | 7 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $773.2K | 7,567 | 0.3% | 11 |
| BUCKLE INC | [BKE](https://holderbook.com/stocks/BKE/) | $763.4K | 18,090 | 0.3% | 5 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $753.0K | 4,407 | 0.3% | 1 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $751.6K | 16,578 | 0.3% | 11 |
| KT CORP | [KT](https://holderbook.com/stocks/KT/) | $733.0K | 42,420 | 0.3% | 2 |
| SABINE RTY TR | [SBR](https://holderbook.com/stocks/SBR/) | $732.0K | 10,000 | 0.3% | 11 |
| APTARGROUP INC | [ATR](https://holderbook.com/stocks/ATR/) | $730.6K | 5,835 | 0.3% | 1 |
| TYSON FOODS INC | [TSN](https://holderbook.com/stocks/TSN/) | $729.2K | 12,738 | 0.3% | 11 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $699.8K | 4,140 | 0.3% | 11 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $688.9K | 4,342 | 0.3% | 11 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $688.2K | 4,051 | 0.3% | 7 |
| GOLDMAN SACHS ETF TR | [GSST](https://holderbook.com/stocks/GSST/) | $686.7K | 13,577 | 0.3% | 11 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $686.6K | 6,409 | 0.3% | 11 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $686.4K | 2,553 | 0.3% | 9 |
| NEXPOINT RESIDENTIAL TR INC | [NXRT](https://holderbook.com/stocks/NXRT/) | $685.7K | 24,559 | 0.3% | 11 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $668.6K | 1,770 | 0.2% | 8 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $666.0K | 15,127 | 0.2% | 11 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $662.3K | 5,639 | 0.2% | 8 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $657.2K | 5,604 | 0.2% | 11 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $648.6K | 12,098 | 0.2% | 11 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $642.7K | 936 | 0.2% | 6 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $621.6K | 1,545 | 0.2% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.8% | +14.8% | -6.1% | 100% |
| Q1 2026 | -1.8% | -4.6% | +2.8% | 100% |
| Q4 2025 | +2.3% | +2.4% | -0.1% | 100% |
| Q3 2025 | +8.1% | +7.8% | +0.3% | 100% |
| Q2 2025 | +6.7% | +10.5% | -3.8% | 100% |
| Q1 2025 | -3.7% | -4.6% | +0.8% | 100% |
| Q4 2024 | +1.2% | +2.1% | -1.0% | 100% |
| Q3 2024 | +7.2% | +5.4% | +1.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $272.5M | 182 |
| Q1 2026 | $243.9M | 172 |
| Q4 2025 | $242.2M | 173 |
| Q3 2025 | $233.9M | 167 |
| Q2 2025 | $217.9M | 161 |
| Q1 2025 | $206.0M | 158 |
| Q4 2024 | $203.7M | 156 |
| Q3 2024 | $191.8M | 157 |
| Q2 2024 | $172.0M | 151 |
| Q1 2024 | $152.4M | 149 |
| Q4 2023 | $141.5M | 150 |